(WELA) Amundi MSCI ACWI SRI - Performance 6.5% in 12m
Compare WELA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.17%
#118 in Peer-Group
Rel. Strength
54.60%
#3468 in Stock-Universe
Total Return 12m
6.50%
#100 in Peer-Group
Total Return 5y
18.26%
#118 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 13.05 EUR |
| 52 Week Low | 10.17 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 92.26 |
| Buy/Sell Signal +-5 | -0.30 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WELA (6.5%) vs VT (12.1%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
10.6% | 9.41% | 106% | - | - | - | - | - |
| VGWL XETRA Vanguard FTSE All-World |
10.5% | 9.95% | 100% | - | - | - | - | - |
| TSWE AS VanEck Sustainable World |
10.7% | 9.41% | 84.6% | - | - | - | - | - |
| JREG XETRA JPMorgan s (Ireland) ICAV |
10.6% | 7.68% | 99.3% | - | - | - | - | - |
| SPPW XETRA SPDR MSCI World EUR |
10.6% | 9.62% | 94.5% | - | - | - | - | - |
| SC0J XETRA Invesco MSCI World EUR |
10.5% | 9.52% | 94.1% | - | - | - | - | - |
| XDWL XETRA db x-trackers MSCI World |
10.6% | 9.49% | 93.8% | - | - | - | - | - |
| SWRD AS SSGA SPDR S Europe I Public |
10.5% | 9.53% | 94.3% | - | - | - | - | - |
Performance Comparison: WELA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for WELA
| Total Return (including Dividends) | WELA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 12.24% | 9.07% | 8.99% |
| 3 Months | -5.40% | -0.62% | -3.34% |
| 12 Months | 6.50% | 12.12% | 13.71% |
| 5 Years | 18.26% | 91.87% | 114.23% |
| Trend Score (consistency of price movement) | WELA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 95.7% | 94.9% | 95.2% |
| 3 Months | -68.3% | -38.9% | -53.5% |
| 12 Months | 24.2% | 56.5% | 48.2% |
| 5 Years | 91.2% | 72.5% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #11 | 2.91% | 2.98% |
| 3 Month | #33 | -4.82% | -2.14% |
| 12 Month | #108 | -5.01% | -6.34% |
| 5 Years | #124 | -17.23% | -20.22% |
FAQs
Does Amundi MSCI ACWI SRI (WELA) outperform the market?
No,
over the last 12 months WELA made 6.50%, while its related Sector, the Vanguard Total World Stock (VT) made 12.12%.
Over the last 3 months WELA made -5.40%, while VT made -0.62%.
Performance Comparison WELA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WELA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.9% | 3.3% | -4.8% | -7% |
| US NASDAQ 100 | QQQ | -1.8% | -1.1% | -7.4% | -11% |
| German DAX 40 | DAX | 4% | 0.3% | -26.8% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.5% | 6% | -4.9% | -3% |
| Hongkong Hang Seng | HSI | 2.3% | -3.3% | -17% | -6% |
| India NIFTY 50 | INDA | 4.2% | 6.5% | -7% | 2% |
| Brasil Bovespa | EWZ | -1.3% | -0.5% | -12.8% | 11% |
WELA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.3% | 2.7% | -9.5% | -18% |
| Consumer Discretionary | XLY | -3% | -1.3% | -6% | -16% |
| Consumer Staples | XLP | 8% | 14.9% | -5% | 1% |
| Energy | XLE | -0.3% | 4.6% | 3.5% | 13% |
| Financial | XLF | 2.6% | 4.2% | -8.6% | -17% |
| Health Care | XLV | 10.4% | 19.3% | 5% | 16% |
| Industrial | XLI | 0.8% | 1.5% | -6.5% | -8% |
| Materials | XLB | 3.1% | 7.5% | 1.1% | 12% |
| Real Estate | XLRE | 7.5% | 9.8% | -1.7% | -4% |
| Technology | XLK | -2.9% | -4.7% | -5.3% | -7% |
| Utilities | XLU | 7.4% | 10.2% | -8.3% | -8% |
| Aerospace & Defense | XAR | 0.8% | 0.2% | -16.6% | -22% |
| Biotech | XBI | 6.8% | 12.5% | 16.1% | 22% |
| Homebuilder | XHB | 1.8% | 4.8% | 9.9% | 14% |
| Retail | XRT | -0.4% | 0.9% | 0.4% | 10% |
WELA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.7% | 9.13% | -1.57% | 15% |
| Natural Gas | UNG | 9.8% | 12.9% | -37.5% | 5% |
| Gold | GLD | 11.2% | 13.3% | -28.9% | -28% |
| Silver | SLV | 6.4% | 12.7% | -10.3% | -5% |
| Copper | CPER | 4.7% | 13.6% | -17.9% | 9% |
WELA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 8.5% | 14.4% | -1.7% | 9% |
| iShares High Yield Corp. Bond | HYG | 4.7% | 9% | -8% | -3% |