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36BZ.DE vs. MWRD.L
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

36BZ.DE vs. MWRD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI China A UCITS ETF (36BZ.DE) and Amundi Index MSCI World (MWRD.L). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


36BZ.DE

YTD
-8.35%
1M
0.93%
6M
-3.98%
1Y
11.29%
3Y*
-9.38%
5Y*
-3.06%
10Y*
-0.75%

MWRD.L

YTD
N/A
1M
N/A
6M
N/A
1Y
N/A
3Y*
N/A
5Y*
N/A
10Y*
N/A
*Multi-year figures are annualized to reflect compound growth (CAGR)

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iShares MSCI China A UCITS ETF

Amundi Index MSCI World

36BZ.DE vs. MWRD.L - Expense Ratio Comparison

36BZ.DE has a 0.40% expense ratio, which is higher than MWRD.L's 0.08% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

36BZ.DE vs. MWRD.L — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

36BZ.DE
The Risk-Adjusted Performance Rank of 36BZ.DE is 3131
Overall Rank
The Sharpe Ratio Rank of 36BZ.DE is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of 36BZ.DE is 3434
Sortino Ratio Rank
The Omega Ratio Rank of 36BZ.DE is 3737
Omega Ratio Rank
The Calmar Ratio Rank of 36BZ.DE is 2828
Calmar Ratio Rank
The Martin Ratio Rank of 36BZ.DE is 2525
Martin Ratio Rank

MWRD.L
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.

36BZ.DE vs. MWRD.L - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China A UCITS ETF (36BZ.DE) and Amundi Index MSCI World (MWRD.L). 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.



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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Correlation

The correlation between 36BZ.DE and MWRD.L is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

36BZ.DE vs. MWRD.L - Dividend Comparison

Neither 36BZ.DE nor MWRD.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

36BZ.DE vs. MWRD.L - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

36BZ.DE vs. MWRD.L - Volatility Comparison


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