SPDR MSCI World UCITS ETF (SWRD.AS)
SWRD.AS is a passive ETF by State Street tracking the investment results of the MSCI ACWI NR USD. SWRD.AS launched on Feb 28, 2019 and has a 0.12% expense ratio.
ETF Info
| ISIN | IE00BFY0GT14 |
|---|---|
| Issuer | State Street |
| Inception Date | Feb 28, 2019 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI NR USD |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SWRD.AS has an expense ratio of 0.12%, 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 SPDR MSCI World UCITS ETF, 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
SPDR MSCI World UCITS ETF had a return of 24.35% year-to-date (YTD) and 32.30% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.35% | 25.23% |
| 1 month | 4.28% | 3.86% |
| 6 months | 11.71% | 14.56% |
| 1 year | 32.30% | 36.29% |
| 5 years (annualized) | N/A | 14.10% |
| 10 years (annualized) | N/A | 11.37% |
Monthly Returns
The table below presents the monthly returns of SWRD.AS, 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 | 3.84% | 3.70% | 3.82% | -2.07% | 1.30% | 4.91% | 0.31% | -0.36% | 1.39% | 1.23% | 24.35% | ||
| 2023 | 5.30% | 0.69% | 0.05% | -0.04% | 2.78% | 3.91% | 2.26% | -0.36% | -1.70% | -3.46% | 5.78% | 3.72% | 20.14% |
| 2022 | -5.59% | -12.67% | 4.92% | -2.58% | -3.46% | -6.21% | 9.99% | -1.90% | -5.40% | 4.37% | -0.27% | -5.51% | -23.40% |
| 2021 | 0.86% | 3.16% | 6.13% | 1.91% | -0.23% | 4.63% | 1.86% | 3.03% | -1.85% | 5.26% | 0.44% | 17.24% | 50.00% |
| 2020 | 1.09% | -8.70% | -10.89% | 9.57% | 2.43% | 1.85% | -0.34% | 5.83% | -1.11% | -2.63% | 9.34% | 1.58% | 6.05% |
| 2019 | -1.44% | -1.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SWRD.AS is 81, placing it in the top 19% 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 SPDR MSCI World UCITS ETF (SWRD.AS) 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 SPDR MSCI World UCITS ETF. 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 SPDR MSCI World UCITS ETF was 33.61%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.61% | Feb 20, 2020 | 23 | Mar 23, 2020 | 203 | Jan 7, 2021 | 226 |
| -26.1% | Jan 6, 2022 | 114 | Jun 16, 2022 | 451 | Mar 19, 2024 | 565 |
| -11.41% | Dec 31, 2021 | 3 | Jan 4, 2022 | 1 | Jan 5, 2022 | 4 |
| -8.21% | Jul 17, 2024 | 14 | Aug 5, 2024 | 39 | Sep 27, 2024 | 53 |
| -4.18% | Sep 7, 2021 | 20 | Oct 4, 2021 | 9 | Oct 15, 2021 | 29 |
Volatility
Volatility Chart
The current SPDR MSCI World UCITS ETF volatility is 4.10%, 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.