iShares MSCI ACWI ETF (ACWI)
The iShares MSCI ACWI ETF (ACWI) is a passively managed exchange-traded fund (ETF) that seeks to track the investment results of the MSCI All Country World Index. The index is a broad-based benchmark that measures the performance of developed and emerging market equities worldwide. It includes over 2,700 companies representing various sectors and industries in more than 50 countries.
The ACWI ETF was launched on March 26, 2008, and is managed by BlackRock. It has an expense ratio of 0.32%. The fund might be suitable for investors looking for a way to access a broad range of international markets and who want to benefit from the potential for higher returns that emerging markets may offer. It is also suitable for investors who prefer a passive investment strategy, as the fund is designed to track the index's performance rather than trying to outperform it.
ETF Info
| ISIN | US4642882579 |
|---|---|
| CUSIP | 464288257 |
| Issuer | iShares |
| Inception Date | Mar 26, 2008 |
| Region | Developed Markets (Broad) |
| Category | Large Cap Growth Equities |
| Index Tracked | MSCI All Country World Index |
| ETF Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares MSCI ACWI ETF has a high expense ratio of 0.32%, indicating higher-than-average management fees.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in iShares MSCI ACWI ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: ACWI vs. VT, ACWI vs. SPY, ACWI vs. ACWX, ACWI vs. VTI, ACWI vs. VOO, ACWI vs. DIVB, ACWI vs. SCHD, ACWI vs. VASGX, ACWI vs. VEA, ACWI vs. ^GSPC
Return
iShares MSCI ACWI ETF had a return of 17.53% year-to-date (YTD) and 11.95% in the last 12 months. Over the past 10 years, iShares MSCI ACWI ETF had an annualized return of 7.97%, while the S&P 500 had an annualized return of 9.87%, indicating that iShares MSCI ACWI ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 17.53% | 19.67% |
| 1 month | 8.61% | 8.42% |
| 6 months | 6.02% | 7.29% |
| 1 year | 11.95% | 12.71% |
| 5 years (annualized) | 9.25% | 10.75% |
| 10 years (annualized) | 7.97% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -1.05% | 5.78% | 3.60% | -2.91% | -4.28% | -2.54% | 8.89% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI ETF (ACWI) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
ACWI iShares MSCI ACWI ETF | 0.92 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
iShares MSCI ACWI ETF granted a 1.65% dividend yield in the last twelve months. The annual payout for that period amounted to $1.63 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.63 | $1.52 | $1.81 | $1.30 | $1.85 | $1.44 | $1.40 | $1.30 | $1.43 | $1.32 | $1.09 | $1.08 |
Dividend yield | 1.65% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% | 1.89% | 2.24% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI ACWI ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 |
| 2012 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 |
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 ACWI ETF. 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 ACWI ETF was 56.00%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56% | May 19, 2008 | 204 | Mar 9, 2009 | 983 | Feb 1, 2013 | 1187 |
| -33.52% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -26.42% | Jan 4, 2022 | 195 | Oct 12, 2022 | — | — | — |
| -19.49% | Jan 29, 2018 | 229 | Dec 24, 2018 | 145 | Jul 24, 2019 | 374 |
| -19.43% | May 22, 2015 | 183 | Feb 11, 2016 | 226 | Jan 4, 2017 | 409 |
Volatility Chart
The current iShares MSCI ACWI ETF volatility is 2.85%, 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.
Alternatives
| Symbol | Inception | Expense Ratio | YTD Ret. | 10Y Ann. Ret. | Div. Yield | Max. Drawdown | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VT | Jun 24, 2008 | 0.07% | 17.1% | 8.0% | 2.0% | -50.3% | 0.9 | 1.6 | 1.2 | 1.1 | 4.1% |