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
IE00BKKKWJ26
A2PY8F
Mar 3, 2020
1x
Bloomberg MSCI US Corporate Sustainable SRI
Ireland
Accumulating
Expense Ratio
5UOA.DE has an expense ratio of 0.15%, which is considered low.
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 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 -7.00% year-to-date (YTD) and -0.40% in the last 12 months.
5UOA.DE
-7.00%
-5.85%
-5.28%
-0.40%
-0.91%
N/A
^GSPC (Benchmark)
-10.18%
-6.71%
-9.92%
6.35%
13.40%
9.65%
Monthly Returns
The table below presents the monthly returns of 5UOA.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.30% | 1.45% | -3.75% | -5.97% | -7.00% | ||||||||
| 2024 | 1.74% | -0.96% | 1.30% | -1.48% | 0.18% | 2.14% | 0.84% | -0.01% | 0.62% | 0.12% | 4.23% | -0.92% | 7.93% |
| 2023 | 1.74% | -0.59% | 0.15% | -0.60% | 1.81% | -1.55% | -0.78% | 0.87% | 0.14% | -1.62% | 2.40% | 2.55% | 4.48% |
| 2022 | -1.95% | -1.95% | -1.35% | -0.06% | -0.89% | -0.12% | 6.19% | -1.93% | -2.10% | -2.16% | -0.34% | -3.18% | -9.70% |
| 2021 | 0.21% | -2.41% | 2.58% | -1.77% | -1.10% | 4.82% | 1.11% | 0.18% | 0.59% | 0.56% | 2.44% | -0.72% | 6.44% |
| 2020 | 3.42% | 4.11% | -0.38% | 1.09% | -2.41% | -2.47% | 1.40% | 0.64% | -0.12% | -2.69% | 2.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 5UOA.DE is 22, meaning it’s performing worse than 78% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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. Recovery took 346 trading sessions.
The current iShares USD Corporate Bond ESG UCITS ETF Acc drawdown is 9.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.65% | Dec 8, 2021 | 411 | Jul 17, 2023 | 346 | Nov 20, 2024 | 757 |
| -11.22% | Mar 3, 2025 | 30 | Apr 11, 2025 | — | — | — |
| -9.56% | Apr 17, 2020 | 219 | Feb 25, 2021 | 194 | Nov 29, 2021 | 413 |
| -2.35% | Jan 3, 2025 | 16 | Jan 24, 2025 | 6 | Feb 3, 2025 | 22 |
| -1.81% | Dec 3, 2024 | 17 | Dec 30, 2024 | 1 | Jan 2, 2025 | 18 |
Volatility
Volatility Chart
The current iShares USD Corporate Bond ESG UCITS ETF Acc volatility is 5.09%, 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.