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IWRD.L: iShares MSCI World (IE) GBP (ETF)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/01/2005 |
| Last Dividend Date: | 11/28/2014 |
| 12-Mo. Yield | 2.97% |
| Expenses | 0.50% |
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Performance Analytics (As of 12/15/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/01/2005 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.5 | 11.8 | 16.0 | 9.8 | 6.0 | 8.6 | 25.5 | 10.7 | -7.3 | 12.0 | 13.2 | -18.5 | 5.4 | 3.2 | 8.3 |
| Sharpe Ratio | NA | 0.02 | 0.04 | 0.03 | 0.02 | 0.01 | 0.42 | 0.88 | -0.38 | 0.75 | 0.19 | -0.11 | 0.02 | 0.0 | 6.82 |
| Draw Down(%) | NA | 99.4 | 99.4 | 99.4 | 99.4 | 99.4 | 36.1 | 9.9 | 19.5 | 15.9 | 37.9 | 67.7 | 53.7 | 49.6 | 1.8 |
| Standard Deviation(%) | NA | 672.5 | 386.3 | 299.1 | 236.5 | 686.6 | 60.5 | 12.2 | 19.2 | 15.7 | 68.8 | 169.2 | 140.6 | 128.3 | 8.9 |
| Treynor Ratio | NA | 0.0 | 0.01 | 0.02 | 0.03 | 0.0 | -3.24 | 0.2 | -0.14 | 0.28 | 0.33 | -0.43 | 0.03 | 0.0 | 2.33 |
| Alpha | NA | 41.36 | 12.95 | 7.9 | 4.46 | 44.38 | 0.17 | 0.01 | 0.0 | 0.03 | 0.09 | 0.59 | 0.37 | 0.26 | 0.14 |
| Beta | NA | 62.24 | 12.49 | 4.48 | 1.81 | 66.45 | -0.08 | 0.53 | 0.53 | 0.43 | 0.4 | 0.45 | 0.79 | 0.83 | 0.26 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.49 | 0.52 | 0.33 | 0.02 | 0.01 | 0.01 | 0.01 | 0.08 |
| Yield(%) | N/A | 3.0 | 2.6 | 1.6 | N/A | 2.9 | 3.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 3.1 | N/A | N/A | N/A | 3.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2005
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See WORLD STOCK Asset Class Trend Rankings |
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