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CW8G.L vs. AUEG.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CW8G.L vs. AUEG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Amundi MSCI World UCITS USD (CW8G.L) and Amundi MSCI Emerging Markets UCITS ETF USD (AUEG.L). The values are adjusted to include any dividend payments, if applicable.

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CW8G.L vs. AUEG.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CW8G.L
Amundi MSCI World UCITS USD
-1.51%12.11%20.95%17.29%-8.45%23.58%11.88%23.12%-4.09%11.70%
AUEG.L
Amundi MSCI Emerging Markets UCITS ETF USD
5.81%25.28%8.99%3.02%-10.18%-2.18%14.26%13.31%-9.74%25.23%

Returns By Period

In the year-to-date period, CW8G.L achieves a -1.51% return, which is significantly lower than AUEG.L's 5.81% return. Over the past 10 years, CW8G.L has outperformed AUEG.L with an annualized return of 12.62%, while AUEG.L has yielded a comparatively lower 8.85% annualized return.


CW8G.L

1D
1.83%
1M
-3.38%
YTD
-1.51%
6M
1.98%
1Y
16.29%
3Y*
14.42%
5Y*
11.07%
10Y*
12.62%

AUEG.L

1D
3.27%
1M
-5.61%
YTD
5.81%
6M
10.15%
1Y
30.76%
3Y*
13.79%
5Y*
5.05%
10Y*
8.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CW8G.L vs. AUEG.L - Expense Ratio Comparison

CW8G.L has a 0.28% expense ratio, which is higher than AUEG.L's 0.20% expense ratio.


Return for Risk

CW8G.L vs. AUEG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CW8G.L
CW8G.L Risk / Return Rank: 7070
Overall Rank
CW8G.L Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
CW8G.L Sortino Ratio Rank: 6161
Sortino Ratio Rank
CW8G.L Omega Ratio Rank: 6464
Omega Ratio Rank
CW8G.L Calmar Ratio Rank: 8181
Calmar Ratio Rank
CW8G.L Martin Ratio Rank: 7979
Martin Ratio Rank

AUEG.L
AUEG.L Risk / Return Rank: 8585
Overall Rank
AUEG.L Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
AUEG.L Sortino Ratio Rank: 8585
Sortino Ratio Rank
AUEG.L Omega Ratio Rank: 8585
Omega Ratio Rank
AUEG.L Calmar Ratio Rank: 8686
Calmar Ratio Rank
AUEG.L Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CW8G.L vs. AUEG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World UCITS USD (CW8G.L) and Amundi MSCI Emerging Markets UCITS ETF USD (AUEG.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CW8G.LAUEG.LDifference

Sharpe ratio

Return per unit of total volatility

1.16

1.86

-0.70

Sortino ratio

Return per unit of downside risk

1.63

2.40

-0.77

Omega ratio

Gain probability vs. loss probability

1.24

1.35

-0.11

Calmar ratio

Return relative to maximum drawdown

2.44

2.86

-0.41

Martin ratio

Return relative to average drawdown

8.98

10.04

-1.06

CW8G.L vs. AUEG.L - Sharpe Ratio Comparison

The current CW8G.L Sharpe Ratio is 1.16, which is lower than the AUEG.L Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of CW8G.L and AUEG.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CW8G.LAUEG.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

1.86

-0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.32

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

0.50

+0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.91

0.54

+0.38

Correlation

The correlation between CW8G.L and AUEG.L is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

CW8G.L vs. AUEG.L - Dividend Comparison

Neither CW8G.L nor AUEG.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

CW8G.L vs. AUEG.L - Drawdown Comparison

The maximum CW8G.L drawdown since its inception was -25.60%, smaller than the maximum AUEG.L drawdown of -27.50%. Use the drawdown chart below to compare losses from any high point for CW8G.L and AUEG.L.


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Drawdown Indicators


CW8G.LAUEG.LDifference

Max Drawdown

Largest peak-to-trough decline

-25.60%

-27.50%

+1.90%

Max Drawdown (1Y)

Largest decline over 1 year

-10.55%

-10.97%

+0.42%

Max Drawdown (5Y)

Largest decline over 5 years

-18.88%

-23.59%

+4.71%

Max Drawdown (10Y)

Largest decline over 10 years

-25.60%

-27.50%

+1.90%

Current Drawdown

Current decline from peak

-3.80%

-7.71%

+3.91%

Average Drawdown

Average peak-to-trough decline

-3.14%

-9.29%

+6.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.81%

3.12%

-1.31%

Volatility

CW8G.L vs. AUEG.L - Volatility Comparison

The current volatility for Amundi MSCI World UCITS USD (CW8G.L) is 4.30%, while Amundi MSCI Emerging Markets UCITS ETF USD (AUEG.L) has a volatility of 7.08%. This indicates that CW8G.L experiences smaller price fluctuations and is considered to be less risky than AUEG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CW8G.LAUEG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.30%

7.08%

-2.78%

Volatility (6M)

Calculated over the trailing 6-month period

7.87%

12.46%

-4.59%

Volatility (1Y)

Calculated over the trailing 1-year period

14.04%

16.53%

-2.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.29%

15.80%

-2.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.46%

17.75%

-3.29%