Invesco MSCI World UCITS ETF (MXWS.L)
MXWS.L is a passive ETF by Invesco tracking the investment results of the MSCI ACWI NR USD. MXWS.L launched on Apr 2, 2009 and has a 0.19% expense ratio.
ETF Info
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 19.74% year-to-date (YTD) and 24.80% in the last 12 months.
MXWS.L
19.74%
2.52%
8.15%
24.80%
13.17%
N/A
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of MXWS.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 | 1.63% | 3.97% | 3.50% | -2.14% | 1.18% | 4.33% | -0.37% | -0.41% | 0.20% | 2.62% | 19.74% | ||
2023 | 4.24% | 0.02% | 0.41% | 0.29% | 0.35% | 3.69% | 2.19% | -0.67% | -0.44% | -3.05% | 4.77% | 4.97% | 17.73% |
2022 | -5.83% | -1.20% | 5.63% | -3.43% | -2.00% | -5.08% | 7.11% | 1.21% | -4.00% | 2.38% | 0.63% | -3.12% | -8.30% |
2021 | -0.84% | 0.76% | 4.47% | 4.21% | -0.87% | 3.98% | 1.17% | 3.47% | -1.52% | 3.22% | 1.71% | 1.90% | 23.66% |
2020 | -0.22% | -6.62% | -8.55% | 8.04% | 7.94% | 1.11% | -1.27% | 5.23% | 0.38% | -3.67% | 9.19% | 1.95% | 12.37% |
2019 | 4.59% | 2.16% | 3.18% | 3.34% | -2.05% | 5.25% | 5.52% | -2.73% | 0.77% | -1.25% | 2.50% | 0.40% | 23.46% |
2018 | 0.46% | -1.31% | -4.78% | 3.62% | 4.05% | 0.95% | 3.04% | 2.47% | 0.34% | -5.39% | 0.49% | -7.12% | -3.87% |
2017 | 0.82% | 2.23% | 1.41% | -1.93% | 2.21% | 0.09% | 0.71% | 2.31% | -2.38% | 3.76% | 0.18% | 1.98% | 11.80% |
2016 | -1.82% | -0.59% | 4.42% | 4.20% | -2.29% | 8.24% | 5.32% | 2.47% | 4.57% | -0.72% | 3.84% | 30.67% | |
2015 | 0.10% | -2.88% | -0.94% | -8.39% | 1.92% | 4.06% | 2.70% | -3.90% |
Expense Ratio
MXWS.L has an expense ratio of 0.19%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MXWS.L is 82, placing it in the top 18% 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 (MXWS.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 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 24.29%, occurring on Mar 12, 2020. Recovery took 103 trading sessions.
The current Invesco MSCI World UCITS ETF drawdown is 0.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-24.29% | Feb 20, 2020 | 15 | Mar 12, 2020 | 103 | Sep 2, 2020 | 118 |
-15.33% | Dec 10, 2021 | 127 | Jun 16, 2022 | 274 | Jul 19, 2023 | 401 |
-14.65% | Sep 4, 2018 | 53 | Dec 24, 2018 | 67 | Apr 23, 2019 | 120 |
-13.56% | Jun 9, 2015 | 13 | Aug 24, 2015 | 27 | Apr 15, 2016 | 40 |
-10% | Jan 10, 2018 | 44 | Mar 26, 2018 | 31 | May 21, 2018 | 75 |
Volatility
Volatility Chart
The current Invesco MSCI World UCITS ETF volatility is 2.98%, 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.