Invesco S&P World Information Technology ESG UCITS ETF Acc (WDTE.DE)
WDTE.DE is a passive ETF by Invesco tracking the investment results of the S&P Developed Ex-Korea LargeMidCap ESG Enhanced Information Technology. WDTE.DE launched on Apr 12, 2023 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE000Q0IU5T1 |
|---|---|
| WKN | A3D3BD |
| Issuer | Invesco |
| Inception Date | Apr 12, 2023 |
| Category | Technology Equities |
| Leveraged | 1x |
| Index Tracked | S&P Developed Ex-Korea LargeMidCap ESG Enhanced Information Technology |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
WDTE.DE has an expense ratio of 0.18%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco S&P World Information Technology ESG 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.
Returns By Period
Invesco S&P World Information Technology ESG UCITS ETF Acc had a return of 41.01% year-to-date (YTD) and 46.04% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 41.01% | 25.45% |
| 1 month | 5.12% | 2.91% |
| 6 months | 21.01% | 14.05% |
| 1 year | 46.04% | 35.64% |
| 5 years (annualized) | N/A | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of WDTE.DE, 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 | 8.02% | 6.14% | 3.49% | -4.32% | 4.85% | 13.44% | -4.58% | -1.88% | 1.50% | 2.37% | 41.01% | ||
| 2023 | 0.36% | 16.20% | 3.24% | 2.10% | 0.83% | -4.20% | -1.39% | 10.17% | 2.47% | 32.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WDTE.DE is 61, 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 Invesco S&P World Information Technology ESG UCITS ETF Acc (WDTE.DE) 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 S&P World Information Technology ESG 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 Information Technology ESG UCITS ETF Acc was 16.75%, occurring on Aug 5, 2024. Recovery took 68 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.75% | Jul 11, 2024 | 18 | Aug 5, 2024 | 68 | Nov 7, 2024 | 86 |
| -8.25% | Mar 22, 2024 | 20 | Apr 22, 2024 | 20 | May 21, 2024 | 40 |
| -7.52% | Sep 6, 2023 | 37 | Oct 26, 2023 | 10 | Nov 9, 2023 | 47 |
| -7.34% | Jul 20, 2023 | 22 | Aug 18, 2023 | 9 | Aug 31, 2023 | 31 |
| -5.3% | Feb 13, 2024 | 7 | Feb 21, 2024 | 7 | Mar 1, 2024 | 14 |
Volatility
Volatility Chart
The current Invesco S&P World Information Technology ESG UCITS ETF Acc volatility is 6.53%, 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.