Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (LWCR.DE)
LWCR.DE is a passive ETF by Amundi tracking the investment results of the MSCI World ESG Broad CTB Select. LWCR.DE launched on Dec 4, 2023 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE0001GSQ2O9 |
|---|---|
| WKN | ETF142 |
| Issuer | Amundi |
| Inception Date | Dec 4, 2023 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World ESG Broad CTB Select |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
LWCR.DE has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Popular comparisons: LWCR.DE vs. PABG.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi MSCI World ESG Climate Net Zero Ambition CTB 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.
Returns By Period
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc had a return of 24.80% year-to-date (YTD) and 32.62% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.80% | 25.45% |
| 1 month | 4.24% | 2.91% |
| 6 months | 13.52% | 14.05% |
| 1 year | 32.62% | 35.64% |
| 5 years (annualized) | 13.47% | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of LWCR.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 | 3.08% | 3.64% | 3.37% | -2.52% | 1.34% | 5.14% | 0.48% | -0.15% | 1.70% | 0.54% | 24.80% | ||
| 2023 | 6.06% | 1.44% | 1.05% | -0.27% | 4.92% | 4.44% | 2.00% | 0.15% | -2.53% | -4.35% | 7.44% | 4.28% | 26.79% |
| 2022 | -6.97% | -2.19% | 4.96% | -3.48% | -4.45% | -5.97% | 11.27% | -3.04% | -5.54% | 3.17% | -0.17% | -6.50% | -18.71% |
| 2021 | 0.96% | 2.34% | 5.66% | 2.13% | -0.88% | 5.44% | 2.14% | 3.36% | -2.09% | 5.93% | 1.33% | 3.58% | 33.91% |
| 2020 | 0.41% | -7.79% | -12.25% | 10.57% | 2.41% | 2.07% | -0.11% | 6.90% | -1.60% | -2.99% | 9.53% | 2.12% | 7.06% |
| 2019 | 10.26% | 4.01% | 2.29% | 3.66% | -4.69% | 3.83% | 3.75% | -1.49% | 3.01% | 0.24% | 4.44% | 1.24% | 34.28% |
| 2018 | 1.30% | -1.01% | -5.30% | 4.97% | 3.69% | 0.04% | 3.19% | 1.47% | 0.35% | -6.26% | 1.57% | -10.26% | -7.17% |
| 2017 | 1.39% | 2.80% | 0.37% | -0.25% | -1.32% | -1.18% | -0.88% | -1.90% | 4.01% | 3.64% | -1.08% | 1.68% | 7.30% |
| 2016 | -8.30% | 0.55% | 5.02% | 2.35% | 0.94% | -5.22% | 7.73% | -0.91% | 1.15% | 1.89% | 4.03% | 2.89% | 11.66% |
| 2015 | 3.39% | 7.01% | -5.66% | 4.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LWCR.DE is 83, placing it in the top 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (LWCR.DE) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi MSCI World ESG Climate Net Zero Ambition CTB 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 ESG Climate Net Zero Ambition CTB UCITS ETF Acc was 34.01%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc drawdown is 0.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.01% | Feb 20, 2020 | 23 | Mar 23, 2020 | 194 | Dec 28, 2020 | 217 |
| -20.01% | Nov 23, 2021 | 144 | Jun 16, 2022 | 383 | Dec 11, 2023 | 527 |
| -17.33% | Dec 3, 2015 | 13 | Feb 8, 2016 | 42 | Nov 16, 2016 | 55 |
| -15.13% | Oct 2, 2018 | 45 | Dec 27, 2018 | 48 | Apr 1, 2019 | 93 |
| -8.65% | Jan 10, 2018 | 35 | Mar 26, 2018 | 18 | May 16, 2018 | 53 |
Volatility
Volatility Chart
The current Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc volatility is 4.29%, 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.