- Issuer
- iShares
- Inception Date
- Oct 12, 2020
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares MSCI World SRI UCITS ETF USD (Dist)
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
SUWS.L Performance Chart
iShares MSCI World SRI UCITS ETF USD (Dist) (SUWS.L) is up 10.4% since the beginning of the year. SUWS.L is currently trading at $12 per share. Investors who bought $1,000 worth of SUWS.L shares 5 years ago would now be looking at an investment worth $1,551.
Loading charts...
Returns By Period
iShares MSCI World SRI UCITS ETF USD (Dist) (SUWS.L) has returned 10.37% so far this year and 18.55% over the past 12 months.
iShares MSCI World SRI UCITS ETF USD (Dist)
- 1D
- -0.43%
- 1M
- -1.35%
- 6M
- 8.12%
- YTD
- 10.37%
- 1Y
- 18.55%
- 3Y*
- 13.89%
- 5Y*
- 9.18%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
SUWS.L Monthly Returns History
Based on dividend-adjusted daily data since Oct 12, 2017, SUWS.L's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +11.4%, while the worst month was Feb 2020 at -8.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SUWS.L closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +7.9%, while the worst single day was Mar 12, 2020 at -9.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.21% | 0.73% | -8.60% | 10.06% | 4.25% | 3.05% | -1.78% | 10.37% | |||||
| 2025 | 2.14% | -2.83% | -4.09% | 0.79% | 8.17% | 3.15% | -0.30% | 1.72% | 3.03% | 1.55% | -1.14% | 2.30% | 14.86% |
| 2024 | 0.35% | 1.99% | 2.65% | -4.03% | 1.28% | 3.76% | 1.90% | 1.32% | 2.56% | -2.65% | 5.54% | -3.52% | 11.22% |
| 2023 | 7.66% | -0.94% | 2.14% | 0.93% | -0.79% | 7.11% | 3.12% | -2.66% | -4.65% | -4.32% | 10.40% | 5.97% | 25.16% |
| 2022 | -8.29% | -1.59% | 3.80% | -8.02% | -2.99% | -8.12% | 7.81% | -4.10% | -8.26% | 5.30% | 5.47% | -2.60% | -21.20% |
| 2021 | 0.28% | -0.00% | 3.82% | 4.00% | 1.79% | 1.31% | 2.25% | 3.06% | -3.80% | 7.66% | -1.15% | 4.04% | 25.32% |
Benchmark Metrics
iShares MSCI World SRI UCITS ETF USD (Dist) has an annualized alpha of 5.84%, beta of 0.51, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since October 12, 2017.
- This ETF participated in 90.29% of S&P 500 Index downside but only 88.52% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.51 may look defensive, but with R2 of 0.33 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.33 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 5.84%
- Beta
- 0.51
- R²
- 0.33
- Upside Capture
- 88.52%
- Downside Capture
- 90.29%
Expense Ratio
SUWS.L has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
SUWS.L ranks 51 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF USD (Dist) (SUWS.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SUWS.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.35 | -0.30 |
| Martin ratioReturn relative to average drawdown | 7.87 | 10.19 | -2.33 |
Dividends
Dividend History
iShares MSCI World SRI UCITS ETF USD (Dist) provided a 1.20% dividend yield over the last twelve months, with an annual payout of $0.14 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.14 | $0.13 | $0.13 | $0.13 | $0.12 | $0.11 | $0.09 | $0.10 | $0.11 |
Dividend yield | 1.20% | 1.21% | 1.41% | 1.52% | 1.71% | 1.20% | 1.21% | 1.70% | 2.26% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI World SRI UCITS ETF USD (Dist). 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.09 | |||||
| 2025 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.13 |
| 2024 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.13 |
| 2023 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.13 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.12 |
| 2021 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.11 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI World SRI UCITS ETF USD (Dist). 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 USD (Dist) was 31.97%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current iShares MSCI World SRI UCITS ETF USD (Dist) drawdown is 1.78%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-31.97%Mar 2020 | 1mo 2d | 4mo 15d | 5mo 17dFeb 2020 - Aug 2020 | COVID crash2020 |
-29.06%Oct 2022 | 9mo 10d | 1y 4mo | 2y 1moJan 2022 - Feb 2024 | Bear market2022 |
-17.81%Apr 2025 | 4mo 2d | 1mo 28d | 6moDec 2024 - Jun 2025 | 2025 selloff2025 |
-15.92%Dec 2018 | 2mo 23d | 3mo 19d | 6mo 12dOct 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-9.56%Mar 2026 | 1mo 2d | 18d | 1mo 20dFeb 2026 - Apr 2026 | — |
Drawdown Indicators
| SUWS.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.97% | -56.78% | +24.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -9.10% | -0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -17.81% | -18.90% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -29.06% | -25.43% | -3.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.78% | -0.49% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -5.56% | -10.70% | +5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.09% | +0.40% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with SUWS.L
Add iShares MSCI World SRI UCITS ETF USD (Dist) to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with SUWS.L