SPDR MSCI World UCITS ETF (SWRD.MI)
The ETF aims to track the performance of an index composed of large and mid-sized stocks from developed markets worldwide, focusing on capturing around 85% of the free float-adjusted market capitalization in these countries.
ETF Info
IE00BFY0GT14
Feb 28, 2019
Global (Broad)
1x
MSCI World Index
Ireland
Accumulating
Large-Cap
Blend
Expense Ratio
SWRD.MI has an expense ratio of 0.12%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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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 -5.86% year-to-date (YTD) and 9.90% in the last 12 months.
SWRD.MI
-5.86%
-8.97%
3.10%
9.90%
17.61%
N/A
^GSPC (Benchmark)
-4.13%
-6.82%
0.23%
9.48%
15.81%
10.54%
Monthly Returns
The table below presents the monthly returns of SWRD.MI, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.11% | -2.58% | -5.86% | ||||||||||
| 2024 | 3.87% | 3.79% | 3.71% | -2.20% | 1.42% | 4.95% | 0.22% | -0.32% | 1.35% | 1.26% | 7.42% | -0.82% | 27.15% |
| 2023 | 5.21% | 0.75% | 0.06% | 0.25% | 2.48% | 3.88% | 2.33% | -0.45% | -1.67% | -3.48% | 5.77% | 3.74% | 20.04% |
| 2022 | -5.67% | -1.77% | 5.13% | -2.73% | -3.46% | -5.99% | 9.75% | -1.56% | -5.77% | 4.70% | 0.13% | -5.96% | -13.69% |
| 2021 | 0.81% | 2.70% | 6.46% | 1.78% | 0.14% | 4.40% | 1.87% | 2.95% | -1.56% | 4.65% | 0.95% | 3.95% | 32.97% |
| 2020 | 0.73% | -8.94% | -10.74% | 10.58% | 1.62% | 1.49% | 0.10% | 6.23% | -1.43% | -2.78% | 9.51% | 1.64% | 5.91% |
| 2019 | 0.69% | 4.77% | 0.54% | 6.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SWRD.MI is 63, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI World UCITS ETF (SWRD.MI) 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 33.74%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current SPDR MSCI World UCITS ETF drawdown is 10.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.74% | Feb 20, 2020 | 23 | Mar 23, 2020 | 190 | Jan 7, 2021 | 213 |
| -16.34% | Jan 5, 2022 | 115 | Jun 16, 2022 | 312 | Sep 5, 2023 | 427 |
| -11.42% | Feb 20, 2025 | 14 | Mar 11, 2025 | — | — | — |
| -8.37% | Jul 17, 2024 | 14 | Aug 5, 2024 | 38 | Sep 27, 2024 | 52 |
| -7.22% | Sep 15, 2023 | 32 | Oct 30, 2023 | 24 | Dec 1, 2023 | 56 |
Volatility
Volatility Chart
The current SPDR MSCI World UCITS ETF volatility is 5.41%, 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.