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
| ISIN | IE00BJ5JNY98 |
|---|---|
| Issuer | iShares |
| Inception Date | Oct 16, 2019 |
| Category | Technology Equities |
| Index Tracked | MSCI World/Information Tech NR USD |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
WITS.AS has a high expense ratio of 0.25%, indicating higher-than-average management fees.
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 14.48% year-to-date (YTD) and 43.22% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.48% | 11.18% |
| 1 month | 3.52% | 5.60% |
| 6 months | 21.13% | 17.48% |
| 1 year | 43.22% | 26.33% |
| 5 years (annualized) | N/A | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
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% | 14.48% | ||||||||
| 2023 | 11.10% | 0.28% | 9.42% | -0.28% | 9.95% | 5.42% | 3.34% | -0.10% | -6.29% | -1.84% | 14.26% | 4.57% | 59.86% |
| 2022 | -10.64% | -3.23% | 3.60% | -12.11% | -2.98% | -10.17% | 10.17% | -5.47% | -10.81% | 4.93% | 4.34% | -5.14% | -33.81% |
| 2021 | -0.19% | 1.40% | 0.27% | 5.73% | -1.54% | 7.01% | 3.20% | 4.29% | -5.19% | 6.22% | 2.76% | 4.17% | 31.17% |
| 2020 | 4.35% | -8.95% | -5.80% | 10.92% | 6.19% | 7.84% | 5.40% | 11.20% | -3.66% | -5.56% | 11.10% | 7.28% | 44.49% |
| 2019 | 2.35% | 5.73% | 3.60% | 12.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WITS.AS is 84, placing it in the top 16% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
WITS.AS (iShares MSCI World Information Technology Sector ESG UCITS ETF)
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 granted a 0.22% dividend yield in the last twelve months. The annual payout for that period amounted to $0.03 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.03 | $0.03 | $0.06 | $0.04 | $0.06 | $0.01 |
Dividend yield | 0.22% | 0.26% | 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 | $0.00 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 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.
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 280 trading sessions.
The current iShares MSCI World Information Technology Sector ESG UCITS ETF drawdown is 3.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.08% | Jan 3, 2022 | 201 | Oct 12, 2022 | 280 | Nov 15, 2023 | 481 |
| -31.66% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 9, 2020 | 76 |
| -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 |
| -10.74% | Mar 22, 2024 | 20 | Apr 22, 2024 | — | — | — |
Volatility
Volatility Chart
The current iShares MSCI World Information Technology Sector ESG UCITS ETF volatility is 6.61%, 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.