Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS (LCPE.L)
LCPE.L is a passive ETF by Natixis tracking the investment results of the MSCI Europe NR EUR. LCPE.L launched on Dec 30, 2014 and has a 0.65% expense ratio.
ETF Info
| ISIN | LU1079842321 |
|---|---|
| Issuer | Natixis |
| Inception Date | Dec 30, 2014 |
| Category | Europe Equities |
| Index Tracked | MSCI Europe NR EUR |
| Asset Class | Equity |
Expense Ratio
LCPE.L has a high expense ratio of 0.65%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: LCPE.L vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Ossiam Shiller Barclays Cape Europe Sector Value 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
Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS had a return of 5.71% year-to-date (YTD) and 8.06% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.71% | 11.18% |
| 1 month | 5.26% | 5.60% |
| 6 months | 9.52% | 17.48% |
| 1 year | 8.06% | 26.33% |
| 5 years (annualized) | 9.78% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of LCPE.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 | -0.30% | -0.26% | 3.68% | -1.49% | 5.71% | ||||||||
| 2023 | 4.17% | -0.19% | 2.83% | 3.03% | -6.57% | 2.19% | 2.16% | -2.93% | -0.75% | -2.86% | 5.36% | 4.25% | 10.46% |
| 2022 | -1.14% | -1.30% | 2.27% | 0.36% | 0.50% | -5.45% | 3.66% | -0.58% | -6.09% | 2.36% | 6.72% | -0.93% | -0.33% |
| 2021 | -2.09% | 0.40% | 6.41% | 3.65% | 2.06% | 1.62% | -1.38% | 1.00% | 0.64% | 1.97% | -1.17% | 3.60% | 17.70% |
| 2020 | -2.83% | -6.53% | -11.56% | 6.99% | 8.41% | 5.64% | -3.35% | 3.05% | -0.99% | -4.14% | 14.27% | 2.11% | 8.55% |
| 2019 | 1.05% | 1.50% | 4.15% | 1.62% | -0.36% | 5.78% | 2.80% | -0.58% | 0.24% | -2.29% | 0.66% | 1.39% | 16.87% |
| 2018 | -1.83% | -3.44% | -0.53% | 4.12% | -1.44% | 1.34% | 4.37% | -1.55% | -0.88% | -3.80% | 0.59% | -2.90% | -6.17% |
| 2017 | -0.06% | 3.80% | 2.55% | -2.17% | 6.30% | -3.09% | 2.80% | 2.48% | -2.42% | 1.18% | -2.05% | 0.38% | 9.67% |
| 2016 | 0.15% | 0.31% | 3.65% | 1.35% | -0.95% | 7.99% | 1.35% | 0.58% | 2.61% | 4.79% | -6.04% | 6.02% | 23.26% |
| 2015 | 1.16% | -0.81% | 0.89% | 1.20% | -6.38% | 2.56% | -5.30% | -3.01% | 5.48% | 1.08% | -1.64% | -5.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LCPE.L is 33, 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.
LCPE.L (Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS (LCPE.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 Ossiam Shiller Barclays Cape Europe Sector Value 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 Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS was 27.75%, occurring on Mar 16, 2020. Recovery took 155 trading sessions.
The current Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS drawdown is 0.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.75% | Jan 20, 2020 | 41 | Mar 16, 2020 | 155 | Nov 9, 2020 | 196 |
| -15.78% | Apr 13, 2015 | 213 | Feb 11, 2016 | 95 | Jun 29, 2016 | 308 |
| -12.37% | Aug 25, 2017 | 144 | Mar 26, 2018 | 302 | Jun 7, 2019 | 446 |
| -12.34% | Jan 6, 2022 | 44 | Mar 8, 2022 | 23 | Apr 8, 2022 | 67 |
| -10.81% | Apr 25, 2023 | 126 | Oct 23, 2023 | 94 | Mar 7, 2024 | 220 |
Volatility
Volatility Chart
The current Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS volatility is 3.16%, 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.