Invesco MSCI World UCITS ETF (MXWO.L)
MXWO.L is a passive ETF by Invesco tracking the investment results of the MSCI ACWI NR USD. MXWO.L launched on Apr 2, 2009 and has a 0.19% expense ratio.
ETF Info
| ISIN | IE00B60SX394 |
|---|---|
| Issuer | Invesco |
| Inception Date | Apr 2, 2009 |
| Category | Global Equities |
| Index Tracked | MSCI ACWI NR USD |
| Asset Class | Equity |
Expense Ratio
MXWO.L has an expense ratio of 0.19%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco MSCI World 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 World UCITS ETF had a return of 13.98% year-to-date (YTD) and 20.17% in the last 12 months. Over the past 10 years, Invesco MSCI World UCITS ETF had an annualized return of 9.48%, while the S&P 500 had an annualized return of 10.91%, indicating that Invesco MSCI World UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.98% | 16.48% |
| 1 month | 2.55% | 1.67% |
| 6 months | 13.92% | 14.21% |
| 1 year | 20.17% | 21.98% |
| 5 years (annualized) | 12.17% | 13.13% |
| 10 years (annualized) | 9.48% | 10.91% |
Monthly Returns
The table below presents the monthly returns of MXWO.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 | 1.30% | 3.33% | 3.62% | -3.04% | 2.79% | 3.64% | 13.98% | ||||||
| 2023 | 6.59% | -1.61% | 2.53% | 1.79% | -1.01% | 6.39% | 3.40% | -2.32% | -3.94% | -3.61% | 9.21% | 5.80% | 24.56% |
| 2022 | -6.81% | -1.22% | 3.51% | -7.77% | -1.66% | -8.45% | 7.26% | -3.17% | -8.11% | 5.61% | 4.48% | -2.21% | -18.54% |
| 2021 | -0.36% | 2.27% | 3.37% | 4.49% | 1.77% | 1.15% | 1.98% | 2.39% | -3.36% | 4.63% | -1.61% | 4.35% | 22.80% |
| 2020 | -0.27% | -9.61% | -10.84% | 9.36% | 4.07% | 3.07% | 4.80% | 6.90% | -2.77% | -3.42% | 12.33% | 4.36% | 16.27% |
| 2019 | 7.47% | 3.37% | 1.07% | 3.38% | -5.09% | 5.95% | 1.47% | -3.00% | 2.54% | 2.28% | 3.19% | 2.47% | 27.41% |
| 2018 | 4.71% | -3.41% | -3.07% | 1.92% | 0.16% | 0.33% | 2.68% | 1.02% | 0.87% | -7.48% | 0.55% | -6.97% | -9.08% |
| 2017 | 1.70% | 3.35% | 1.11% | 1.39% | 1.94% | 0.41% | 2.55% | -0.04% | 2.25% | 2.06% | 1.99% | 2.03% | 22.79% |
| 2016 | -7.22% | 0.65% | 6.35% | 0.73% | 1.20% | -1.63% | 4.68% | 0.20% | 0.77% | -1.90% | 1.48% | 2.35% | 7.24% |
| 2015 | -2.53% | 5.79% | -1.37% | 2.38% | -0.26% | -2.15% | 2.04% | -6.12% | -4.68% | 8.29% | -0.49% | -1.38% | -1.40% |
| 2014 | -3.56% | 5.21% | -0.14% | 0.85% | 2.09% | 1.98% | -1.42% | 1.66% | -2.13% | 0.32% | 2.04% | -0.91% | 5.85% |
| 2013 | 5.44% | -0.39% | 1.73% | 3.03% | 1.43% | -3.06% | 5.20% | -2.37% | 5.01% | 4.25% | 1.72% | 1.58% | 25.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MXWO.L is 76, placing it in the top 24% 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 World UCITS ETF (MXWO.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco MSCI World 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 World UCITS ETF was 33.89%, occurring on Mar 23, 2020. Recovery took 102 trading sessions.
The current Invesco MSCI World UCITS ETF drawdown is 1.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.89% | Feb 20, 2020 | 23 | Mar 23, 2020 | 102 | Aug 24, 2020 | 125 |
| -25.8% | Jan 6, 2022 | 193 | Oct 12, 2022 | 300 | Dec 19, 2023 | 493 |
| -18.77% | May 22, 2015 | 185 | Feb 11, 2016 | 212 | Dec 12, 2016 | 397 |
| -17.33% | Jan 29, 2018 | 231 | Dec 24, 2018 | 87 | May 1, 2019 | 318 |
| -10.07% | Mar 20, 2012 | 14 | Jun 12, 2012 | 14 | Sep 10, 2012 | 28 |
Volatility
Volatility Chart
The current Invesco MSCI World UCITS ETF volatility is 2.36%, 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.