Invesco MSCI World ESG Universal Screened UCITS ETF Acc (ESGW.DE)
ESGW.DE is a passive ETF by Invesco tracking the investment results of the MSCI World ESG Universal Select Business Screens. ESGW.DE launched on Jun 13, 2019 and has a 0.19% expense ratio.
ETF Info
ISIN | IE00BJQRDK83 |
---|---|
WKN | A2PHLM |
Issuer | Invesco |
Inception Date | Jun 13, 2019 |
Category | Global Equities |
Index Tracked | MSCI World ESG Universal Select Business Screens |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
ESGW.DE features an expense ratio of 0.19%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco MSCI World 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 World ESG Universal Screened UCITS ETF Acc had a return of 11.83% year-to-date (YTD) and 23.55% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 11.83% | 11.18% |
1 month | 3.91% | 5.60% |
6 months | 17.60% | 17.48% |
1 year | 23.55% | 26.33% |
5 years (annualized) | N/A | 13.16% |
10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of ESGW.DE, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 3.78% | 3.61% | 3.74% | -2.53% | 11.83% | ||||||||
2023 | 4.91% | 0.73% | 0.36% | 0.34% | 2.97% | 3.53% | 2.29% | -0.38% | -1.96% | -3.36% | 6.10% | 4.34% | 21.26% |
2022 | -17.46% | -2.26% | 4.24% | -2.87% | -3.73% | -6.06% | 10.23% | -2.42% | -5.86% | 4.03% | 0.85% | -5.56% | -25.87% |
2021 | 0.56% | 2.82% | 6.14% | 2.13% | -0.25% | 4.69% | 2.02% | 3.37% | -2.14% | 5.57% | 0.98% | 17.60% | 51.42% |
2020 | 0.95% | -8.15% | -9.77% | 9.34% | 2.73% | 2.11% | -0.19% | 6.00% | -0.91% | -2.49% | 8.52% | 1.54% | 8.07% |
2019 | -0.59% | 4.04% | -1.25% | 3.17% | 0.12% | 4.30% | 1.62% | 11.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ESGW.DE is 81, placing it in the top 19% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
ESGW.DE (Invesco MSCI World ESG Universal Screened UCITS ETF Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco MSCI World ESG Universal Screened UCITS ETF Acc (ESGW.DE) 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco MSCI World 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 World ESG Universal Screened UCITS ETF Acc was 32.09%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current Invesco MSCI World ESG Universal Screened UCITS ETF Acc drawdown is 0.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-32.09% | Feb 20, 2020 | 23 | Mar 23, 2020 | 194 | Dec 28, 2020 | 217 |
-28.15% | Jan 3, 2022 | 117 | Jun 16, 2022 | 458 | Mar 28, 2024 | 575 |
-14.37% | Dec 9, 2021 | 8 | Dec 20, 2021 | 4 | Dec 27, 2021 | 12 |
-10.94% | Dec 29, 2021 | 1 | Dec 29, 2021 | 1 | Dec 30, 2021 | 2 |
-10.54% | Dec 6, 2021 | 1 | Dec 6, 2021 | 1 | Dec 7, 2021 | 2 |
Volatility
Volatility Chart
The current Invesco MSCI World ESG Universal Screened UCITS ETF Acc volatility is 3.28%, 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.