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Lyxor Global Gender Equality DR UCITS (GEND.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

LU1691909508

Issuer

Amundi

Inception Date

Oct 12, 2017

Leveraged

1x

Index Tracked

MSCI ACWI NR USD

Asset Class

Equity

Expense Ratio

GEND.L has an expense ratio of 0.20%, which is considered low compared to other funds.


Expense ratio chart for GEND.L: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Lyxor Global Gender Equality DR UCITS, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


60.00%80.00%100.00%120.00%140.00%160.00%SeptemberOctoberNovemberDecember2025February
82.51%
150.47%
GEND.L (Lyxor Global Gender Equality DR UCITS)
Benchmark (^GSPC)

Returns By Period

Lyxor Global Gender Equality DR UCITS had a return of 4.85% year-to-date (YTD) and 12.84% in the last 12 months.


GEND.L

YTD

4.85%

1M

1.76%

6M

7.99%

1Y

12.84%

5Y*

7.68%

10Y*

N/A

^GSPC (Benchmark)

YTD

3.96%

1M

1.97%

6M

10.09%

1Y

22.16%

5Y*

12.70%

10Y*

11.33%

*Annualized

Monthly Returns

The table below presents the monthly returns of GEND.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.78%4.85%
20240.20%1.42%3.70%-2.47%0.56%0.32%1.99%1.87%0.03%0.86%3.90%-3.45%9.03%
20235.86%-0.52%-1.93%1.39%-4.46%2.17%2.72%-1.76%-0.33%-4.90%5.75%7.07%10.71%
2022-4.74%-2.02%3.10%-0.24%-1.65%-5.29%5.23%0.60%-4.81%3.49%3.12%-2.26%-6.01%
2021-0.65%1.98%5.78%3.70%0.23%1.42%-0.01%2.01%-1.81%2.40%-0.87%2.87%18.15%
2020-0.79%-6.74%-13.12%7.56%6.09%2.29%-2.48%3.96%0.36%-2.73%12.51%1.96%6.53%
20193.86%2.37%2.47%3.04%-0.92%5.00%4.67%-2.29%2.14%-4.13%2.95%1.15%21.77%
20182.13%-4.57%5.03%1.69%1.73%3.27%1.54%-0.32%-5.47%1.71%-5.93%0.11%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GEND.L is 52, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of GEND.L is 5252
Overall Rank
The Sharpe Ratio Rank of GEND.L is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of GEND.L is 5555
Sortino Ratio Rank
The Omega Ratio Rank of GEND.L is 5252
Omega Ratio Rank
The Calmar Ratio Rank of GEND.L is 4040
Calmar Ratio Rank
The Martin Ratio Rank of GEND.L is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Lyxor Global Gender Equality DR UCITS (GEND.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for GEND.L, currently valued at 1.32, compared to the broader market0.002.004.001.321.83
The chart of Sortino ratio for GEND.L, currently valued at 1.95, compared to the broader market0.005.0010.001.952.47
The chart of Omega ratio for GEND.L, currently valued at 1.24, compared to the broader market0.501.001.502.002.503.001.241.33
The chart of Calmar ratio for GEND.L, currently valued at 1.01, compared to the broader market0.005.0010.0015.0020.001.012.76
The chart of Martin ratio for GEND.L, currently valued at 6.47, compared to the broader market0.0020.0040.0060.0080.00100.006.4711.27
GEND.L
^GSPC

The current Lyxor Global Gender Equality DR UCITS Sharpe ratio is 1.32. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Lyxor Global Gender Equality DR UCITS with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
1.32
1.66
GEND.L (Lyxor Global Gender Equality DR UCITS)
Benchmark (^GSPC)

Dividends

Dividend History


Lyxor Global Gender Equality DR UCITS doesn't pay dividends

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.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.88%
-2.05%
GEND.L (Lyxor Global Gender Equality DR UCITS)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Lyxor Global Gender Equality DR 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 Global Gender Equality DR UCITS was 29.20%, occurring on Mar 23, 2020. Recovery took 170 trading sessions.

The current Lyxor Global Gender Equality DR UCITS drawdown is 0.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.2%Feb 21, 202022Mar 23, 2020170Nov 24, 2020192
-19.46%Nov 17, 20238Nov 28, 2023296Jan 30, 2025304
-15.29%Nov 16, 2021144Jun 16, 2022160Feb 2, 2023304
-13.4%Aug 29, 201884Dec 24, 201881Apr 23, 2019165
-11.54%Feb 6, 2023184Oct 27, 202314Nov 16, 2023198

Volatility

Volatility Chart

The current Lyxor Global Gender Equality DR UCITS volatility is 2.48%, 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
2.48%
3.78%
GEND.L (Lyxor Global Gender Equality DR UCITS)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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