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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Global Aerospace & Defence 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.
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Different Benchmark Currency
5J50.DE is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.
Returns By Period
iShares Global Aerospace & Defence UCITS ETF USD (Acc)
- 1D
- 0.36%
- 1M
- -8.48%
- YTD
- 2.40%
- 6M
- 2.35%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.02%
- 1M
- -2.96%
- YTD
- -3.12%
- 6M
- -0.95%
- 1Y
- 8.84%
- 3Y*
- 14.21%
- 5Y*
- 10.59%
- 10Y*
- 11.99%
Monthly Returns
Based on dividend-adjusted daily data since Apr 24, 2025, 5J50.DE's average daily return is +0.13%, while the average monthly return is +2.71%. At this rate, your investment would double in approximately 2.2 years.
Historically, 75% of months were positive and 25% were negative. The best month was May 2025 with a return of +12.4%, while the worst month was Mar 2026 at -8.5%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.
On a daily basis, 5J50.DE closed higher 59% of trading days. The best single day was Jan 5, 2026 with a return of +3.8%, while the worst single day was Mar 19, 2026 at -3.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.67% | 3.92% | -8.48% | 2.40% | |||||||||
| 2025 | 3.80% | 12.37% | 2.78% | 5.16% | -1.39% | 6.43% | 1.68% | -5.94% | 4.50% | 32.25% |
Benchmark Metrics
iShares Global Aerospace & Defence UCITS ETF USD (Acc) has an annualized alpha of 25.59%, beta of 0.59, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since April 25, 2025.
- This ETF captured 216.55% of S&P 500 Index gains and 162.59% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- Beta of 0.59 may look defensive, but with R² of 0.21 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.21 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 25.59%
- Beta
- 0.59
- R²
- 0.21
- Upside Capture
- 216.55%
- Downside Capture
- 162.59%
Expense Ratio
5J50.DE has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Global Aerospace & Defence UCITS ETF USD (Acc) (5J50.DE) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Global Aerospace & Defence 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 Global Aerospace & Defence UCITS ETF USD (Acc) was 11.37%, occurring on Mar 30, 2026. The portfolio has not yet recovered.
The current iShares Global Aerospace & Defence UCITS ETF USD (Acc) drawdown is 11.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.37% | Jan 19, 2026 | 51 | Mar 30, 2026 | — | — | — |
| -9.21% | Oct 9, 2025 | 38 | Dec 1, 2025 | 20 | Jan 5, 2026 | 58 |
| -3.46% | Aug 1, 2025 | 14 | Aug 20, 2025 | 16 | Sep 11, 2025 | 30 |
| -2.93% | Jul 21, 2025 | 2 | Jul 22, 2025 | 5 | Jul 29, 2025 | 7 |
| -2.71% | Jun 5, 2025 | 6 | Jun 12, 2025 | 11 | Jun 27, 2025 | 17 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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