(WSRI) Amundi MSCI World SRI - Performance 1.1% in 12m
Compare WSRI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
59.04%
#85 in Group
Rel. Strength
44.14%
#4445 in Universe
Total Return 12m
1.11%
#134 in Group
Total Return 5y
66.74%
#78 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: WSRI (1.1%) vs VT (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Global Large-Cap Blend Equity
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| H4ZJ XETRA HSBC MSCI World |
9.7% | 5.43% | 100% | - | - | - | - | - |
| VGWL XETRA Vanguard FTSE All-World |
9.68% | 6.1% | 94.4% | - | - | - | - | - |
| TSWE AS VanEck Sustainable World |
11.4% | 6.82% | 81.3% | - | - | - | - | - |
| JREG XETRA JPMorgan s (Ireland) ICAV |
9.57% | 3.74% | 93.2% | - | - | - | - | - |
| SPPW XETRA SPDR MSCI World EUR |
9.66% | 5.65% | 88.5% | - | - | - | - | - |
| MVEW XETRA iShares Edge MSCI World |
5.67% | 8.5% | 48% | - | - | - | - | - |
| SC0J XETRA Invesco MSCI World EUR |
9.65% | 5.64% | 88.3% | - | - | - | - | - |
| XDWL XETRA db x-trackers MSCI World |
9.77% | 5.55% | 87.8% | - | - | - | - | - |
Performance Comparison: WSRI vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for WSRI
| Total Return (including Dividends) | WSRI | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 10.93% | 6.91% | 5.69% |
| 3 Months | -9.69% | -2.44% | -6.49% |
| 12 Months | 1.11% | 9.54% | 9.72% |
| 5 Years | 66.74% | 88.13% | 107.51% |
| Trend Score (consistency of price movement) | WSRI | VT | S&P 500 |
| 1 Month | 92.2% | 92.1% | 89.4% |
| 3 Months | -84.4% | -61.6% | -72% |
| 12 Months | 18.7% | 56.4% | 49.3% |
| 5 Years | 87.2% | 72.6% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #55 | 3.76% | 4.95% |
| 3 Month | #118 | -7.43% | -3.42% |
| 12 Month | #140 | -7.70% | -7.85% |
| 5 Years | #121 | -11.4% | -19.7% |
FAQs
Does WSRI Amundi MSCI World SRI outperforms the market?
No,
over the last 12 months WSRI made 1.11%, while its related Sector, the Vanguard Total World Stock (VT) made 9.54%.
Over the last 3 months WSRI made -9.69%, while VT made -2.44%.
Over the last 3 months WSRI made -9.69%, while VT made -2.44%.
Performance Comparison WSRI vs Indeces and Sectors
WSRI vs. Indices WSRI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.92% | 5.24% | -4.33% | -8.61% |
| US NASDAQ 100 | QQQ | 0.65% | 3.54% | -4.74% | -9.69% |
| US Dow Jones Industrial 30 | DIA | 1.03% | 8.26% | -3.30% | -5.14% |
| German DAX 40 | DAX | 0.47% | -4.13% | -29.9% | -23.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.69% | 8.05% | -3.56% | -5.20% |
| Hongkong Hang Seng | HSI | -1.96% | -3.97% | -13.8% | -7.11% |
| India NIFTY 50 | INDA | 4.62% | 7.72% | -6.23% | -0.92% |
| Brasil Bovespa | EWZ | -2.11% | -0.69% | -13.5% | 7.38% |
WSRI vs. Sectors WSRI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.55% | 4.45% | -10.5% | -19.3% |
| Consumer Discretionary | XLY | -0.50% | 4.24% | -2.14% | -13.7% |
| Consumer Staples | XLP | 1.78% | 10.2% | -11.2% | -6.14% |
| Energy | XLE | -1.33% | 6.44% | 1.67% | 10.1% |
| Financial | XLF | 0.22% | 4.09% | -10.2% | -20.4% |
| Health Care | XLV | 5.02% | 14.0% | 0.90% | 7.12% |
| Industrial | XLI | -0.01% | 2.62% | -5.31% | -9.26% |
| Materials | XLB | 0.76% | 5.89% | -0.28% | 7.19% |
| Real Estate | XLRE | 1.71% | 4.02% | -6.71% | -12.5% |
| Technology | XLK | 0.08% | 1.22% | -2.06% | -4.99% |
| Utilities | XLU | 0.20% | 5.79% | -12.1% | -14.9% |
| Aerospace & Defense | XAR | 0.74% | 1.76% | -13.6% | -24.9% |
| Biotech | XBI | 8.64% | 8.16% | 16.7% | 16.0% |
| Homebuilder | XHB | 1.28% | 5.32% | 9.30% | 9.98% |
| Retail | XRT | 0.86% | 4.79% | 1.96% | 7.37% |