iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE)
IUSQ.DE is a passive ETF by iShares tracking the investment results of the MSCI All Country World (ACWI). IUSQ.DE launched on Oct 21, 2011 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00B6R52259 |
|---|---|
| WKN | A1JMDF |
| Issuer | iShares |
| Inception Date | Oct 21, 2011 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI All Country World (ACWI) |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
IUSQ.DE has an expense ratio of 0.20%, which is considered low compared to other funds.
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 ACWI UCITS ETF (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 MSCI ACWI UCITS ETF (Acc) had a return of 18.88% year-to-date (YTD) and 26.68% in the last 12 months. Over the past 10 years, iShares MSCI ACWI UCITS ETF (Acc) had an annualized return of 10.46%, which was very close to the S&P 500 benchmark's annualized return of 10.96%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.88% | 20.10% |
| 1 month | 0.54% | -0.39% |
| 6 months | 9.22% | 11.72% |
| 1 year | 26.68% | 31.44% |
| 5 years (annualized) | 11.23% | 13.30% |
| 10 years (annualized) | 10.46% | 10.96% |
Monthly Returns
The table below presents the monthly returns of IUSQ.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 | 2.83% | 3.69% | 3.58% | -1.69% | 1.05% | 4.96% | 0.16% | -0.35% | 1.70% | 0.92% | 18.88% | ||
| 2023 | 5.07% | 0.05% | 0.16% | -0.02% | 2.35% | 3.59% | 2.65% | -0.94% | -1.51% | -3.59% | 5.79% | 3.99% | 18.57% |
| 2022 | -4.59% | -1.93% | 3.72% | -2.20% | -3.29% | -6.20% | 9.42% | -1.52% | -5.91% | 3.58% | 1.27% | -5.63% | -13.58% |
| 2021 | 1.20% | 2.88% | 5.54% | 1.44% | -0.12% | 4.56% | 0.83% | 3.02% | -1.96% | 4.67% | 0.42% | 3.64% | 29.13% |
| 2020 | -0.62% | -8.43% | -11.25% | 9.39% | 1.91% | 2.38% | 0.02% | 5.43% | -1.02% | -2.26% | 9.36% | 2.03% | 4.94% |
| 2019 | 7.94% | 3.54% | 2.37% | 3.41% | -4.99% | 3.88% | 3.41% | -1.97% | 3.16% | 0.22% | 4.13% | 2.13% | 30.14% |
| 2018 | 1.50% | -2.07% | -3.45% | 3.41% | 3.13% | -0.21% | 2.38% | 1.27% | 0.53% | -5.06% | 0.93% | -7.81% | -5.97% |
| 2017 | -0.54% | 5.00% | 0.75% | -0.75% | -0.98% | -0.86% | -0.50% | -0.42% | 2.34% | 3.64% | -0.23% | 1.53% | 9.14% |
| 2016 | -6.78% | 0.51% | 1.73% | 0.00% | 3.65% | -0.49% | 3.96% | 0.44% | 0.41% | 0.47% | 4.63% | 2.32% | 10.88% |
| 2015 | 5.23% | 6.33% | 2.79% | -1.55% | 1.58% | -3.95% | 2.12% | -8.58% | -3.40% | 9.65% | 3.66% | -4.33% | 8.31% |
| 2014 | -2.01% | 2.96% | 0.15% | 0.27% | 4.08% | 1.50% | 1.08% | 3.89% | 1.13% | 1.12% | 2.76% | 0.75% | 19.02% |
| 2013 | 2.00% | 3.96% | 3.68% | -0.25% | 2.19% | -3.60% | 2.69% | -2.00% | 2.67% | 3.82% | 1.37% | -0.04% | 17.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IUSQ.DE is 78, placing it in the top 22% 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 ACWI UCITS ETF (Acc) (IUSQ.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 MSCI ACWI UCITS ETF (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 MSCI ACWI UCITS ETF (Acc) was 33.60%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current iShares MSCI ACWI UCITS ETF (Acc) drawdown is 1.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.6% | Feb 20, 2020 | 23 | Mar 23, 2020 | 200 | Jan 7, 2021 | 223 |
| -24.3% | Apr 14, 2015 | 213 | Feb 11, 2016 | 212 | Dec 9, 2016 | 425 |
| -16.25% | Jan 5, 2022 | 115 | Jun 16, 2022 | 382 | Dec 8, 2023 | 497 |
| -14.15% | Oct 2, 2018 | 59 | Dec 27, 2018 | 56 | Mar 19, 2019 | 115 |
| -11.22% | May 23, 2013 | 23 | Jun 24, 2013 | 97 | Nov 7, 2013 | 120 |
Volatility
Volatility Chart
The current iShares MSCI ACWI UCITS ETF (Acc) volatility is 2.64%, 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.