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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc (EEWD.L) has returned -5.86% so far this year and 17.05% over the past 12 months.
iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc
- 1D
- 0.51%
- 1M
- -7.60%
- YTD
- -5.86%
- 6M
- -1.89%
- 1Y
- 17.05%
- 3Y*
- 15.09%
- 5Y*
- 8.56%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 12, 2019, EEWD.L's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, your investment would double in approximately 5.7 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +12.5%, while the worst month was Mar 2020 at -10.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, EEWD.L closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +8.9%, while the worst single day was Mar 12, 2020 at -10.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.30% | 0.58% | -7.60% | -5.86% | |||||||||
| 2025 | 3.17% | -3.02% | -4.16% | 1.15% | 6.75% | 3.93% | 1.84% | 1.70% | 2.64% | 2.51% | 0.05% | 1.61% | 19.23% |
| 2024 | 1.10% | 3.31% | 3.20% | -3.62% | 2.85% | 3.86% | 1.62% | 2.00% | 2.31% | -1.98% | 4.72% | -2.03% | 18.35% |
| 2023 | 6.66% | -1.69% | 2.37% | 1.50% | -0.91% | 6.09% | 3.30% | -2.31% | -4.52% | -3.94% | 9.83% | 5.80% | 23.17% |
| 2022 | -6.89% | -2.01% | 3.14% | -7.75% | -2.02% | -8.37% | 7.49% | -3.68% | -8.16% | 5.03% | 4.82% | -2.23% | -20.23% |
| 2021 | -0.18% | 2.23% | 3.37% | 4.41% | 1.99% | 1.12% | 1.91% | 2.70% | -3.54% | 4.72% | -1.66% | 3.90% | 22.70% |
Benchmark Metrics
iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc has an annualized alpha of 5.17%, beta of 0.52, and R² of 0.35 versus S&P 500 Index. Calculated based on daily prices since March 13, 2019.
- This ETF participated in 96.17% of S&P 500 Index downside but only 92.19% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.52 may look defensive, but with R² of 0.35 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.35 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 5.17%
- Beta
- 0.52
- R²
- 0.35
- Upside Capture
- 92.19%
- Downside Capture
- 96.17%
Expense Ratio
EEWD.L has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
EEWD.L ranks 57 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc (EEWD.L) and compare them to a chosen benchmark (S&P 500 Index).
| EEWD.L | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.90 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.39 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.40 | -0.10 |
Martin ratioReturn relative to average drawdown | 6.32 | 6.61 | -0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EEWD.L risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc provided a 1.26% dividend yield over the last twelve months, with an annual payout of $0.12 per share. The fund has been increasing its distributions for 6 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.12 | $0.12 | $0.11 | $0.10 | $0.09 | $0.08 |
Dividend yield | 1.26% | 1.19% | 1.39% | 1.59% | 1.82% | 1.29% | 1.35% | 1.47% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc. 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.12 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.12 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.11 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.10 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc. 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 ESG Enhanced CTB UCITS ETF USD Inc was 33.48%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.
The current iShares MSCI World ESG Enhanced CTB UCITS ETF USD Inc drawdown is 8.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.48% | Feb 20, 2020 | 23 | Mar 23, 2020 | 98 | Aug 12, 2020 | 121 |
| -27.9% | Dec 31, 2021 | 196 | Oct 12, 2022 | 335 | Feb 9, 2024 | 531 |
| -17% | Feb 18, 2025 | 35 | Apr 7, 2025 | 27 | May 19, 2025 | 62 |
| -8.67% | Feb 11, 2026 | 33 | Mar 27, 2026 | — | — | — |
| -7.67% | Jul 15, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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