HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.L)
WELP.L is a passive ETF by HANetf tracking the investment results of the MSCI World/Health Care NR USD. WELP.L launched on Apr 4, 2019 and has a 0.59% expense ratio.
ETF Info
| ISIN | IE00BJQTJ848 |
|---|---|
| WKN | A2PFPC |
| Issuer | HANetf |
| Inception Date | Apr 4, 2019 |
| Category | Health & Biotech Equities |
| Index Tracked | MSCI World/Health Care NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
WELP.L has a high expense ratio of 0.59%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight 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
HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF had a return of -3.60% year-to-date (YTD) and -9.93% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.60% | 10.00% |
| 1 month | 2.34% | 2.41% |
| 6 months | 9.70% | 16.70% |
| 1 year | -9.93% | 26.85% |
| 5 years (annualized) | -1.12% | 12.81% |
| 10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of WELP.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 | -4.84% | 4.21% | -0.67% | -6.22% | -3.60% | ||||||||
| 2023 | 4.98% | -2.24% | -2.21% | 0.38% | -1.59% | 0.97% | 1.60% | -5.89% | -4.91% | -10.70% | 8.44% | 10.74% | -2.41% |
| 2022 | -16.06% | 1.41% | 0.51% | -10.63% | -6.22% | 1.73% | 10.22% | 1.28% | 0.13% | -1.69% | -1.07% | -2.02% | -22.31% |
| 2021 | 2.22% | -2.94% | -1.02% | 4.71% | -6.05% | 11.39% | -4.92% | 3.50% | -2.46% | -1.11% | -6.87% | 0.31% | -4.58% |
| 2020 | -2.42% | -0.82% | -4.23% | 10.67% | 9.19% | 1.77% | 1.88% | -1.47% | 3.89% | -2.42% | 3.16% | 2.63% | 22.80% |
| 2019 | -25.30% | 0.45% | 5.48% | 5.78% | -3.91% | -1.76% | -0.93% | 9.78% | -2.04% | -15.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WELP.L is 10, indicating that it is in the bottom 10% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
WELP.L (HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.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 HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight 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 HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF was 45.23%, occurring on Oct 30, 2023. The portfolio has not yet recovered.
The current HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF drawdown is 35.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.23% | Sep 7, 2021 | 541 | Oct 30, 2023 | — | — | — |
| -29.25% | Apr 8, 2019 | 238 | Mar 16, 2020 | 83 | Jul 15, 2020 | 321 |
| -14.63% | Feb 16, 2021 | 60 | May 13, 2021 | 33 | Jun 30, 2021 | 93 |
| -9.12% | Jul 24, 2020 | 30 | Sep 4, 2020 | 24 | Oct 8, 2020 | 54 |
| -8.01% | Jul 1, 2021 | 19 | Jul 27, 2021 | 26 | Sep 2, 2021 | 45 |
Volatility
Volatility Chart
The current HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF volatility is 5.36%, 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.