iShares Digitalisation UCITS ETF (2B79.DE)
2B79.DE is a passive ETF by iShares tracking the investment results of the iSTOXX® FactSet Digitalisation. 2B79.DE launched on Sep 8, 2016 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00BYZK4883 |
|---|---|
| WKN | A2ANH3 |
| Issuer | iShares |
| Inception Date | Sep 8, 2016 |
| Category | Technology Equities |
| Index Tracked | iSTOXX® FactSet Digitalisation |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
2B79.DE has a high expense ratio of 0.40%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Digitalisation 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 Digitalisation UCITS ETF had a return of 3.59% year-to-date (YTD) and 26.47% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.59% | 5.21% |
| 1 month | -4.01% | -4.30% |
| 6 months | 22.50% | 18.42% |
| 1 year | 26.47% | 21.82% |
| 5 years (annualized) | 5.13% | 11.27% |
| 10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.29% | 2.47% | 2.96% | |||||||||
| 2023 | -5.97% | 12.39% | 5.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B79.DE is 70, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares Digitalisation UCITS ETF(2B79.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Digitalisation UCITS ETF (2B79.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Digitalisation 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 Digitalisation UCITS ETF was 38.40%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current iShares Digitalisation UCITS ETF drawdown is 17.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.4% | Nov 17, 2021 | 286 | Dec 28, 2022 | — | — | — |
| -36.24% | Feb 20, 2020 | 20 | Mar 18, 2020 | 63 | Jun 19, 2020 | 83 |
| -18.89% | Sep 4, 2018 | 78 | Dec 21, 2018 | 66 | Apr 1, 2019 | 144 |
| -11.78% | Feb 16, 2021 | 14 | Mar 5, 2021 | 71 | Jun 17, 2021 | 85 |
| -9.35% | Jul 29, 2019 | 14 | Aug 15, 2019 | 98 | Jan 8, 2020 | 112 |
Volatility
Volatility Chart
The current iShares Digitalisation UCITS ETF volatility is 4.88%, 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.