SC0J vs. CMOD - ETF Comparison
SC0J - Invesco MSCI World UCITS ETF Acc
The Invesco MSCI World UCITS ETF Acc is a large-cap equity fund that tracks the MSCI World index, providing exposure to developed markets worldwide. The fund uses a synthetic replication method and has a low expense ratio of 0.19%. It is an accumulating fund, meaning dividends are reinvested in the ETF.
CMOD - Invesco Bloomberg Commodity UCITS ETF Acc
The Invesco Bloomberg Commodity UCITS ETF Acc is a commodity-focused exchange-traded fund that tracks the Bloomberg Commodity index, providing exposure to a broad range of commodities including energy, precious metals, industrial metals, livestock, and agriculture.
| SC0J | CMOD | |
|---|---|---|
| Fund Name | Invesco MSCI World UCITS ETF Acc | Invesco Bloomberg Commodity UCITS ETF Acc |
| Fund Provider | Invesco | Invesco |
| Index | MSCI World | Bloomberg Commodity |
| Asset Class | Equity | Commodity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.19% | 0.19% |
| Inception Date | 2009-04-02 | 2017-01-09 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | Global |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
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
End of Year Returns Table
End of Year Returns
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
Drawdowns Table
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.