iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (2B7B.DE)
2B7B.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Capped 35/20 Materials. 2B7B.DE launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
IE00B4MKCJ84
A142N2
Mar 20, 2017
1x
S&P 500 Capped 35/20 Materials
Ireland
Accumulating
Expense Ratio
2B7B.DE has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares S&P 500 Materials 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 Materials Sector UCITS ETF USD (Acc) had a return of 16.34% year-to-date (YTD) and 20.84% in the last 12 months.
2B7B.DE
16.34%
2.87%
8.63%
20.84%
12.31%
N/A
^GSPC (Benchmark)
26.47%
3.76%
14.30%
32.06%
13.97%
11.33%
Monthly Returns
The table below presents the monthly returns of 2B7B.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.54% | 5.56% | 6.67% | -2.98% | -0.44% | 0.01% | 3.34% | -1.12% | 2.45% | -0.01% | 16.34% | ||
| 2023 | 6.04% | 0.04% | -4.16% | -1.29% | -3.44% | 8.03% | 2.34% | -1.16% | -1.86% | -3.79% | 4.56% | 3.88% | 8.58% |
| 2022 | -6.74% | 0.01% | 8.29% | 2.58% | -2.99% | -11.70% | 8.62% | -1.39% | -5.91% | 6.57% | 4.23% | -6.48% | -7.10% |
| 2021 | 0.44% | 4.98% | 9.93% | 2.63% | 3.71% | -2.88% | 2.09% | 2.77% | -4.16% | 6.81% | 2.03% | 6.31% | 39.56% |
| 2020 | -5.04% | -8.88% | -10.78% | 13.92% | 4.13% | 0.50% | 1.74% | 4.77% | 2.62% | -0.40% | 9.63% | -1.39% | 8.41% |
| 2019 | 4.95% | 3.95% | 1.63% | 4.04% | -6.85% | 8.46% | 3.33% | -2.86% | 4.02% | -2.09% | 4.18% | 1.33% | 25.77% |
| 2018 | -0.65% | -1.93% | -6.98% | 3.60% | 5.44% | 0.67% | 1.28% | 0.63% | -1.98% | -7.46% | 3.77% | -7.14% | -11.22% |
| 2017 | 1.71% | -0.72% | -4.04% | 0.98% | -1.22% | -0.72% | 4.56% | 5.34% | -1.60% | 2.31% | 6.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B7B.DE is 57, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (2B7B.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 S&P 500 Materials 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 Materials Sector UCITS ETF USD (Acc) was 34.61%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.
The current iShares S&P 500 Materials Sector UCITS ETF USD (Acc) drawdown is 0.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.61% | Feb 20, 2020 | 23 | Mar 23, 2020 | 121 | Sep 14, 2020 | 144 |
| -17.46% | Jan 10, 2018 | 244 | Dec 27, 2018 | 126 | Jul 1, 2019 | 370 |
| -16.17% | Apr 21, 2022 | 116 | Sep 29, 2022 | 364 | Mar 1, 2024 | 480 |
| -11.25% | Jan 6, 2022 | 36 | Feb 24, 2022 | 21 | Mar 25, 2022 | 57 |
| -8.95% | Apr 10, 2017 | 98 | Aug 29, 2017 | 25 | Oct 4, 2017 | 123 |
Volatility
Volatility Chart
The current iShares S&P 500 Materials Sector UCITS ETF USD (Acc) volatility is 4.40%, 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.