LAUU.L vs. MSTR
LAUU.L (Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist) is Asia Pacific Equities fund tracking the MSCI Australia NR USD, while MSTR (Strategy Inc) is a stock. Over the past 5 years, LAUU.L returned 5.08%/yr vs 21.70%/yr for MSTR. At a 0.27 correlation, their price movements are largely independent.
Performance
LAUU.L vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, LAUU.L achieves a 8.08% return, which is significantly higher than MSTR's -14.86% return.
LAUU.L
- 1D
- -0.65%
- 1M
- -0.49%
- YTD
- 8.08%
- 6M
- 9.74%
- 1Y
- 14.51%
- 3Y*
- 12.32%
- 5Y*
- 5.08%
- 10Y*
- —
MSTR
- 1D
- 2.23%
- 1M
- -30.78%
- YTD
- -14.86%
- 6M
- -30.45%
- 1Y
- -65.78%
- 3Y*
- 67.28%
- 5Y*
- 21.70%
- 10Y*
- 20.85%
LAUU.L vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LAUU.L Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist | 8.08% | 17.36% | 1.39% | 11.94% | -7.97% | 8.38% | 11.35% | 21.36% | -11.21% |
MSTR Strategy Inc | -14.86% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.37% |
Correlation
The correlation between LAUU.L and MSTR is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 20, 2018 | 0.27 |
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Return for Risk
LAUU.L vs. MSTR — Risk / Return Rank
LAUU.L
MSTR
LAUU.L vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist (LAUU.L) and Strategy Inc (MSTR). 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.
| LAUU.L | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.88 | ||
| Sortino ratioReturn per unit of downside risk | +3.14 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.82 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | -0.86 | +2.22 |
| Martin ratioReturn relative to average drawdown | 4.15 | -1.27 | +5.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LAUU.L | MSTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | -0.94 | +1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.24 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.12 | +0.18 |
Drawdowns
LAUU.L vs. MSTR - Drawdown Comparison
The maximum LAUU.L drawdown since its inception was -45.03%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for LAUU.L and MSTR.
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Drawdown Indicators
| LAUU.L | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.03% | -99.86% | +54.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -76.53% | +65.86% |
Max Drawdown (3Y)Largest decline over 3 years | -23.29% | -77.42% | +54.13% |
Max Drawdown (5Y)Largest decline over 5 years | -25.38% | -84.11% | +58.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -89.27% | — |
Current DrawdownCurrent decline from peak | -4.28% | -72.70% | +68.42% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -86.48% | +79.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 51.79% | -48.30% |
Volatility
LAUU.L vs. MSTR - Volatility Comparison
The current volatility for Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist (LAUU.L) is 5.36%, while Strategy Inc (MSTR) has a volatility of 19.54%. This indicates that LAUU.L experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAUU.L | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 19.54% | -14.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 56.24% | -43.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 70.20% | -54.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.71% | 90.80% | -71.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 73.69% | -51.56% |
Dividends
LAUU.L vs. MSTR - Dividend Comparison
LAUU.L's dividend yield for the trailing twelve months is around 2.40%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
LAUU.L Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist | 2.40% | 2.60% | 3.90% | 3.13% | 4.48% | 2.86% | 1.94% | 3.50% | 3.96% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LAUU.L and MSTR have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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