iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (IQQ0.DE)
IQQ0.DE is a passive ETF by iShares tracking the investment results of the MSCI World Minimum Volatility. IQQ0.DE launched on Nov 30, 2012 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00B8FHGS14 |
|---|---|
| WKN | A1J781 |
| Issuer | iShares |
| Inception Date | Nov 30, 2012 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World Minimum Volatility |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
IQQ0.DE features an expense ratio of 0.30%, 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 Minimum Volatility 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 Minimum Volatility UCITS ETF USD (Acc) had a return of 14.49% year-to-date (YTD) and 16.71% in the last 12 months. Over the past 10 years, iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) had an annualized return of 10.08%, while the S&P 500 had an annualized return of 10.92%, indicating that iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.49% | 19.77% |
| 1 month | -0.52% | -0.67% |
| 6 months | 8.23% | 10.27% |
| 1 year | 16.71% | 31.07% |
| 5 years (annualized) | 5.95% | 13.22% |
| 10 years (annualized) | 10.08% | 10.92% |
Monthly Returns
The table below presents the monthly returns of IQQ0.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.71% | 0.74% | 2.67% | -2.45% | -0.12% | 2.83% | 3.52% | 2.06% | -0.37% | 0.75% | 14.49% | ||
| 2023 | -0.61% | -0.50% | 1.07% | 1.25% | -0.72% | 0.63% | 0.42% | 0.45% | -0.17% | -1.70% | 2.23% | 1.39% | 3.73% |
| 2022 | -5.26% | -1.05% | 6.16% | 0.87% | -3.74% | -2.00% | 5.96% | -0.92% | -3.61% | 3.91% | -0.09% | -3.86% | -4.34% |
| 2021 | -0.18% | -1.05% | 7.62% | 0.12% | 0.29% | 4.14% | 2.96% | 2.12% | -2.48% | 2.85% | 1.23% | 4.74% | 24.26% |
| 2020 | 3.00% | -7.91% | -7.86% | 6.12% | 0.37% | -1.08% | -1.49% | 1.56% | 0.67% | -2.64% | 3.69% | -0.43% | -6.77% |
| 2019 | 5.04% | 4.02% | 3.09% | 1.26% | -0.26% | 2.36% | 3.54% | 2.34% | 1.98% | -1.78% | 2.21% | -0.12% | 26.17% |
| 2018 | -1.11% | -1.70% | -1.35% | 2.70% | 3.09% | 0.75% | 2.53% | 2.17% | 1.29% | -1.94% | 2.14% | -6.13% | 2.03% |
| 2017 | -1.41% | 5.53% | -0.19% | -1.01% | -0.33% | -1.96% | -1.44% | -0.09% | 0.74% | 3.09% | 0.22% | 0.14% | 3.11% |
| 2016 | -0.81% | 1.29% | 0.03% | -0.40% | 3.05% | 7.10% | -0.99% | -2.73% | -0.38% | -1.06% | 2.47% | 2.55% | 10.18% |
| 2015 | 8.89% | 3.29% | 3.74% | -1.54% | 1.15% | -5.13% | 4.81% | -5.95% | -1.41% | 7.82% | 6.87% | -4.86% | 17.45% |
| 2014 | 1.11% | 3.69% | 3.48% | 8.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IQQ0.DE is 72, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) (IQQ0.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 Minimum Volatility 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 Minimum Volatility UCITS ETF USD (Acc) was 28.65%, occurring on Mar 23, 2020. Recovery took 351 trading sessions.
The current iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) drawdown is 3.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.65% | Feb 20, 2020 | 23 | Mar 23, 2020 | 351 | Aug 11, 2021 | 374 |
| -17.37% | Apr 29, 2015 | 29 | Aug 24, 2015 | 32 | Nov 30, 2015 | 61 |
| -12.2% | Apr 11, 2022 | 47 | Jun 16, 2022 | 43 | Aug 16, 2022 | 90 |
| -12.18% | Dec 2, 2015 | 21 | Feb 9, 2016 | 54 | May 30, 2016 | 75 |
| -11.17% | Aug 23, 2022 | 144 | Mar 13, 2023 | 242 | Feb 22, 2024 | 386 |
Volatility
Volatility Chart
The current iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) volatility is 2.15%, 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.