iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L)
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.
ETF Info
| ISIN | IE00B4L5Y983 |
|---|---|
| Issuer | iShares |
| Inception Date | Sep 25, 2009 |
| Category | Global Equities |
| Index Tracked | MSCI World Index |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Expense Ratio
IWDA.L has a high expense ratio of 0.20%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
iShares Core MSCI World UCITS ETF USD (Acc) had a return of 8.53% year-to-date (YTD) and 23.67% in the last 12 months. Over the past 10 years, iShares Core MSCI World UCITS ETF USD (Acc) had an annualized return of 9.38%, while the S&P 500 had an annualized return of 10.84%, indicating that iShares Core MSCI World UCITS ETF USD (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.53% | 10.00% |
| 1 month | 2.09% | 2.41% |
| 6 months | 16.31% | 16.70% |
| 1 year | 23.67% | 26.85% |
| 5 years (annualized) | 11.80% | 12.81% |
| 10 years (annualized) | 9.38% | 10.84% |
Monthly Returns
The table below presents the monthly returns of IWDA.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 | 1.40% | 3.34% | 3.63% | -3.05% | 8.53% | ||||||||
| 2023 | 6.56% | -1.71% | 2.57% | 1.89% | -1.09% | 6.32% | 3.38% | -2.24% | -4.03% | -3.52% | 9.18% | 5.65% | 24.27% |
| 2022 | -6.50% | -1.58% | 3.52% | -7.51% | -1.79% | -8.66% | 7.42% | -3.29% | -7.97% | 5.38% | 4.77% | -2.34% | -18.53% |
| 2021 | -0.49% | 2.80% | 2.99% | 4.55% | 1.71% | 1.07% | 1.96% | 2.55% | -3.74% | 4.98% | -1.86% | 4.60% | 22.82% |
| 2020 | -0.19% | -9.54% | -11.03% | 9.18% | 4.21% | 2.90% | 4.76% | 7.00% | -2.98% | -3.44% | 12.42% | 4.53% | 16.06% |
| 2019 | 7.44% | 3.29% | 1.04% | 3.51% | -5.28% | 6.09% | 1.33% | -2.87% | 2.35% | 2.16% | 3.26% | 2.57% | 27.13% |
| 2018 | 4.58% | -3.43% | -2.95% | 1.86% | 0.20% | 0.26% | 2.74% | 0.99% | 0.93% | -7.46% | 0.51% | -6.86% | -9.01% |
| 2017 | 1.61% | 3.28% | 1.12% | 1.36% | 1.97% | 0.44% | 2.54% | -0.13% | 2.50% | 2.03% | 1.89% | 2.14% | 22.77% |
| 2016 | -7.27% | 0.97% | 6.07% | 0.79% | 1.19% | -1.41% | 4.44% | 0.22% | 0.78% | -1.94% | 1.51% | 2.53% | 7.50% |
| 2015 | -2.51% | 5.82% | -1.31% | 2.34% | -0.20% | -2.12% | 2.06% | -6.17% | -4.61% | 8.24% | -0.40% | -1.36% | -1.13% |
| 2014 | -3.58% | 5.09% | -0.03% | 0.95% | 2.00% | 2.04% | -1.41% | 1.70% | -2.04% | 0.33% | 2.13% | -0.89% | 6.16% |
| 2013 | 4.97% | -1.28% | 3.81% | 2.74% | 1.20% | -3.16% | 5.29% | -2.42% | 5.13% | 4.25% | 1.71% | 1.72% | 26.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IWDA.L is 79, placing it in the top 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
IWDA.L (iShares Core MSCI World UCITS ETF USD (Acc))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) 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.
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.
The current iShares Core MSCI World UCITS ETF USD (Acc) drawdown is 0.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.11% | Feb 18, 2020 | 25 | Mar 23, 2020 | 106 | Aug 24, 2020 | 131 |
| -25.88% | Jan 4, 2022 | 195 | Oct 12, 2022 | 300 | Dec 19, 2023 | 495 |
| -21.43% | May 10, 2011 | 63 | Sep 23, 2011 | 143 | Sep 14, 2012 | 206 |
| -18.62% | May 22, 2015 | 185 | Feb 11, 2016 | 211 | Dec 9, 2016 | 396 |
| -17.33% | Jan 29, 2018 | 231 | Dec 24, 2018 | 87 | May 1, 2019 | 318 |
Volatility
Volatility Chart
The current iShares Core MSCI World UCITS ETF USD (Acc) volatility is 4.18%, 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.