(2B7K) iShares MSCI World SRI - Performance -1.1% in 12m
Compare 2B7K with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
76.00%
#92 in Group
Rel. Strength
47.42%
#4073 in Universe
Total Return 12m
-1.08%
#123 in Group
Total Return 5y
84.52%
#99 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: 2B7K (-1.1%) vs SPY (4.6%)
5y Drawdown (Underwater) Chart
Top Performers in US 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 |
|---|---|---|---|---|---|---|---|---|
| VUSA XETRA Vanguard SP500 EUR |
-12.8% | 3.4% | 129% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-12.9% | 3.29% | 128% | - | - | - | - | - |
| SXR8 XETRA iShares Core SP500 USD |
-7.88% | 9.03% | 130% | - | - | - | - | - |
| S5SD XETRA UBS (Irl) - SP500 ESG |
-12.8% | 1.88% | 132% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-13% | 3.16% | 119% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-13% | 2% | 124% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-12.9% | 3.17% | 119% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-12.9% | 3.21% | 119% | - | - | - | - | - |
Performance Comparison: 2B7K vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for 2B7K
| Total Return (including Dividends) | 2B7K | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -11.00% | -7.79% | -7.79% |
| 3 Months | -12.12% | -9.06% | -9.06% |
| 12 Months | -1.08% | 4.64% | 4.64% |
| 5 Years | 84.52% | 117.94% | 117.94% |
| Trend Score (consistency of price movement) | 2B7K | SPY | S&P 500 |
| 1 Month | -8.30% | -5.5% | -5.5% |
| 3 Months | -71.9% | -61.9% | -61.9% |
| 12 Months | 74.6% | 82.8% | 82.8% |
| 5 Years | 89.6% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #42 | -3.48% | -3.48% |
| 3 Month | #49 | -3.36% | -3.36% |
| 12 Month | #126 | -5.47% | -5.47% |
| 5 Years | #134 | -15.3% | -15.3% |
FAQs
Does 2B7K iShares MSCI World SRI outperforms the market?
No,
over the last 12 months 2B7K made -1.08%, while its related Sector, the SPDR SP500 Trust (SPY) made 4.64%.
Over the last 3 months 2B7K made -12.12%, while SPY made -9.06%.
Over the last 3 months 2B7K made -12.12%, while SPY made -9.06%.
Performance Comparison 2B7K vs Indeces and Sectors
2B7K vs. Indices 2B7K is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.49% | -3.21% | -0.94% | -5.72% |
| US NASDAQ 100 | QQQ | 0.58% | -1.80% | 0.31% | -3.64% |
| US Dow Jones Industrial 30 | DIA | -1.66% | -4.96% | -3.04% | -6.33% |
| German DAX 40 | DAX | -1.61% | -4.68% | -19.9% | -18.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.21% | -10.2% | 9.28% | -9.18% |
| Hongkong Hang Seng | HSI | -4.00% | -12.0% | 2.60% | -17.6% |
| India NIFTY 50 | INDA | -4.67% | -18.1% | 4.26% | -0.83% |
| Brasil Bovespa | EWZ | -5.85% | -20.1% | -0.10% | 10.2% |
2B7K vs. Sectors 2B7K is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.35% | -2.90% | -9.34% | -14.1% |
| Consumer Discretionary | XLY | 0.21% | -1.37% | -3.95% | -8.18% |
| Consumer Staples | XLP | -7.35% | -9.72% | -8.14% | -14.0% |
| Energy | XLE | 0.75% | -10.5% | -1.30% | 6.65% |
| Financial | XLF | -0.89% | -3.51% | -12.9% | -17.4% |
| Health Care | XLV | -4.58% | -7.06% | -1.08% | -2.06% |
| Industrial | XLI | -0.55% | -4.93% | -0.10% | -3.22% |
| Materials | XLB | -1.74% | -6.97% | 5.58% | 7.74% |
| Real Estate | XLRE | -4.38% | -5.40% | -0.60% | -11.0% |
| Technology | XLK | 1.85% | -0.44% | 6.26% | 4.13% |
| Utilities | XLU | -7.80% | -11.2% | -4.22% | -26.0% |
| Aerospace & Defense | XAR | -0.87% | -7.61% | -5.88% | -16.3% |
| Biotech | XBI | 2.79% | -2.29% | 13.3% | 13.0% |
| Homebuilder | XHB | 1.20% | -4.06% | 19.1% | 13.8% |
| Retail | XRT | 0.56% | -2.47% | 5.75% | 10.5% |