Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist (WATL.L)
WATL.L is a passive ETF by Amundi tracking the investment results of the S&P Global Water TR. WATL.L launched on Oct 10, 2007 and has a 0.60% expense ratio.
ETF Info
| ISIN | FR0010527275 |
|---|---|
| WKN | LYX0CA |
| Issuer | Amundi |
| Inception Date | Oct 10, 2007 |
| Category | Water Equities |
| Index Tracked | S&P Global Water TR |
| Domicile | France |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
WATL.L has a high expense ratio of 0.60%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: WATL.L vs. NRJL.L, WATL.L vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist, 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
Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist had a return of 7.02% year-to-date (YTD) and 17.72% in the last 12 months. Over the past 10 years, Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist had an annualized return of 13.87%, outperforming the S&P 500 benchmark which had an annualized return of 10.41%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.02% | 6.17% |
| 1 month | -0.57% | -2.72% |
| 6 months | 16.61% | 17.29% |
| 1 year | 17.72% | 23.80% |
| 5 years (annualized) | 12.68% | 11.47% |
| 10 years (annualized) | 13.87% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.52% | 5.73% | 4.40% | -1.60% | ||||||||
| 2023 | -1.51% | 5.56% | 5.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WATL.L is 76, placing it in the top 24% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist(WATL.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist (WATL.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to £0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.01 | £0.01 | £0.01 | £0.01 | £0.01 | £0.00 | £0.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | ||||||||
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2013 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
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 Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist. 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 Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist was 28.96%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist drawdown is 1.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.96% | Feb 20, 2020 | 22 | Mar 23, 2020 | 92 | Oct 8, 2020 | 114 |
| -23.48% | Dec 9, 2021 | 124 | Jun 16, 2022 | 399 | Feb 12, 2024 | 523 |
| -15.72% | Jan 2, 2018 | 183 | Dec 27, 2018 | 78 | Apr 29, 2019 | 261 |
| -14.7% | Apr 23, 2015 | 52 | Aug 24, 2015 | 30 | Dec 1, 2015 | 82 |
| -13% | May 23, 2013 | 11 | Jun 24, 2013 | 55 | Nov 18, 2013 | 66 |
Volatility
Volatility Chart
The current Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist volatility is 2.69%, 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.