iShares MSCI World Small Cap UCITS ETF (WLDS.L)
WLDS.L is a passive ETF by iShares tracking the investment results of the MSCI World Small Cap Inde. WLDS.L launched on Mar 27, 2018 and has a 0.35% expense ratio.
ETF Info
IE00BF4RFH31
Mar 27, 2018
1x
MSCI World Small Cap Inde
Small-Cap
Blend
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 Small Cap 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 Small Cap UCITS ETF had a return of 9.72% year-to-date (YTD) and -2.11% in the last 12 months.
WLDS.L
9.72%
1.81%
6.38%
-2.11%
8.20%
N/A
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of WLDS.L, 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 | -2.83% | 2.68% | 4.20% | -3.70% | 1.24% | -0.41% | 5.29% | -2.46% | 0.37% | 1.63% | 9.72% | ||
| 2023 | 6.55% | 0.62% | -4.92% | -1.61% | -1.96% | 4.34% | 3.53% | -2.00% | -1.39% | -6.06% | 4.74% | 10.12% | 11.22% |
| 2022 | -8.37% | 1.80% | 3.19% | -2.56% | -2.20% | -6.41% | 8.47% | 1.79% | -5.20% | 3.37% | 0.53% | -2.94% | -9.38% |
| 2021 | 2.26% | 2.37% | 3.30% | 3.86% | -1.99% | 2.75% | -1.35% | 3.34% | -0.25% | 1.69% | -1.50% | 1.85% | 17.34% |
| 2020 | -2.60% | -7.04% | -16.93% | 11.10% | 8.47% | 2.64% | -2.20% | 4.44% | 1.44% | -0.56% | 11.86% | 4.97% | 12.54% |
| 2019 | 6.26% | 2.90% | 1.12% | 3.04% | -3.34% | 4.79% | 5.71% | -4.55% | 1.55% | -2.48% | 3.62% | 0.78% | 20.41% |
| 2018 | 3.15% | 6.33% | 0.42% | 1.24% | 3.15% | -1.52% | -7.80% | 0.30% | -8.41% | -4.07% |
Expense Ratio
WLDS.L features an expense ratio of 0.35%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WLDS.L is 50, 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 Small Cap UCITS ETF (WLDS.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. 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 Small Cap 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 Small Cap UCITS ETF was 33.26%, occurring on Mar 23, 2020. Recovery took 160 trading sessions.
The current iShares MSCI World Small Cap UCITS ETF drawdown is 2.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.26% | Jan 21, 2020 | 45 | Mar 23, 2020 | 160 | Nov 9, 2020 | 205 |
| -20.14% | Aug 29, 2018 | 84 | Dec 24, 2018 | 148 | Jul 29, 2019 | 232 |
| -20.12% | Nov 8, 2021 | 150 | Jun 16, 2022 | 359 | Nov 16, 2023 | 509 |
| -19.43% | Nov 17, 2023 | 8 | Nov 28, 2023 | — | — | — |
| -6.46% | Aug 2, 2019 | 17 | Aug 27, 2019 | 84 | Dec 23, 2019 | 101 |
Volatility
Volatility Chart
The current iShares MSCI World Small Cap UCITS ETF volatility is 4.34%, 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.