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ACWX: iShares MSCI ACWI ex U.S. ETF (ETF)
Basic Info 56.71 0.32(0.57%) October 11
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/31/2008 |
| Last Dividend Date: | 06/11/2024 |
| 12-Mo. Yield | 3.27% |
| Expenses | 0.34% |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/31/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 12.7 | 22.8 | 3.5 | 7.5 | 5.2 | 5.0 | 3.2 | 15.6 | -16.1 | 7.7 | 10.3 | 21.0 | -13.9 | 27.2 | 4.5 | -5.8 | -5.1 | 14.8 | 15.9 | -14.0 | 10.4 | 36.4 | -38.9 |
| Sharpe Ratio | NA | 0.85 | 1.68 | 0.04 | 0.26 | 0.21 | NA | 0.11 | 0.85 | -0.8 | 0.57 | 0.31 | 1.68 | -1.01 | 3.35 | 0.24 | -0.35 | -0.42 | 1.09 | 0.93 | -0.48 | 0.44 | 1.11 | -0.96 |
| Draw Down(%) | NA | 8.0 | 8.0 | 29.1 | 34.4 | 35.3 | NA | 60.6 | 12.1 | 28.8 | 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 |
| Standard Deviation(%) | NA | 13.0 | 13.0 | 16.5 | 20.0 | 17.6 | NA | 22.1 | 13.5 | 21.8 | 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 |
| Treynor Ratio | NA | 0.11 | 0.22 | 0.01 | 0.05 | 0.04 | NA | 0.02 | 0.11 | -0.18 | 0.08 | 0.1 | 0.18 | -0.14 | 0.26 | 0.04 | -0.05 | -0.05 | 0.14 | 0.16 | -0.13 | 0.09 | 0.32 | -0.45 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.02 | 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 | 0.98 | 0.98 | 0.99 | 1.01 | 1.03 | NA | 1.05 | 1.01 | 0.99 | 1.01 | 1.02 | 1.06 | 1.11 | 1.02 | 1.03 | 1.07 | 1.04 | 1.03 | 1.01 | 1.05 | 1.09 | 1.13 | 1.07 |
| RSquared | NA | 0.93 | 0.94 | 0.95 | 0.96 | 0.95 | NA | 0.95 | 0.95 | 0.96 | 0.9 | 0.97 | 0.93 | 0.95 | 0.9 | 0.97 | 0.96 | 0.94 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.92 |
| Yield(%) | N/A | 1.6 | 3.2 | 2.7 | 2.9 | 2.9 | 2.9 | N/A | 3.3 | 2.2 | 2.9 | 2.0 | 3.8 | 2.2 | 3.0 | 2.9 | 2.3 | 3.0 | 2.9 | 1.8 | 2.5 | 2.4 | 2.6 | 0.0 |
| Dividend Growth(%) | N/A | -48.2 | 27.2 | 23.7 | 20.6 | N/A | N/A | N/A | 23.9 | -20.3 | 53.6 | -37.0 | 42.1 | -7.3 | 7.3 | 12.3 | -27.2 | 8.9 | 81.4 | -38.9 | 12.5 | 21.6 | 20575.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2008
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