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iShares MSCI ACWI ETF (ACWI)

ETF · Currency in USD · Last updated Dec 2, 2023

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.

Summary

ETF Info

ISINUS4642882579
CUSIP464288257
IssueriShares
Inception DateMar 26, 2008
RegionDeveloped Markets (Broad)
CategoryLarge Cap Growth Equities
Index TrackedMSCI All Country World Index
ETF Home Pagewww.ishares.com
Asset ClassEquity

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.


0.32%
0.00%2.15%

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.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.03%
7.29%
ACWI (iShares MSCI ACWI ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with ACWI

iShares MSCI ACWI ETF

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.


PeriodReturnBenchmark
Year-To-Date17.53%19.67%
1 month8.61%8.42%
6 months6.02%7.29%
1 year11.95%12.71%
5 years (annualized)9.25%10.75%
10 years (annualized)7.97%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ACWI
iShares MSCI ACWI ETF
0.92
^GSPC
S&P 500
0.91

Sharpe Ratio

The current iShares MSCI ACWI ETF Sharpe ratio is 0.92. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.92
0.91
ACWI (iShares MSCI ACWI ETF)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%JulyAugustSeptemberOctoberNovemberDecember
-4.58%
-4.21%
ACWI (iShares MSCI ACWI ETF)
Benchmark (^GSPC)

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, 2008204Mar 9, 2009983Feb 1, 20131187
-33.52%Feb 13, 202027Mar 23, 2020107Aug 24, 2020134
-26.42%Jan 4, 2022195Oct 12, 2022
-19.49%Jan 29, 2018229Dec 24, 2018145Jul 24, 2019374
-19.43%May 22, 2015183Feb 11, 2016226Jan 4, 2017409

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.


2.50%3.00%3.50%4.00%4.50%5.00%JulyAugustSeptemberOctoberNovemberDecember
2.85%
2.79%
ACWI (iShares MSCI ACWI ETF)
Benchmark (^GSPC)

Alternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
VTJun 24, 20080.07%17.1%8.0%2.0%-50.3%0.91.61.21.14.1%

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