(SWDA) iShares Core MSCI - Performance 11.2% in 12m
Compare SWDA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.40%
#35 in Group
Rel. Strength
64.98%
#2814 in Universe
Total Return 12m
11.24%
#7 in Group
Total Return 5y
92.99%
#5 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: SWDA (11.2%) vs VT (10.6%)
5y Drawdown (Underwater) Chart
Top Performers in Global Large-Cap Blend Equity
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 |
|---|---|---|---|---|---|---|---|---|
| IQSA XETRA Invesco Quantitative |
-8.56% | 3.54% | 101% | - | - | - | - | - |
| VGWL XETRA Vanguard FTSE All-World |
-8.28% | 5.33% | 90.1% | - | - | - | - | - |
| JREG XETRA JPMorgan s (Ireland) ICAV |
-8.77% | 3.06% | 89.4% | - | - | - | - | - |
| TSWE XETRA VanEck Sustainable World |
-7.37% | 6.24% | 78.1% | - | - | - | - | - |
| TSWE AS VanEck Sustainable World |
-7.33% | 6.44% | 78.6% | - | - | - | - | - |
| SPPW XETRA SPDR MSCI World EUR |
-8.49% | 4.84% | 84.5% | - | - | - | - | - |
| EUNL XETRA iShares Core MSCI World |
-8.84% | 4.26% | 83.1% | - | - | - | - | - |
| SC0J XETRA Invesco MSCI World EUR |
-8.48% | 4.78% | 84.2% | - | - | - | - | - |
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 | -3.61% | -2.95% | -4.31% |
| 3 Months | -4.80% | -3.59% | -7.85% |
| 12 Months | 11.24% | 10.59% | 10.76% |
| 5 Years | 92.99% | 87.34% | 106.31% |
| Trend Score (consistency of price movement) | SWDA | VT | S&P 500 |
| 1 Month | -36.0% | -29.4% | -35.6% |
| 3 Months | -86.7% | -86.7% | -89.7% |
| 12 Months | 63.5% | 61.7% | 58.3% |
| 5 Years | 77.9% | 72.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #14 | -0.68% | 0.73% |
| 3 Month | #15 | -1.25% | 3.31% |
| 12 Month | #7 | 0.59% | 0.44% |
| 5 Years | #14 | 3.02% | -6.46% |
FAQs
Does SWDA iShares Core MSCI outperforms the market?
Yes,
over the last 12 months SWDA made 11.24%, while its related Sector, the Vanguard Total World Stock (VT) made 10.59%.
Over the last 3 months SWDA made -4.80%, while VT made -3.59%.
Over the last 3 months SWDA made -4.80%, while VT made -3.59%.
Performance Comparison SWDA vs Indeces and Sectors
SWDA vs. Indices SWDA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.81% | 0.70% | 1.71% | 0.48% |
| US NASDAQ 100 | QQQ | -5.77% | 0.63% | 1.71% | -0.77% |
| US Dow Jones Industrial 30 | DIA | -1.74% | 2.17% | 1.45% | 4.26% |
| German DAX 40 | DAX | -1.15% | 0.20% | -16.7% | -12.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.72% | -0.11% | 3.13% | 2.62% |
| Hongkong Hang Seng | HSI | -1.54% | -0.73% | -0.16% | -2.78% |
| India NIFTY 50 | INDA | 3.62% | -5.17% | 0.11% | 9.44% |
| Brasil Bovespa | EWZ | -3.56% | -5.58% | -2.79% | 16.7% |
SWDA vs. Sectors SWDA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.67% | 1.97% | -7.03% | -11.2% |
| Consumer Discretionary | XLY | -6.16% | 0.43% | -1.45% | -3.11% |
| Consumer Staples | XLP | 3.65% | -6.36% | -3.61% | 1.75% |
| Energy | XLE | -0.46% | 8.02% | 4.14% | 23.2% |
| Financial | XLF | -1.85% | 1.17% | -6.39% | -8.06% |
| Health Care | XLV | -0.79% | 1.36% | 3.72% | 11.0% |
| Industrial | XLI | -1.98% | 0.46% | 1.36% | 4.33% |
| Materials | XLB | -0.56% | 0.90% | 8.60% | 16.6% |
| Real Estate | XLRE | 1.02% | -1.70% | 3.86% | -3.88% |
| Technology | XLK | -7.62% | 0.91% | 6.58% | 5.0% |
| Utilities | XLU | 0.34% | -5.29% | -1.39% | -9.20% |
| Aerospace & Defense | XAR | -3.37% | -3.31% | -9.56% | -15.7% |
| Biotech | XBI | -2.94% | 4.23% | 14.8% | 13.5% |
| Homebuilder | XHB | -2.06% | 2.41% | 16.7% | 19.2% |
| Retail | XRT | -1.02% | -0.68% | 5.83% | 14.9% |