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ACWI: iShares MSCI ACWI ETF (ETF)
Basic Info 154.39 4.74(2.98%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 03/28/2008 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 1.77% |
| Expenses | 0.32% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/28/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 9.1 | 25.8 | 20.1 | 10.8 | 12.6 | 10.3 | 8.4 | 22.4 | 17.4 | 22.3 | -18.4 | 18.7 | 16.3 | 26.6 | -9.1 | 24.3 | 8.4 | -2.2 | 3.8 | 22.3 | 16.8 | -7.8 | 12.8 | 32.4 | -35.3 |
| Sharpe Ratio | NA | 1.89 | 2.15 | 1.29 | 0.56 | 0.65 | NA | 0.38 | 1.23 | 1.17 | 1.49 | -0.87 | 1.49 | 0.49 | 2.13 | -0.68 | 3.57 | 0.55 | -0.14 | 0.33 | 1.88 | 1.15 | -0.3 | 0.6 | 1.08 | -0.96 |
| Draw Down(%) | NA | 9.7 | 9.7 | 16.5 | 26.4 | 33.5 | NA | 56.3 | 16.5 | 8.1 | 10.9 | 26.4 | 5.5 | 33.5 | 6.5 | 19.5 | 1.9 | 11.3 | 15.1 | 9.2 | 8.9 | 13.5 | 24.1 | 16.3 | 28.4 | 52.0 |
| Standard Deviation(%) | NA | 15.7 | 12.8 | 14.3 | 16.0 | 17.2 | NA | 20.2 | 17.2 | 11.9 | 12.6 | 22.7 | 12.6 | 32.4 | 11.8 | 15.6 | 6.7 | 15.0 | 15.7 | 11.4 | 11.9 | 14.6 | 26.3 | 21.1 | 29.8 | 45.8 |
| Treynor Ratio | NA | 0.37 | 0.33 | 0.2 | 0.09 | 0.11 | NA | 0.08 | 0.2 | 0.16 | 0.2 | -0.19 | 0.2 | 0.16 | 0.23 | -0.1 | 0.28 | 0.1 | -0.02 | 0.04 | 0.24 | 0.19 | -0.08 | 0.13 | 0.32 | -0.47 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | NA | 0.01 | -0.02 | 0.05 | 0.03 | -0.01 | 0.04 | 0.02 | 0.01 | 0.03 | 0.0 | 0.02 | 0.01 | 0.03 | 0.03 | 0.0 | 0.03 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.8 | 0.83 | 0.93 | 0.97 | 0.99 | NA | 0.97 | 1.05 | 0.87 | 0.93 | 1.05 | 0.92 | 1.03 | 1.07 | 1.08 | 0.84 | 0.86 | 0.97 | 0.98 | 0.93 | 0.89 | 0.98 | 0.96 | 1.0 | 0.93 |
| RSquared | NA | 0.89 | 0.86 | 0.8 | 0.83 | 0.85 | NA | 0.9 | 0.77 | 0.78 | 0.82 | 0.87 | 0.85 | 0.86 | 0.9 | 0.88 | 0.82 | 0.91 | 0.89 | 0.88 | 0.91 | 0.94 | 0.95 | 0.93 | 0.95 | 0.94 |
| Yield(%) | N/A | 0.0 | 1.8 | 2.2 | 1.9 | 2.9 | 3.2 | N/A | 1.9 | 2.0 | 2.3 | 1.4 | 2.0 | 1.6 | 2.9 | 2.0 | 2.3 | 2.4 | 2.5 | 2.3 | 2.2 | 2.5 | 2.1 | 1.9 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 9.7 | 31.9 | 29.6 | N/A | N/A | N/A | 9.7 | 4.5 | 25.7 | -15.9 | 39.4 | -29.7 | 28.0 | 3.1 | 8.0 | -9.3 | 8.0 | 21.4 | 1.0 | 6.6 | 25.1 | 48.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2008
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See WORLD STOCK Asset Class Trend Rankings |
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