Invesco MSCI USA UCITS ETF (MXUS.L)
The Fund aims to provide the performance of the MSCI USA Total Return (Net) Index. The MSCI USA index is a free float-adjusted, market capitalisation-weighted index designed to measure equity market performance in the US. The Reference Index is comprised of 612 constituents from 10 industry sectors. The reference index is calculated in US$ on a real time basis.
ETF Info
| ISIN | IE00B60SX170 |
|---|---|
| Issuer | Invesco |
| Inception Date | Mar 31, 2009 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Expense Ratio
MXUS.L has an expense ratio of 0.05%, 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 Invesco MSCI USA UCITS ETF, 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
Invesco MSCI USA UCITS ETF had a return of 16.95% year-to-date (YTD) and 25.08% in the last 12 months. Over the past 10 years, Invesco MSCI USA UCITS ETF had an annualized return of 12.46%, outperforming the S&P 500 benchmark which had an annualized return of 10.69%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.95% | 15.91% |
| 1 month | 5.17% | 3.41% |
| 6 months | 9.94% | 8.87% |
| 1 year | 25.08% | 22.44% |
| 5 years (annualized) | 15.07% | 13.23% |
| 10 years (annualized) | 12.46% | 10.69% |
Monthly Returns
The table below presents the monthly returns of MXUS.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.98% | 4.15% | 3.53% | -3.22% | 2.47% | 5.70% | 0.59% | 1.41% | 16.95% | ||||
| 2023 | 6.02% | -1.24% | 2.50% | 1.41% | 0.78% | 6.91% | 3.48% | -1.26% | -4.45% | -3.46% | 9.51% | 5.61% | 27.84% |
| 2022 | -7.72% | -1.34% | 4.67% | -8.32% | -2.61% | -8.02% | 8.29% | -2.51% | -7.77% | 5.79% | 1.91% | -3.14% | -20.43% |
| 2021 | 0.11% | 2.34% | 3.61% | 5.88% | 0.05% | 2.63% | 2.46% | 2.71% | -2.94% | 4.87% | -0.16% | 4.14% | 28.53% |
| 2020 | 0.80% | -9.71% | -9.72% | 11.05% | 3.99% | 2.63% | 5.90% | 7.93% | -2.97% | -2.96% | 10.89% | 4.10% | 20.98% |
| 2019 | 7.94% | 3.62% | 1.43% | 3.71% | -5.29% | 6.09% | 3.01% | -3.19% | 2.15% | 1.87% | 4.22% | 2.46% | 31.00% |
| 2018 | 4.84% | -2.55% | -3.97% | 1.73% | 1.81% | 1.09% | 2.66% | 3.21% | 0.76% | -6.98% | 0.95% | -8.19% | -5.44% |
| 2017 | 0.88% | 4.51% | 0.12% | 0.89% | 1.09% | 0.77% | 2.02% | 0.02% | 2.00% | 2.37% | 2.84% | 2.15% | 21.42% |
| 2016 | -7.31% | 2.12% | 5.97% | -0.17% | 2.14% | -0.54% | 4.54% | -0.03% | 0.26% | -1.81% | 3.71% | 2.15% | 10.87% |
| 2015 | -3.65% | 5.52% | -1.05% | 0.92% | 0.47% | -1.86% | 2.37% | -5.57% | -4.03% | 9.04% | 0.17% | -1.27% | 0.16% |
| 2014 | -2.83% | 4.69% | 0.18% | 0.39% | 2.54% | 2.33% | -0.90% | 3.15% | -0.84% | 1.41% | 3.22% | 0.59% | 14.59% |
| 2013 | 7.81% | 1.24% | 3.24% | 1.66% | 4.13% | -2.56% | 5.35% | -3.31% | 3.36% | 4.72% | 2.77% | 1.88% | 34.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MXUS.L is 84, placing it in the top 16% 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 Invesco MSCI USA UCITS ETF (MXUS.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 Invesco MSCI USA UCITS ETF. 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 MSCI USA UCITS ETF was 34.38%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current Invesco MSCI USA UCITS ETF drawdown is 1.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.38% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 7, 2020 | 117 |
| -25.25% | Jan 4, 2022 | 195 | Oct 12, 2022 | 297 | Dec 14, 2023 | 492 |
| -18.04% | Oct 4, 2018 | 58 | Dec 24, 2018 | 78 | Apr 16, 2019 | 136 |
| -14.82% | Jun 23, 2015 | 164 | Feb 11, 2016 | 79 | Jun 7, 2016 | 243 |
| -11.06% | Sep 1, 2011 | 14 | Oct 4, 2011 | 11 | Oct 19, 2011 | 25 |
Volatility
Volatility Chart
The current Invesco MSCI USA UCITS ETF volatility is 3.78%, 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.