iShares MSCI China A UCITS ETF (36BZ.DE)
36BZ.DE is a passive ETF by iShares tracking the investment results of the MSCI China A Inclusion. 36BZ.DE launched on Apr 8, 2015 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00BQT3WG13 |
|---|---|
| WKN | A12DPT |
| Issuer | iShares |
| Inception Date | Apr 8, 2015 |
| Category | China Equities |
| Leveraged | 1x |
| Index Tracked | MSCI China A Inclusion |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
36BZ.DE features an expense ratio of 0.40%, 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 MSCI China A 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 MSCI China A UCITS ETF had a return of 20.44% year-to-date (YTD) and 13.67% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.44% | 24.72% |
| 1 month | 6.90% | 2.30% |
| 6 months | 13.01% | 12.31% |
| 1 year | 13.67% | 32.12% |
| 5 years (annualized) | 3.53% | 13.81% |
| 10 years (annualized) | N/A | 11.31% |
Monthly Returns
The table below presents the monthly returns of 36BZ.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 | -6.22% | 9.23% | 0.25% | 3.60% | -2.45% | -2.34% | -0.27% | -4.03% | 20.60% | -1.26% | 20.44% | ||
| 2023 | 7.83% | -2.70% | -2.54% | -3.48% | -5.36% | -2.47% | 5.43% | -6.62% | 0.89% | -4.21% | -1.58% | -2.86% | -17.13% |
| 2022 | -7.26% | 2.55% | -8.84% | -4.76% | 1.26% | 13.13% | -4.84% | -2.72% | -6.37% | -10.60% | 9.84% | -2.19% | -21.26% |
| 2021 | 6.45% | -0.49% | -3.25% | 1.01% | 4.75% | 1.67% | -6.52% | 1.06% | 3.61% | 1.51% | 2.51% | 0.99% | 13.41% |
| 2020 | -7.63% | 7.17% | -5.58% | 6.35% | -3.42% | 9.14% | 8.81% | 3.63% | -1.57% | 4.38% | 2.60% | 3.18% | 28.50% |
| 2019 | 10.44% | 12.66% | 6.22% | 0.56% | -8.86% | 5.17% | 2.48% | -2.35% | 0.83% | 0.60% | 0.47% | 5.62% | 37.21% |
| 2018 | 3.22% | -3.45% | -2.98% | -1.62% | 3.37% | -10.08% | -1.10% | -6.09% | 3.87% | -6.72% | 0.42% | -4.25% | -23.49% |
| 2017 | 4.84% | 3.59% | -1.22% | -4.72% | -1.75% | 4.42% | 0.82% | 1.66% | 1.52% | 4.75% | 0.54% | -0.03% | 14.90% |
| 2016 | -21.45% | -0.00% | 6.06% | -5.09% | 0.69% | 0.13% | 2.80% | 4.22% | -3.99% | 2.54% | 8.10% | -7.29% | -15.73% |
| 2015 | 2.99% | 4.03% | -12.31% | -11.83% | -17.71% | -5.42% | 13.62% | 5.31% | -0.47% | -23.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 36BZ.DE is 17, indicating that it is in the bottom 17% 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 MSCI China A UCITS ETF (36BZ.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 MSCI China A 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 MSCI China A UCITS ETF was 53.30%, occurring on Feb 11, 2016. Recovery took 1263 trading sessions.
The current iShares MSCI China A UCITS ETF drawdown is 25.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.3% | May 27, 2015 | 183 | Feb 11, 2016 | 1263 | Feb 11, 2021 | 1446 |
| -43.38% | Feb 18, 2021 | 758 | Feb 2, 2024 | — | — | — |
| -12.93% | Apr 23, 2015 | 10 | May 7, 2015 | 11 | May 22, 2015 | 21 |
| -4.38% | Apr 17, 2015 | 1 | Apr 17, 2015 | 2 | Apr 21, 2015 | 3 |
| -0.24% | Apr 15, 2015 | 1 | Apr 15, 2015 | 1 | Apr 16, 2015 | 2 |
Volatility
Volatility Chart
The current iShares MSCI China A UCITS ETF volatility is 10.85%, 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.