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iShares MSCI Global Impact ETF (SDG)

ETF · Currency in USD
ISIN
US46435G5320
CUSIP
46435G532
Issuer
Blackrock Financial Management
Inception Date
Apr 20, 2016
Region
Developed Markets (Broad)
Category
Large Cap Blend Equities
Expense Ratio
0.49%
Index Tracked
https://www.etf.com/SDG
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

SDGPrice Chart


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SDGPerformance

The chart shows the growth of $10,000 invested in iShares MSCI Global Impact ETF on Apr 25, 2016 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,329 for a total return of roughly 103.29%. All prices are adjusted for splits and dividends.


SDG (iShares MSCI Global Impact ETF)
Benchmark (S&P 500)

SDGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-2.50%-2.17%
1M-0.52%0.62%
6M-7.93%6.95%
1Y-7.95%22.39%
5Y14.93%15.13%
10Y13.98%15.22%

SDGMonthly Returns Heatmap


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SDGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares MSCI Global Impact ETF Sharpe ratio is -0.74. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


SDG (iShares MSCI Global Impact ETF)
Benchmark (S&P 500)

SDGDividends

iShares MSCI Global Impact ETF granted a 1.70% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $1.50 per share.


PeriodTTM202120202019201820172016
Dividend$1.50$1.50$0.90$0.91$1.31$1.50$0.64

Dividend yield

1.70%1.66%0.98%1.43%2.58%2.71%1.47%

SDGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SDG (iShares MSCI Global Impact ETF)
Benchmark (S&P 500)

SDGWorst Drawdowns

The table below shows the maximum drawdowns of the iShares MSCI Global Impact ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares MSCI Global Impact ETF is 27.28%, recorded on Mar 23, 2020. It took 72 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-27.28%Feb 20, 202023Mar 23, 202072Jul 6, 202095
-15.79%Jan 29, 2018227Dec 24, 2018210Oct 24, 2019437
-11.77%Sep 7, 202174Dec 20, 2021
-8.05%Sep 7, 201632Nov 14, 201649Feb 15, 201781
-7.86%Jan 27, 202126Mar 4, 202181Jun 29, 2021107
-7.82%Jun 10, 201610Jun 27, 20169Jul 14, 201619
-6.52%Oct 13, 202012Oct 28, 20206Nov 5, 202018
-6.25%Apr 25, 20174Apr 28, 201733Jun 19, 201737
-5.14%Sep 3, 202015Sep 24, 202012Oct 12, 202027
-4.74%May 3, 20169May 19, 20168Jun 6, 201617

SDGVolatility Chart

Current iShares MSCI Global Impact ETF volatility is 9.65%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SDG (iShares MSCI Global Impact ETF)
Benchmark (S&P 500)

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