iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE)
2B7A.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Capped 35/20 Utilities. 2B7A.DE launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B4KBBD01 |
|---|---|
| WKN | A142N3 |
| Issuer | iShares |
| Inception Date | Mar 20, 2017 |
| Category | Utilities Equities |
| Index Tracked | S&P 500 Capped 35/20 Utilities |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Mid |
Asset Class Style | Value |
Expense Ratio
The iShares S&P 500 Utilities Sector UCITS ETF USD Acc features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: 2B7A.DE vs. VPU, 2B7A.DE vs. XD9D.DE, 2B7A.DE vs. VOOG
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares S&P 500 Utilities Sector UCITS ETF USD Acc, 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 S&P 500 Utilities Sector UCITS ETF USD Acc had a return of 9.06% year-to-date (YTD) and 2.69% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.06% | 6.92% |
| 1 month | 3.90% | -2.83% |
| 6 months | 13.02% | 23.86% |
| 1 year | 2.69% | 23.33% |
| 5 years (annualized) | N/A | 11.66% |
| 10 years (annualized) | N/A | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.42% | 0.39% | 6.50% | |||||||||
| 2023 | -3.88% | 0.68% | 1.93% | 0.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares S&P 500 Utilities Sector UCITS ETF USD Acc(2B7A.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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 S&P 500 Utilities Sector UCITS ETF USD Acc. 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 S&P 500 Utilities Sector UCITS ETF USD Acc was 29.81%, occurring on Oct 6, 2023. The portfolio has not yet recovered.
The current iShares S&P 500 Utilities Sector UCITS ETF USD Acc drawdown is 16.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.81% | Sep 9, 2022 | 277 | Oct 6, 2023 | — | — | — |
| -3.63% | Aug 23, 2022 | 7 | Aug 31, 2022 | 6 | Sep 8, 2022 | 13 |
| -3.16% | Jul 18, 2022 | 4 | Jul 21, 2022 | 3 | Jul 26, 2022 | 7 |
| -1.2% | Aug 1, 2022 | 1 | Aug 1, 2022 | 1 | Aug 2, 2022 | 2 |
| -0.77% | Aug 3, 2022 | 1 | Aug 3, 2022 | 1 | Aug 4, 2022 | 2 |
Volatility
Volatility Chart
The current iShares S&P 500 Utilities Sector UCITS ETF USD Acc volatility is 3.97%, 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.