iShares MSCI World SRI UCITS ETF EUR (Acc) (SUSW.L)
The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World SRI Select Reduced Fossil Fuel Index.
ETF Info
| ISIN | IE00BYX2JD69 |
|---|---|
| WKN | A2DVB9 |
| Issuer | iShares |
| Inception Date | Oct 12, 2017 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
SUSW.L has an expense ratio of 0.20%, which is considered low compared to other funds.
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 SRI UCITS ETF EUR (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 MSCI World SRI UCITS ETF EUR (Acc) had a return of 19.53% year-to-date (YTD) and 29.28% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.53% | 25.82% |
| 1 month | 5.47% | 3.20% |
| 6 months | 12.64% | 14.94% |
| 1 year | 29.28% | 35.92% |
| 5 years (annualized) | 12.97% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of SUSW.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 | 2.23% | 2.42% | 2.75% | -2.95% | -0.19% | 5.09% | 0.91% | -0.94% | 1.68% | -0.00% | 19.53% | ||
| 2023 | 5.84% | 1.33% | -0.11% | -0.59% | 2.76% | 4.54% | 1.98% | -1.14% | -2.10% | -4.00% | 6.71% | 4.43% | 20.78% |
| 2022 | -7.61% | -2.34% | 5.26% | -3.08% | -4.58% | -6.06% | 10.70% | -2.75% | -5.63% | 4.06% | 1.23% | -5.97% | -16.96% |
| 2021 | 1.29% | 0.70% | 6.79% | 1.43% | 0.46% | 4.07% | 2.12% | 3.68% | -2.14% | 8.16% | 1.14% | 4.30% | 36.57% |
| 2020 | 0.98% | -7.60% | -9.23% | 9.64% | 2.51% | 2.45% | -0.35% | 6.97% | -0.58% | -3.06% | 8.67% | 1.73% | 10.76% |
| 2019 | 6.35% | 4.59% | 2.51% | 3.88% | -4.33% | 4.74% | 3.40% | -0.57% | 2.77% | 0.40% | 4.55% | 0.53% | 32.32% |
| 2018 | 1.28% | -1.81% | -3.63% | 4.37% | 3.42% | -0.33% | 3.46% | 1.42% | 1.18% | -5.46% | 2.33% | -8.49% | -3.09% |
| 2017 | 2.23% | -0.24% | 0.85% | 2.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SUSW.L is 69, 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 SRI UCITS ETF EUR (Acc) (SUSW.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 MSCI World SRI UCITS ETF EUR (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 MSCI World SRI UCITS ETF EUR (Acc) was 32.09%, occurring on Mar 23, 2020. Recovery took 160 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.09% | Feb 20, 2020 | 23 | Mar 23, 2020 | 160 | Nov 9, 2020 | 183 |
| -19.92% | Jan 5, 2022 | 112 | Jun 16, 2022 | 387 | Dec 15, 2023 | 499 |
| -14.75% | Oct 4, 2018 | 58 | Dec 24, 2018 | 58 | Mar 19, 2019 | 116 |
| -8.72% | Jan 10, 2018 | 23 | Feb 9, 2018 | 65 | May 16, 2018 | 88 |
| -8.53% | Jul 17, 2024 | 14 | Aug 5, 2024 | 39 | Sep 27, 2024 | 53 |
Volatility
Volatility Chart
The current iShares MSCI World SRI UCITS ETF EUR (Acc) volatility is 4.52%, 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.