Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing (WLDU.L)

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The chart shows the growth of an initial investment of $10,000 in Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing (WLDU.L) has returned -4.42% so far this year and 18.19% over the past 12 months. Over the last decade, WLDU.L has posted an annualized return of 12.68%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Mar 3, 2014, WLDU.L's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, your investment would double in approximately 6.1 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +11.6%, while the worst month was Mar 2020 at -10.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.

On a daily basis, WLDU.L closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +8.2%, while the worst single day was Mar 12, 2020 at -9.6%.

Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing has an annualized alpha of 5.91%, beta of 0.51, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since March 04, 2014.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.02%) than losses (86.17%) — typical of diversified or defensive assets.
• Beta of 0.51 may look defensive, but with R² of 0.34 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 0.34 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

WLDU.L has an expense ratio of 0.30%, placing it in the medium range.

WLDU.L ranks 62 for risk / return — better than 62% 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.

The table below present risk-adjusted performance metrics for Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing (WLDU.L) and compare them to a chosen benchmark (S&P 500 Index).

Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing provided a 1.32% dividend yield over the last twelve months, with an annual payout of $3.78 per share.

The table displays the monthly dividend distributions for Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing. 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 Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing was 32.63%, occurring on Mar 23, 2020. Recovery took 102 trading sessions.

The current Amundi MSCI World Swap II UCITS ETF USD Hedged Distributing drawdown is 6.97%.

The chart below shows the rolling one-month volatility.