LCUW.DE vs. MSFT
Compare and contrast key facts about Amundi MSCI World V UCITS ETF Acc (LCUW.DE) and Microsoft Corporation (MSFT).
LCUW.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World. It was launched on Feb 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCUW.DE or MSFT.
Key characteristics
| LCUW.DE | MSFT | |
|---|---|---|
| YTD Return | 25.35% | 13.11% |
| 1Y Return | 32.66% | 16.23% |
| 3Y Return (Ann) | 9.56% | 8.86% |
| 5Y Return (Ann) | 13.13% | 24.59% |
| Sharpe Ratio | 2.96 | 0.78 |
| Sortino Ratio | 3.97 | 1.12 |
| Omega Ratio | 1.62 | 1.15 |
| Calmar Ratio | 3.92 | 0.99 |
| Martin Ratio | 18.74 | 2.42 |
| Ulcer Index | 1.71% | 6.32% |
| Daily Std Dev | 10.80% | 19.59% |
| Max Drawdown | -33.66% | -69.41% |
| Current Drawdown | -0.32% | -9.36% |
Correlation
The correlation between LCUW.DE and MSFT is 0.43, 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.
Performance
LCUW.DE vs. MSFT - Performance Comparison
In the year-to-date period, LCUW.DE achieves a 25.35% return, which is significantly higher than MSFT's 13.11% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LCUW.DE vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World V UCITS ETF Acc (LCUW.DE) and Microsoft Corporation (MSFT). 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.
Dividends
LCUW.DE vs. MSFT - Dividend Comparison
LCUW.DE has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.71%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCUW.DE Amundi MSCI World V UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.71% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
Drawdowns
LCUW.DE vs. MSFT - Drawdown Comparison
The maximum LCUW.DE drawdown since its inception was -33.66%, smaller than the maximum MSFT drawdown of -69.41%. Use the drawdown chart below to compare losses from any high point for LCUW.DE and MSFT. For additional features, visit the drawdowns tool.
Volatility
LCUW.DE vs. MSFT - Volatility Comparison
The current volatility for Amundi MSCI World V UCITS ETF Acc (LCUW.DE) is 3.05%, while Microsoft Corporation (MSFT) has a volatility of 7.76%. This indicates that LCUW.DE experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.