SPDR MSCI World UCITS ETF (SWRD.L)
SWRD.L is a passive ETF by State Street tracking the investment results of the MSCI World Index. SWRD.L launched on Feb 28, 2019 and has a 0.12% expense ratio.
ETF Info
| ISIN | IE00BFY0GT14 |
|---|---|
| Issuer | State Street |
| Inception Date | Feb 28, 2019 |
| Region | Developed Markets (Broad) |
| Category | Large Cap Growth Equities |
| Index Tracked | MSCI World Index |
| Home Page | www.ssga.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The SPDR MSCI World UCITS ETF features an expense ratio of 0.12%, falling within the medium range.
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 4.82% year-to-date (YTD) and 20.13% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.82% | 6.33% |
| 1 month | -3.02% | -2.81% |
| 6 months | 19.77% | 21.13% |
| 1 year | 20.13% | 24.56% |
| 5 years (annualized) | 10.77% | 11.55% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.39% | 3.34% | 3.71% | |||||||||
| 2023 | -4.12% | -3.61% | 9.26% | 5.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
SPDR MSCI World UCITS ETF(SWRD.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI World UCITS ETF (SWRD.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.
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 34.10%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current SPDR MSCI World UCITS ETF drawdown is 3.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.1% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 25, 2020 | 130 |
| -25.54% | Jan 6, 2022 | 193 | Oct 12, 2022 | 299 | Dec 18, 2023 | 492 |
| -7.35% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -7.04% | Sep 3, 2020 | 16 | Sep 24, 2020 | 12 | Oct 12, 2020 | 28 |
| -6.05% | Sep 7, 2021 | 20 | Oct 4, 2021 | 16 | Oct 26, 2021 | 36 |
Volatility
Volatility Chart
The current SPDR MSCI World UCITS ETF volatility is 3.29%, 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.