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URTH: iShares MSCI World ETF (ETF)
Basic Info 155.23 0.1(0.06%) March 21
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 01/12/2012 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.61% |
| Expenses | 0.24% |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/12/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -0.2 | 8.9 | 8.8 | 19.7 | 9.6 | 11.0 | 18.7 | 23.9 | -18.0 | 22.3 | 15.8 | 28.1 | -8.6 | 23.0 | 7.3 | -0.6 | 4.4 | 26.7 | 14.7 |
| Sharpe Ratio | NA | -0.25 | 0.19 | 0.28 | 0.98 | 0.46 | 0.57 | 1.0 | 1.56 | -0.84 | 1.8 | 0.47 | 2.31 | -0.65 | 3.39 | 0.46 | -0.04 | 0.34 | 1.26 | 1.15 |
| Draw Down(%) | NA | 7.8 | 8.2 | 23.2 | 26.1 | 34.0 | 34.0 | 8.2 | 10.5 | 26.1 | 5.3 | 34.0 | 6.1 | 18.6 | 2.2 | 12.0 | 14.8 | 9.3 | 10.8 | 11.4 |
| Standard Deviation(%) | NA | 15.0 | 13.0 | 16.3 | 17.5 | 17.4 | 17.1 | 12.0 | 12.7 | 23.2 | 12.4 | 33.2 | 11.6 | 15.3 | 6.6 | 15.4 | 16.3 | 12.6 | 21.2 | 13.4 |
| Treynor Ratio | NA | -0.04 | 0.03 | 0.05 | 0.18 | 0.08 | 0.11 | 0.15 | 0.22 | -0.19 | 0.26 | 0.15 | 0.26 | -0.1 | 0.29 | 0.08 | -0.01 | 0.05 | 0.38 | 0.63 |
| Alpha | NA | -0.12 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.05 | 0.03 | 0.0 | 0.05 | 0.02 | 0.02 | 0.03 | 0.01 | 0.01 | 0.01 | 0.03 | 0.06 | 0.04 |
| Beta | NA | 0.91 | 0.83 | 0.98 | 0.95 | 0.97 | 0.9 | 0.82 | 0.91 | 1.05 | 0.87 | 1.05 | 1.02 | 1.03 | 0.78 | 0.85 | 0.93 | 0.83 | 0.71 | 0.24 |
| RSquared | NA | 0.68 | 0.67 | 0.78 | 0.77 | 0.81 | 0.66 | 0.68 | 0.77 | 0.83 | 0.79 | 0.85 | 0.84 | 0.84 | 0.71 | 0.85 | 0.76 | 0.5 | 0.17 | 0.08 |
| Yield(%) | N/A | 0.0 | 1.6 | 1.7 | 3.0 | 2.5 | N/A | 1.7 | 2.1 | 1.3 | 1.8 | 1.7 | 2.7 | 2.0 | 2.2 | 2.3 | 2.3 | 2.4 | 1.3 | 3.0 |
| Dividend Growth(%) | N/A | -100.0 | 1.5 | 8.8 | 15.1 | N/A | N/A | 1.5 | 23.0 | -9.5 | 18.4 | -19.5 | 17.3 | 9.4 | 5.8 | -4.2 | -1.4 | 126.6 | -51.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2012
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See WORLD STOCK Asset Class Trend Rankings |
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