iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L)
IWMO.L is a passive ETF by iShares tracking the investment results of the MSCI World Momentum Index. IWMO.L launched on Oct 3, 2014 and has a 0.25% expense ratio.
ETF Info
IE00BP3QZ825
Oct 3, 2014
MSCI World Momentum Index
Ireland
Accumulating
Large-Cap
Blend
Expense Ratio
IWMO.L has an expense ratio of 0.25%, which is considered low compared to other funds.
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 Momentum Factor 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 Momentum Factor UCITS ETF USD (Acc) had a return of 8.10% year-to-date (YTD) and 25.68% in the last 12 months. Over the past 10 years, iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) had an annualized return of 12.33%, outperforming the S&P 500 benchmark which had an annualized return of 11.29%.
IWMO.L
8.10%
6.11%
11.82%
25.68%
12.26%
12.33%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of IWMO.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 | 5.17% | 8.10% | |||||||||||
| 2024 | 5.28% | 8.39% | 5.02% | -3.51% | 3.86% | 5.44% | -2.12% | 1.66% | 2.16% | -0.45% | 3.96% | -2.05% | 30.50% |
| 2023 | 0.78% | -2.64% | 0.66% | 2.82% | -4.93% | 6.51% | 2.41% | -1.09% | -3.99% | -2.25% | 9.01% | 5.07% | 11.96% |
| 2022 | -9.11% | -1.36% | 5.57% | -10.36% | -2.49% | -7.57% | 4.13% | -1.56% | -6.84% | 8.59% | 4.36% | -1.53% | -18.52% |
| 2021 | 1.03% | -0.54% | -0.19% | 6.92% | -1.23% | 0.95% | 1.73% | 3.28% | -3.25% | 6.81% | -2.91% | 1.93% | 14.90% |
| 2020 | 3.64% | -8.80% | -7.09% | 7.74% | 4.53% | 5.27% | 7.14% | 6.61% | -1.98% | -3.45% | 8.50% | 5.29% | 28.58% |
| 2019 | 6.06% | 4.58% | 1.78% | 3.05% | -2.98% | 5.87% | 2.16% | -1.18% | -0.51% | 1.09% | 2.77% | 1.98% | 27.14% |
| 2018 | 7.36% | -0.76% | -4.54% | 2.18% | 2.26% | -0.15% | 1.66% | 4.23% | 1.38% | -9.99% | 0.47% | -6.71% | -3.85% |
| 2017 | 2.64% | 2.90% | 1.85% | 1.70% | 3.93% | 0.62% | 3.23% | 1.01% | 2.60% | 4.83% | 1.67% | 1.24% | 32.09% |
| 2016 | -5.67% | 0.16% | 4.96% | -0.85% | 2.77% | 2.10% | 3.10% | -2.70% | 1.11% | -3.22% | 1.16% | 1.39% | 3.88% |
| 2015 | -0.87% | 4.83% | -0.33% | 0.18% | 0.87% | -1.07% | 3.07% | -5.86% | -4.67% | 7.11% | 0.41% | 0.35% | 3.37% |
| 2014 | 0.91% | 3.58% | 0.00% | 4.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWMO.L is 65, 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 Momentum Factor UCITS ETF USD (Acc) (IWMO.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 Momentum Factor 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 Momentum Factor UCITS ETF USD (Acc) was 31.52%, occurring on Mar 23, 2020. Recovery took 71 trading sessions.
The current iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) drawdown is 0.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.52% | Feb 20, 2020 | 23 | Mar 23, 2020 | 71 | Jul 6, 2020 | 94 |
| -29.63% | Nov 9, 2021 | 219 | Sep 26, 2022 | 356 | Feb 22, 2024 | 575 |
| -19.83% | Oct 2, 2018 | 60 | Dec 24, 2018 | 119 | Jun 18, 2019 | 179 |
| -15.25% | Jul 21, 2015 | 144 | Feb 11, 2016 | 97 | Jul 1, 2016 | 241 |
| -14.64% | Feb 16, 2021 | 14 | Mar 5, 2021 | 97 | Jul 26, 2021 | 111 |
Volatility
Volatility Chart
The current iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) volatility is 4.56%, 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.