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
IE00B4LN9N13
A142N0
Mar 20, 2017
1x
S&P 500 Capped 35/20 Industrials
Ireland
Accumulating
Expense Ratio
2B7C.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 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 29.87% year-to-date (YTD) and 34.06% in the last 12 months.
2B7C.DE
29.87%
1.45%
17.92%
34.06%
13.99%
N/A
^GSPC (Benchmark)
27.68%
2.72%
13.90%
32.81%
14.15%
11.47%
Monthly Returns
The table below presents the monthly returns of 2B7C.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 | 1.55% | 6.48% | 4.67% | -1.80% | -2.26% | 2.29% | 3.75% | -0.67% | 3.01% | 2.15% | 10.53% | 29.87% | |
| 2023 | 0.98% | 2.74% | -2.42% | -2.52% | 0.18% | 8.50% | 2.08% | 0.27% | -3.57% | -3.78% | 5.24% | 6.24% | 13.89% |
| 2022 | -5.02% | 0.20% | 5.89% | -1.67% | -4.90% | -5.17% | 11.95% | -0.16% | -6.88% | 11.00% | 1.11% | -4.39% | -0.20% |
| 2021 | -1.71% | 7.52% | 11.14% | 0.92% | 1.35% | 0.87% | 0.99% | 2.13% | -3.32% | 5.71% | -0.48% | 3.98% | 32.19% |
| 2020 | 0.44% | -10.37% | -16.39% | 7.11% | 2.97% | 0.94% | -1.13% | 8.73% | 2.02% | -2.39% | 13.61% | -2.50% | -0.63% |
| 2019 | 11.41% | 7.14% | -0.31% | 3.99% | -6.24% | 4.70% | 4.03% | -2.17% | 3.90% | -1.53% | 5.94% | -1.33% | 32.20% |
| 2018 | 1.27% | -1.48% | -4.74% | 0.50% | 5.92% | -3.16% | 5.79% | 1.10% | 2.39% | -8.26% | 2.42% | -10.85% | -10.13% |
| 2017 | 1.24% | -0.28% | -2.20% | -0.04% | -2.58% | -1.24% | 4.61% | 2.32% | 0.15% | 2.61% | 4.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 2B7C.DE is 80, placing it in the top 20% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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. 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 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 41.33%, occurring on Mar 23, 2020. Recovery took 237 trading sessions.
The current iShares S&P 500 Industrials Sector UCITS ETF drawdown is 2.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.33% | Feb 20, 2020 | 23 | Mar 23, 2020 | 237 | Mar 1, 2021 | 260 |
| -20.03% | Oct 5, 2018 | 57 | Dec 27, 2018 | 66 | Apr 2, 2019 | 123 |
| -13.95% | Jan 6, 2022 | 119 | Jun 23, 2022 | 32 | Aug 8, 2022 | 151 |
| -12.76% | Aug 17, 2022 | 32 | Sep 29, 2022 | 191 | Jun 29, 2023 | 223 |
| -10.79% | Jan 15, 2018 | 76 | May 3, 2018 | 67 | Aug 7, 2018 | 143 |
Volatility
Volatility Chart
The current iShares S&P 500 Industrials Sector UCITS ETF volatility is 4.62%, 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.