Performance analysis of URTH (ISHARES MSCI WORLD ETF)
Annual Return
Over the past 3 years, URTH has had an average annual return of +21.16%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, URTH has had an average annual return of +12.25%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, URTH has had an average annual return of +13.29%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 12, 2012, URTH has had an average annual return of +12.37%, underperforming the benchmark SPY, which returned +15.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.99% | +21.36% | +18.67% | +23.97% | -17.96% | +22.28% | +15.77% | +28.14% | -8.56% | +22.96% | +7.31% | -0.63% |
| 2014 | 2013 | 2012 | |||||||||
| +4.36% | +26.66% | +14.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.08% | +0.64% | -5.67% | +9.18% | +4.26% | +0.61% | +10.99% | ||||||
| 2025 | +3.32% | -0.41% | -4.26% | +0.72% | +5.85% | +4.51% | +1.02% | +2.79% | +3.23% | +1.91% | +0.34% | +0.87% | +21.36% |
| 2024 | +0.89% | +4.53% | +3.30% | -3.96% | +4.70% | +2.04% | +1.68% | +2.81% | +1.77% | -2.03% | +4.82% | -2.84% | +18.67% |
| 2023 | +7.10% | -2.59% | +3.24% | +1.80% | -0.99% | +6.01% | +3.23% | -2.21% | -4.40% | -2.55% | +9.11% | +4.97% | +23.97% |
| 2022 | -5.17% | -2.92% | +2.88% | -8.38% | +0.44% | -8.58% | +8.13% | -4.58% | -9.37% | +7.47% | +7.47% | -4.68% | -17.96% |
| 2021 | -0.82% | +2.49% | +3.69% | +4.32% | +1.61% | +1.57% | +1.79% | +2.47% | -4.21% | +5.83% | -2.05% | +4.02% | +22.28% |
| 2020 | -1.06% | -8.25% | -13.09% | +10.82% | +5.03% | +2.61% | +4.89% | +6.53% | -3.34% | -3.00% | +12.85% | +3.93% | +15.77% |
| 2019 | +7.72% | +2.98% | +1.48% | +3.72% | -5.79% | +6.35% | +0.92% | -2.20% | +2.16% | +2.55% | +2.81% | +3.04% | +28.14% |
| 2018 | +5.19% | -4.36% | -1.70% | +0.74% | +0.66% | +0.16% | +3.01% | +1.14% | +0.74% | -7.13% | +1.12% | -7.65% | -8.56% |
| 2017 | +2.78% | +2.62% | +1.03% | +1.68% | +2.08% | +0.41% | +2.43% | +0.09% | +2.11% | +2.13% | +1.96% | +1.57% | +22.96% |
Drawdown analysis of URTH (ISHARES MSCI WORLD ETF)
The maximum drawdown for the URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
Since Jan 12, 2012 URTH has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.01% | Feb 12, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -26.04% | Jan 3, 2022 | 195 | Oct 12, 2022 | 298 | Dec 19, 2023 | 493 |
| -18.90% | May 19, 2015 | 185 | Feb 11, 2016 | 212 | Dec 13, 2016 | 397 |
| -18.57% | Jan 26, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
| -16.94% | Feb 18, 2025 | 35 | Apr 8, 2025 | 37 | Jun 2, 2025 | 72 |
| -11.39% | Mar 27, 2012 | 48 | Jun 5, 2012 | 66 | Sep 7, 2012 | 114 |
| -10.77% | May 21, 2013 | 23 | Jun 24, 2013 | 17 | Jul 18, 2013 | 40 |
| -9.32% | Jul 3, 2014 | 73 | Oct 16, 2014 | 83 | Feb 17, 2015 | 156 |
| -9.06% | Feb 25, 2026 | 23 | Mar 30, 2026 | 11 | Apr 15, 2026 | 34 |
| -8.23% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -8.10% | Sep 2, 2020 | 41 | Oct 30, 2020 | 6 | Nov 9, 2020 | 47 |
| -7.00% | Sep 14, 2012 | 41 | Nov 14, 2012 | 25 | Dec 20, 2012 | 66 |
| -6.85% | Aug 8, 2013 | 13 | Aug 27, 2013 | 15 | Sep 18, 2013 | 28 |
| -6.07% | Jul 24, 2019 | 15 | Aug 14, 2019 | 45 | Oct 17, 2019 | 60 |
| -6.06% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -5.99% | Dec 31, 2013 | 22 | Feb 3, 2014 | 14 | Feb 24, 2014 | 36 |
| -5.29% | Sep 3, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
| -5.25% | Mar 27, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
| -5.06% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -5.00% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -4.71% | Apr 25, 2013 | 1 | Apr 26, 2013 | 8 | May 8, 2013 | 9 |
| -4.70% | Dec 6, 2024 | 23 | Jan 13, 2025 | 7 | Jan 23, 2025 | 30 |
| -4.37% | Sep 18, 2013 | 14 | Oct 8, 2013 | 6 | Oct 16, 2013 | 20 |
| -4.32% | Feb 16, 2021 | 12 | Mar 4, 2021 | 7 | Mar 15, 2021 | 19 |
| -4.18% | Nov 18, 2013 | 17 | Dec 12, 2013 | 9 | Dec 26, 2013 | 26 |