iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE)
2B7C.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Capped 35/20 Industrials. 2B7C.DE launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B4LN9N13 |
|---|---|
| WKN | A142N0 |
| Issuer | iShares |
| Inception Date | Mar 20, 2017 |
| Category | Industrials Equities |
| Index Tracked | S&P 500 Capped 35/20 Industrials |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
2B7C.DE features an expense ratio of 0.15%, falling within 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 S&P 500 Industrials Sector 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 S&P 500 Industrials Sector UCITS ETF had a return of 11.15% year-to-date (YTD) and 29.21% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.15% | 5.21% |
| 1 month | -1.80% | -4.30% |
| 6 months | 23.78% | 18.42% |
| 1 year | 29.21% | 21.82% |
| 5 years (annualized) | N/A | 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 | 1.55% | 6.48% | 4.67% | |||||||||
| 2023 | -3.78% | 5.24% | 6.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 2B7C.DE is 94, placing it in the top 6% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares S&P 500 Industrials Sector UCITS ETF(2B7C.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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 Industrials Sector 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 S&P 500 Industrials Sector UCITS ETF was 12.76%, occurring on Sep 29, 2022. Recovery took 191 trading sessions.
The current iShares S&P 500 Industrials Sector UCITS ETF drawdown is 1.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.76% | Aug 17, 2022 | 32 | Sep 29, 2022 | 191 | Jun 29, 2023 | 223 |
| -8.79% | Aug 3, 2023 | 63 | Oct 30, 2023 | 28 | Dec 7, 2023 | 91 |
| -2.75% | Apr 2, 2024 | 18 | Apr 25, 2024 | — | — | — |
| -2.27% | Jul 12, 2023 | 3 | Jul 14, 2023 | 4 | Jul 20, 2023 | 7 |
| -1.96% | Jan 3, 2024 | 4 | Jan 8, 2024 | 10 | Jan 22, 2024 | 14 |
Volatility
Volatility Chart
The current iShares S&P 500 Industrials Sector UCITS ETF volatility is 3.14%, 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.