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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco S&P World Energy Targeted & Screened UCITS ETF Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Invesco S&P World Energy Targeted & Screened UCITS ETF Acc (WDEE.L) has returned 34.69% so far this year and 33.00% over the past 12 months.
Invesco S&P World Energy Targeted & Screened UCITS ETF Acc
- 1D
- -0.29%
- 1M
- 13.29%
- YTD
- 34.69%
- 6M
- 35.75%
- 1Y
- 33.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Apr 17, 2023, WDEE.L's average daily return is +0.07%, while the average monthly return is +1.52%. At this rate, your investment would double in approximately 3.8 years.
Historically, 67% of months were positive and 33% were negative. The best month was Mar 2026 with a return of +13.3%, while the worst month was Apr 2025 at -10.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.
On a daily basis, WDEE.L closed higher 54% of trading days. The best single day was Mar 19, 2026 with a return of +3.5%, while the worst single day was Apr 4, 2025 at -8.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.75% | 8.32% | 13.29% | 34.69% | |||||||||
| 2025 | 4.08% | 0.82% | 5.21% | -10.91% | 1.06% | 4.33% | 1.92% | 4.03% | -1.62% | -3.38% | 4.28% | 0.03% | 9.01% |
| 2024 | -1.62% | 0.10% | 7.59% | 0.55% | -1.35% | -0.22% | 2.50% | -0.73% | -2.15% | 1.01% | 6.46% | -7.35% | 4.02% |
| 2023 | -0.68% | -9.37% | 7.65% | 9.59% | 0.37% | 1.07% | -2.55% | 0.67% | 1.87% | 7.64% |
Benchmark Metrics
Invesco S&P World Energy Targeted & Screened UCITS ETF Acc has an annualized alpha of 15.45%, beta of 0.21, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since April 18, 2023.
- This ETF captured 31.76% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -80.98%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.21 may look defensive, but with R² of 0.03 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.03 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 15.45%
- Beta
- 0.21
- R²
- 0.03
- Upside Capture
- 31.76%
- Downside Capture
- -80.98%
Expense Ratio
WDEE.L has an expense ratio of 0.18%, which is considered low.
Return for Risk
Risk / Return Rank
WDEE.L ranks 72 for risk / return — better than 72% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Invesco S&P World Energy Targeted & Screened UCITS ETF Acc (WDEE.L) and compare them to a chosen benchmark (S&P 500 Index).
| WDEE.L | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 0.90 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.39 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.21 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.40 | +0.40 |
Martin ratioReturn relative to average drawdown | 5.72 | 6.61 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WDEE.L risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco S&P World Energy Targeted & Screened UCITS ETF Acc. 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 S&P World Energy Targeted & Screened UCITS ETF Acc was 18.54%, occurring on Apr 9, 2025. Recovery took 117 trading sessions.
The current Invesco S&P World Energy Targeted & Screened UCITS ETF Acc drawdown is 0.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.54% | Mar 27, 2025 | 10 | Apr 9, 2025 | 117 | Sep 26, 2025 | 127 |
| -11.37% | Nov 22, 2024 | 20 | Dec 19, 2024 | 18 | Jan 17, 2025 | 38 |
| -9.98% | Apr 18, 2023 | 29 | May 31, 2023 | 30 | Jul 12, 2023 | 59 |
| -8.86% | Jan 22, 2025 | 31 | Mar 5, 2025 | 14 | Mar 25, 2025 | 45 |
| -8.55% | Sep 15, 2023 | 15 | Oct 5, 2023 | 9 | Oct 18, 2023 | 24 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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