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WELN.DE vs. LYBK.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WELN.DE vs. LYBK.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) and Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE). The values are adjusted to include any dividend payments, if applicable.

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WELN.DE vs. LYBK.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
WELN.DE
Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc
33.48%-1.37%8.67%-0.46%6.24%
LYBK.DE
Amundi Euro Stoxx Banks UCITS ETF Acc
-6.90%91.46%30.53%30.34%22.70%

Returns By Period

In the year-to-date period, WELN.DE achieves a 33.48% return, which is significantly higher than LYBK.DE's -6.90% return.


WELN.DE

1D
0.89%
1M
5.07%
YTD
33.48%
6M
35.62%
1Y
24.80%
3Y*
12.48%
5Y*
10Y*

LYBK.DE

1D
-1.73%
1M
-0.87%
YTD
-6.90%
6M
6.42%
1Y
36.42%
3Y*
41.55%
5Y*
29.23%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WELN.DE vs. LYBK.DE - Expense Ratio Comparison

WELN.DE has a 0.18% expense ratio, which is lower than LYBK.DE's 0.30% expense ratio.


Return for Risk

WELN.DE vs. LYBK.DE — Risk / Return Rank

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

WELN.DE
WELN.DE Risk / Return Rank: 7070
Overall Rank
WELN.DE Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
WELN.DE Sortino Ratio Rank: 5454
Sortino Ratio Rank
WELN.DE Omega Ratio Rank: 5656
Omega Ratio Rank
WELN.DE Calmar Ratio Rank: 9393
Calmar Ratio Rank
WELN.DE Martin Ratio Rank: 8888
Martin Ratio Rank

LYBK.DE
LYBK.DE Risk / Return Rank: 7171
Overall Rank
LYBK.DE Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
LYBK.DE Sortino Ratio Rank: 6969
Sortino Ratio Rank
LYBK.DE Omega Ratio Rank: 6464
Omega Ratio Rank
LYBK.DE Calmar Ratio Rank: 7878
Calmar Ratio Rank
LYBK.DE Martin Ratio Rank: 7272
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.

WELN.DE vs. LYBK.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) and Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE). 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.


WELN.DELYBK.DEDifference

Sharpe ratio

Return per unit of total volatility

1.14

1.39

-0.25

Sortino ratio

Return per unit of downside risk

1.50

1.85

-0.35

Omega ratio

Gain probability vs. loss probability

1.22

1.25

-0.03

Calmar ratio

Return relative to maximum drawdown

4.17

2.52

+1.65

Martin ratio

Return relative to average drawdown

12.72

8.73

+3.99

WELN.DE vs. LYBK.DE - Sharpe Ratio Comparison

The current WELN.DE Sharpe Ratio is 1.14, which is comparable to the LYBK.DE Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of WELN.DE and LYBK.DE, 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


WELN.DELYBK.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

1.39

-0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.41

+0.23

Correlation

The correlation between WELN.DE and LYBK.DE is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WELN.DE vs. LYBK.DE - Dividend Comparison

Neither WELN.DE nor LYBK.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

WELN.DE vs. LYBK.DE - Drawdown Comparison

The maximum WELN.DE drawdown since its inception was -23.29%, smaller than the maximum LYBK.DE drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for WELN.DE and LYBK.DE.


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Drawdown Indicators


WELN.DELYBK.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.29%

-62.22%

+38.93%

Max Drawdown (1Y)

Largest decline over 1 year

-14.87%

-17.12%

+2.25%

Max Drawdown (5Y)

Largest decline over 5 years

-34.32%

Current Drawdown

Current decline from peak

-5.17%

-13.24%

+8.07%

Average Drawdown

Average peak-to-trough decline

-7.93%

-19.91%

+11.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.49%

4.94%

-2.45%

Volatility

WELN.DE vs. LYBK.DE - Volatility Comparison

The current volatility for Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) is 7.46%, while Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) has a volatility of 9.81%. This indicates that WELN.DE experiences smaller price fluctuations and is considered to be less risky than LYBK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WELN.DELYBK.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.46%

9.81%

-2.35%

Volatility (6M)

Calculated over the trailing 6-month period

13.47%

17.49%

-4.02%

Volatility (1Y)

Calculated over the trailing 1-year period

21.68%

26.01%

-4.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.54%

25.22%

-5.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.54%

28.55%

-9.01%