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Amundi Index MSCI World SRI PAB UCITS ETF DR (C) (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

LU1861134382

WKN

A2JSDA

Issuer

Amundi

Inception Date

Sep 11, 2018

Leveraged

1x

Index Tracked

MSCI ACWI NR USD

Domicile

Luxembourg

Distribution Policy

Accumulating

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

WSRI.L has an expense ratio of 0.18%, which is considered low compared to other funds.


Expense ratio chart for WSRI.L: current value at 0.18% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.18%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WSRI.L vs. SUSW.L WSRI.L vs. ACN
Popular comparisons:
WSRI.L vs. SUSW.L WSRI.L vs. ACN

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Amundi Index MSCI World SRI PAB UCITS ETF DR (C), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


WSRI.L (Amundi Index MSCI World SRI PAB UCITS ETF DR (C))
Benchmark (^GSPC)

Returns By Period


WSRI.L

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of WSRI.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20235.44%0.68%0.18%-0.43%0.85%4.35%1.32%-1.28%-1.36%-4.24%6.22%5.54%18.03%
2022-7.70%-2.36%6.77%-3.93%-3.61%-4.68%7.81%0.10%-4.02%1.59%1.36%-3.47%-12.56%
2021-0.56%-0.57%3.90%3.68%-0.62%4.02%1.56%4.18%-1.63%5.82%2.13%1.73%25.96%
2020-22.74%17.57%5.26%1.16%0.10%4.10%0.99%-4.21%8.96%2.41%8.79%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Amundi Index MSCI World SRI PAB UCITS ETF DR (C) (WSRI.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
WSRI.L
^GSPC

There is not enough data available to calculate the Sharpe ratio for Amundi Index MSCI World SRI PAB UCITS ETF DR (C). We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
WSRI.L (Amundi Index MSCI World SRI PAB UCITS ETF DR (C))
Benchmark (^GSPC)

Dividends

Dividend History


Amundi Index MSCI World SRI PAB UCITS ETF DR (C) doesn't pay dividends

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.


WSRI.L (Amundi Index MSCI World SRI PAB UCITS ETF DR (C))
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amundi Index MSCI World SRI PAB UCITS ETF DR (C). 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 Index MSCI World SRI PAB UCITS ETF DR (C) was 99.51%, occurring on Jan 12, 2024. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.51%Jan 2, 20249Jan 12, 2024
-22.74%Mar 4, 20203Mar 12, 202038Jul 17, 202041
-19.27%Nov 23, 2021129Jun 16, 2022377Dec 14, 2023506
-7.26%Jan 12, 202137Mar 5, 202120Apr 6, 202157
-6.91%Oct 14, 202013Oct 30, 20206Nov 9, 202019

Volatility

Volatility Chart

The current Amundi Index MSCI World SRI PAB UCITS ETF DR (C) volatility is 767.79%, 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.


WSRI.L (Amundi Index MSCI World SRI PAB UCITS ETF DR (C))
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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