Inspire International ESG ETF (WWJD)
WWJD is a passive ETF by Inspire tracking the investment results of the Inspire Global Hope Ex-US Index. WWJD launched on Sep 30, 2019 and has a 0.80% expense ratio.
ETF Info
| Issuer | Inspire |
|---|---|
| Inception Date | Sep 30, 2019 |
| Region | Developed Markets (Broad) |
| Category | Foreign Large Cap Equities |
| Index Tracked | Inspire Global Hope Ex-US Index |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The Inspire International ESG ETF has a high expense ratio of 0.80%, indicating higher-than-average management fees.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in Inspire International ESG ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Inspire International ESG ETF had a return of 3.35% year-to-date (YTD) and 21.75% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -3.51% | -4.87% |
| 6 months | -3.07% | 4.35% |
| Year-To-Date | 3.35% | 11.68% |
| 1 year | 21.75% | 19.59% |
| 5 years (annualized) | 6.67% | 9.91% |
| 10 years (annualized) | N/A | N/A |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 2.40% | 2.06% | -4.35% | 4.15% | 4.22% | -5.19% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Inspire International ESG ETF (WWJD) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
WWJD Inspire International ESG ETF | 1.17 | ||||
^GSPC S&P 500 | 0.89 |
Dividend History
Inspire International ESG ETF granted a 2.40% dividend yield in the last twelve months. The annual payout for that period amounted to $0.63 per share.
| Period | TTM | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| Dividend | $0.63 | $0.54 | $4.75 | $0.38 |
Dividend yield | 2.40% | 2.14% | 15.90% | 1.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Inspire International ESG 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | ||||
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.02 |
| 2021 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $4.05 |
| 2020 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Inspire International ESG ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Inspire International ESG ETF is 35.76%, recorded on Mar 23, 2020. It took 162 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.76% | Dec 30, 2019 | 58 | Mar 23, 2020 | 162 | Nov 10, 2020 | 220 |
| -29.51% | Jun 15, 2021 | 336 | Oct 12, 2022 | — | — | — |
| -4.7% | Jan 22, 2021 | 6 | Jan 29, 2021 | 7 | Feb 9, 2021 | 13 |
| -3.2% | Feb 25, 2021 | 2 | Feb 26, 2021 | 9 | Mar 11, 2021 | 11 |
| -3.02% | Mar 18, 2021 | 5 | Mar 24, 2021 | 7 | Apr 5, 2021 | 12 |
Volatility Chart
The current Inspire International ESG ETF volatility is 3.40%, 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.