iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE)
2B7J.DE is a passive ETF by iShares tracking the investment results of the MSCI World SRI Select Reduced Fossil Fuels. 2B7J.DE launched on Oct 12, 2017 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BDZZTM54 |
|---|---|
| WKN | A2DX7X |
| Issuer | iShares |
| Inception Date | Oct 12, 2017 |
| Category | Global Equities |
| Index Tracked | MSCI World SRI Select Reduced Fossil Fuels |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
2B7J.DE has a high expense ratio of 0.20%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI World SRI UCITS ETF USD (Dist), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI World SRI UCITS ETF USD (Dist) had a return of 4.31% year-to-date (YTD) and 18.53% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.31% | 5.57% |
| 1 month | -3.06% | -4.16% |
| 6 months | 16.59% | 20.07% |
| 1 year | 18.53% | 20.82% |
| 5 years (annualized) | 12.27% | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.26% | 2.37% | 2.79% | |||||||||
| 2023 | -4.21% | 6.92% | 4.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 2B7J.DE is 78, placing it in the top 22% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares MSCI World SRI UCITS ETF USD (Dist)(2B7J.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI World SRI UCITS ETF USD (Dist) granted a 1.67% dividend yield in the last twelve months. The annual payout for that period amounted to €0.13 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | €0.13 | €0.13 | €0.12 | €0.11 | €0.09 | €0.10 |
Dividend yield | 1.67% | 1.68% | 1.83% | 1.35% | 1.48% | 1.89% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI World SRI UCITS ETF USD (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.02 | |||||||||
| 2023 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.06 | €0.00 | €0.00 | €0.03 | €0.00 | €0.00 | €0.03 |
| 2022 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.05 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.03 |
| 2021 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.04 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.03 |
| 2020 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.03 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.02 |
| 2019 | €0.02 | €0.00 | €0.00 | €0.05 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI World SRI UCITS ETF USD (Dist). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI World SRI UCITS ETF USD (Dist) was 32.08%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current iShares MSCI World SRI UCITS ETF USD (Dist) drawdown is 3.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.08% | Feb 20, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -19.84% | Jan 5, 2022 | 115 | Jun 16, 2022 | 387 | Dec 15, 2023 | 502 |
| -5.78% | Aug 2, 2019 | 3 | Aug 6, 2019 | 22 | Sep 5, 2019 | 25 |
| -5.69% | Feb 16, 2021 | 14 | Mar 5, 2021 | 7 | Mar 16, 2021 | 21 |
| -5.5% | Nov 23, 2021 | 20 | Dec 20, 2021 | 9 | Jan 4, 2022 | 29 |
Volatility
Volatility Chart
The current iShares MSCI World SRI UCITS ETF USD (Dist) volatility is 3.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.