CHPT vs. IWDA.L
Compare and contrast key facts about ChargePoint Holdings, Inc. (CHPT) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L).
IWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Sep 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHPT or IWDA.L.
Key characteristics
CHPT | IWDA.L | |
---|---|---|
YTD Return | -39.32% | 4.09% |
1Y Return | -82.77% | 19.94% |
3Y Return (Ann) | -61.77% | 5.53% |
Sharpe Ratio | -0.97 | 1.64 |
Daily Std Dev | 86.14% | 11.67% |
Max Drawdown | -97.27% | -34.11% |
Current Drawdown | -96.92% | -4.23% |
Correlation
The correlation between CHPT and IWDA.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.
Performance
CHPT vs. IWDA.L - Performance Comparison
In the year-to-date period, CHPT achieves a -39.32% return, which is significantly lower than IWDA.L's 4.09% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CHPT vs. IWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ChargePoint Holdings, Inc. (CHPT) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.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.
Dividends
CHPT vs. IWDA.L - Dividend Comparison
Neither CHPT nor IWDA.L has paid dividends to shareholders.
Drawdowns
CHPT vs. IWDA.L - Drawdown Comparison
The maximum CHPT drawdown since its inception was -97.27%, which is greater than IWDA.L's maximum drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for CHPT and IWDA.L. For additional features, visit the drawdowns tool.
Volatility
CHPT vs. IWDA.L - Volatility Comparison
ChargePoint Holdings, Inc. (CHPT) has a higher volatility of 16.01% compared to iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) at 3.83%. This indicates that CHPT's price experiences larger fluctuations and is considered to be riskier than IWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.