Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc (ESGE.L)
ESGE.L is a passive ETF by Invesco tracking the investment results of the MSCI Europe NR EUR. ESGE.L launched on Jun 13, 2019 and has a 0.16% expense ratio.
ETF Info
IE00BJQRDL90
A2PHLN
Jun 13, 2019
1x
MSCI Europe NR EUR
Ireland
Accumulating
Large-Cap
Blend
Expense Ratio
ESGE.L has an expense ratio of 0.16%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc had a return of 8.03% year-to-date (YTD) and 10.91% in the last 12 months.
ESGE.L
8.03%
2.65%
4.24%
10.91%
8.04%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of ESGE.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.02% | 8.03% | |||||||||||
| 2024 | -0.21% | 2.70% | 3.39% | -1.27% | 3.46% | -0.92% | 0.25% | 1.63% | -1.23% | -2.33% | -0.35% | -0.68% | 4.31% |
| 2023 | 6.22% | 0.71% | 0.90% | 2.05% | -3.93% | 2.24% | 1.75% | -2.87% | -0.61% | -3.42% | 5.67% | 4.98% | 13.86% |
| 2022 | -5.27% | -3.20% | 1.81% | -1.20% | -0.60% | -6.43% | 5.44% | -2.42% | -4.97% | 2.89% | 8.21% | -0.62% | -7.20% |
| 2021 | -2.38% | -0.05% | 4.82% | 4.82% | 1.41% | 1.24% | 1.16% | 3.08% | -3.43% | 3.29% | -1.09% | 3.68% | 17.41% |
| 2020 | -2.06% | -5.60% | -11.05% | 4.63% | 7.19% | 4.78% | -0.98% | 2.56% | 0.17% | -5.94% | 12.62% | 2.82% | 7.08% |
| 2019 | 1.89% | 2.17% | -1.83% | 2.01% | -1.08% | 1.14% | 1.72% | 6.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ESGE.L is 41, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc (ESGE.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc was 26.68%, occurring on Mar 16, 2020. Recovery took 158 trading sessions.
The current Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc drawdown is 1.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.68% | Feb 20, 2020 | 18 | Mar 16, 2020 | 158 | Nov 11, 2020 | 176 |
| -18.81% | Nov 12, 2021 | 229 | Oct 13, 2022 | 78 | Feb 3, 2023 | 307 |
| -8.96% | Apr 25, 2023 | 130 | Oct 27, 2023 | 34 | Dec 14, 2023 | 164 |
| -7.32% | Feb 6, 2023 | 28 | Mar 15, 2023 | 19 | Apr 13, 2023 | 47 |
| -6.6% | May 16, 2024 | 57 | Aug 5, 2024 | 118 | Jan 22, 2025 | 175 |
Volatility
Volatility Chart
The current Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc volatility is 3.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.