iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS)
WITS.AS is a passive ETF by iShares tracking the investment results of the MSCI World/Information Tech NR USD. WITS.AS launched on Oct 16, 2019 and has a 0.25% expense ratio.
ETF Info
IE00BJ5JNY98
Oct 16, 2019
1x
MSCI World/Information Tech NR USD
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI World Information Technology Sector ESG 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
iShares MSCI World Information Technology Sector ESG UCITS ETF had a return of 27.20% year-to-date (YTD) and 35.11% in the last 12 months.
WITS.AS
27.20%
1.73%
11.12%
35.11%
21.73%
N/A
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of WITS.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 | 6.15% | 6.50% | 3.19% | -6.72% | 4.49% | 10.92% | -4.20% | 0.32% | 1.89% | -0.84% | 27.20% | ||
| 2023 | 11.10% | 0.28% | 9.42% | -0.28% | 10.34% | 5.05% | 3.34% | -0.10% | -6.29% | -1.84% | 14.26% | 4.78% | 60.19% |
| 2022 | -9.92% | -3.23% | 3.60% | -12.11% | -2.98% | -10.18% | 10.17% | -5.47% | -10.81% | 4.93% | 4.34% | -5.15% | -33.27% |
| 2021 | -0.19% | 1.40% | 0.27% | 5.73% | -1.54% | 7.01% | 3.20% | 4.29% | -5.19% | 6.22% | 2.76% | 3.34% | 30.12% |
| 2020 | 4.35% | -8.95% | -5.79% | 10.91% | 6.19% | 7.84% | 5.40% | 11.21% | -3.66% | -5.56% | 11.10% | 7.28% | 44.49% |
| 2019 | 2.35% | 5.73% | 3.60% | 12.11% |
Expense Ratio
WITS.AS has an expense ratio of 0.25%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WITS.AS is 55, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI World Information Technology Sector ESG UCITS ETF provided a 0.37% dividend yield over the last twelve months, with an annual payout of $0.05 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.05 | $0.05 | $0.06 | $0.04 | $0.06 | $0.01 |
Dividend yield | 0.37% | 0.46% | 0.81% | 0.41% | 0.73% | 0.12% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI World Information Technology Sector ESG UCITS ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.06 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.04 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.06 |
| 2019 | $0.01 | $0.01 |
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 MSCI World Information Technology Sector ESG 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 iShares MSCI World Information Technology Sector ESG UCITS ETF was 39.08%, occurring on Oct 12, 2022. Recovery took 279 trading sessions.
The current iShares MSCI World Information Technology Sector ESG UCITS ETF drawdown is 3.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.08% | Dec 31, 2021 | 201 | Oct 12, 2022 | 279 | Nov 15, 2023 | 480 |
| -31.66% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 9, 2020 | 76 |
| -16.16% | Jul 11, 2024 | 18 | Aug 5, 2024 | 68 | Nov 7, 2024 | 86 |
| -11.75% | Feb 16, 2021 | 14 | Mar 5, 2021 | 25 | Apr 13, 2021 | 39 |
| -11.71% | Sep 3, 2020 | 13 | Sep 21, 2020 | 51 | Dec 1, 2020 | 64 |
Volatility
Volatility Chart
The current iShares MSCI World Information Technology Sector ESG UCITS ETF volatility is 6.25%, 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.