ACWI:NSD-iShares MSCI ACWI Index Fund (USD)

ETF | Others | NASDAQ Global Market

Last Closing

USD 118.12

Change

0.00 (0.00)%

Market Cap

USD 5.64B

Volume

4.71M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI ACWI composed of large- and mid-capitalization developed and emerging market equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries.

Inception Date:

Primary Benchmark:

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio:

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-22 )

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ETFs Containing ACWI

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N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.07% 73% C 72% C
Dividend Return 1.97% 39% F 37% F
Total Return 18.03% 74% C 72% C
Trailing 12 Months  
Capital Gain 16.74% 73% C 72% C
Dividend Return 1.98% 38% F 37% F
Total Return 18.72% 74% C 72% C
Trailing 5 Years  
Capital Gain 49.39% 78% C+ 75% C
Dividend Return 10.81% 44% F 40% F
Total Return 60.20% 80% B- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 11.42% 85% B 63% D
Dividend Return 12.75% 85% B 63% D
Total Return 1.33% 64% D 35% F
Risk Return Profile  
Volatility (Standard Deviation) 18.69% 30% F 79% B-
Risk Adjusted Return 68.22% 80% B- 87% B+
Market Capitalization 5.64B 99% N/A 96% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.