iShares MSCI World UCITS (IDWR.L)
IDWR.L is a passive ETF by iShares tracking the investment results of the MSCI ACWI NR USD. IDWR.L launched on Oct 28, 2005 and has a 0.50% expense ratio.
ETF Info
| ISIN | IE00B0M62Q58 |
|---|---|
| Issuer | iShares |
| Inception Date | Oct 28, 2005 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI NR USD |
| Asset Class | Equity |
Expense Ratio
IDWR.L 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 MSCI World UCITS, 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 UCITS had a return of 17.34% year-to-date (YTD) and 29.44% in the last 12 months. Over the past 10 years, iShares MSCI World UCITS had an annualized return of 9.70%, while the S&P 500 had an annualized return of 11.05%, indicating that iShares MSCI World UCITS did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 17.34% | 21.24% |
| 1 month | 0.24% | 0.55% |
| 6 months | 9.03% | 11.47% |
| 1 year | 29.44% | 32.45% |
| 5 years (annualized) | 11.61% | 13.43% |
| 10 years (annualized) | 9.70% | 11.05% |
Monthly Returns
The table below presents the monthly returns of IDWR.L, 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 | 1.52% | 3.23% | 3.50% | -3.09% | 2.71% | 3.72% | 1.22% | 1.85% | 2.05% | -1.29% | 17.34% | ||
| 2023 | 6.57% | -1.56% | 2.48% | 1.79% | -1.05% | 6.34% | 3.30% | -2.07% | -4.21% | -3.65% | 9.40% | 5.50% | 24.08% |
| 2022 | -5.88% | -1.56% | 3.46% | -7.78% | -1.65% | -8.51% | 7.24% | -3.27% | -8.05% | 5.48% | 4.48% | -2.32% | -18.32% |
| 2021 | -0.40% | 2.21% | 3.34% | 4.47% | 1.74% | 1.13% | 1.92% | 2.48% | -3.43% | 4.59% | -1.67% | 3.66% | 21.58% |
| 2020 | -0.35% | -9.48% | -10.98% | 9.27% | 4.00% | 3.06% | 4.71% | 6.84% | -2.80% | -3.37% | 12.09% | 4.44% | 15.70% |
| 2019 | 7.45% | 3.22% | 1.01% | 3.30% | -5.13% | 6.11% | 1.35% | -3.12% | 2.57% | 2.16% | 3.13% | 2.54% | 26.75% |
| 2018 | 4.61% | -3.55% | -2.92% | 1.81% | 0.07% | 0.44% | 2.66% | 1.07% | 0.69% | -7.42% | 0.51% | -6.87% | -9.24% |
| 2017 | 1.63% | 3.20% | 1.23% | 1.37% | 1.92% | 0.48% | 2.42% | -0.02% | 2.33% | 2.00% | 2.04% | 1.98% | 22.59% |
| 2016 | -7.21% | 0.67% | 6.34% | 0.73% | 1.26% | -1.66% | 4.58% | 0.26% | 0.69% | -1.96% | 1.62% | 2.37% | 7.29% |
| 2015 | -2.74% | 6.02% | -1.49% | 2.36% | -0.22% | -2.19% | 2.08% | -6.07% | -4.73% | 8.38% | -0.48% | -1.46% | -1.48% |
| 2014 | -3.70% | 5.18% | -0.06% | 0.99% | 2.14% | 1.87% | -1.37% | 1.68% | -2.27% | 0.33% | 2.15% | -0.89% | 5.89% |
| 2013 | 5.28% | 0.34% | 2.02% | 3.27% | 1.06% | -3.04% | 5.51% | -2.75% | 5.11% | 4.31% | 1.70% | 1.74% | 26.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IDWR.L is 82, placing it in the top 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI World UCITS (IDWR.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI World UCITS provided a 1.09% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.86 | $0.87 | $0.81 | $0.72 | $0.65 | $0.81 | $0.75 | $0.71 | $0.66 | $0.65 | $0.62 | $0.60 |
Dividend yield | 1.09% | 1.29% | 1.46% | 1.05% | 1.14% | 1.61% | 1.87% | 1.58% | 1.77% | 1.83% | 1.69% | 1.70% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI World UCITS. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.67 | |
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.87 |
| 2022 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.81 |
| 2021 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.72 |
| 2020 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.65 |
| 2019 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.81 |
| 2018 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.75 |
| 2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.71 |
| 2016 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.66 |
| 2015 | $0.00 | $0.09 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.19 | $0.65 |
| 2014 | $0.00 | $0.09 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.16 | $0.00 | $0.62 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.60 |
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 UCITS. 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 UCITS was 56.74%, occurring on Mar 9, 2009. Recovery took 1044 trading sessions.
The current iShares MSCI World UCITS drawdown is 1.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.74% | Nov 2, 2007 | 240 | Mar 9, 2009 | 1044 | May 8, 2013 | 1284 |
| -34.06% | Feb 18, 2020 | 25 | Mar 23, 2020 | 107 | Aug 25, 2020 | 132 |
| -26.04% | Jan 6, 2022 | 193 | Oct 12, 2022 | 304 | Dec 27, 2023 | 497 |
| -18.71% | May 22, 2015 | 185 | Feb 11, 2016 | 212 | Dec 12, 2016 | 397 |
| -17.66% | Jan 29, 2018 | 231 | Dec 24, 2018 | 122 | Jun 21, 2019 | 353 |
Volatility
Volatility Chart
The current iShares MSCI World UCITS volatility is 2.58%, 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.