Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.L)
HLTW.L is a passive ETF by Amundi tracking the investment results of the MSCI World/Health Care NR USD. HLTW.L launched on Aug 19, 2010 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU0533033311 |
|---|---|
| Issuer | Amundi |
| Inception Date | Aug 19, 2010 |
| Category | Health & Biotech Equities |
| Index Tracked | MSCI World/Health Care NR USD |
| Asset Class | Equity |
Expense Ratio
HLTW.L has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lyxor UCITS MSCI World Health Care TR C-USD, 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 UCITS MSCI World Health Care TR C-USD had a return of 7.09% year-to-date (YTD) and 10.16% in the last 12 months. Over the past 10 years, Lyxor UCITS MSCI World Health Care TR C-USD had an annualized return of 8.83%, while the S&P 500 had an annualized return of 10.97%, indicating that Lyxor UCITS MSCI World Health Care TR C-USD did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.09% | 11.29% |
| 1 month | 4.56% | 4.87% |
| 6 months | 14.71% | 17.88% |
| 1 year | 10.16% | 29.16% |
| 5 years (annualized) | 10.66% | 13.20% |
| 10 years (annualized) | 8.83% | 10.97% |
Monthly Returns
The table below presents the monthly returns of HLTW.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.02% | 1.93% | 2.31% | -4.04% | 7.09% | ||||||||
| 2023 | -1.60% | -3.44% | 2.87% | 3.43% | -4.60% | 3.76% | 1.21% | 0.02% | -3.43% | -4.99% | 5.76% | 4.87% | 3.08% |
| 2022 | -8.48% | 0.12% | 5.81% | -5.00% | -0.17% | -3.43% | 3.25% | -5.33% | -2.87% | 6.69% | 3.76% | 0.81% | -5.93% |
| 2021 | 1.98% | -3.07% | 2.58% | 3.62% | 2.64% | 2.40% | 3.80% | 2.77% | -4.39% | 2.62% | -2.51% | 7.32% | 20.94% |
| 2020 | -1.03% | -8.07% | -1.70% | 11.11% | 2.56% | -0.81% | 4.58% | 1.41% | -0.62% | -4.88% | 8.32% | 2.86% | 12.94% |
| 2019 | 5.15% | 2.37% | 0.24% | -2.65% | -1.73% | 6.04% | 0.09% | -0.91% | -0.13% | 4.63% | 5.17% | 2.97% | 22.85% |
| 2018 | 5.11% | -3.89% | -2.73% | 1.68% | -0.22% | 1.61% | 5.97% | 2.35% | 2.58% | -6.99% | 4.41% | -7.23% | 1.54% |
| 2017 | 1.12% | 6.69% | 0.33% | 1.56% | 2.19% | 2.78% | 0.28% | 0.29% | 1.37% | -1.04% | 2.12% | 0.98% | 20.11% |
| 2016 | -9.60% | 0.34% | 1.67% | 2.55% | 1.87% | 0.34% | 4.91% | -3.99% | -0.18% | -6.68% | 0.45% | 1.19% | -7.80% |
| 2015 | 1.83% | 4.05% | 1.95% | -0.36% | 2.00% | -1.02% | 4.38% | -6.18% | -8.00% | 6.88% | -0.55% | 2.04% | 6.17% |
| 2014 | 0.77% | 7.54% | -2.32% | 0.08% | 1.99% | 2.73% | -0.70% | 3.23% | 1.07% | 2.08% | 3.02% | -1.71% | 18.86% |
| 2013 | 2.13% | 1.58% | 6.39% | 4.16% | 1.76% | -1.88% | 5.35% | -2.91% | 3.58% | 4.17% | 3.72% | 0.64% | 32.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HLTW.L is 45, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
HLTW.L (Lyxor UCITS MSCI World Health Care TR C-USD)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.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 UCITS MSCI World Health Care TR C-USD. 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 UCITS MSCI World Health Care TR C-USD was 26.58%, occurring on Mar 23, 2020. Recovery took 50 trading sessions.
The current Lyxor UCITS MSCI World Health Care TR C-USD drawdown is 0.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.58% | Feb 13, 2020 | 28 | Mar 23, 2020 | 50 | Jun 5, 2020 | 78 |
| -19.78% | Aug 6, 2015 | 130 | Feb 11, 2016 | 343 | Jun 22, 2017 | 473 |
| -17.49% | Jan 4, 2022 | 184 | Sep 27, 2022 | 343 | Feb 6, 2024 | 527 |
| -15.27% | May 23, 2011 | 11 | Aug 10, 2011 | 16 | Feb 27, 2012 | 27 |
| -13.36% | Oct 2, 2018 | 61 | Dec 27, 2018 | 130 | Jul 4, 2019 | 191 |
Volatility
Volatility Chart
The current Lyxor UCITS MSCI World Health Care TR C-USD volatility is 3.08%, 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.