iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) (IBCZ.DE)
IBCZ.DE is a passive ETF by iShares tracking the investment results of the MSCI World Diversified Multiple-Factor. IBCZ.DE launched on Sep 4, 2015 and has a 0.50% expense ratio.
ETF Info
IE00BZ0PKT83
A14YPA
Sep 4, 2015
1x
MSCI World Diversified Multiple-Factor
Ireland
Accumulating
Expense Ratio
IBCZ.DE features an expense ratio of 0.50%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Edge MSCI World Multifactor UCITS ETF USD (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 Edge MSCI World Multifactor UCITS ETF USD (Acc) had a return of 5.73% year-to-date (YTD) and 24.07% in the last 12 months.
IBCZ.DE
5.73%
2.28%
14.89%
24.07%
10.47%
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of IBCZ.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.19% | 5.73% | |||||||||||
| 2024 | 3.95% | 3.44% | 4.39% | -2.77% | 0.45% | 4.27% | 1.03% | -0.20% | 1.48% | 1.32% | 7.92% | -2.97% | 24.09% |
| 2023 | 4.35% | 0.53% | -1.82% | -0.47% | 0.00% | 3.71% | 2.48% | -0.55% | -0.56% | -3.60% | 3.89% | 3.29% | 11.45% |
| 2022 | -6.39% | -0.07% | 4.60% | -1.21% | -2.94% | -7.54% | 9.92% | -1.48% | -5.44% | 6.74% | -0.01% | -6.11% | -11.00% |
| 2021 | 1.71% | 3.57% | 7.59% | 1.30% | 0.03% | 3.24% | 1.29% | 2.46% | -3.04% | 3.65% | 0.73% | 5.59% | 31.53% |
| 2020 | -0.75% | -8.75% | -11.65% | 8.98% | 2.26% | 0.74% | -0.42% | 3.82% | -0.00% | -1.75% | 8.51% | 1.43% | 0.44% |
| 2019 | 8.61% | 3.67% | 0.47% | 2.28% | -5.82% | 4.71% | 3.46% | -2.90% | 3.18% | -0.21% | 5.05% | 0.64% | 24.79% |
| 2018 | 0.55% | -0.84% | -2.46% | 2.82% | 4.35% | -1.83% | 2.04% | 1.29% | 0.08% | -5.66% | -0.21% | -8.07% | -8.31% |
| 2017 | -1.24% | 5.23% | 0.22% | -0.09% | -0.92% | -1.30% | -0.56% | -0.38% | 3.70% | 4.71% | 0.47% | 0.96% | 11.03% |
| 2016 | -10.04% | 3.32% | 1.20% | 1.93% | 1.29% | -2.72% | 3.38% | 0.63% | 0.61% | 0.25% | 6.03% | 2.45% | 7.69% |
| 2015 | -3.86% | 10.46% | 4.74% | -3.39% | 7.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 82, IBCZ.DE is among the top 18% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) (IBCZ.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 Edge MSCI World Multifactor UCITS ETF USD (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 Edge MSCI World Multifactor UCITS ETF USD (Acc) was 33.99%, occurring on Mar 23, 2020. Recovery took 205 trading sessions.
The current iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) drawdown is 0.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.99% | Feb 20, 2020 | 23 | Mar 23, 2020 | 205 | Jan 14, 2021 | 228 |
| -18.6% | Dec 3, 2015 | 33 | Feb 9, 2016 | 116 | Nov 23, 2016 | 149 |
| -15.94% | Aug 15, 2018 | 93 | Dec 27, 2018 | 80 | Apr 24, 2019 | 173 |
| -15.14% | Jan 6, 2022 | 115 | Jun 17, 2022 | 409 | Jan 22, 2024 | 524 |
| -8.57% | Jan 10, 2018 | 23 | Feb 9, 2018 | 65 | May 16, 2018 | 88 |
Volatility
Volatility Chart
The current iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) volatility is 3.66%, 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.