iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.DE)
2B7D.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Capped 35/20 Consumer Staples. 2B7D.DE launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
ISIN | IE00B40B8R38 |
---|---|
WKN | A142NW |
Issuer | iShares |
Inception Date | Mar 20, 2017 |
Category | Consumer Staples Equities |
Index Tracked | S&P 500 Capped 35/20 Consumer Staples |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
2B7D.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 Consumer Staples 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 Consumer Staples Sector UCITS ETF had a return of 9.78% year-to-date (YTD) and 5.13% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 9.78% | 7.26% |
1 month | -0.28% | -2.63% |
6 months | 13.18% | 22.78% |
1 year | 5.13% | 22.71% |
5 years (annualized) | N/A | 11.87% |
10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 4.15% | 2.17% | 3.45% | |||||||||
2023 | -1.80% | 0.46% | 1.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B7D.DE is 33, 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 S&P 500 Consumer Staples Sector UCITS ETF(2B7D.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Consumer Staples Sector UCITS ETF (2B7D.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 Consumer Staples 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 Consumer Staples Sector UCITS ETF was 15.27%, occurring on Oct 6, 2023. The portfolio has not yet recovered.
The current iShares S&P 500 Consumer Staples Sector UCITS ETF drawdown is 2.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-15.27% | Aug 23, 2022 | 290 | Oct 6, 2023 | — | — | — |
-1.95% | Aug 4, 2022 | 5 | Aug 10, 2022 | 3 | Aug 15, 2022 | 8 |
-1.65% | Jul 18, 2022 | 4 | Jul 21, 2022 | 5 | Jul 28, 2022 | 9 |
-0.36% | Jul 29, 2022 | 1 | Jul 29, 2022 | 1 | Aug 1, 2022 | 2 |
Volatility
Volatility Chart
The current iShares S&P 500 Consumer Staples Sector UCITS ETF volatility is 2.97%, 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.