iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI)
IWMO is an ETF designed to provide direct access to global companies with upward-trending share prices, focusing on a subset of shares from the MSCI World Index. The investment objective is to track the performance of this index by selecting stocks that exhibit a rising price trend.
ETF Info
IE00BP3QZ825
Oct 3, 2014
1x
MSCI World Momentum Index
Ireland
Accumulating
Large-Cap
Blend
Expense Ratio
IWMO.MI has an expense ratio of 0.25%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI) returned 0.05% year-to-date (YTD) and 12.72% over the past 12 months. Over the past 10 years, IWMO.MI delivered an annualized return of 13.06%, outperforming the S&P 500 benchmark at 10.79%.
IWMO.MI
0.05%
11.92%
0.85%
12.72%
13.75%
13.06%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of IWMO.MI, 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 | 5.46% | -1.94% | -9.07% | -1.50% | 8.01% | 0.05% | |||||||
| 2024 | 8.05% | 8.78% | 4.98% | -2.45% | 2.30% | 6.74% | -3.18% | -0.42% | 1.46% | 2.06% | 6.96% | -0.80% | 39.23% |
| 2023 | -0.58% | -0.20% | -1.74% | 1.20% | -1.66% | 4.16% | 1.37% | 0.47% | -1.51% | -2.19% | 5.64% | 3.02% | 7.91% |
| 2022 | -8.22% | -1.48% | 6.80% | -5.75% | -3.89% | -5.35% | 6.82% | -0.40% | -4.14% | 7.82% | -0.24% | -5.28% | -13.96% |
| 2021 | 2.42% | -0.65% | 3.19% | 4.41% | -3.14% | 4.36% | 1.85% | 3.73% | -1.37% | 6.92% | -0.29% | 1.39% | 24.82% |
| 2020 | 4.31% | -7.76% | -7.67% | 8.96% | 2.95% | 3.97% | 1.73% | 6.30% | -0.69% | -2.81% | 6.09% | 2.03% | 17.08% |
| 2019 | 7.13% | 4.78% | 3.51% | 3.32% | -2.49% | 3.59% | 4.45% | -0.16% | 0.53% | -1.06% | 3.97% | 0.28% | 31.14% |
| 2018 | 4.07% | 1.14% | -5.16% | 4.14% | 5.97% | -0.29% | 1.27% | 5.09% | 1.39% | -7.75% | 0.56% | -8.69% | 0.40% |
| 2017 | 0.78% | 4.31% | 1.67% | -0.19% | 0.86% | -1.13% | -0.09% | 0.37% | 2.94% | 6.44% | -0.62% | -0.10% | 16.05% |
| 2016 | -5.46% | -0.25% | 0.08% | -1.30% | 6.11% | -0.44% | 4.96% | -2.44% | 0.22% | 0.28% | 3.61% | 1.32% | 6.31% |
| 2015 | 3.61% | 3.89% | -3.86% | 3.22% | -2.69% | 3.55% | -7.25% | -4.25% | 8.66% | 3.88% | -1.41% | 6.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWMO.MI 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 Momentum Factor UCITS ETF (Acc) (IWMO.MI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Edge MSCI World Momentum Factor 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 Edge MSCI World Momentum Factor UCITS ETF (Acc) was 31.03%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.
The current iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) drawdown is 7.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.03% | Feb 20, 2020 | 23 | Mar 23, 2020 | 110 | Aug 27, 2020 | 133 |
| -23.45% | Feb 20, 2025 | 35 | Apr 9, 2025 | — | — | — |
| -21.62% | Nov 23, 2021 | 145 | Jun 17, 2022 | 416 | Feb 2, 2024 | 561 |
| -17.98% | Apr 14, 2015 | 157 | Feb 9, 2016 | 66 | Jul 19, 2016 | 223 |
| -17.59% | Oct 4, 2018 | 58 | Dec 27, 2018 | 80 | Apr 24, 2019 | 138 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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