iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE)
The ETF aims to deliver total investment returns based on the performance of the MSCI World SRI Select Reduced Fossil Fuel Index.
ETF Info
| ISIN | IE00BYX2JD69 |
|---|---|
| WKN | A2DVB9 |
| Issuer | iShares |
| Inception Date | Dec 7, 2018 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World SRI Select Reduced Fossil Fuels |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
2B7K.DE has an expense ratio of 0.20%, which is considered low compared to other funds.
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 EUR (Acc), 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 EUR (Acc) had a return of 19.14% year-to-date (YTD) and 26.60% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.14% | 25.48% |
| 1 month | 4.27% | 2.14% |
| 6 months | 11.93% | 12.76% |
| 1 year | 26.60% | 33.14% |
| 5 years (annualized) | 12.76% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of 2B7K.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.28% | 2.36% | 2.78% | -3.04% | -0.13% | 4.96% | 0.87% | -0.81% | 1.70% | -0.02% | 19.14% | ||
| 2023 | 5.92% | 1.32% | -0.15% | -0.61% | 2.81% | 4.48% | 1.95% | -1.09% | -2.10% | -4.16% | 6.92% | 4.46% | 20.90% |
| 2022 | -7.64% | -2.18% | 5.21% | -2.99% | -4.67% | -6.04% | 10.76% | -2.72% | -5.78% | 4.13% | 1.23% | -6.02% | -16.94% |
| 2021 | 1.39% | 0.80% | 6.69% | 1.45% | -0.25% | 4.92% | 2.10% | 3.65% | -2.01% | 7.97% | 1.13% | 4.26% | 36.69% |
| 2020 | 0.46% | -7.69% | -8.87% | 9.05% | 2.70% | 2.10% | -0.25% | 6.26% | -0.03% | -3.23% | 8.88% | 1.63% | 9.65% |
| 2019 | -0.12% | 2.43% | 3.96% | -4.26% | 4.36% | 3.51% | -0.60% | 2.97% | 0.33% | 4.68% | 1.24% | 19.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B7K.DE is 71, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI World SRI UCITS ETF EUR (Acc). 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 EUR (Acc) was 31.65%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current iShares MSCI World SRI UCITS ETF EUR (Acc) drawdown is 0.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.65% | Feb 20, 2020 | 23 | Mar 23, 2020 | 166 | Nov 16, 2020 | 189 |
| -19.88% | Jan 5, 2022 | 115 | Jun 16, 2022 | 387 | Dec 15, 2023 | 502 |
| -8.34% | Jul 17, 2024 | 14 | Aug 5, 2024 | 39 | Sep 27, 2024 | 53 |
| -5.83% | Feb 16, 2021 | 14 | Mar 5, 2021 | 7 | Mar 16, 2021 | 21 |
| -5.79% | Aug 2, 2019 | 3 | Aug 6, 2019 | 22 | Sep 5, 2019 | 25 |
Volatility
Volatility Chart
The current iShares MSCI World SRI UCITS ETF EUR (Acc) volatility is 4.41%, 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.