LOR.DE vs. HMWD.L
Compare and contrast key facts about L'Oréal S.A. (LOR.DE) and HSBC MSCI World UCITS ETF (HMWD.L).
HMWD.L is a passively managed fund by HSBC that tracks the performance of the MSCI ACWI NR USD. It was launched on Dec 8, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOR.DE or HMWD.L.
Correlation
The correlation between LOR.DE and HMWD.L is 0.48, 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
LOR.DE vs. HMWD.L - Performance Comparison
Key characteristics
LOR.DE:
-1.07
HMWD.L:
1.58
LOR.DE:
-1.55
HMWD.L:
2.16
LOR.DE:
0.83
HMWD.L:
1.29
LOR.DE:
-0.80
HMWD.L:
2.38
LOR.DE:
-1.41
HMWD.L:
9.21
LOR.DE:
17.01%
HMWD.L:
2.01%
LOR.DE:
22.43%
HMWD.L:
11.78%
LOR.DE:
-57.84%
HMWD.L:
-34.03%
LOR.DE:
-26.05%
HMWD.L:
-0.68%
Returns By Period
In the year-to-date period, LOR.DE achieves a -1.08% return, which is significantly lower than HMWD.L's 4.14% return. Over the past 10 years, LOR.DE has underperformed HMWD.L with an annualized return of 9.76%, while HMWD.L has yielded a comparatively higher 10.88% annualized return.
LOR.DE
-1.08%
-1.05%
-13.91%
-22.83%
6.63%
9.76%
HMWD.L
4.14%
1.97%
7.66%
20.45%
11.95%
10.88%
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Risk-Adjusted Performance
LOR.DE vs. HMWD.L — Risk-Adjusted Performance Rank
LOR.DE
HMWD.L
LOR.DE vs. HMWD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for L'Oréal S.A. (LOR.DE) and HSBC MSCI World UCITS ETF (HMWD.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.
Dividends
LOR.DE vs. HMWD.L - Dividend Comparison
LOR.DE's dividend yield for the trailing twelve months is around 1.95%, more than HMWD.L's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOR.DE L'Oréal S.A. | 1.95% | 1.93% | 1.33% | 1.43% | 0.95% | 2.60% | 1.45% | 1.79% | 1.78% | 1.79% | 1.71% | 1.80% |
HMWD.L HSBC MSCI World UCITS ETF | 1.37% | 1.43% | 1.57% | 1.79% | 1.31% | 1.44% | 1.91% | 2.24% | 1.82% | 2.00% | 1.93% | 1.83% |
Drawdowns
LOR.DE vs. HMWD.L - Drawdown Comparison
The maximum LOR.DE drawdown since its inception was -57.84%, which is greater than HMWD.L's maximum drawdown of -34.03%. Use the drawdown chart below to compare losses from any high point for LOR.DE and HMWD.L. For additional features, visit the drawdowns tool.
Volatility
LOR.DE vs. HMWD.L - Volatility Comparison
L'Oréal S.A. (LOR.DE) has a higher volatility of 8.92% compared to HSBC MSCI World UCITS ETF (HMWD.L) at 3.55%. This indicates that LOR.DE's price experiences larger fluctuations and is considered to be riskier than HMWD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.