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Performance
WINC.L Performance Chart
iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) is up 10.9% since the beginning of the year. WINC.L is currently trading at £4 per share.
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Returns By Period
iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) has returned 10.93% so far this year and 22.30% over the past 12 months.
iShares World Equity High Income Active UCITS ETF USD Inc
- 1D
- 0.55%
- 1M
- 0.55%
- 6M
- 9.36%
- YTD
- 10.93%
- 1Y
- 22.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.66%
- 1M
- -0.64%
- 6M
- 8.66%
- YTD
- 10.17%
- 1Y
- 19.99%
- 3Y*
- 17.60%
- 5Y*
- 12.23%
- 10Y*
- 13.06%
WINC.L Monthly Returns History
Based on dividend-adjusted daily data since Mar 27, 2024, WINC.L's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2024 with a return of +5.5%, while the worst month was Mar 2025 at -5.1%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.
On a daily basis, WINC.L closed higher 46% of trading days. The best single day was Apr 10, 2025 with a return of +3.4%, while the worst single day was Apr 3, 2025 at -3.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.38% | 4.13% | -4.66% | 5.18% | 4.30% | 0.46% | 1.00% | 10.93% | |||||
| 2025 | 4.17% | -2.84% | -5.12% | -3.01% | 5.15% | 1.29% | 5.38% | -0.00% | 3.49% | 4.15% | 0.24% | -0.94% | 11.87% |
| 2024 | 0.25% | -2.13% | 2.06% | 4.04% | -0.49% | -0.25% | -0.75% | 2.28% | 5.53% | -0.95% | 9.73% |
Benchmark Metrics
iShares World Equity High Income Active UCITS ETF USD Inc has an annualized alpha of 10.16%, beta of 0.26, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since March 27, 2024.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (81.72%) than losses (81.09%) - typical of diversified or defensive assets.
- Beta of 0.26 may look defensive, but with R2 of 0.13 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 0.13 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 10.16%
- Beta
- 0.26
- R²
- 0.13
- Upside Capture
- 81.72%
- Downside Capture
- 81.09%
Return for Risk
Risk / Return Rank
WINC.L ranks 88 for risk / return — in the top 88% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares World Equity High Income Active UCITS ETF USD Inc (WINC.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.
| WINC.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.31 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.31 | 2.50 | +1.81 |
| Martin ratioReturn relative to average drawdown | 16.01 | 9.11 | +6.90 |
Dividends
Dividend History
iShares World Equity High Income Active UCITS ETF USD Inc provided a 12.81% dividend yield over the last twelve months, with an annual payout of £0.55 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | £0.55 | £0.41 | £0.20 |
Dividend yield | 12.81% | 9.75% | 4.72% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares World Equity High Income Active UCITS ETF USD Inc. 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 | £0.10 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.13 | £0.34 | |||||
| 2025 | £0.11 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.41 |
| 2024 | £0.03 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.20 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares World Equity High Income Active UCITS ETF USD Inc. 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 World Equity High Income Active UCITS ETF USD Inc was 16.51%, occurring on Apr 9, 2025. Recovery took 90 trading sessions.
The current iShares World Equity High Income Active UCITS ETF USD Inc drawdown is 0.58%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-16.51%Apr 2025 | 2mo 1d | 4mo 12d | 6mo 13dFeb 2025 - Aug 2025 | 2025 selloff2025 |
-5.36%Mar 2026 | 25d | 20d | 1mo 15dMar 2026 - Apr 2026 | — |
-5.21%Aug 2024 | 19d | 1mo 29d | 2mo 18dJul 2024 - Oct 2024 | — |
-3.03%Nov 2025 | 5d | 2mo 23d | 2mo 28dNov 2025 - Feb 2026 | — |
-2.88%Apr 2024 | 20d | 13d | 1mo 3dApr 2024 - May 2024 | — |
Drawdown Indicators
| WINC.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.51% | -37.07% | +20.56% |
Max Drawdown (1Y)Largest decline over 1 year | -5.36% | -8.03% | +2.67% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.01% | — |
Current DrawdownCurrent decline from peak | -0.58% | -1.42% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -5.29% | +3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 2.20% | -0.75% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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