Invesco MSCI World Equal Weight UCITS ETF USD Accumulating

ISINIE000OEF25S1
TickerMWEQ.LSE
Backtest this ETF
Total annual cost
0.30%

TER 0.20% + transaction cost 0.10%

Category
ETF
Data available from
Sep 30, 2024
Underlying assets
1,311

Metrics at a glance

CAGR
+13.03%
Volatility
12.36%
Sharpe
0.89
Sortino
0.68
Calmar
1.34
Ulcer Index
3.03
Max Drawdown
8.22%
VaR 95%
5.52%
VaR 99%
7.52%
% Positive Months
77.27%

Performance over time

Rolling returns

Return computed over every rolling window of the selected length.

Fund composition

Estimated country, currency, and sector allocation from the underlying holdings.

Invesco MSCI World Equal Weight UCITS ETF USD Accumulating

Click a row name to exclude it from the calculation (remaining slices are renormalized).

41.7%
14.0%
6.5%
5.5%
3.9%
3.6%
3.4%
3.2%
3.0%
2.1%

Top holdings

Top 10 Weight

1.1%

Total Assets

1,311

HHI

0.000

  1. Equinor A
    0.1%
  2. Dell Technologies Inc Ordinary Shares - Class C
    0.1%
  3. Ciena
    0.1%
  4. LyondellBasell Industries NV Class A
    0.1%
  5. Lumentum Holdings
    0.1%
  6. CF Industries Holdings
    0.1%
  7. Repsol
    0.1%
  8. Occidental Petroleum
    0.1%
  9. Tower Semiconductor
    0.1%
  10. Marvell Technology
    0.1%

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