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WLDL.L vs. ^GDAXI
Performance
Return for Risk
Drawdowns
Volatility

Performance

WLDL.L vs. ^GDAXI - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Lyxor MSCI World UCITS ETF - Dist (WLDL.L) and DAX Performance Index (^GDAXI). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

WLDL.L is traded in GBp, while ^GDAXI is traded in EUR. To make them comparable, the ^GDAXI values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, WLDL.L achieves a 10.10% return, which is significantly higher than ^GDAXI's 1.06% return.


WLDL.L

1D
0.04%
1M
5.13%
YTD
10.10%
6M
10.45%
1Y
27.23%
3Y*
17.72%
5Y*
13.12%
10Y*

^GDAXI

1D
0.72%
1M
2.46%
YTD
1.06%
6M
3.44%
1Y
5.53%
3Y*
16.21%
5Y*
9.87%
10Y*
10.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WLDL.L vs. ^GDAXI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WLDL.L
Lyxor MSCI World UCITS ETF - Dist
10.10%12.59%21.18%18.07%-8.98%24.03%11.65%27.40%-6.60%1.88%
^GDAXI
DAX Performance Index
1.06%29.41%13.67%17.91%-7.55%7.62%9.39%18.95%-17.11%-1.11%

Correlation

The correlation between WLDL.L and ^GDAXI is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.53

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Oct 23, 2017

0.47

The correlation between WLDL.L and ^GDAXI has been stable across timeframes, ranging from 0.47 to 0.55 - a consistent structural relationship.

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Return for Risk

WLDL.L vs. ^GDAXI — Risk / Return Rank

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

WLDL.L
WLDL.L Risk / Return Rank: 8888
Overall Rank
WLDL.L Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
WLDL.L Sortino Ratio Rank: 8989
Sortino Ratio Rank
WLDL.L Omega Ratio Rank: 8989
Omega Ratio Rank
WLDL.L Calmar Ratio Rank: 8484
Calmar Ratio Rank
WLDL.L Martin Ratio Rank: 8787
Martin Ratio Rank

^GDAXI
^GDAXI Risk / Return Rank: 2020
Overall Rank
^GDAXI Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
^GDAXI Sortino Ratio Rank: 1818
Sortino Ratio Rank
^GDAXI Omega Ratio Rank: 1818
Omega Ratio Rank
^GDAXI Calmar Ratio Rank: 2020
Calmar Ratio Rank
^GDAXI Martin Ratio Rank: 2323
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.

WLDL.L vs. ^GDAXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI World UCITS ETF - Dist (WLDL.L) and DAX Performance Index (^GDAXI). 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.


WLDL.L^GDAXIDifference
Sharpe ratioReturn per unit of total volatility

+2.60

Sortino ratioReturn per unit of downside risk

+3.46

Omega ratioGain probability vs. loss probability

1.56

1.07

+0.49

Calmar ratioReturn relative to maximum drawdown

4.54

0.44

+4.10

Martin ratioReturn relative to average drawdown

18.52

1.41

+17.11

WLDL.L vs. ^GDAXI - Sharpe Ratio Comparison

The current WLDL.L Sharpe Ratio is 2.95, which is higher than the ^GDAXI Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of WLDL.L and ^GDAXI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WLDL.L^GDAXIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.95

0.35

+2.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

0.57

+0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

1.04

0.35

+0.70

Drawdowns

WLDL.L vs. ^GDAXI - Drawdown Comparison

The maximum WLDL.L drawdown since its inception was -24.76%, smaller than the maximum ^GDAXI drawdown of -44.81%. Use the drawdown chart below to compare losses from any high point for WLDL.L and ^GDAXI.


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Drawdown Indicators


WLDL.L^GDAXIDifference

Max Drawdown

Largest peak-to-trough decline

-24.76%

-44.81%

+20.05%

Max Drawdown (1Y)

Largest decline over 1 year

-6.59%

-12.65%

+6.06%

Max Drawdown (3Y)

Largest decline over 3 years

-18.91%

-14.69%

-4.22%

Max Drawdown (5Y)

Largest decline over 5 years

-18.91%

-23.29%

+4.38%

Max Drawdown (10Y)

Largest decline over 10 years

-33.76%

Current Drawdown

Current decline from peak

-0.13%

-2.59%

+2.46%

Average Drawdown

Average peak-to-trough decline

-3.17%

-8.92%

+5.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.58%

3.91%

-2.33%

Volatility

WLDL.L vs. ^GDAXI - Volatility Comparison

The current volatility for Lyxor MSCI World UCITS ETF - Dist (WLDL.L) is 2.52%, while DAX Performance Index (^GDAXI) has a volatility of 4.86%. This indicates that WLDL.L experiences smaller price fluctuations and is considered to be less risky than ^GDAXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WLDL.L^GDAXIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.52%

4.86%

-2.34%

Volatility (6M)

Calculated over the trailing 6-month period

7.27%

12.79%

-5.52%

Volatility (1Y)

Calculated over the trailing 1-year period

10.13%

15.59%

-5.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.30%

17.11%

-1.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.50%

18.15%

+0.35%

Frequently Asked Questions


WLDL.L and ^GDAXI have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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