OCI.L vs. IWRD.L
OCI.L (Oakley Capital Investments Limited) is a stock, while IWRD.L (iShares MSCI World UCITS) is Global Equities fund tracking the MSCI ACWI NR USD. Over the past 10 years, OCI.L returned 16.21%/yr vs 12.32%/yr for IWRD.L. At a 0.11 correlation, their price movements are largely independent.
Performance
OCI.L vs. IWRD.L - Performance Comparison
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Returns By Period
In the year-to-date period, OCI.L achieves a -11.23% return, which is significantly lower than IWRD.L's 9.97% return. Over the past 10 years, OCI.L has outperformed IWRD.L with an annualized return of 16.21%, while IWRD.L has yielded a comparatively lower 12.32% annualized return.
OCI.L
- 1D
- -0.78%
- 1M
- 3.69%
- 6M
- -9.32%
- YTD
- -11.23%
- 1Y
- -4.35%
- 3Y*
- 5.05%
- 5Y*
- 8.35%
- 10Y*
- 16.21%
- ALL TIME*
- 9.67%
IWRD.L
- 1D
- 0.65%
- 1M
- -0.91%
- 6M
- 9.57%
- YTD
- 9.97%
- 1Y
- 20.53%
- 3Y*
- 16.49%
- 5Y*
- 11.68%
- 10Y*
- 12.32%
- ALL TIME*
- 10.27%
OCI.L vs. IWRD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCI.L Oakley Capital Investments Limited | -11.23% | 14.79% | 1.98% | 18.94% | 1.37% | 48.12% | 9.34% | 57.05% | 8.77% | 1.52% |
IWRD.L iShares MSCI World UCITS | 9.97% | 12.34% | 20.62% | 17.33% | -8.62% | 23.21% | 11.80% | 22.77% | -4.02% | 11.65% |
Correlation
The correlation between OCI.L and IWRD.L is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2007 | 0.11 |
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Return for Risk
OCI.L vs. IWRD.L — Risk / Return Rank
OCI.L
IWRD.L
OCI.L vs. IWRD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakley Capital Investments Limited (OCI.L) and iShares MSCI World UCITS (IWRD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OCI.L | IWRD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -2.81 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.36 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 3.11 | -3.30 |
| Martin ratioReturn relative to average drawdown | -0.44 | 11.95 | -12.38 |
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Drawdowns
OCI.L vs. IWRD.L - Drawdown Comparison
The maximum OCI.L drawdown since its inception was -45.89%, smaller than the maximum IWRD.L drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for OCI.L and IWRD.L.
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Drawdown Indicators
| OCI.L | IWRD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.89% | -66.71% | +20.82% |
Max Drawdown (1Y)Largest decline over 1 year | -23.26% | -6.57% | -16.69% |
Max Drawdown (3Y)Largest decline over 3 years | -23.26% | -18.93% | -4.33% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -18.93% | -4.33% |
Max Drawdown (10Y)Largest decline over 10 years | -43.37% | -25.30% | -18.07% |
Current DrawdownCurrent decline from peak | -12.15% | -0.91% | -11.24% |
Average DrawdownAverage peak-to-trough decline | -10.25% | -17.25% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.96% | 1.71% | +8.25% |
Volatility
OCI.L vs. IWRD.L - Volatility Comparison
Oakley Capital Investments Limited (OCI.L) has a higher volatility of 4.73% compared to iShares MSCI World UCITS (IWRD.L) at 2.78%. This indicates that OCI.L's price experiences larger fluctuations and is considered to be riskier than IWRD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCI.L | IWRD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 2.78% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 20.35% | 7.69% | +12.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 10.57% | +12.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.98% | 13.30% | +8.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 14.44% | +6.21% |
Dividends
OCI.L vs. IWRD.L - Dividend Comparison
OCI.L has not paid dividends to shareholders, while IWRD.L's dividend yield for the trailing twelve months is around 0.88%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWRD.L iShares MSCI World UCITS | 0.88% | 0.93% | 1.06% | 1.31% | 1.44% | 1.03% | 1.21% | 1.66% | 1.81% | 1.64% | 1.61% | 1.78% |
OCI.L Oakley Capital Investments Limited | 0.00% | 0.39% | 0.90% | 0.91% | 1.07% | 1.08% | 1.57% | 1.68% | 2.59% | 1.37% | 0.00% | 0.00% |
Frequently Asked Questions
OCI.L and IWRD.L have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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