iShares MSCI Min Vol Global Index ETF (XMW.TO)
XMW.TO is a passive ETF by iShares tracking the investment results of the Morningstar Gbl GR CAD. XMW.TO launched on Jul 24, 2012 and has a 0.48% expense ratio.
ETF Info
| Issuer | iShares |
|---|---|
| Inception Date | Jul 24, 2012 |
| Region | Global (Broad) |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | Morningstar Gbl GR CAD |
| Home Page | www.blackrock.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
XMW.TO features an expense ratio of 0.48%, falling within the medium range.
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: XMW.TO vs. XEF.TO, XMW.TO vs. XMV.TO, XMW.TO vs. VFV.TO, XMW.TO vs. VEQT.TO, XMW.TO vs. XDIV.TO, XMW.TO vs. XMU.TO
Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares MSCI Min Vol Global Index 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 Min Vol Global Index ETF had a return of 20.12% year-to-date (YTD) and 21.27% in the last 12 months. Over the past 10 years, iShares MSCI Min Vol Global Index ETF had an annualized return of 9.09%, while the S&P 500 had an annualized return of 11.31%, indicating that iShares MSCI Min Vol Global Index ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.12% | 24.72% |
| 1 month | 0.43% | 2.30% |
| 6 months | 10.69% | 12.31% |
| 1 year | 21.27% | 32.12% |
| 5 years (annualized) | 6.39% | 13.81% |
| 10 years (annualized) | 9.09% | 11.31% |
Monthly Returns
The table below presents the monthly returns of XMW.TO, 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 | 2.73% | 2.70% | 1.86% | -1.47% | 0.65% | 1.79% | 4.89% | 1.62% | 1.06% | 1.01% | 20.12% | ||
| 2023 | -0.15% | -1.38% | 2.78% | 3.18% | -3.08% | 0.02% | 1.02% | 0.50% | -1.87% | 0.72% | 2.63% | 0.42% | 4.68% |
| 2022 | -4.31% | -2.37% | 2.23% | -1.90% | -2.31% | -2.29% | 2.39% | 0.11% | -1.45% | 2.94% | 4.77% | -1.81% | -4.33% |
| 2021 | -1.14% | -1.76% | 3.49% | 0.32% | -0.07% | 3.46% | 2.37% | 3.00% | -2.96% | 0.02% | 1.88% | 3.78% | 12.80% |
| 2020 | 3.31% | -5.75% | -6.22% | 5.70% | 1.68% | -1.82% | 2.25% | -0.14% | 0.60% | -2.68% | 3.87% | 0.45% | 0.51% |
| 2019 | 1.76% | 2.65% | 3.63% | 1.10% | -0.09% | 0.65% | 1.05% | 2.40% | 0.61% | 0.40% | 1.03% | -1.26% | 14.74% |
| 2018 | 0.98% | 0.58% | 0.21% | -0.49% | 1.15% | 1.50% | 1.79% | 1.68% | 0.30% | -2.81% | 4.26% | -3.13% | 5.95% |
| 2017 | -1.49% | 5.41% | 1.35% | 3.70% | 1.26% | -4.29% | -1.94% | 1.09% | -0.22% | 4.97% | 2.52% | -2.13% | 10.19% |
| 2016 | -0.41% | -1.81% | 1.61% | -3.22% | 4.75% | 3.11% | 2.51% | -2.03% | 0.70% | -1.20% | -1.44% | 1.24% | 3.55% |
| 2015 | 11.15% | 1.00% | 1.18% | -3.52% | 2.38% | -2.45% | 6.71% | -4.40% | 0.34% | 3.56% | 1.12% | 3.82% | 21.79% |
| 2014 | 1.27% | 3.08% | 0.59% | 0.27% | 1.13% | -0.35% | 0.78% | 2.94% | 0.53% | 4.86% | 2.85% | 0.85% | 20.38% |
| 2013 | 5.31% | 5.09% | 2.94% | 2.07% | -1.72% | 0.66% | 0.97% | -1.44% | 1.72% | 5.03% | 1.73% | 0.31% | 24.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XMW.TO is 93, placing it in the top 7% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Min Vol Global Index ETF (XMW.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI Min Vol Global Index ETF provided a 1.70% dividend yield over the last twelve months, with an annual payout of CA$0.95 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CA$0.95 | CA$0.93 | CA$0.76 | CA$0.70 | CA$0.66 | CA$0.97 | CA$0.79 | CA$0.61 | CA$0.71 | CA$0.64 | CA$0.51 | CA$0.52 |
Dividend yield | 1.70% | 1.98% | 1.66% | 1.43% | 1.52% | 2.20% | 2.01% | 1.61% | 2.02% | 1.85% | 1.76% | 2.14% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI Min Vol Global Index 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.32 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.32 | |
| 2023 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.29 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.63 | CA$0.93 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.27 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.49 | CA$0.76 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.29 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.41 | CA$0.70 |
| 2020 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.34 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.33 | CA$0.66 |
| 2019 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.34 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.64 | CA$0.97 |
| 2018 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.28 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.51 | CA$0.79 |
| 2017 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.28 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.32 | CA$0.61 |
| 2016 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.23 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.48 | CA$0.71 |
| 2015 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.43 | CA$0.64 |
| 2014 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.29 | CA$0.51 |
| 2013 | CA$0.18 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.34 | CA$0.52 |
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 Min Vol Global Index 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 Min Vol Global Index ETF was 21.42%, occurring on Mar 23, 2020. Recovery took 324 trading sessions.
The current iShares MSCI Min Vol Global Index ETF drawdown is 0.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.42% | Feb 12, 2020 | 28 | Mar 23, 2020 | 324 | Jul 7, 2021 | 352 |
| -14.45% | Dec 30, 2021 | 117 | Jun 16, 2022 | 375 | Dec 13, 2023 | 492 |
| -9.32% | Jun 5, 2017 | 66 | Sep 7, 2017 | 59 | Nov 30, 2017 | 125 |
| -8.04% | Aug 6, 2015 | 19 | Sep 1, 2015 | 67 | Dec 7, 2015 | 86 |
| -7.42% | May 23, 2013 | 21 | Jun 20, 2013 | 83 | Oct 21, 2013 | 104 |
Volatility
Volatility Chart
The current iShares MSCI Min Vol Global Index ETF volatility is 1.97%, 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.