Lyxor MSCI World ESG Leaders Extra (DR) UCITS ETF - Dist (WGES.L)
WGES.L is a passive ETF by Amundi tracking the investment results of the MSCI ACWI NR USD. WGES.L launched on Mar 22, 2018 and has a 0.18% expense ratio.
ETF Info
LU1799934499
LYX9ZU
Mar 22, 2018
1x
MSCI ACWI NR USD
Luxembourg
Distributing
Large-Cap
Growth
Expense Ratio
WGES.L 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 Lyxor MSCI World ESG Leaders Extra (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
WGES.L
N/A
N/A
N/A
N/A
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^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WGES.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 | 2.37% | 1.86% | |||||||||||
| 2023 | 6.61% | -1.38% | 2.83% | 1.20% | 0.06% | 6.11% | 3.47% | -1.51% | -4.49% | -4.02% | 10.40% | 4.15% | 24.78% |
| 2022 | 6.83% | -4.39% | -7.82% | 4.35% | 5.63% | -3.31% | 0.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor MSCI World ESG Leaders Extra (DR) UCITS ETF - Dist (WGES.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. 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 World ESG Leaders Extra (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 World ESG Leaders Extra (DR) UCITS ETF - Dist was 17.56%, occurring on Oct 12, 2022. Recovery took 150 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.56% | Aug 17, 2022 | 39 | Oct 12, 2022 | 150 | May 19, 2023 | 189 |
| -10.34% | Jul 31, 2023 | 65 | Oct 30, 2023 | 29 | Dec 8, 2023 | 94 |
| -2.69% | Jun 19, 2023 | 6 | Jun 26, 2023 | 12 | Jul 12, 2023 | 18 |
| -2.68% | May 23, 2023 | 2 | May 24, 2023 | 6 | Jun 2, 2023 | 8 |
| -1.85% | Jan 2, 2024 | 2 | Jan 3, 2024 | 7 | Jan 12, 2024 | 9 |
Volatility
Volatility Chart
The current Lyxor MSCI World ESG Leaders Extra (DR) UCITS ETF - Dist volatility is 2.66%, 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.