iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L)
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World Index. In order to achieve this investment objective, the investment policy of this Fund is to invest in a portfolio of equity securities that as far as possible and practicable consists of the component securities of the MSCI World Index, this Fund"s Benchmark Index.
ETF Info
IE00B4L5Y983
A0RPWH
Sep 25, 2009
1x
MSCI ACWI NR USD
Ireland
Accumulating
Large-Cap
Blend
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Core MSCI World UCITS ETF USD (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 Core MSCI World UCITS ETF USD (Acc) had a return of 19.45% year-to-date (YTD) and 25.11% in the last 12 months. Over the past 10 years, iShares Core MSCI World UCITS ETF USD (Acc) had an annualized return of 12.31%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
SWDA.L
19.45%
2.65%
8.33%
25.11%
12.49%
12.31%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of SWDA.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 | 1.60% | 4.00% | 3.58% | -2.19% | 1.16% | 4.40% | -0.37% | -0.44% | 0.11% | 2.68% | 19.45% | ||
| 2023 | 4.33% | -0.09% | 0.40% | 0.28% | 0.36% | 3.64% | 2.17% | -0.69% | -0.43% | -2.91% | 4.77% | 4.83% | 17.59% |
| 2022 | -6.01% | -1.47% | 5.63% | -3.38% | -1.97% | -5.22% | 7.37% | 1.08% | -4.00% | 2.20% | 0.84% | -3.25% | -8.77% |
| 2021 | -0.82% | 0.77% | 4.40% | 4.30% | -0.89% | 3.86% | 1.32% | 3.38% | -1.69% | 3.37% | 1.58% | 2.57% | 24.24% |
| 2020 | -0.08% | -6.48% | -8.57% | 7.63% | 6.31% | 2.53% | -1.05% | 5.18% | 0.28% | -3.67% | 8.98% | 2.20% | 12.25% |
| 2019 | 4.43% | 2.17% | 3.18% | 3.29% | -2.07% | 5.30% | 5.41% | -2.78% | 1.66% | -2.77% | 3.19% | 0.39% | 23.03% |
| 2018 | -0.48% | -0.50% | -4.68% | 3.98% | 3.70% | 0.96% | 3.34% | 2.07% | 0.46% | -5.43% | 0.43% | -6.96% | -3.78% |
| 2017 | -0.43% | 4.36% | 0.39% | -1.93% | 2.28% | -0.25% | 1.05% | 2.35% | -1.76% | 3.12% | 0.19% | 2.02% | 11.78% |
| 2016 | -2.95% | 2.46% | 2.84% | -0.77% | 1.72% | 7.94% | 4.56% | 1.43% | 1.54% | 4.57% | -0.62% | 3.93% | 29.59% |
| 2015 | 1.27% | 2.86% | 2.69% | -1.08% | 0.44% | -4.92% | 2.65% | -4.58% | -3.06% | 5.98% | 2.30% | 0.04% | 4.06% |
| 2014 | -2.97% | 3.21% | 0.46% | -0.36% | 2.75% | 0.04% | -0.16% | 3.60% | 0.06% | 1.78% | 4.46% | -0.71% | 12.58% |
| 2013 | 6.67% | 4.56% | 2.41% | -0.00% | 4.07% | -3.39% | 5.40% | -4.21% | 0.47% | 5.10% | -0.30% | 0.64% | 22.85% |
Expense Ratio
SWDA.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SWDA.L is 82, placing it in the top 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.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 Core MSCI World UCITS ETF USD (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 Core MSCI World UCITS ETF USD (Acc) was 25.58%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.
The current iShares Core MSCI World UCITS ETF USD (Acc) drawdown is 0.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.58% | Feb 20, 2020 | 23 | Mar 23, 2020 | 112 | Sep 2, 2020 | 135 |
| -18.85% | Jul 12, 2011 | 56 | Oct 4, 2011 | 202 | Sep 14, 2012 | 258 |
| -16.28% | Apr 13, 2015 | 94 | Aug 24, 2015 | 211 | Jun 24, 2016 | 305 |
| -15.35% | Dec 10, 2021 | 126 | Jun 16, 2022 | 274 | Jul 19, 2023 | 400 |
| -14.95% | Aug 29, 2018 | 84 | Dec 24, 2018 | 81 | Apr 23, 2019 | 165 |
Volatility
Volatility Chart
The current iShares Core MSCI World UCITS ETF USD (Acc) volatility is 2.97%, 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.