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 |
| Leveraged | 1x |
| 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 features an expense ratio of 0.60%, falling within the medium range.
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. AQWA, 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 10.28% year-to-date (YTD) and 19.92% in the last 12 months. Over the past 10 years, Lyxor MSCI Water ESG Filtered (DR) UCITS ETF Dist had an annualized return of 12.91%, outperforming the S&P 500 benchmark which had an annualized return of 11.37%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.28% | 25.23% |
| 1 month | 1.30% | 3.86% |
| 6 months | -1.66% | 14.56% |
| 1 year | 19.92% | 36.29% |
| 5 years (annualized) | 10.77% | 14.10% |
| 10 years (annualized) | 12.91% | 11.37% |
Monthly Returns
The table below presents the monthly returns of WATL.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 | -1.52% | 5.73% | 4.40% | -1.60% | -0.41% | -1.17% | 4.01% | -1.59% | -0.09% | 1.03% | 10.28% | ||
| 2023 | 3.18% | 1.15% | -0.61% | 0.28% | -0.19% | 4.81% | 0.41% | -1.93% | -2.14% | -1.51% | 5.56% | 5.72% | 15.26% |
| 2022 | -10.61% | -1.26% | 4.72% | -3.42% | -5.24% | -3.83% | 9.96% | -1.42% | -4.62% | 4.42% | 2.08% | -2.24% | -12.36% |
| 2021 | 0.24% | -0.78% | 5.24% | 4.19% | 0.28% | 2.66% | 4.28% | 5.70% | -5.39% | 3.16% | 2.13% | 0.97% | 24.57% |
| 2020 | 1.10% | -6.33% | -10.72% | 6.53% | 6.37% | 1.32% | 3.16% | 0.88% | 3.16% | 0.27% | 5.85% | 0.99% | 11.69% |
| 2019 | 4.70% | 3.95% | 2.70% | 3.62% | -1.35% | 6.41% | 3.42% | -2.51% | 2.51% | 0.50% | 1.12% | 1.67% | 29.84% |
| 2018 | -4.32% | -1.39% | -3.13% | 2.09% | 1.55% | -2.45% | 3.33% | 0.13% | -0.74% | -8.30% | 4.00% | -5.47% | -14.43% |
| 2017 | -0.08% | 3.10% | 2.37% | 0.93% | 2.53% | -1.85% | -1.46% | 1.80% | -1.26% | 3.56% | 0.66% | 1.78% | 12.58% |
| 2016 | 0.17% | 3.76% | 2.72% | 1.77% | 2.91% | 7.00% | 4.65% | -0.40% | 3.06% | -0.23% | -4.15% | 1.06% | 24.20% |
| 2015 | 2.16% | -0.49% | 3.68% | 1.04% | 1.77% | -5.43% | -0.32% | -3.76% | 0.09% | 7.15% | 3.58% | -0.49% | 8.69% |
| 2014 | -2.51% | 6.77% | -0.25% | -0.25% | 3.38% | 2.19% | -5.49% | 3.75% | -3.22% | 4.81% | 4.34% | 0.48% | 14.11% |
| 2013 | 6.71% | 7.13% | 0.93% | 0.00% | 4.40% | -5.68% | 2.70% | -3.49% | 3.36% | 5.27% | -1.21% | 1.64% | 23.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WATL.L is 47, 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.
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 provided a 0.77% dividend yield over the last twelve months, with an annual payout of £0.44 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.44 | £0.44 | £0.19 | £0.33 | £0.50 | £0.59 | £0.58 | £0.53 | £0.65 | £0.58 | £0.25 | £0.35 |
Dividend yield | 0.77% | 0.84% | 0.42% | 0.63% | 1.22% | 1.59% | 2.06% | 1.60% | 2.21% | 2.43% | 1.17% | 1.84% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £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 | £0.44 | £0.44 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.19 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.33 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.33 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.50 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.50 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.59 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.59 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.58 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.58 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.53 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.53 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.65 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.65 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.58 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.58 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.25 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.25 |
| 2013 | £0.35 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.35 |
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 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 2.23%.
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 2.96%, 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.