WOODiShares Global Timber & Forestry ETF

Grow my money17y track recordRanked #905 of 2,960 in this goal

Seeks to track the investment results of an index composed of global equities in timber.

By iShares · Launched 2008

Annual Cost

0.40%

#2,058 of 5,562 · average

Fund Size

$252M

#2,125 of 5,562 · mid-size

Return (1Y)Goal

-5.9%

Track Record

17 years

#607 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,521-4.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Sector

Materials

Focus

Real Assets

Index tracked

S&P Global Timber & Forestry Index

What it actually holds

By weight

Concentration

Top 10 holdings = 52.8% of fundmoderately concentrated

POTLATCHDELTIC CORPORATION

7.9%

Svenska Cellulosa Aktiebolaget SCA

5.5%

UPM-Kymmene Oyj

5.4%

WEYERHAEUSER COMPANY

5.3%

RAYONIER INC.

5.2%

SHANDONG SUN PAPER CO., LTD.

5.0%

SYLVAMO CORPORATION

5.0%

Stora Enso Oyj

4.5%

KLABIN S.A.

4.5%

SUZANO S.A.

4.5%

Asset allocation

Stocks

99.3%

Cash

0.7%

By sector

Basic Materials

62.4%

Consumer Cyclical

24.6%

Real Estate

13.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.9%Moderate

Year-on-year price swings

Max drawdown

-50.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.13Below average

Sortino (3Y)

-0.19Moderate downside risk

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the investment results of an index composed of global equities in timber.
Strategy: Tracks the S&P Global Timber & Forestry Index, measuring companies in the timber and forestry industry. Invests primarily in equities of companies engaged in forest management and timberland supply chains.
Inception date: June 24, 2008
Fund family: iShares