iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L)
IWFS.L is a passive ETF by iShares tracking the investment results of the MSCI ACWI NR USD. IWFS.L launched on Oct 3, 2014 and has a 0.30% expense ratio.
ETF Info
IE00BP3QZD73
A12ATH
Oct 3, 2014
1x
MSCI ACWI NR USD
Ireland
Accumulating
Mid-Cap
Blend
Expense Ratio
IWFS.L features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Edge MSCI World Size Factor UCITS ETF, 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 Size Factor UCITS ETF had a return of 4.61% year-to-date (YTD) and 12.75% in the last 12 months. Over the past 10 years, iShares Edge MSCI World Size Factor UCITS ETF had an annualized return of 8.11%, while the S&P 500 had an annualized return of 11.29%, indicating that iShares Edge MSCI World Size Factor UCITS ETF did not perform as well as the benchmark.
IWFS.L
4.61%
0.30%
9.14%
12.75%
6.37%
8.11%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of IWFS.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.78% | 4.61% | |||||||||||
| 2024 | -1.40% | 1.99% | 3.88% | -2.84% | 0.31% | -0.36% | 2.68% | 0.26% | 0.78% | 0.39% | 5.31% | -3.26% | 7.64% |
| 2023 | 5.86% | -0.42% | -2.77% | -0.60% | -2.75% | 2.99% | 3.85% | -2.37% | -0.71% | -5.14% | 4.93% | 7.31% | 9.74% |
| 2022 | -6.59% | 0.69% | 2.90% | -2.31% | -1.32% | -6.21% | 6.55% | 0.83% | -5.22% | 1.19% | 3.09% | -1.68% | -8.63% |
| 2021 | -0.27% | 1.26% | 4.03% | 2.88% | -0.61% | 2.14% | 0.20% | 2.82% | -1.22% | 1.56% | -0.63% | 1.53% | 14.40% |
| 2020 | -2.08% | -7.56% | -13.66% | 8.64% | 7.64% | 2.16% | -3.16% | 4.58% | 1.47% | -1.90% | 11.44% | 2.33% | 7.33% |
| 2019 | 5.88% | 1.85% | 1.92% | 2.90% | -2.97% | 5.36% | 4.11% | -3.59% | 2.48% | -2.27% | 2.96% | -0.31% | 19.31% |
| 2018 | -1.05% | -1.08% | -3.18% | 3.73% | 3.39% | 0.10% | 2.15% | 0.72% | -0.04% | -6.86% | 0.05% | -7.18% | -9.50% |
| 2017 | 0.63% | 3.72% | 0.39% | -1.33% | 2.12% | 0.42% | 0.86% | 2.03% | -1.72% | 2.70% | 0.68% | 2.18% | 13.28% |
| 2016 | -3.23% | 3.22% | 4.30% | -0.07% | 1.19% | 6.67% | 5.72% | 1.07% | 2.51% | 3.94% | -1.06% | 2.89% | 30.23% |
| 2015 | 2.94% | 3.24% | 3.17% | -0.89% | 0.15% | -4.86% | 1.24% | -3.72% | -3.46% | 5.10% | 2.62% | -0.38% | 4.69% |
| 2014 | 1.64% | 3.23% | -0.24% | 4.67% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWFS.L is 56, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IWFS.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. 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 Size Factor UCITS ETF. 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 Size Factor UCITS ETF was 29.90%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.
The current iShares Edge MSCI World Size Factor UCITS ETF drawdown is 0.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.9% | Jan 21, 2020 | 45 | Mar 23, 2020 | 159 | Nov 9, 2020 | 204 |
| -17.67% | Apr 13, 2015 | 213 | Feb 11, 2016 | 92 | Jun 24, 2016 | 305 |
| -17.33% | Nov 16, 2021 | 144 | Jun 16, 2022 | 446 | Mar 21, 2024 | 590 |
| -17.05% | Aug 29, 2018 | 84 | Dec 24, 2018 | 129 | Jul 2, 2019 | 213 |
| -9.72% | Jan 10, 2018 | 54 | Mar 26, 2018 | 38 | May 22, 2018 | 92 |
Volatility
Volatility Chart
The current iShares Edge MSCI World Size Factor UCITS ETF volatility is 3.51%, 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.