Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist (LGWU.DE)
LGWU.DE is a passive ETF by Amundi tracking the investment results of the MSCI EMU Small Cap. LGWU.DE launched on May 22, 2017 and has a 0.40% expense ratio.
ETF Info
LU1598689153
LYX0W3
May 22, 2017
1x
MSCI EMU Small Cap
Luxembourg
Distributing
Expense Ratio
LGWU.DE features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist, 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 EMU Small Cap (DR) UCITS ETF - Dist had a return of 4.72% year-to-date (YTD) and 5.06% in the last 12 months. Over the past 10 years, Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist had an annualized return of 7.31%, while the S&P 500 had an annualized return of 11.26%, indicating that Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist did not perform as well as the benchmark.
LGWU.DE
4.72%
1.79%
1.24%
5.06%
3.86%
7.31%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of LGWU.DE, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 4.51% | 4.72% | |||||||||||
2024 | -1.28% | -0.31% | 4.20% | -0.17% | 4.96% | -6.13% | 3.13% | -0.35% | 0.27% | -3.20% | -0.31% | -1.74% | -1.45% |
2023 | 8.99% | 3.01% | -4.12% | 0.70% | -2.76% | 2.79% | 3.06% | -2.21% | -4.04% | -4.57% | 8.50% | 2.65% | 11.37% |
2022 | -3.51% | -3.29% | 0.61% | -0.62% | -0.00% | -12.51% | 5.56% | -4.94% | -9.69% | 8.16% | 5.90% | -1.16% | -16.25% |
2021 | 1.05% | 5.04% | 4.23% | 2.99% | 2.78% | -0.75% | 2.63% | 3.33% | -3.46% | 3.50% | -4.30% | 3.82% | 22.36% |
2020 | -1.15% | -7.68% | -21.07% | 10.20% | 5.51% | 2.98% | -0.06% | 5.03% | -0.11% | -6.72% | 18.56% | 5.21% | 5.20% |
2019 | 9.14% | 2.80% | 0.81% | 6.01% | -6.29% | 4.86% | 0.29% | -1.64% | 2.33% | 2.36% | 3.71% | 2.55% | 29.48% |
2018 | 3.47% | -2.90% | -2.12% | 3.51% | -0.87% | -0.75% | 1.24% | -0.87% | -0.95% | -8.76% | -2.42% | -7.48% | -18.00% |
2017 | 1.38% | 2.20% | 5.66% | 3.80% | 2.88% | -2.00% | 1.34% | 0.47% | 5.12% | 1.28% | -1.38% | 1.93% | 24.84% |
2016 | -7.74% | -2.31% | 5.35% | 1.66% | 2.33% | -8.29% | 6.18% | 1.85% | 0.85% | -0.40% | -1.77% | 6.25% | 2.70% |
2015 | 8.69% | 7.13% | 4.76% | 0.17% | 2.85% | -4.78% | 4.41% | -4.49% | -4.10% | 7.22% | 3.16% | -1.26% | 24.98% |
2014 | 2.00% | 5.22% | 1.39% | -0.72% | 2.09% | -1.74% | -5.90% | 0.58% | -1.77% | -3.11% | 4.08% | -0.11% | 1.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LGWU.DE is 18, meaning it’s performing worse than 82% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist (LGWU.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist provided a 0.00% dividend yield over the last twelve months, with an annual payout of €0.00 per share.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | €0.00 | €0.00 | €0.00 | €9.56 | €6.82 | €4.86 | €6.72 | €6.82 | €5.25 | €5.50 | €5.20 |
Dividend yield | 0.00% | 0.00% | 0.00% | 3.12% | 1.81% | 1.55% | 2.21% | 2.83% | 1.75% | 2.24% | 2.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | €0.00 | €0.00 | €0.00 | ||||||||||
2024 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €9.56 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €9.56 |
2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €6.82 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €6.82 |
2020 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €4.86 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €4.86 |
2019 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €6.72 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €6.72 |
2018 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €6.82 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €6.82 |
2017 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €5.25 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €5.25 |
2016 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €5.50 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €5.50 |
2015 | €5.20 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €5.20 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist. 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 EMU Small Cap (DR) UCITS ETF - Dist was 66.52%, occurring on Mar 6, 2009. Recovery took 1164 trading sessions.
The current Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist drawdown is 6.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-66.52% | Jul 19, 2007 | 363 | Mar 6, 2009 | 1164 | Mar 13, 2015 | 1527 |
-39.6% | Feb 20, 2020 | 16 | Mar 18, 2020 | 178 | Dec 28, 2020 | 194 |
-29.42% | Nov 11, 2021 | 209 | Sep 29, 2022 | — | — | — |
-23.5% | Jan 24, 2018 | 209 | Dec 27, 2018 | 212 | Dec 16, 2019 | 421 |
-19.48% | Apr 16, 2015 | 131 | Feb 11, 2016 | 116 | Dec 21, 2016 | 247 |
Volatility
Volatility Chart
The current Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist volatility is 2.60%, 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.