SWDA Performance & Benchmarks - 21.4% in 12m
The Total Return for 3m is 10.7%, for 6m 8.6% and YTD 10.9%. Compare with Peer-Group: Global Large-Cap Blend Equity
Performance Rating
70.40%
#5 in Peer-Group
Rel. Strength
67.46%
#2502 in Stock-Universe
Total Return 12m
21.38%
#3 in Peer-Group
Total Return 5y
90.48%
#21 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 120.96 USD |
| 52 Week Low | 94.43 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 56.71 |
| Buy/Sell Signal +-5 | -0.96 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SWDA (21.4%) vs VT (16.1%)
5y Drawdown (Underwater) Chart
Top Performer in Global Large-Cap Blend Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SWDA | -0.55% | 1.99% | 10.7% |
| EUNL | 1.99% | 5.03% | 9.77% |
| H4ZJ | 1.96% | 5.0% | 9.78% |
| EDMW | 2.14% | 4.94% | 9.30% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SWDA | 8.55% | 21.4% | 90.5% |
| IWDD | 6.46% | 15.4% | 38.9% |
| FWRA | -2.73% | 14.8% | 30.4% |
| VWRL | -2.64% | 14.6% | 60.3% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SWDA SW iShares Core MSCI World |
1.99% | 21.4% | 90.5% | - | - | - | - | - |
| H4ZJ XETRA HSBC MSCI World |
5% | 11.2% | 107% | - | - | - | - | - |
| TSWE AS VanEck Sustainable World |
-0.44% | 8.04% | 77.6% | - | - | - | - | - |
| F50A XETRA Amundi Prime Global Acc |
2.08% | 8.28% | 90.5% | - | - | - | - | - |
| EUNL XETRA iShares Core MSCI World |
5.03% | 11.2% | 95.4% | - | - | - | - | - |
| EXI2 XETRA iShares Dow Jones Global |
3.26% | 8.13% | 105% | - | - | - | - | - |
| IBCZ XETRA iShares Edge MSCI World |
2.27% | 10.7% | 80.5% | - | - | - | - | - |
| SPPW XETRA SPDR MSCI World EUR |
1.87% | 7.95% | 90.3% | - | - | - | - | - |
Performance Comparison: SWDA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for SWDA
| Total Return (including Dividends) | SWDA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.99% | -0.09% | 0.66% |
| 3 Months | 10.73% | 10.26% | 11.66% |
| 12 Months | 21.38% | 16.05% | 15.92% |
| 5 Years | 90.48% | 78.44% | 103.09% |
| Trend Stabilty (consistency of price movement) | SWDA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 77.5% | 52.9% | 66.4% |
| 3 Months | 96.8% | 96% | 96.6% |
| 12 Months | 65.6% | 64% | 50% |
| 5 Years | 77.1% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 36 %th | 0.89% | -0.34% |
| 3 Month | 93 %th | 0.98% | -1.00% |
| 12 Month | 98 %th | 1.47% | 1.07% |
| 5 Years | 79 %th | 5.50% | -7.74% |
FAQs
Does iShares Core MSCI (SWDA) outperform the market?
Yes,
over the last 12 months SWDA made 21.38%, while its related Sector, the Vanguard Total World Stock (VT) made 16.05%.
Over the last 3 months SWDA made 10.73%, while VT made 10.26%.
Performance Comparison SWDA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SWDA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.9% | 1.3% | 3.9% | 5% |
| US NASDAQ 100 | QQQ | 1.7% | 0.7% | 1.4% | 0% |
| German DAX 40 | DAX | 2.7% | 3.1% | -0.4% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2% | -0.7% | -0.4% | -0% |
| Hongkong Hang Seng | HSI | 1.7% | -0.1% | -18.8% | -18% |
| India NIFTY 50 | INDA | 1.5% | 7.6% | 5% | 28% |
| Brasil Bovespa | EWZ | 0.5% | 9.4% | 1.6% | 18% |
SWDA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.8% | 3.5% | 4.6% | -3% |
| Consumer Discretionary | XLY | 3.4% | 3% | 13.8% | 2% |
| Consumer Staples | XLP | 1.1% | 4.2% | 6.2% | 17% |
| Energy | XLE | 1.2% | 1.8% | 9.9% | 24% |
| Financial | XLF | 3.3% | 4.4% | 7.6% | 0% |
| Health Care | XLV | 3.4% | 6.1% | 18.8% | 33% |
| Industrial | XLI | 2.8% | 0.8% | -1.4% | 0% |
| Materials | XLB | 5.6% | 5.7% | 10% | 25% |
| Real Estate | XLRE | 3% | 3% | 7.2% | 19% |
| Technology | XLK | 1.3% | -0.4% | -4.7% | -2% |
| Utilities | XLU | -2.1% | -2.7% | -2.6% | 2% |
| Aerospace & Defense | XAR | 2.3% | -2.1% | -14.2% | -24% |
| Biotech | XBI | 1.4% | -1.4% | 14.5% | 34% |
| Homebuilder | XHB | 2% | 0.8% | 9.8% | 30% |
| Retail | XRT | 4.2% | 3.9% | 9.3% | 18% |
SWDA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4% | -2.78% | 9.01% | 20% |
| Natural Gas | UNG | 1% | 11.9% | 31.3% | 17% |
| Gold | GLD | -1.1% | 1.5% | -10.4% | -16% |
| Silver | SLV | 2.5% | -0.6% | -8.6% | -8% |
| Copper | CPER | 22.5% | 14.7% | 7% | 13% |
SWDA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.2% | 2.4% | 7.1% | 26% |
| iShares High Yield Corp. Bond | HYG | 0.1% | 2.2% | 5.2% | 13% |