iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.DE)
5UOA.DE is a passive ETF by iShares tracking the investment results of the Bloomberg MSCI US Corporate Sustainable SRI. 5UOA.DE launched on Mar 3, 2020 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BKKKWJ26 |
|---|---|
| WKN | A2PY8F |
| Issuer | iShares |
| Inception Date | Mar 3, 2020 |
| Category | Corporate Bonds |
| Index Tracked | Bloomberg MSCI US Corporate Sustainable SRI |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
5UOA.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 USD Corporate Bond ESG UCITS ETF Acc, 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 USD Corporate Bond ESG UCITS ETF Acc had a return of 0.61% year-to-date (YTD) and 4.41% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.61% | 7.26% |
| 1 month | -1.43% | -2.63% |
| 6 months | 6.54% | 22.78% |
| 1 year | 4.41% | 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 | 1.74% | -0.96% | 1.30% | |||||||||
| 2023 | 0.14% | -1.62% | 2.40% | 2.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 5UOA.DE is 35, 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 USD Corporate Bond ESG UCITS ETF Acc(5UOA.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares USD Corporate Bond ESG UCITS ETF Acc (5UOA.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 USD Corporate Bond ESG UCITS ETF 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 USD Corporate Bond ESG UCITS ETF Acc was 12.65%, occurring on Jul 17, 2023. The portfolio has not yet recovered.
The current iShares USD Corporate Bond ESG UCITS ETF Acc drawdown is 6.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.65% | Dec 8, 2021 | 411 | Jul 17, 2023 | — | — | — |
| -9.56% | Apr 17, 2020 | 219 | Feb 25, 2021 | 194 | Nov 29, 2021 | 413 |
| -0.76% | Apr 1, 2020 | 1 | Apr 1, 2020 | 1 | Apr 2, 2020 | 2 |
| -0.58% | Dec 1, 2021 | 1 | Dec 1, 2021 | 2 | Dec 3, 2021 | 3 |
| -0.44% | Apr 15, 2020 | 1 | Apr 15, 2020 | 1 | Apr 16, 2020 | 2 |
Volatility
Volatility Chart
The current iShares USD Corporate Bond ESG UCITS ETF Acc volatility is 2.17%, 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.