PortfolioMetrics

LHTC vs. SPYH - ETF Comparison

LHTC - Amundi STOXX Europe 600 Healthcare UCITS ETF Acc

The Amundi STOXX Europe 600 Healthcare UCITS ETF Acc is an equity fund that tracks the STOXX Europe 600 Health Care index, providing exposure to the European healthcare sector. With a low expense ratio of 0.3%, it is a cost-effective option for investors seeking to invest in this sector. The fund is accumulating, meaning dividends are reinvested, and has a long-only strategy. It is a large fund with approximately €889 million in assets under management and has been in operation since 2006.

SPYH - SPDR MSCI Europe Health Care UCITS ETF

The SPDR MSCI Europe Health Care UCITS ETF is an equity fund that tracks the MSCI Europe Health Care 20/35 Capped index, providing exposure to large and mid-cap European companies from the health care sector. With a low expense ratio of 0.18%, it offers a cost-effective way to invest in the European health care market.

LHTCSPYH
Fund NameAmundi STOXX Europe 600 Healthcare UCITS ETF AccSPDR MSCI Europe Health Care UCITS ETF
Fund ProviderAmundiState Street
IndexSTOXX® Europe 600 Health CareMSCI Europe Health Care 20/35 Capped
Asset ClassEquityEquity
ListingEU-listedEU-listed
Expense Ratio0.3%0.18%
Inception Date2006-08-182014-12-05
CurrencyEUREUR
Distribution PolicyAccumulatingAccumulating
RegionEuropeEurope
SectorHealthcareHealthcare
Sector DetailHealth CareHealth Care
LeveragedNon-leveragedNon-leveraged
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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Performance Analysis

The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.

Cumulative Returns

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End of Year Returns Table

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End of Year Returns

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Risk Analysis

The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.

Drawdowns

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Drawdowns Table

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Monte Carlo Simulation

The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.

IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.

Monte Carlo Metrics

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Simulated Portfolio Prices

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