iShares MSCI World Swap PEA UCITS ETF (WPEA.PA)
This is a passive ETF investing in large and mid-capitalization stocks from developed markets, aiming to replicate the performance of the MCSI World Index through capital growth and income. It invests via FDIs and unfunded total return swaps while maintaining eligibility for the Share Savings Plan (PEA).
ETF Info
IE0002XZSHO1
Mar 26, 2024
Developed Markets (Broad)
1x
MSCI World NET TR EUR Index
Ireland
Accumulating
Large-Cap
Blend
Expense Ratio
WPEA.PA has an expense ratio of 0.25%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
iShares MSCI World Swap PEA UCITS ETF (WPEA.PA) returned -4.66% year-to-date (YTD) and 8.76% over the past 12 months.
WPEA.PA
-4.66%
6.52%
-5.24%
8.76%
N/A
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of WPEA.PA, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.82% | -2.55% | -7.95% | -3.89% | 6.52% | -4.66% | |||||||
| 2024 | -1.48% | 1.29% | 4.94% | 0.19% | -0.33% | 1.35% | 1.21% | 7.41% | -0.60% | 14.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WPEA.PA is 44, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI World Swap PEA UCITS ETF (WPEA.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI World Swap PEA 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 Swap PEA UCITS ETF was 21.59%, occurring on Apr 9, 2025. The portfolio has not yet recovered.
The current iShares MSCI World Swap PEA UCITS ETF drawdown is 8.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.59% | Feb 20, 2025 | 35 | Apr 9, 2025 | — | — | — |
| -8.08% | Jul 17, 2024 | 14 | Aug 5, 2024 | 39 | Sep 27, 2024 | 53 |
| -3.25% | Apr 4, 2024 | 12 | Apr 19, 2024 | 13 | May 9, 2024 | 25 |
| -2.8% | Oct 18, 2024 | 12 | Nov 4, 2024 | 2 | Nov 6, 2024 | 14 |
| -2.43% | Dec 12, 2024 | 21 | Jan 14, 2025 | 3 | Jan 17, 2025 | 24 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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