MWY.L vs. HMWO.L
Compare and contrast key facts about Mid Wynd International Investment Trust plc (MWY.L) and HSBC MSCI World UCITS ETF (HMWO.L).
HMWO.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: MWY.L or HMWO.L.
Key characteristics
| MWY.L | HMWO.L | |
|---|---|---|
| YTD Return | 4.92% | 12.88% |
| 1Y Return | 10.33% | 18.42% |
| 3Y Return (Ann) | -0.95% | 9.65% |
| 5Y Return (Ann) | 7.27% | 11.47% |
| 10Y Return (Ann) | 11.82% | 12.19% |
| Sharpe Ratio | 0.99 | 1.92 |
| Daily Std Dev | 10.73% | 10.53% |
| Max Drawdown | -43.89% | -25.48% |
| Current Drawdown | -5.94% | -0.60% |
Correlation
The correlation between MWY.L and HMWO.L is 0.53, 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
MWY.L vs. HMWO.L - Performance Comparison
In the year-to-date period, MWY.L achieves a 4.92% return, which is significantly lower than HMWO.L's 12.88% return. Both investments have delivered pretty close results over the past 10 years, with MWY.L having a 11.82% annualized return and HMWO.L not far ahead at 12.19%. 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
MWY.L vs. HMWO.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mid Wynd International Investment Trust plc (MWY.L) and HSBC MSCI World UCITS ETF (HMWO.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
MWY.L vs. HMWO.L - Dividend Comparison
MWY.L's dividend yield for the trailing twelve months is around 1.21%, less than HMWO.L's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWY.L Mid Wynd International Investment Trust plc | 1.21% | 1.27% | 1.43% | 0.74% | 0.85% | 0.97% | 1.19% | 1.02% | 1.08% | 0.78% | 0.01% | 1.23% |
HMWO.L HSBC MSCI World UCITS ETF | 1.51% | 1.60% | 1.75% | 1.27% | 1.55% | 1.97% | 2.11% | 1.91% | 1.84% | 1.86% | 1.72% | 1.95% |
Drawdowns
MWY.L vs. HMWO.L - Drawdown Comparison
The maximum MWY.L drawdown since its inception was -43.89%, which is greater than HMWO.L's maximum drawdown of -25.48%. Use the drawdown chart below to compare losses from any high point for MWY.L and HMWO.L. For additional features, visit the drawdowns tool.
Volatility
MWY.L vs. HMWO.L - Volatility Comparison
The current volatility for Mid Wynd International Investment Trust plc (MWY.L) is 3.80%, while HSBC MSCI World UCITS ETF (HMWO.L) has a volatility of 4.39%. This indicates that MWY.L experiences smaller price fluctuations and is considered to be less risky than HMWO.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.