Invesco S&P World Health Care ESG UCITS ETF Acc (WH2E.DE)
WH2E.DE is a passive ETF by Invesco tracking the investment results of the S&P Developed Ex-Korea LargeMidCap ESG Enhanced Health Care. WH2E.DE launched on Apr 12, 2023 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE000L4EH2K5 |
|---|---|
| WKN | A3D3BE |
| Issuer | Invesco |
| Inception Date | Apr 12, 2023 |
| Category | Health & Biotech Equities |
| Leveraged | 1x |
| Index Tracked | S&P Developed Ex-Korea LargeMidCap ESG Enhanced Health Care |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
WH2E.DE has an expense ratio of 0.18%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: WH2E.DE vs. WHCS.AS, WH2E.DE vs. WELG.DE, WH2E.DE vs. XLV, WH2E.DE vs. XDWH.DE, WH2E.DE vs. AZN.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco S&P World Health Care 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 Health Care ESG UCITS ETF Acc had a return of 14.07% year-to-date (YTD) and 18.96% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.07% | 25.70% |
| 1 month | -1.15% | 3.51% |
| 6 months | 4.70% | 14.80% |
| 1 year | 18.96% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of WH2E.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 | 5.28% | 1.73% | 2.53% | -2.30% | 0.72% | 5.08% | 2.05% | 2.78% | -4.46% | -1.01% | 14.07% | ||
| 2023 | -1.59% | -1.34% | 0.14% | 0.70% | 2.04% | 0.21% | -3.66% | 2.16% | 3.18% | 1.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WH2E.DE is 56, 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 Health Care ESG UCITS ETF Acc (WH2E.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 Health Care 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 Health Care ESG UCITS ETF Acc was 7.37%, occurring on Jul 13, 2023. Recovery took 44 trading sessions.
The current Invesco S&P World Health Care ESG UCITS ETF Acc drawdown is 4.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.37% | Apr 26, 2023 | 56 | Jul 13, 2023 | 44 | Sep 13, 2023 | 100 |
| -7.27% | Sep 3, 2024 | 46 | Nov 5, 2024 | — | — | — |
| -6.43% | Oct 17, 2023 | 9 | Oct 27, 2023 | 44 | Jan 2, 2024 | 53 |
| -4.41% | Apr 2, 2024 | 12 | Apr 17, 2024 | 19 | May 15, 2024 | 31 |
| -4.08% | Aug 1, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
Volatility
Volatility Chart
The current Invesco S&P World Health Care ESG UCITS ETF Acc volatility is 3.21%, 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.