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Amundi MSCI World V UCITS ETF Acc (LCUW.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINLU1781541179
WKNLYX0YD
IssuerAmundi
Inception DateFeb 28, 2018
CategoryGlobal Equities
Leveraged1x
Index TrackedMSCI World
DomicileLuxembourg
Distribution PolicyAccumulating
Asset ClassEquity

Expense Ratio

LCUW.DE has an expense ratio of 0.12%, which is considered low compared to other funds.


Expense ratio chart for LCUW.DE: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%

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.


Popular comparisons: LCUW.DE vs. LYP6.DE, LCUW.DE vs. AUM5.DE, LCUW.DE vs. TSWE.DE, LCUW.DE vs. MSFT, LCUW.DE vs. SXR8.DE, LCUW.DE vs. MOAT.L, LCUW.DE vs. GOOGL, LCUW.DE vs. PG, LCUW.DE vs. MOAT, LCUW.DE vs. AMZN

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Amundi MSCI World V 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.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
12.51%
16.17%
LCUW.DE (Amundi MSCI World V UCITS ETF Acc)
Benchmark (^GSPC)

Returns By Period

Amundi MSCI World V UCITS ETF Acc had a return of 25.76% year-to-date (YTD) and 32.25% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date25.76%25.48%
1 month3.90%2.14%
6 months12.51%12.76%
1 year32.25%33.14%
5 years (annualized)13.10%13.96%
10 years (annualized)N/A11.39%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.48%3.63%3.76%-2.13%1.28%4.91%0.18%-0.23%1.30%1.23%25.76%
20235.04%0.53%0.11%0.30%2.43%3.80%2.40%-0.57%-1.66%-3.58%5.93%4.14%20.04%
2022-5.64%-1.72%4.62%-2.60%-3.63%-6.33%10.27%-1.94%-5.70%4.50%0.31%-5.71%-14.02%
20210.60%3.11%6.16%2.03%-0.39%4.76%1.82%3.04%-1.89%5.14%0.69%4.12%33.02%
20200.26%-8.78%-10.91%9.58%2.46%1.85%-0.43%5.97%-1.14%-2.72%9.40%1.84%5.33%
20197.89%3.96%2.50%3.62%-4.83%3.86%3.67%-1.61%3.18%-0.08%4.44%1.47%31.23%
2018-1.04%6.24%3.74%0.26%2.42%1.79%0.76%-5.04%0.61%-8.67%0.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of LCUW.DE is 85, placing it in the top 15% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of LCUW.DE is 8585
Combined Rank
The Sharpe Ratio Rank of LCUW.DE is 8686Sharpe Ratio Rank
The Sortino Ratio Rank of LCUW.DE is 8383Sortino Ratio Rank
The Omega Ratio Rank of LCUW.DE is 9191Omega Ratio Rank
The Calmar Ratio Rank of LCUW.DE is 8181Calmar Ratio Rank
The Martin Ratio Rank of LCUW.DE is 8484Martin 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 Amundi MSCI World V UCITS ETF Acc (LCUW.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


LCUW.DE
Sharpe ratio
The chart of Sharpe ratio for LCUW.DE, currently valued at 2.96, compared to the broader market-2.000.002.004.002.96
Sortino ratio
The chart of Sortino ratio for LCUW.DE, currently valued at 3.96, compared to the broader market-2.000.002.004.006.008.0010.0012.003.96
Omega ratio
The chart of Omega ratio for LCUW.DE, currently valued at 1.62, compared to the broader market1.001.502.002.503.001.62
Calmar ratio
The chart of Calmar ratio for LCUW.DE, currently valued at 3.91, compared to the broader market0.005.0010.0015.003.91
Martin ratio
The chart of Martin ratio for LCUW.DE, currently valued at 18.71, compared to the broader market0.0020.0040.0060.0080.00100.00120.0018.71
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-2.000.002.004.006.008.0010.0012.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market1.001.502.002.503.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.005.0010.0015.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0020.0040.0060.0080.00100.00120.0018.80

Sharpe Ratio

The current Amundi MSCI World V UCITS ETF Acc Sharpe ratio is 2.96. 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 Amundi MSCI World V UCITS ETF Acc 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 Ratio1.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.96
2.92
LCUW.DE (Amundi MSCI World V UCITS ETF Acc)
Benchmark (^GSPC)

Dividends

Dividend History


Amundi MSCI World V UCITS ETF Acc 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%JuneJulyAugustSeptemberOctoberNovember00
LCUW.DE (Amundi MSCI World V UCITS ETF Acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amundi MSCI World V 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 Amundi MSCI World V UCITS ETF Acc was 33.66%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.66%Feb 20, 202023Mar 23, 2020200Jan 7, 2021223
-17.04%Jan 5, 2022115Jun 16, 2022381Dec 7, 2023496
-15.02%Oct 2, 201858Dec 27, 201865Apr 1, 2019123
-8.19%Jul 17, 202414Aug 5, 202439Sep 27, 202453
-6.2%Jul 29, 20197Aug 6, 201926Sep 11, 201933

Volatility

Volatility Chart

The current Amundi MSCI World V UCITS ETF Acc 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.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
4.18%
5.40%
LCUW.DE (Amundi MSCI World V UCITS ETF Acc)
Benchmark (^GSPC)