WINC ETF Analysis: World Equity High Income USD | XETRA

Global Equity Income | XETRA, Germany | Market Cap: 705m EUR | 12M Return: 21.9% | IE000KJPDY61 | Charts, Fundamentals & Technical Analysis

Total Rating 64
Safety 69
Buy Signal 0.00
Global Equity Income
Category Rotation: +3.1
TER: 0.35%
AUM: 802M
Avg Turnover: 2.24M
Risk 3d forecast
Volatility9.57%
VaR 5th Pctl1.74%
VaR vs Median0.77%
Reward TTM
Sharpe Ratio1.56
Rel. Str. IBD64.8
Rel. Str. Peer Group30
Character TTM
Beta0.532
Beta Downside0.472
Hurst Exponent0.413
Drawdowns 3y
Max DD19.85%
CAGR/Max DD0.74
CAGR/Mean DD5.94

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.5 years of data

Jan +0.2% -
Feb +2.0% -
Mar -5.3% 38
Apr -0.3% 0
May +3.8% 36
Jun -0.4% 26
Jul +1.8% 0
Aug -0.7% 28
Sep +3.0% -
Oct +2.1% -
Nov +0.1% -
Dec +0.2% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: WINC World Equity High Income USD
Index: Morningstar Gbl High Div Yld NR USD
Headlines to Watch Out For
What is the price of WINC shares?

As of September 27, 2026, the stock is trading at EUR 5.13 with a total of 777,402 shares traded. Over the past week, the price has changed by +1.16%, over one month by +1.68%, over three months by +4.08% and over the past year by +21.86%.

Current recommended Stop Loss: 5.00 (which is 2.5% or 3.2 ATR below the current price).

Is WINC a buy, sell or hold?

World Equity High Income USD has no consensus analysts rating.