iShares MSCI World UCITS (IWRD.L)
IWRD.L is a passive ETF by iShares tracking the investment results of the MSCI ACWI NR USD. IWRD.L launched on Oct 28, 2005 and has a 0.50% expense ratio.
ETF Info
| ISIN | IE00B0M62Q58 |
|---|---|
| Issuer | iShares |
| Inception Date | Oct 28, 2005 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI NR USD |
| Asset Class | Equity |
Expense Ratio
IWRD.L features an expense ratio of 0.50%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI World UCITS, 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 MSCI World UCITS had a return of 11.53% year-to-date (YTD) and 17.74% in the last 12 months. Over the past 10 years, iShares MSCI World UCITS had an annualized return of 12.23%, outperforming the S&P 500 benchmark which had an annualized return of 10.85%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.53% | 17.79% |
| 1 month | -0.89% | 0.18% |
| 6 months | 4.02% | 7.53% |
| 1 year | 17.74% | 26.42% |
| 5 years (annualized) | 11.12% | 13.48% |
| 10 years (annualized) | 12.23% | 10.85% |
Monthly Returns
The table below presents the monthly returns of IWRD.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 | 1.59% | 4.00% | 3.50% | -2.23% | 1.11% | 4.50% | -0.38% | -0.39% | 11.53% | ||||
| 2023 | 4.25% | 0.02% | 0.36% | 0.21% | 0.45% | 3.76% | 2.17% | -0.68% | -0.41% | -3.05% | 4.86% | 4.87% | 17.75% |
| 2022 | -5.80% | -1.19% | 5.63% | -3.40% | -1.99% | -5.14% | 7.16% | 1.22% | -4.00% | 2.26% | 0.62% | -3.12% | -8.33% |
| 2021 | -1.00% | 1.04% | 4.18% | 4.37% | -0.93% | 4.07% | 1.26% | 3.48% | -1.72% | 3.41% | 1.63% | 1.96% | 23.74% |
| 2020 | -0.32% | -6.67% | -8.43% | 7.85% | 6.30% | 2.85% | -1.34% | 5.16% | 0.33% | -3.45% | 9.02% | 1.95% | 12.22% |
| 2019 | 4.52% | 2.01% | 3.20% | 3.28% | -2.07% | 5.60% | 5.38% | -2.84% | 1.70% | -2.87% | 3.19% | 0.59% | 23.37% |
| 2018 | -0.24% | -0.71% | -4.72% | 3.99% | 3.72% | 1.02% | 3.48% | 2.03% | 0.42% | -5.38% | 0.49% | -6.91% | -3.50% |
| 2017 | -0.45% | 4.44% | 0.42% | -1.90% | 2.05% | 0.13% | 1.05% | 2.29% | -1.70% | 3.16% | 0.24% | 2.03% | 12.21% |
| 2016 | -3.35% | 3.10% | 2.78% | -0.83% | 1.69% | 8.09% | 4.76% | 1.45% | 1.58% | 4.50% | -0.54% | 3.92% | 30.17% |
| 2015 | 1.18% | 3.04% | 2.46% | -0.99% | 0.89% | -5.10% | 2.60% | -4.35% | -3.14% | 6.10% | 2.14% | 0.35% | 4.69% |
| 2014 | -3.11% | 3.53% | 0.47% | -0.40% | 3.22% | 0.00% | -0.15% | 3.79% | -0.00% | 1.93% | 4.65% | -0.76% | 13.67% |
| 2013 | 7.69% | 5.08% | 1.94% | 0.75% | 4.00% | -3.23% | 5.39% | -4.08% | 0.40% | 5.19% | -0.07% | 0.54% | 25.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWRD.L is 70, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI World UCITS (IWRD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI World UCITS granted a 1.46% dividend yield in the last twelve months. The annual payout for that period amounted to £0.86 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.86 | £0.87 | £0.81 | £0.72 | £0.65 | £0.81 | £0.75 | £0.71 | £0.66 | £0.65 | £0.62 | £0.60 |
Dividend yield | 1.46% | 1.65% | 1.76% | 1.41% | 1.55% | 2.13% | 2.39% | 2.13% | 2.18% | 2.72% | 2.63% | 2.82% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI World UCITS. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.37 | £0.00 | £0.00 | £0.16 | £0.67 | |||
| 2023 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.38 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.19 | £0.87 |
| 2022 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.34 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.18 | £0.81 |
| 2021 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.28 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.17 | £0.72 |
| 2020 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.22 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.14 | £0.65 |
| 2019 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.33 | £0.00 | £0.00 | £0.16 | £0.00 | £0.00 | £0.17 | £0.81 |
| 2018 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.33 | £0.00 | £0.00 | £0.16 | £0.00 | £0.00 | £0.16 | £0.75 |
| 2017 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.30 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.15 | £0.71 |
| 2016 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.27 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.14 | £0.66 |
| 2015 | £0.00 | £0.09 | £0.00 | £0.00 | £0.23 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.00 | £0.19 | £0.65 |
| 2014 | £0.00 | £0.09 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.18 | £0.00 | £0.00 | £0.16 | £0.00 | £0.62 |
| 2013 | £0.12 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.14 | £0.00 | £0.60 |
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 MSCI World UCITS. 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 MSCI World UCITS was 37.12%, occurring on Nov 6, 2008. Recovery took 331 trading sessions.
The current iShares MSCI World UCITS drawdown is 1.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.12% | Oct 12, 2007 | 271 | Nov 6, 2008 | 331 | Mar 1, 2010 | 602 |
| -25.23% | Feb 20, 2020 | 23 | Mar 23, 2020 | 112 | Sep 2, 2020 | 135 |
| -18.61% | Jul 8, 2011 | 31 | Aug 19, 2011 | 144 | Mar 14, 2012 | 175 |
| -16.09% | Apr 13, 2015 | 94 | Aug 24, 2015 | 162 | Apr 14, 2016 | 256 |
| -15.31% | Dec 10, 2021 | 127 | Jun 16, 2022 | 274 | Jul 19, 2023 | 401 |
Volatility
Volatility Chart
The current iShares MSCI World UCITS volatility is 3.61%, 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.