L&G Russell 2000 US Small Cap UCITS ETF (RTWP.L)
RTWP.L is a passive ETF by Legal & General tracking the investment results of the Russell 2000 TR USD. RTWP.L launched on Sep 11, 2008 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00B3CNHJ55 |
|---|---|
| WKN | A0Q8H2 |
| Issuer | Legal & General |
| Inception Date | Sep 11, 2008 |
| Category | Small Cap Blend Equities |
| Index Tracked | Russell 2000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
RTWP.L has a high expense ratio of 0.30%, indicating higher-than-average management fees.
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 L&G Russell 2000 US Small Cap 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
L&G Russell 2000 US Small Cap UCITS ETF had a return of 3.05% year-to-date (YTD) and 20.49% in the last 12 months. Over the past 10 years, L&G Russell 2000 US Small Cap UCITS ETF had an annualized return of 11.73%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.05% | 11.29% |
| 1 month | 3.54% | 4.87% |
| 6 months | 12.44% | 17.88% |
| 1 year | 20.49% | 29.16% |
| 5 years (annualized) | 9.15% | 13.20% |
| 10 years (annualized) | 11.73% | 10.97% |
Monthly Returns
The table below presents the monthly returns of RTWP.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 | -2.64% | 2.98% | 4.82% | -5.62% | 3.05% | ||||||||
| 2023 | 6.32% | 1.77% | -6.56% | -3.16% | -0.58% | 6.60% | 3.91% | -2.01% | -1.43% | -6.51% | 4.42% | 11.58% | 13.44% |
| 2022 | -11.24% | 2.69% | 3.84% | -4.05% | -1.92% | -4.20% | 9.76% | 2.71% | -3.50% | 5.86% | -3.21% | -5.15% | -9.77% |
| 2021 | 5.74% | 3.45% | 2.66% | 2.56% | -2.88% | 4.33% | -2.96% | 3.06% | 1.30% | 1.37% | 0.00% | 1.61% | 21.79% |
| 2020 | -2.90% | -6.25% | -18.62% | 12.90% | 6.38% | 3.99% | -3.67% | 5.26% | 0.23% | 1.27% | 15.11% | 5.64% | 15.78% |
| 2019 | 8.14% | 4.19% | -0.66% | 3.10% | -3.89% | 5.31% | 6.63% | -6.47% | 1.26% | -2.85% | 5.09% | 0.13% | 20.59% |
| 2018 | -3.31% | 0.02% | -1.90% | 3.83% | 9.51% | 1.41% | 1.33% | 5.07% | -2.41% | -8.76% | 0.56% | -11.56% | -7.77% |
| 2017 | -3.07% | 4.64% | -1.47% | -1.93% | -2.74% | 3.21% | -0.75% | 1.12% | 2.10% | 1.68% | 1.31% | 0.59% | 4.46% |
| 2016 | -6.64% | 4.02% | 3.34% | -0.25% | 3.17% | 8.02% | 7.42% | 2.50% | 2.14% | 1.45% | 9.29% | 4.53% | 45.41% |
| 2015 | 0.59% | 2.39% | 5.34% | -4.79% | 1.36% | -1.89% | 0.05% | -5.06% | -4.12% | 4.24% | 6.07% | -3.06% | 0.27% |
| 2014 | -1.63% | 3.06% | -1.41% | -5.63% | 2.85% | 2.60% | -4.16% | 6.24% | -2.53% | 6.13% | 4.03% | 2.68% | 11.99% |
| 2013 | 9.56% | 6.41% | 4.41% | -3.54% | 8.34% | -1.58% | 7.23% | -4.86% | 1.71% | 3.12% | 2.27% | -0.05% | 36.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RTWP.L is 53, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
RTWP.L (L&G Russell 2000 US Small Cap UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for L&G Russell 2000 US Small Cap UCITS ETF (RTWP.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 L&G Russell 2000 US Small Cap 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 L&G Russell 2000 US Small Cap UCITS ETF was 35.32%, occurring on Apr 3, 2020. Recovery took 155 trading sessions.
The current L&G Russell 2000 US Small Cap UCITS ETF drawdown is 1.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.32% | Sep 4, 2018 | 403 | Apr 3, 2020 | 155 | Nov 16, 2020 | 558 |
| -23.87% | Apr 14, 2015 | 212 | Feb 11, 2016 | 96 | Jun 30, 2016 | 308 |
| -23.67% | Jul 12, 2011 | 9 | Aug 9, 2011 | 87 | Feb 24, 2012 | 96 |
| -22.66% | Nov 9, 2021 | 149 | Jun 16, 2022 | 451 | Mar 28, 2024 | 600 |
| -20.57% | May 19, 2010 | 16 | Aug 27, 2010 | 23 | Dec 13, 2010 | 39 |
Volatility
Volatility Chart
The current L&G Russell 2000 US Small Cap UCITS ETF volatility is 4.32%, 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.