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Issuer
Invesco
Inception Date
Oct 25, 2019
Leveraged
1x (No leverage)
Index Tracked
Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD Acc
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

MKUW.L Performance Chart

Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD Acc (MKUW.L) is up 0.9% since the beginning of the year. MKUW.L is currently trading at $73 per share. Investors who bought $1,000 worth of MKUW.L shares 5 years ago would now be looking at an investment worth $1,426.


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S&P 500 Index

Returns By Period

Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD Acc (MKUW.L) has returned 0.89% so far this year and 4.11% over the past 12 months.


Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD Acc

1D
1.09%
1M
-1.83%
6M
1.55%
YTD
0.89%
1Y
4.11%
3Y*
8.26%
5Y*
7.35%
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MKUW.L Monthly Returns History

Based on dividend-adjusted daily data since Oct 25, 2019, MKUW.L's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2021 with a return of +8.4%, while the worst month was Mar 2020 at -20.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MKUW.L closed higher 51% of trading days. The best single day was Apr 14, 2020 with a return of +6.1%, while the worst single day was Mar 9, 2020 at -20.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.77%0.25%-0.69%6.81%-0.35%-1.98%0.95%0.89%
20252.55%6.68%0.27%1.94%1.33%5.06%1.76%-0.40%2.86%0.14%0.34%0.53%25.35%
20245.77%1.40%0.66%-5.41%1.64%1.27%4.45%-0.07%-0.23%-1.84%1.24%0.35%9.15%
2023-1.31%-1.38%-2.81%4.06%-7.02%3.83%2.56%-4.72%-2.69%-3.78%2.53%2.22%-8.87%
20224.39%2.85%8.10%3.32%-4.81%-4.94%5.21%-1.56%-9.24%6.09%2.63%-4.56%5.99%
20216.37%-4.48%4.23%8.44%2.35%0.92%5.05%3.78%-1.11%2.54%-4.06%2.20%28.57%

Benchmark Metrics

Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD Acc has an annualized alpha of 7.09%, beta of 0.14, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since October 25, 2019.

  • This ETF participated in 58.64% of S&P 500 Index downside but only 48.89% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.14 may look defensive, but with R2 of 0.03 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.03 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
7.09%
Beta
0.14
0.03
Upside Capture
48.89%
Downside Capture
58.64%

Expense Ratio

MKUW.L has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

MKUW.L ranks 18 for risk / return — in the bottom 18% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


MKUW.L Risk / Return Rank: 1818
Overall Rank
MKUW.L Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
MKUW.L Sortino Ratio Rank: 1717
Sortino Ratio Rank
MKUW.L Omega Ratio Rank: 1717
Omega Ratio Rank
MKUW.L Calmar Ratio Rank: 2020
Calmar Ratio Rank
MKUW.L Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD Acc (MKUW.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MKUW.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.19

Sortino ratioReturn per unit of downside risk

-1.54

Omega ratioGain probability vs. loss probability

1.10

1.31

-0.21

Calmar ratioReturn relative to maximum drawdown

0.70

2.35

-1.64

Martin ratioReturn relative to average drawdown

1.63

10.19

-8.57

Dividends

Dividend History


Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD 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 Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD Acc was 37.76%, occurring on Mar 16, 2020. Recovery took 282 trading sessions.

The current Invesco Markets PLC - Invesco MSCI Kuwait UCITS ETF USD Acc drawdown is 2.89%.


Drawdown

Fall

Recovery

Underwater

Related event

-37.76%Mar 2020
1mo 19d1y 1mo
1y 3moJan 2020 - Apr 2021
COVID crash2020
-25.13%Oct 2023
1y 5mo1y 7mo
3y 28dMay 2022 - Jun 2025
-9.82%Nov 2021
6d3mo 2d
3mo 8dNov 2021 - Mar 2022
-7.47%Mar 2026
2mo 21d1mo 11d
4mo 2dDec 2025 - Apr 2026
-5.06%Jun 2025
6d12d
18dJun 2025 - Jun 2025
2025 selloff2025

Drawdown Indicators


MKUW.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.76%

-56.78%

+19.02%

Max Drawdown (1Y)

Largest decline over 1 year

-7.47%

-9.10%

+1.63%

Max Drawdown (3Y)

Largest decline over 3 years

-14.16%

-18.90%

+4.74%

Max Drawdown (5Y)

Largest decline over 5 years

-25.13%

-25.43%

+0.30%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.89%

-0.49%

-2.40%

Average Drawdown

Average peak-to-trough decline

-9.42%

-10.70%

+1.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

2.09%

+1.15%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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