SPDR MSCI World Small Cap UCITS ETF (WOSC.L)
WOSC.L is a passive ETF by State Street tracking the investment results of the MSCI ACWI SMID NR USD. WOSC.L launched on Nov 25, 2013 and has a 0.45% expense ratio.
ETF Info
| ISIN | IE00BCBJG560 |
|---|---|
| WKN | A1W56P |
| Issuer | State Street |
| Inception Date | Nov 25, 2013 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI SMID NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
WOSC.L features an expense ratio of 0.45%, falling within the medium range.
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 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
SPDR MSCI World Small Cap UCITS ETF had a return of 12.23% year-to-date (YTD) and 25.65% in the last 12 months. Over the past 10 years, SPDR MSCI World Small Cap UCITS ETF had an annualized return of 10.01%, while the S&P 500 had an annualized return of 11.39%, indicating that SPDR MSCI World Small Cap UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.23% | 25.45% |
| 1 month | 5.15% | 2.91% |
| 6 months | 7.34% | 14.05% |
| 1 year | 25.65% | 35.64% |
| 5 years (annualized) | 8.44% | 14.13% |
| 10 years (annualized) | 10.01% | 11.39% |
Monthly Returns
The table below presents the monthly returns of WOSC.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 | -2.24% | 2.85% | 4.13% | -4.04% | 1.98% | -0.65% | 4.99% | -2.26% | 0.02% | 1.97% | 12.23% | ||
| 2023 | 6.33% | 0.78% | -5.14% | -1.75% | -1.95% | 4.36% | 3.54% | -1.94% | -1.68% | -5.96% | 4.88% | 9.29% | 9.96% |
| 2022 | -8.35% | 2.02% | 2.93% | -2.26% | -2.46% | -6.41% | 8.38% | 1.62% | -5.03% | 3.64% | 0.21% | -2.78% | -9.31% |
| 2021 | 2.31% | 2.31% | 3.39% | 3.60% | -1.90% | 2.60% | -1.00% | 3.11% | -0.75% | 2.18% | -1.62% | 1.78% | 16.96% |
| 2020 | -2.55% | -6.70% | -16.94% | 10.60% | 8.31% | 1.89% | -1.51% | 4.16% | 1.63% | -0.51% | 12.07% | 4.74% | 12.23% |
| 2019 | 7.47% | 2.64% | 0.93% | 3.16% | -2.67% | 4.24% | 5.64% | -3.88% | 0.79% | -2.43% | 4.19% | 0.71% | 22.09% |
| 2018 | -1.93% | -0.56% | -2.14% | 3.63% | 5.72% | 0.12% | 1.49% | 2.77% | -1.21% | -7.83% | -0.26% | -8.94% | -9.72% |
| 2017 | -0.68% | 4.53% | -0.78% | -1.42% | 0.54% | 0.98% | 0.64% | 2.10% | 0.32% | 1.98% | 2.34% | 0.12% | 11.06% |
| 2016 | -4.43% | 3.66% | 4.75% | -0.37% | 2.42% | 6.90% | 6.10% | 1.23% | 2.32% | 2.67% | 2.25% | 3.90% | 35.67% |
| 2015 | 1.31% | 3.38% | 4.05% | -1.95% | 1.50% | -3.78% | 0.36% | -3.93% | -3.12% | 3.96% | 4.13% | -0.84% | 4.65% |
| 2014 | -1.44% | 3.58% | -0.61% | -3.00% | 2.58% | 1.44% | -2.29% | 4.69% | -2.75% | 2.92% | 3.41% | 0.56% | 9.05% |
| 2013 | 2.45% | 2.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WOSC.L is 52, 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 SPDR MSCI World Small Cap UCITS ETF (WOSC.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 SPDR 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 SPDR MSCI World Small Cap UCITS ETF was 36.13%, occurring on Mar 20, 2020. Recovery took 161 trading sessions.
The current SPDR MSCI World Small Cap UCITS ETF drawdown is 0.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.13% | Jan 21, 2020 | 44 | Mar 20, 2020 | 161 | Nov 9, 2020 | 205 |
| -20.76% | Aug 29, 2018 | 84 | Dec 24, 2018 | 149 | Jul 30, 2019 | 233 |
| -20.48% | Nov 8, 2021 | 150 | Jun 16, 2022 | 526 | Jul 16, 2024 | 676 |
| -18.77% | Apr 14, 2015 | 212 | Feb 11, 2016 | 78 | Jun 6, 2016 | 290 |
| -9.96% | Sep 9, 2014 | 27 | Oct 15, 2014 | 22 | Nov 14, 2014 | 49 |
Volatility
Volatility Chart
The current SPDR MSCI World Small Cap UCITS ETF volatility is 4.45%, 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.