Seasonal Analysis for iShares MSCI ACWI ETF (ACWI)
The following two tables show the seasonal performance of iShares MSCI ACWI ETF, with the stock symbol ACWI. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.59% | 77.78% | 61.11% | 83.33% |
| Median Return | 2.88% | 2.28% | 4.75% | 5.28% |
| Average Return | 3.99% | 2.68% | 4.80% | 4.85% |
| Maximum Gain | 12.45% | 22.71% | 18.15% | 14.39% |
| Gain Year | 2019 | 2009 | 2009 | 2020 |
| Maximum Loss | -21.05% | -15.14% | -18.92% | -21.48% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 17 years (2009-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.14% | 69.44% | 74.29% | 72.22% |
| Median Return | 4.47% | 3.19% | 2.88% | 4.96% |
| Average Return | 4.45% | 3.47% | 3.22% | 4.83% |
| Maximum Gain | 14.39% | 22.71% | 22.71% | 18.15% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -21.48% | -18.92% | -21.05% | -21.48% |
| Loss Year | 2008 | 2011 | 2020 | 2008 |
| Based on the past 17 years (2009-2025) | ||||