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iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L)

ETF · Currency in USD · Last updated Feb 24, 2024

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World Index. In order to achieve this investment objective, the investment policy of this Fund is to invest in a portfolio of equity securities that as far as possible and practicable consists of the component securities of the MSCI World Index, this Fund's Benchmark Index.

Summary

ETF Info

ISINIE00B4L5Y983
IssueriShares
Inception DateSep 25, 2009
CategoryGlobal Equities
Index TrackedMSCI World Index
DomicileIreland
Distribution PolicyAccumulating
Home Pagewww.ishares.com
Asset ClassEquity

Expense Ratio

The iShares Core MSCI World UCITS ETF USD (Acc) has a high expense ratio of 0.20%, indicating higher-than-average management fees.


0.20%
0.00%2.15%

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in iShares Core MSCI World 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.


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2024February
15.59%
15.51%
IWDA.L (iShares Core MSCI World UCITS ETF USD (Acc))
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with IWDA.L

iShares Core MSCI World UCITS ETF USD (Acc)

Popular comparisons: IWDA.L vs. VWCE.DE, IWDA.L vs. SPY, IWDA.L vs. SWDA.L, IWDA.L vs. VUAA.L, IWDA.L vs. VOO, IWDA.L vs. VTI, IWDA.L vs. QQQ, IWDA.L vs. SWRD.AS, IWDA.L vs. URTH, IWDA.L vs. VWRP.L

Return

iShares Core MSCI World UCITS ETF USD (Acc) had a return of 5.15% year-to-date (YTD) and 24.58% in the last 12 months. Over the past 10 years, iShares Core MSCI World UCITS ETF USD (Acc) had an annualized return of 9.16%, while the S&P 500 had an annualized return of 10.70%, indicating that iShares Core MSCI World UCITS ETF USD (Acc) did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date5.15%6.69%
1 month3.79%4.52%
6 months15.59%15.50%
1 year24.58%26.83%
5 years (annualized)11.70%12.76%
10 years (annualized)9.16%10.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.40%
20233.38%-2.24%-4.03%-3.52%9.18%5.65%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)
2.01
^GSPC
S&P 500
2.23

Sharpe Ratio

The current iShares Core MSCI World UCITS ETF USD (Acc) Sharpe ratio is 2.01. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.00SeptemberOctoberNovemberDecember2024February
2.01
2.23
IWDA.L (iShares Core MSCI World UCITS ETF USD (Acc))
Benchmark (^GSPC)

Dividend History


iShares Core MSCI World UCITS ETF USD (Acc) doesn't pay dividends

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February00
IWDA.L (iShares Core MSCI World UCITS ETF USD (Acc))
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Core MSCI World 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 Core MSCI World UCITS ETF USD (Acc) was 34.11%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.11%Feb 18, 202025Mar 23, 2020106Aug 24, 2020131
-25.88%Jan 4, 2022195Oct 12, 2022300Dec 19, 2023495
-21.43%May 10, 201163Sep 23, 2011143Sep 14, 2012206
-18.62%May 22, 2015185Feb 11, 2016211Dec 9, 2016396
-17.33%Jan 29, 2018231Dec 24, 201887May 1, 2019318

Volatility Chart

The current iShares Core MSCI World UCITS ETF USD (Acc) volatility is 3.15%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%SeptemberOctoberNovemberDecember2024February
3.15%
3.90%
IWDA.L (iShares Core MSCI World UCITS ETF USD (Acc))
Benchmark (^GSPC)