iShares Ageing Population UCITS ETF (2B77.DE)
2B77.DE is a passive ETF by iShares tracking the investment results of the iSTOXX® FactSet Ageing Population. 2B77.DE launched on Sep 8, 2016 and has a 0.40% expense ratio.
ETF Info
IE00BYZK4669
A2ANH1
Sep 8, 2016
1x
iSTOXX® FactSet Ageing Population
Ireland
Accumulating
Expense Ratio
2B77.DE has an expense ratio of 0.40%, placing it in the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Ageing Population UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Ageing Population UCITS ETF had a return of -9.06% year-to-date (YTD) and 3.29% in the last 12 months.
2B77.DE
-9.06%
-10.10%
-10.31%
3.29%
7.64%
N/A
^GSPC (Benchmark)
-10.18%
-6.92%
-9.92%
5.42%
12.98%
9.70%
Monthly Returns
The table below presents the monthly returns of 2B77.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.78% | -0.91% | -5.74% | -8.82% | -9.06% | ||||||||
| 2024 | 1.15% | 2.30% | 2.90% | -4.23% | 2.78% | 1.16% | 5.04% | -0.48% | 0.97% | 0.61% | 6.49% | -4.67% | 14.30% |
| 2023 | 5.04% | -0.22% | -6.03% | 1.60% | -0.93% | 3.17% | 2.10% | -2.68% | -1.95% | -6.13% | 4.71% | 7.35% | 5.16% |
| 2022 | -6.03% | -0.05% | 4.14% | -2.68% | -4.48% | -3.66% | 7.69% | 0.82% | -3.39% | 3.23% | 0.56% | -4.57% | -8.98% |
| 2021 | 1.34% | 3.89% | 4.48% | 2.24% | -0.64% | 2.12% | -2.45% | 2.71% | -0.93% | 1.06% | -5.35% | 4.53% | 13.25% |
| 2020 | -3.02% | -7.71% | -16.71% | 10.96% | 3.89% | 1.02% | -1.27% | 2.54% | 0.26% | -0.34% | 11.76% | 4.33% | 2.39% |
| 2019 | 8.19% | 2.88% | -0.16% | 1.66% | -4.07% | 2.68% | 2.97% | -4.55% | 2.01% | 1.75% | 6.66% | 2.24% | 23.81% |
| 2018 | 2.12% | -1.81% | -2.60% | 2.99% | 2.70% | -2.66% | 1.79% | 0.65% | 0.94% | -5.96% | 2.09% | -9.39% | -9.53% |
| 2017 | 0.00% | 5.23% | -0.36% | -0.22% | -2.28% | 1.32% | -0.65% | -0.23% | 0.76% | 2.75% | -0.40% | 1.29% | 7.26% |
| 2016 | 3.27% | -0.71% | 5.76% | 0.83% | 9.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B77.DE is 42, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Ageing Population UCITS ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Ageing Population UCITS ETF was 38.47%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The current iShares Ageing Population UCITS ETF drawdown is 15.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 199 | Jan 6, 2021 | 222 |
| -20.07% | Feb 20, 2025 | 35 | Apr 9, 2025 | — | — | — |
| -18.88% | Nov 8, 2021 | 155 | Jun 16, 2022 | 530 | Jul 11, 2024 | 685 |
| -15.1% | Jun 15, 2018 | 136 | Dec 27, 2018 | 215 | Nov 4, 2019 | 351 |
| -8.27% | Aug 1, 2024 | 3 | Aug 5, 2024 | 31 | Sep 17, 2024 | 34 |
Volatility
Volatility Chart
The current iShares Ageing Population UCITS ETF volatility is 11.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.