Macroaxis: Personalized Investing
Simple Personalized Investing

SP 500   1,650   4.85  Index Moved Down -0.29%
IWRD LYWLDSW EXSA ANGELD Marketing Investor Favorites Exotic Entertainment 
United States GSPC USD ...  |  Screen Global Equities


Processing
Collecting data for IWRD

iShares quote and profile

 
 Companies |  Insiders  | Dashboard  
     
28.03
  
ETF
(0.03)  Macroaxis: -0.11 Down   0.11%  
Year To Date
0.02165
Last 1 Month(s)
20002165
May 23 2013 

Diversification Suggestion

Use iShares to protect against small markets fluctuations. The etf experiences normal downward trend and little activity
Analyze iShares MSCI World IE Trend or Check current 30 days iShares correlation with market (S&P 500)
1 Month Beta 0.03  
Highest Price:  
Lowest Price:  
2165.0  
2000.0  
May 22 2013 
April 26 2013 
As returns on market increase, iShares returns are expected to increase less than the market. However during bear market, the loss on holding iShares will be expected to be smaller as well.
iShares MSCI World IE Small BetaiShares MSCI World IE Beta Legend
IWRD Mexico Mexico
iShares MSCI World IE
iShares
Global Large-Cap Blend Equity
Benchmark S&P 500
Currency: USD - US Dollar
Traded on Mexico Stock Exchange
    
Number of Employees1
Net Asset8.47 B
 Mexico IPC   0.46 % Macroaxis: 0.46 Moved Up  
 
 thisRed IWRD IWRD.MX agains markets  0.11 % Macroaxis: 0.11 Moved Down  
 
 United States SP 500   0.31 % Macroaxis: 0.31 Moved Down  
 
Compare to Competition Get Alpha   Get Advice
    
    

iShares Price and Market Media

The median price of iShares for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 2052.0 with a coefficient of variation of 2.45. The daily time series for the period is distributed with a sample standard deviation of 50.47, arithmetic mean of 2059.32, and mean deviation of 42.82. The ETF did not receive any noticable media coverage during the period.
iShares         SP 500
Price Growth (%)
 

iShares Summary

iShares MSCI World IE [IWRD] is traded in Mexico and was established in October 27, 2005. The fund is listed under Global Large-Cap Blend Equity category and is part of iShares family. This fund currently have 8.47 B in assets under management (AUM). iShares MSCI World IE is currenly generating return of 5.64% with the current yeild of 1.95%, while the total return for the last 3 years was 21.63%.

Fund Instrument Allocation for iShares

The fund invests 99.98% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.
Past Market
Over 30
Days
39
Out Of
100
 
Chance of
Less
Than
24 %
 
Follow iShares with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add iShares to your reader
 

iShares Research Report

iShares Asset Under Management

iShares MSCI World IE is rated fifth overall ETF in net asset as compared to similar ETFs. Total Asset Under Management (AUM) of Global Large-Cap Blend Equity category is currently estimated at about 19.76 Billion. iShares totals roughly 8.47 Billion in net asset claiming about 43% of all ETFs under Global Large-Cap Blend Equity category.

iShares Fundamentals

Holdings Turnover vs Price to Book
Three Year Return vs Annual Yield
Holdings Turnover vs One Year Return
Year to Date Return vs Annual Yield

iShares vs Competition

iShares vs. Lyxor ETF MSCI World B
iShares vs. iShares STOXX Europe 600 DE
iShares vs. Smartshares ANGELD 10 ETF

iShares May 23 2013 Opportunity Range

Downside Deviation0.4116
Information Ratio0.3017
Maximum Drawdown1.65
Value At Risk(0.55)
Potential Upside1.08

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium