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Performance analysis of ACWI (ISHARES MSCI ACWI ETF)

Annual Return

Over the past 3 years, ACWI has had an average annual return of +21.54%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, ACWI has had an average annual return of +11.69%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, ACWI has had an average annual return of +12.96%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Mar 28, 2008, ACWI has had an average annual return of +8.63%, underperforming the benchmark SPY, which returned +12.15% annual.

202620252024202320222021202020192018201720162015
+13.06%+22.41%+17.46%+22.29%-18.37%+18.67%+16.34%+26.58%-9.18%+24.35%+8.41%-2.22%
2014201320122011201020092008
+3.82%+22.34%+16.78%-7.85%+12.77%+32.35%-34.87%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.84%+1.29%-6.11%+9.52%+4.62%+0.90%+13.06%
2025+3.14%-0.30%-3.67%+0.51%+5.69%+4.80%+1.06%+2.68%+3.60%+2.29%+0.04%+0.90%+22.41%
2024+0.28%+4.51%+3.26%-3.55%+4.58%+2.04%+1.54%+2.50%+2.20%-2.09%+4.03%-2.66%+17.46%
2023+7.50%-3.32%+3.33%+1.57%-1.05%+5.79%+3.60%-2.91%-4.28%-2.55%+8.89%+4.82%+22.29%
2022-4.55%-3.06%+1.94%-8.07%+0.44%-8.08%+7.06%-4.36%-9.40%+6.35%+8.34%-4.62%-18.37%
2021-0.31%+2.29%+2.85%+4.25%+1.47%+1.26%+0.91%+2.17%-4.22%+5.39%-2.31%+3.90%+18.67%
2020-1.44%-7.49%-13.41%+9.83%+5.10%+2.93%+5.36%+6.03%-2.95%-2.23%+11.76%+4.69%+16.34%
2019+8.04%+2.47%+1.58%+3.42%-6.07%+6.49%+0.06%-2.21%+2.25%+2.74%+2.33%+3.43%+26.58%
2018+5.70%-4.47%-1.50%+0.41%+0.47%-0.57%+3.06%+0.69%+0.61%-7.43%+1.59%-7.28%-9.18%
2017+2.90%+2.51%+1.35%+1.61%+2.21%+0.80%+2.73%+0.40%+1.88%+2.15%+2.02%+1.45%+24.35%

Drawdown analysis of ACWI (ISHARES MSCI ACWI ETF)

The maximum drawdown for the ACWI was -56.00%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.

Since Mar 28, 2008 ACWI has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 6 times
DepthStartTo BottomBottomTo RecoverEndTotal
-56.00%May 16, 2008203Mar 9, 2009983Feb 1, 20131186
-33.52%Feb 12, 202027Mar 23, 2020107Aug 24, 2020134
-26.41%Jan 3, 2022195Oct 12, 2022322Jan 25, 2024517
-19.49%Jan 26, 2018229Dec 24, 2018145Jul 24, 2019374
-19.44%May 21, 2015183Feb 11, 2016226Jan 4, 2017409
-16.55%Feb 18, 202535Apr 8, 202528May 19, 202563
-9.73%Feb 25, 202623Mar 30, 202611Apr 15, 202634
-9.19%Sep 5, 201429Oct 16, 201486Feb 20, 2015115
-8.88%May 21, 201323Jun 24, 201354Sep 10, 201377
-8.10%Jul 16, 202414Aug 5, 202414Aug 23, 202428
-7.51%Sep 2, 202014Sep 23, 202033Nov 9, 202047
-6.67%Dec 31, 201322Feb 3, 201417Feb 27, 201439
-6.53%Jul 24, 201915Aug 14, 201950Oct 24, 201965
-5.48%Sep 3, 202120Oct 4, 202118Oct 28, 202138
-5.12%Nov 16, 202110Dec 1, 202117Dec 27, 202127
-5.09%Mar 27, 202416Apr 19, 202415May 10, 202431
-5.02%Feb 16, 202112Mar 4, 202121Apr 5, 202133
-4.95%Oct 29, 202516Nov 20, 202513Dec 10, 202529
-4.66%Dec 6, 202423Jan 13, 20257Jan 23, 202530
-4.44%Jul 3, 201424Aug 7, 201420Sep 5, 201444
-4.00%Jan 21, 20216Jan 29, 20215Feb 5, 202111
-3.99%Aug 30, 20244Sep 6, 20249Sep 19, 202413
-3.94%Jan 17, 20209Jan 31, 20208Feb 12, 202017
-3.89%Feb 25, 20159Mar 10, 20159Mar 23, 201518
-3.83%May 7, 20213May 12, 202112May 28, 202115