Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) (LMWE.DE)
LMWE.DE is a passive ETF by Amundi tracking the investment results of the FTSE EPRA/NAREIT Developed. LMWE.DE launched on Jan 11, 2010 and has a 0.45% expense ratio.
ETF Info
| ISIN | LU1832418773 |
|---|---|
| WKN | LYX0Y2 |
| Issuer | Amundi |
| Inception Date | Jan 11, 2010 |
| Category | REIT |
| Index Tracked | FTSE EPRA/NAREIT Developed |
| Domicile | Luxembourg |
| Distribution Policy | Distributing |
| Asset Class | Real Estate |
Expense Ratio
LMWE.DE has a high expense ratio of 0.45%, 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 FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR), 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 FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) had a return of -2.45% year-to-date (YTD) and 1.74% in the last 12 months. Over the past 10 years, Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) had an annualized return of 4.55%, while the S&P 500 had an annualized return of 10.67%, indicating that Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.45% | 9.49% |
| 1 month | 0.69% | 1.20% |
| 6 months | 8.16% | 18.29% |
| 1 year | 1.74% | 26.44% |
| 5 years (annualized) | -0.64% | 12.64% |
| 10 years (annualized) | 4.55% | 10.67% |
Monthly Returns
The table below presents the monthly returns of LMWE.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.26% | -1.14% | 3.33% | -4.52% | -2.45% | ||||||||
| 2023 | 6.47% | -0.78% | -7.07% | 0.90% | -1.44% | 0.35% | 3.27% | -1.70% | -3.72% | -5.21% | 7.12% | 6.16% | 3.20% |
| 2022 | -4.99% | -1.32% | 5.80% | 0.20% | -7.93% | -5.39% | 9.61% | -4.48% | -10.49% | 1.86% | 0.27% | -4.27% | -20.66% |
| 2021 | 1.29% | 4.00% | 5.73% | 3.14% | 0.22% | 4.70% | 3.63% | 1.27% | -3.53% | 6.05% | 0.45% | 4.69% | 36.10% |
| 2020 | 2.34% | -7.79% | -22.40% | 6.75% | -0.82% | 1.65% | -3.46% | 2.18% | -0.72% | -3.21% | 10.60% | 0.10% | -17.30% |
| 2019 | 10.17% | 1.22% | 4.65% | -1.45% | 0.18% | -0.97% | 3.64% | 2.34% | 3.57% | -0.18% | 0.40% | -2.09% | 22.98% |
| 2018 | -4.41% | -4.03% | 1.58% | 3.74% | 5.28% | 1.40% | -0.65% | 2.78% | -2.81% | 0.05% | 2.43% | -6.02% | -1.37% |
| 2017 | -1.08% | 4.87% | -2.25% | -0.93% | -2.41% | -0.09% | -0.72% | -1.70% | -0.31% | 1.28% | 0.64% | 0.65% | -2.23% |
| 2016 | -6.30% | 2.96% | 3.87% | -1.71% | 3.44% | 3.44% | 5.03% | -2.61% | -1.13% | -4.11% | 1.35% | 2.32% | 5.98% |
| 2015 | 12.31% | -0.45% | 4.83% | -5.67% | 0.20% | -5.62% | 4.75% | -6.86% | 0.74% | 7.00% | 2.60% | -1.95% | 10.59% |
| 2014 | -1.59% | 5.21% | -1.11% | 3.22% | 5.18% | 0.98% | 2.85% | 2.94% | -2.72% | 8.22% | 0.81% | 4.10% | 31.29% |
| 2013 | 0.57% | 4.59% | 4.30% | 3.99% | -5.79% | -2.97% | 0.39% | -5.36% | 3.07% | 1.71% | -2.92% | -1.18% | -0.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LMWE.DE is 17, indicating that it is in the bottom 17% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
LMWE.DE (Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) (LMWE.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to €0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €0.00 | €0.00 | €1.61 | €1.12 | €1.43 | €1.61 | €1.51 | €1.45 | €1.63 | €1.75 | €1.00 | €0.92 |
Dividend yield | 0.00% | 0.00% | 4.18% | 2.22% | 3.76% | 3.37% | 3.76% | 3.44% | 3.65% | 4.01% | 2.43% | 2.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR). 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €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 | €1.02 | €0.00 | €0.00 | €0.00 | €0.00 | €0.59 | €1.61 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.73 | €0.00 | €0.00 | €0.00 | €0.00 | €0.39 | €1.12 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.05 | €0.00 | €0.00 | €0.00 | €0.00 | €0.38 | €1.43 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.11 | €0.00 | €0.00 | €0.00 | €0.00 | €0.50 | €1.61 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.03 | €0.00 | €0.00 | €0.00 | €0.00 | €0.48 | €1.51 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.45 | €1.45 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.07 | €0.00 | €0.00 | €0.00 | €0.00 | €0.56 | €1.63 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.25 | €0.00 | €0.00 | €0.00 | €0.00 | €0.50 | €1.75 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.66 | €0.00 | €0.00 | €0.00 | €0.00 | €0.34 | €1.00 |
| 2013 | €0.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.32 | €0.92 |
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 FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR). 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 FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) was 42.37%, occurring on Mar 23, 2020. Recovery took 414 trading sessions.
The current Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) drawdown is 21.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.37% | Feb 18, 2020 | 24 | Mar 23, 2020 | 414 | Nov 12, 2021 | 438 |
| -30.66% | Apr 22, 2022 | 383 | Oct 30, 2023 | — | — | — |
| -20.84% | Jan 13, 2011 | 83 | Oct 4, 2011 | 32 | Feb 6, 2012 | 115 |
| -20.28% | Apr 13, 2015 | 165 | Feb 11, 2016 | 74 | Jul 11, 2016 | 239 |
| -18.37% | May 21, 2013 | 24 | Jun 24, 2013 | 184 | Aug 27, 2014 | 208 |
Volatility
Volatility Chart
The current Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) volatility is 3.63%, 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.