Lyxor MSCI World Financials TR UCITS (FINW.L)
FINW.L is a passive ETF by Amundi tracking the investment results of the MSCI World/Financials NR USD. FINW.L launched on Aug 23, 2010 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU0533033071 |
|---|---|
| Issuer | Amundi |
| Inception Date | Aug 23, 2010 |
| Category | Financials Equities |
| Index Tracked | MSCI World/Financials NR USD |
| Asset Class | Equity |
Expense Ratio
The Lyxor MSCI World Financials TR UCITS has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: FINW.L vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lyxor MSCI World Financials TR UCITS, 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
Lyxor MSCI World Financials TR UCITS had a return of 7.03% year-to-date (YTD) and 23.75% in the last 12 months. Over the past 10 years, Lyxor MSCI World Financials TR UCITS had an annualized return of 7.04%, while the S&P 500 had an annualized return of 10.55%, indicating that Lyxor MSCI World Financials TR UCITS did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.03% | 6.33% |
| 1 month | -1.60% | -2.81% |
| 6 months | 25.87% | 21.13% |
| 1 year | 23.75% | 24.56% |
| 5 years (annualized) | 8.87% | 11.55% |
| 10 years (annualized) | 7.04% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.77% | 2.84% | 5.07% | |||||||||
| 2023 | -1.77% | -4.49% | 10.96% | 6.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Lyxor MSCI World Financials TR UCITS(FINW.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor MSCI World Financials TR UCITS (FINW.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lyxor MSCI World Financials TR UCITS. 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 Lyxor MSCI World Financials TR UCITS was 43.64%, occurring on Mar 23, 2020. Recovery took 222 trading sessions.
The current Lyxor MSCI World Financials TR UCITS drawdown is 2.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.64% | Jan 26, 2018 | 545 | Mar 23, 2020 | 222 | Feb 12, 2021 | 767 |
| -32.81% | Jun 9, 2011 | 10 | Oct 4, 2011 | 29 | Jan 15, 2013 | 39 |
| -27.31% | Jan 14, 2022 | 187 | Oct 12, 2022 | 328 | Jan 31, 2024 | 515 |
| -26.51% | Jun 23, 2015 | 162 | Feb 11, 2016 | 208 | Dec 6, 2016 | 370 |
| -10.68% | May 23, 2013 | 22 | Jun 24, 2013 | 20 | Jul 22, 2013 | 42 |
Volatility
Volatility Chart
The current Lyxor MSCI World Financials TR UCITS volatility is 4.18%, 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.