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ACWX: iShares MSCI ACWI ex US (ETF)
Basic Info 56.56 0.46(0.81%) July 30
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 03/31/2008 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 1.84% |
| Expenses | 0.33% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 6.6 | 24.8 | 7.5 | 9.3 | 5.1 | 3.3 | 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 | 0.83 | 1.67 | 0.31 | 0.47 | 0.25 | 0.12 | 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 | 6.0 | 6.0 | 34.4 | 35.3 | 35.3 | 60.6 | 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 | 14.3 | 14.8 | 21.5 | 18.1 | 18.6 | 23.3 | 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 | 0.12 | 0.25 | 0.07 | 0.08 | 0.05 | 0.03 | 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 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 1.02 | 0.99 | 1.03 | 1.04 | 1.04 | 1.06 | 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 | 0.88 | 0.9 | 0.96 | 0.95 | 0.96 | 0.95 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
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- ACWX (iShares MSCI ACWI ex US) 0.81% (40%)
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* Day change on 07/30/2021.Latest Articles Related to ACWX
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