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ACWX: iShares MSCI ACWI ex US (ETF)
Basic Info 40.71 1.25(2.98%) September 23
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 03/31/2008 |
| Last Dividend Date: | 06/09/2022 |
| 12-Mo. Yield | 0.88% |
| Expenses | 0.33% |
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Performance Analytics (As of 09/23/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -5.7 | -24.2 | -24.9 | -1.0 | -0.4 | 2.9 | 1.1 | 7.7 | 10.3 | 21.0 | -13.9 | 27.2 | 4.5 | -5.8 | -5.1 | 14.7 | 16.0 | -14.0 | 10.4 | 36.4 | -38.9 |
| SR | NA | -1.55 | -1.34 | -0.06 | -0.06 | 0.14 | 0.03 | 0.57 | 0.31 | 1.68 | -1.01 | 3.35 | 0.23 | -0.35 | -0.42 | 1.09 | 0.94 | -0.48 | 0.44 | 1.11 | -0.96 |
| DD(%) | NA | 25.6 | 25.9 | 34.4 | 35.3 | 35.3 | 60.6 | 7.3 | 34.4 | 8.2 | 22.5 | 2.4 | 12.0 | 18.7 | 13.5 | 11.6 | 16.4 | 27.6 | 19.0 | 29.6 | 57.2 |
| SD(%) | NA | 21.1 | 19.2 | 22.8 | 19.6 | 17.2 | 22.9 | 13.5 | 32.0 | 11.7 | 15.2 | 8.0 | 18.4 | 16.9 | 12.0 | 13.5 | 17.2 | 29.0 | 23.5 | 32.8 | 50.2 |
| TR | NA | -0.33 | -0.26 | -0.01 | -0.01 | 0.02 | 0.01 | 0.08 | 0.1 | 0.19 | -0.14 | 0.26 | 0.04 | -0.05 | -0.05 | 0.14 | 0.16 | -0.13 | 0.09 | 0.32 | -0.45 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta(%) | NA | 1.0 | 1.0 | 1.02 | 1.03 | 1.03 | 1.06 | 0.98 | 1.02 | 1.04 | 1.11 | 1.02 | 1.03 | 1.07 | 1.04 | 1.03 | 1.01 | 1.05 | 1.09 | 1.13 | 1.07 |
| RS | NA | 0.95 | 0.94 | 0.96 | 0.95 | 0.95 | 0.95 | 0.89 | 0.97 | 0.89 | 0.95 | 0.9 | 0.97 | 0.96 | 0.94 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2008
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See Foreign Large Blend Asset Class Trend Rankings |
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