Amundi Index MSCI World (MWRD.L)
The objective of this Sub-fund is to track the performance of MSCI World Index (the Index), and to minimize the tracking error between the net asset value of the sub-fund and the performance of the Index.
ETF Info
| ISIN | LU1437016972 |
|---|---|
| Issuer | Amundi |
| Inception Date | Nov 11, 2016 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI NR USD |
| Asset Class | Equity |
Expense Ratio
MWRD.L has an expense ratio of 0.08%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Amundi Index MSCI World, 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
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 17.79% |
| 1 month | N/A | 0.18% |
| 6 months | N/A | 7.53% |
| 1 year | N/A | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of MWRD.L, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.43% | -0.10% | 0.35% | 0.13% | 0.51% | 3.68% | 2.16% | -0.69% | -0.49% | -3.12% | 4.81% | 4.92% | 17.50% |
| 2022 | -6.32% | -1.33% | 5.32% | -3.08% | -2.10% | -5.27% | 7.50% | 1.10% | -4.16% | 2.24% | 0.63% | -3.14% | -9.18% |
| 2021 | -0.65% | 0.72% | 4.45% | 4.25% | -0.86% | 3.88% | 1.22% | 3.72% | -1.75% | 3.33% | 1.44% | 2.52% | 24.39% |
| 2020 | -0.29% | -6.73% | -8.59% | 8.00% | 6.34% | 2.66% | -1.27% | 5.28% | 0.36% | -3.48% | 9.00% | 1.70% | 11.85% |
| 2019 | 4.59% | 2.15% | 3.17% | 3.36% | -2.13% | 5.30% | 5.41% | -2.90% | 1.74% | -2.73% | 3.15% | 0.52% | 23.29% |
| 2018 | -0.44% | -0.53% | -4.78% | 3.99% | 3.78% | 1.02% | 3.31% | 2.03% | 0.28% | -5.43% | 0.54% | -7.19% | -4.10% |
| 2017 | -0.35% | 0.98% | 1.34% | -0.88% | 3.11% | 0.23% | 1.98% | 6.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi Index MSCI World (MWRD.L) 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 Index MSCI World. 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 Index MSCI World was 24.14%, occurring on Mar 18, 2020. Recovery took 105 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.14% | Feb 20, 2020 | 20 | Mar 18, 2020 | 105 | Sep 2, 2020 | 125 |
| -15.74% | Dec 8, 2021 | 128 | Jun 16, 2022 | 274 | Jul 19, 2023 | 402 |
| -14.17% | Aug 29, 2018 | 84 | Dec 27, 2018 | 79 | Apr 23, 2019 | 163 |
| -10.06% | Jan 10, 2018 | 54 | Mar 26, 2018 | 37 | May 21, 2018 | 91 |
| -6.7% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
Volatility
Volatility Chart
The current Amundi Index MSCI World volatility is 2.31%, 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.