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SPDR MSCI ACWI Low Carbon Target ETF (LOWC)

ETF · Currency in USD · Last updated May 21, 2022

LOWC is a passive ETF by State Street tracking the investment results of the MSCI ACWI Low Carbon Target. LOWC launched on Nov 25, 2014 and has a 0.20% expense ratio.

ETF Info

  • ISINUS78463X1946
  • CUSIP78463X194
  • IssuerState Street
  • Inception DateNov 25, 2014
  • RegionDeveloped Markets (Broad)
  • CategoryLarge Cap Growth Equities
  • Expense Ratio0.20%
  • Index TrackedMSCI ACWI Low Carbon Target
  • Asset ClassEquity
  • Asset Class Size

    Large-Cap
  • Asset Class Style

    Blend

Trading Data

  • Previous Close$27.08
  • Year Range$26.80 - $133.55
  • EMA (50)$67.10
  • EMA (200)$106.04
  • Average Volume$80.56K

LOWCShare Price Chart


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LOWCPerformance

The chart shows the growth of $10,000 invested in SPDR MSCI ACWI Low Carbon Target ETF on Dec 3, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $4,193 for a total return of roughly -58.07%. All prices are adjusted for splits and dividends.


LOWC (SPDR MSCI ACWI Low Carbon Target ETF)
Benchmark (^GSPC)

LOWCReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-32.79%-11.18%
YTD-79.56%-18.16%
6M-79.57%-16.80%
1Y-77.75%-5.50%
5Y-18.72%9.93%
10Y-12.50%7.66%

LOWCMonthly Returns Heatmap


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LOWCSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current SPDR MSCI ACWI Low Carbon Target ETF Sharpe ratio is -1.06. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


LOWC (SPDR MSCI ACWI Low Carbon Target ETF)
Benchmark (^GSPC)

LOWCDividend History

SPDR MSCI ACWI Low Carbon Target ETF granted a 7.93% dividend yield in the last twelve months, as of May 21, 2022. The annual payout for that period amounted to $2.15 per share.


PeriodTTM20212020201920182017201620152014
Dividend$2.15$2.15$1.81$2.15$2.00$1.98$1.50$1.69$0.13

Dividend yield

7.93%1.62%1.62%2.24%2.68%2.39%2.22%2.72%0.21%

LOWCDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


LOWC (SPDR MSCI ACWI Low Carbon Target ETF)
Benchmark (^GSPC)

LOWCWorst Drawdowns

The table below shows the maximum drawdowns of the SPDR MSCI ACWI Low Carbon Target ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the SPDR MSCI ACWI Low Carbon Target ETF is 79.93%, recorded on May 12, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.93%Jan 5, 202289May 12, 2022
-33.72%Feb 13, 202027Mar 23, 2020107Aug 24, 2020134
-19.54%Jan 29, 2018214Dec 24, 2018131Jul 3, 2019345
-18.13%May 22, 2015101Feb 8, 2016151Dec 13, 2016252
-7.46%Sep 3, 202014Sep 23, 202032Nov 6, 202046
-6.5%Jul 29, 201913Aug 14, 201950Oct 24, 201963
-5.69%Sep 7, 202120Oct 4, 202118Oct 28, 202138
-5.31%Dec 3, 20147Dec 15, 201429Feb 13, 201536
-5.06%Feb 17, 202112Mar 4, 202121Apr 5, 202133
-4.98%Nov 9, 202116Dec 1, 202123Jan 4, 202239

LOWCVolatility Chart

Current SPDR MSCI ACWI Low Carbon Target ETF volatility is 32.81%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


LOWC (SPDR MSCI ACWI Low Carbon Target ETF)
Benchmark (^GSPC)

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