(ACWI) iShares MSCI ACWI - Ratings and Ratios
Global Stocks, Developed Markets, Emerging Markets
Description: ACWI iShares MSCI ACWI
The iShares MSCI ACWI ETF (NASDAQ:ACWI) is a globally diversified equity ETF that tracks the MSCI ACWI Index, providing broad exposure to developed and emerging markets. The fund invests at least 80% of its assets in the component securities of its underlying index, ensuring a high degree of correlation with the indexs performance.
As a free float-adjusted market capitalization weighted index, the MSCI ACWI Index is designed to measure the combined equity market performance of developed and emerging markets countries. This means that the ETFs holdings are weighted according to the market capitalization of the constituent securities, providing a representation of the global equity market. With an AUM of $22.46 billion, the ETF has a significant presence in the market.
To evaluate the ETFs performance, key metrics such as tracking error, expense ratio, and dividend yield can be considered. A low tracking error indicates that the ETF is effectively replicating the performance of its underlying index. The expense ratio, which is not provided, is an important consideration as it directly impacts the ETFs net returns. Additionally, the dividend yield, which can be calculated based on the ETFs holdings, provides insight into the income generated by the fund.
From a quantitative perspective, the ETFs performance can be assessed using metrics such as the Sharpe ratio, which measures risk-adjusted returns, and the information ratio, which evaluates the ETFs excess returns relative to its benchmark. These metrics can help investors understand the ETFs risk-return profile and make informed decisions.
Additional Sources for ACWI ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
ACWI ETF Overview
Market Cap in USD | 22,350m |
Category | Global Large-Stock Blend |
TER | 0.32% |
IPO / Inception | 2008-03-26 |
ACWI ETF Ratings
Growth Rating | 66.2 |
Fundamental | - |
Dividend Rating | 55.5 |
Rel. Strength | -3.97 |
Analysts | - |
Fair Price Momentum | 121.04 USD |
Fair Price DCF | - |
ACWI Dividends
Dividend Yield 12m | 1.65% |
Yield on Cost 5y | 2.82% |
Annual Growth 5y | 9.01% |
Payout Consistency | 96.8% |
Payout Ratio | % |
ACWI Growth Ratios
Growth Correlation 3m | 96.1% |
Growth Correlation 12m | 65.1% |
Growth Correlation 5y | 73.2% |
CAGR 5y | 12.25% |
CAGR/Max DD 5y | 0.46 |
Sharpe Ratio 12m | 1.54 |
Alpha | 1.49 |
Beta | 0.911 |
Volatility | 9.16% |
Current Volume | 7795.9k |
Average Volume 20d | 2052.5k |
Stop Loss | 124.5 (-3%) |
As of August 02, 2025, the stock is trading at USD 128.32 with a total of 7,795,900 shares traded.
Over the past week, the price has changed by -2.70%, over one month by -0.16%, over three months by +10.13% and over the past year by +16.37%.
Yes. Based on ValueRay's Analyses, iShares MSCI ACWI (NASDAQ:ACWI) is currently (August 2025) a good stock to buy. It has a ValueRay Growth Rating of 66.21 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of ACWI is around 121.04 USD . This means that ACWI is currently overvalued and has a potential downside of -5.67%.
iShares MSCI ACWI has no consensus analysts rating.
According to our own proprietary Forecast Model, ACWI iShares MSCI ACWI will be worth about 142.4 in August 2026. The stock is currently trading at 128.32. This means that the stock has a potential upside of +11%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 142.4 | 11% |