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SWXU.L: iShares FTSE Developed World ex-UK GBP (ETF)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/20/2009 |
| Last Dividend Date: | 09/25/2013 |
| 12-Mo. Yield | 1.73% |
| Expenses | - |
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Performance Analytics (As of 10/30/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/20/2009 |
2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 26.9 | 10.7 | 4.1 | 23.8 | 10.4 | -8.0 | 13.2 | -15.8 |
| Sharpe Ratio | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.91 | -0.43 | 0.13 | -0.08 |
| Draw Down(%) | NA | 99.1 | 99.1 | 99.1 | 99.1 | 10.5 | 19.8 | 43.2 | 42.4 |
| Standard Deviation(%) | NA | 2411.9 | 1393.5 | 1136.4 | 2654.7 | 11.4 | 18.7 | 98.8 | 282.2 |
| Treynor Ratio | NA | 0.03 | 0.01 | 0.02 | 0.01 | 0.22 | -0.16 | 0.19 | -0.09 |
| Alpha | NA | 513.23 | 171.79 | 113.28 | 620.64 | 0.01 | 0.0 | 0.21 | 0.95 |
| Beta | NA | 9.07 | 7.22 | 2.65 | 22.59 | 0.46 | 0.5 | 0.69 | 2.36 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.43 | 0.48 | 0.02 | 0.03 |
| Yield(%) | N/A | 1.7 | 0.6 | N/A | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | 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 04/20/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
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