iShares MSCI World Index ETF (XWD.TO)
XWD.TO is a passive ETF by iShares tracking the investment results of the Morningstar Gbl GR CAD. XWD.TO launched on Jun 18, 2009 and has a 0.48% expense ratio.
ETF Info
Issuer | iShares |
---|---|
Inception Date | Jun 18, 2009 |
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
XWD.TO features an expense ratio of 0.48%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: XWD.TO vs. XEQT.TO, XWD.TO vs. VT, XWD.TO vs. URTH, XWD.TO vs. VEQT.TO, XWD.TO vs. VOO, XWD.TO vs. SPY, XWD.TO vs. VTI, XWD.TO vs. FTEC, XWD.TO vs. VWRA.L, XWD.TO vs. XIN.TO
Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares MSCI World 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 World Index ETF had a return of 19.00% year-to-date (YTD) and 25.39% in the last 12 months. Over the past 10 years, iShares MSCI World Index ETF had an annualized return of 11.71%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 19.00% | 18.13% |
1 month | 0.95% | 1.45% |
6 months | 8.14% | 8.81% |
1 year | 25.39% | 26.52% |
5 years (annualized) | 12.56% | 13.43% |
10 years (annualized) | 11.71% | 10.88% |
Monthly Returns
The table below presents the monthly returns of XWD.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 | 2.49% | 5.35% | 3.16% | -2.34% | 3.87% | 2.30% | 2.54% | -0.07% | 19.00% | ||||
2023 | 5.23% | -0.28% | 2.38% | 2.11% | -0.51% | 3.09% | 2.45% | 0.31% | -4.16% | -0.44% | 6.66% | 2.25% | 20.32% |
2022 | -4.64% | -2.81% | 1.47% | -5.77% | -0.72% | -6.98% | 7.36% | -2.19% | -4.41% | 5.70% | 6.18% | -4.08% | -11.57% |
2021 | -0.43% | 2.09% | 2.45% | 2.26% | -0.58% | 4.25% | 2.40% | 3.66% | -3.82% | 3.42% | 1.41% | 2.91% | 21.63% |
2020 | 0.74% | -6.45% | -9.24% | 9.26% | 3.88% | 0.85% | 3.08% | 3.46% | -1.29% | -3.44% | 9.69% | 2.06% | 11.41% |
2019 | 4.09% | 2.98% | 3.05% | 3.90% | -5.01% | 3.04% | 1.06% | -0.86% | 1.62% | 1.67% | 3.86% | 0.55% | 21.44% |
2018 | 2.95% | -0.06% | -1.33% | 0.37% | 1.61% | 1.05% | 2.21% | 1.45% | -0.52% | -5.41% | 2.24% | -5.65% | -1.52% |
2017 | -0.56% | 4.66% | 1.48% | 4.08% | 1.04% | -3.61% | -0.49% | -0.93% | 2.17% | 5.36% | 2.12% | -1.40% | 14.42% |
2016 | -4.59% | -3.91% | 2.35% | -2.27% | 5.37% | -2.25% | 4.76% | 0.64% | 0.66% | 0.19% | 1.85% | 1.80% | 4.13% |
2015 | 7.05% | 4.14% | -0.37% | -2.46% | 3.61% | -2.24% | 6.51% | -5.93% | -2.15% | 5.66% | 1.86% | 1.39% | 17.42% |
2014 | 0.56% | 4.21% | 0.29% | 0.12% | 0.88% | 0.01% | 0.41% | 1.84% | 0.43% | 1.66% | 3.04% | 0.42% | 14.69% |
2013 | 6.14% | 3.34% | 0.86% | 2.24% | 3.13% | -0.90% | 2.77% | -0.18% | 2.46% | 5.61% | 3.50% | 2.16% | 35.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XWD.TO is 92, placing it in the top 8% 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 World Index ETF (XWD.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 World Index ETF granted a 1.21% dividend yield in the last twelve months. The annual payout for that period amounted to CA$1.09 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | CA$1.09 | CA$1.06 | CA$0.87 | CA$0.89 | CA$0.65 | CA$0.98 | CA$0.90 | CA$0.78 | CA$0.78 | CA$0.77 | CA$0.78 | CA$0.52 |
Dividend yield | 1.21% | 1.39% | 1.36% | 1.21% | 1.06% | 1.76% | 1.94% | 1.63% | 1.83% | 1.84% | 2.15% | 1.62% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI World 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$0.57 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.57 | |||
2023 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.53 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.53 | CA$1.06 |
2022 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.51 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.36 | CA$0.87 |
2021 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.38 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.51 | CA$0.89 |
2020 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.45 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.20 | CA$0.65 |
2019 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.47 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.51 | CA$0.98 |
2018 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.45 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.45 | CA$0.90 |
2017 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.40 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.39 | CA$0.78 |
2016 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.44 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.34 | CA$0.78 |
2015 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.39 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.38 | CA$0.77 |
2014 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.33 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.45 | CA$0.78 |
2013 | CA$0.26 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.27 | 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 World 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 World Index ETF was 27.48%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The current iShares MSCI World Index ETF drawdown is 0.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-27.48% | Feb 13, 2020 | 27 | Mar 23, 2020 | 113 | Sep 2, 2020 | 140 |
-21.56% | Dec 30, 2021 | 117 | Jun 16, 2022 | 280 | Jul 28, 2023 | 397 |
-16.81% | Feb 22, 2011 | 140 | Sep 12, 2011 | 254 | Sep 14, 2012 | 394 |
-14.34% | Sep 28, 2018 | 61 | Dec 24, 2018 | 59 | Mar 21, 2019 | 120 |
-12.12% | Apr 16, 2010 | 38 | Jun 9, 2010 | 88 | Oct 15, 2010 | 126 |
Volatility
Volatility Chart
The current iShares MSCI World Index ETF volatility is 2.87%, 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.