iShares MSCI World ETF (URTH) Performance
URTH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.2% since Dec 31, 2025
- 1 year
- +13.7% total return
- 5 years
- +10.8% a year
- 10 years
- +13.1% a year
- Since first price
- +12.0% a year since 2012
URTH trailing returns vs SPY, QQQ, AGG
| Period | URTH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.3% | −1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.3% | +2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.6% | +5.8% | +7.8% | +8.4% | −1.5% |
| YTD | +11.2% | +10.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.7% | +12.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +82.7%+22.3%/yr | +74.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +67.2%+10.8%/yr | +54.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +242.0%+13.1%/yr | +186.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJan 12, 2012 | +436.8%+12.0%/yr | +307.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: URTH vs SPY
From Jan 12, 2012: URTH grew to $53,677, SPY to $75,718.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
URTH returns by calendar year
10 of 13 full years positive. Best 2019 (+28.1%), worst 2022 (−18.0%). 2026 is year to date.
URTH annual returns table
| Year | URTH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.2% | −9.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +21.4% | −16.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.7% | −8.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +23.9% | −10.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −18.0% | −26.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +22.3% | −5.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +15.8% | −34.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.1% | −6.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.6% | −18.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +22.9% | −2.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +7.3% | −10.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −0.6% | −14.8% | +1.2% | +9.4% | +0.5% |
| 2014 | +4.4% | −9.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +26.7% | −10.8% | +32.3% | +36.6% | −2.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
URTH largest drawdowns
Now 3.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2020 | −34.0% | Mar 23, 2020 | Aug 24, 2020 | 40 days | 6 months |
| Jan 4, 2022 | −26.1% | Oct 12, 2022 | Dec 19, 2023 | 9 months | 2.0 years |
| May 19, 2015 | −18.9% | Feb 11, 2016 | Dec 13, 2016 | 9 months | 1.6 years |
| Jan 26, 2018 | −18.6% | Dec 24, 2018 | May 3, 2019 | 11 months | 1.3 years |
| Feb 18, 2025 | −16.9% | Apr 8, 2025 | Jun 2, 2025 | 49 days | 3 months |
| Mar 27, 2012 | −11.4% | Jun 5, 2012 | Sep 7, 2012 | 2 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
URTH risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2012 |
|---|---|---|---|---|
| Annualized return | +21.6% | +12.0% | +13.0% | +12.0% |
| Volatility (annualized) | 11.6% | 15.1% | 14.8% | 13.9% |
| Sharpe ratio | 1.38 | 0.60 | 0.75 | 0.78 |
| Sortino ratio | 2.70 | 0.92 | 1.14 | 1.20 |
| Best month | +9.2% | +9.2% | +12.9% | +12.9% |
| Worst month | −5.7% | −9.4% | −13.1% | −13.1% |
| Best 12 months | +33.4% | +33.4% | +54.7% | +54.7% |
| Worst 12 months | +7.3% | −19.7% | −19.7% | −19.7% |
| Positive months | 75% | 65% | 71% | 69% |
| Beta vs S&P 500 | 0.91 | 0.95 | 0.95 | — |
| Correlation with S&P 500 | 0.98 | 0.98 | 0.98 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
URTH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 166 | −19.7% | +14.8% | +54.7% | 84% |
| 3-year (a year) | 142 | +2.2% | +9.7% | +24.0% | 100% |
| 5-year (a year) | 118 | +3.4% | +10.6% | +16.4% | 100% |
| 10-year (a year) | 58 | +7.6% | +10.0% | +13.4% | 100% |
Every holding period starting at a month-end since 2012. Returns for 3 years and longer are annualized.
URTH performance overview
iShares MSCI World ETF (URTH) returned +13.7% over the past year and +13.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2012 it has returned +12.0% a year, turning $10,000 into about $53,677. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −34.0%, from Feb 12, 2020 to Mar 23, 2020, and it took 5 months to get back to the old high. URTH finished 10 of its 13 full calendar years with a gain; the best year was 2019 (+28.1%) and the worst 2022 (−18.0%). Volatility has been 13.9% a year.
Related: URTH chart, URTH holdings, URTH dividends, URTH valuation. See the URTH overview for the latest quote and fund facts.
URTH performance FAQ
What is the URTH return over the past year?
URTH returned +13.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.0%.
What is the average annual return of URTH?
URTH has returned +10.8% a year over 5 years, +13.1% a year over 10 years, +12.0% a year since January 12, 2012 (total return, distributions reinvested).
How much would $10,000 invested in URTH be worth?
$10,000 invested in URTH at its first recorded close on January 12, 2012 would be worth about $53,677 on October 23, 2026 with distributions reinvested.
What was the worst year for URTH?
The worst calendar year was 2022, with a total return of −18.0%. The best was 2019 at +28.1%.
What is the biggest drawdown of URTH?
The largest peak-to-trough decline was −34.0% between February 12, 2020 and March 23, 2020. It recovered to the old high on August 24, 2020, 5 months after the bottom.
How volatile is URTH?
Over the past 3 years URTH had an annualized volatility of 11.6% and a Sharpe ratio of 1.38 (excess return over 1–3 month T-bills per unit of risk).