HomePortfoliosMSCI World Ex USA WEXU

MSCI World Ex USA WEXU

Amundi MSCI World Ex USA UCITS ETF Acc

Created byuser-lnjgx6
None Rebalancing
USD
Moderate Risk
Multi-currency
1.6yr backtest

Performance Summary

Total Return+30.19%
Annualized Return+18.01%
Volatility+15.52%
Sharpe Ratio1.03
Max Drawdown+12.90%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in global developed markets outside the US with this diversified ETF portfolio for international equity exposure and growth.
AssetTypeAllocationTER
WEXE.XETRA
Amundi MSCI World Ex USA UCITS ETF Acc • IE00085PWS28
ETF
100.0%0.15%
Total100.0%0.15%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $13,018.84
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 20 months (75%)
Monthly Returns Heatmap
Best month: +6.2% • Worst month: -9.0% • Best year: 2025 (+33.5%) • Worst year: 2024 (-7.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.0%+3.8%-9.0%+6.0%--------+5.2%
2025+6.2%+1.4%-0.5%+3.6%+5.4%+3.1%-0.6%+2.6%+2.1%+1.8%+0.8%+3.5%+33.5%
2024--------+0.6%-4.8%+0.5%-3.7%-7.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.90% • The longest drawdown period lasted for 5 months and was between September 2024 and February 2025. It reached a trough of -9.0%.

Detailed Metrics

Returns
Total Return
+30.19%
Annualized Return
+18.01%
Avg Monthly Return
+1.40%
Risk
Volatility (Annual)
+15.52%
Max Drawdown
+12.90%
Positive Months
75%
Average Drawdown
-2.9%
Risk-Adjusted
Sharpe Ratio
1.03
Risk-free rate: 2.0%
Sortino Ratio
1.03
Downside risk adjusted
Return/Volatility
1.16
Calmar Ratio
1.40
Return/Max Drawdown
Ulcer Index
3.68
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$13,018.84
Backtest Period
2024-09-19 to 2026-04-24
1.6 years
Rebalancing
none
Base Currency
USD