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iShares MSCI World Paris-Aligned Climate UCITS ETF...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINIE00BN92ZL31
IssueriShares
Inception DateFeb 22, 2021
CategoryGlobal Equities
Leveraged1x
Index TrackedMSCI ACWI NR USD
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

WPAD.AS has an expense ratio of 0.20%, which is considered low compared to other funds.


Expense ratio chart for WPAD.AS: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: WPAD.AS vs. IWRD.L, WPAD.AS vs. VSQYX, WPAD.AS vs. IWDA.AS, WPAD.AS vs. XLKQ.L

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares MSCI World Paris-Aligned Climate 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.


-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
9.82%
7.53%
WPAD.AS (iShares MSCI World Paris-Aligned Climate UCITS ETF)
Benchmark (^GSPC)

Returns By Period

iShares MSCI World Paris-Aligned Climate UCITS ETF had a return of 17.10% year-to-date (YTD) and 28.10% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date17.10%17.79%
1 month1.81%0.18%
6 months9.82%7.53%
1 year28.10%26.42%
5 years (annualized)N/A13.48%
10 years (annualized)N/A10.85%

Monthly Returns

The table below presents the monthly returns of WPAD.AS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.80%2.83%2.94%-3.31%3.21%3.31%0.53%4.21%17.10%
20235.87%-0.53%2.16%1.77%0.71%2.70%4.71%-4.63%-2.40%-3.67%11.24%5.51%24.80%
2022-8.39%-3.86%5.90%-8.32%-1.34%-9.59%4.89%-0.11%-9.00%4.39%4.79%-2.04%-22.06%
2021-0.37%-2.32%4.05%2.93%2.75%-3.25%4.46%1.54%1.91%12.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of WPAD.AS is 89, placing it in the top 11% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of WPAD.AS is 8989
WPAD.AS (iShares MSCI World Paris-Aligned Climate UCITS ETF)
The Sharpe Ratio Rank of WPAD.AS is 9393Sharpe Ratio Rank
The Sortino Ratio Rank of WPAD.AS is 9191Sortino Ratio Rank
The Omega Ratio Rank of WPAD.AS is 9191Omega Ratio Rank
The Calmar Ratio Rank of WPAD.AS is 7979Calmar Ratio Rank
The Martin Ratio Rank of WPAD.AS is 8989Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares MSCI World Paris-Aligned Climate UCITS ETF (WPAD.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


WPAD.AS
Sharpe ratio
The chart of Sharpe ratio for WPAD.AS, currently valued at 2.56, compared to the broader market0.002.004.002.56
Sortino ratio
The chart of Sortino ratio for WPAD.AS, currently valued at 3.44, compared to the broader market-2.000.002.004.006.008.0010.0012.003.44
Omega ratio
The chart of Omega ratio for WPAD.AS, currently valued at 1.46, compared to the broader market0.501.001.502.002.503.001.46
Calmar ratio
The chart of Calmar ratio for WPAD.AS, currently valued at 2.06, compared to the broader market0.005.0010.0015.002.06
Martin ratio
The chart of Martin ratio for WPAD.AS, currently valued at 13.88, compared to the broader market0.0020.0040.0060.0080.00100.0013.88
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.06, compared to the broader market0.002.004.002.06
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-2.000.002.004.006.008.0010.0012.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.37, compared to the broader market0.501.001.502.002.503.001.37
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.85, compared to the broader market0.005.0010.0015.001.85
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 11.09, compared to the broader market0.0020.0040.0060.0080.00100.0011.09

Sharpe Ratio

The current iShares MSCI World Paris-Aligned Climate UCITS ETF Sharpe ratio is 2.56. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares MSCI World Paris-Aligned Climate UCITS ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00AprilMayJuneJulyAugustSeptember
2.56
2.06
WPAD.AS (iShares MSCI World Paris-Aligned Climate UCITS ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares MSCI World Paris-Aligned Climate UCITS ETF granted a 1.11% dividend yield in the last twelve months. The annual payout for that period amounted to $0.07 per share.


PeriodTTM202320222021
Dividend$0.07$0.07$0.06$0.02

Dividend yield

1.11%1.23%1.48%0.28%

Monthly Dividends

The table displays the monthly dividend distributions for iShares MSCI World Paris-Aligned Climate UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.03$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.07
2023$0.03$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.07
2022$0.03$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.06
2021$0.02$0.00$0.00$0.00$0.00$0.00$0.02

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.


-8.00%-6.00%-4.00%-2.00%0.00%AprilMayJuneJulyAugustSeptember
-0.56%
-0.86%
WPAD.AS (iShares MSCI World Paris-Aligned Climate UCITS ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares MSCI World Paris-Aligned Climate 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 Paris-Aligned Climate UCITS ETF was 29.33%, occurring on Oct 12, 2022. Recovery took 193 trading sessions.

The current iShares MSCI World Paris-Aligned Climate UCITS ETF drawdown is 0.56%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.33%Jan 3, 202270Oct 12, 2022193Feb 15, 2024263
-7.22%Jul 18, 202413Aug 5, 202412Aug 21, 202425
-5.46%Apr 2, 202410Apr 22, 20246May 21, 202416
-4.77%Nov 12, 202110Dec 20, 20212Dec 30, 202112
-3.65%Sep 4, 20243Sep 6, 20247Sep 17, 202410

Volatility

Volatility Chart

The current iShares MSCI World Paris-Aligned Climate UCITS ETF volatility is 4.11%, 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.


2.00%3.00%4.00%5.00%6.00%AprilMayJuneJulyAugustSeptember
4.11%
3.99%
WPAD.AS (iShares MSCI World Paris-Aligned Climate UCITS ETF)
Benchmark (^GSPC)