iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc (AEGE.DE)
AEGE.DE is a passive ETF by iShares tracking the investment results of the Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI (EUR Hedged). AEGE.DE launched on Aug 25, 2021 and has a 0.10% expense ratio.
ETF Info
| ISIN | IE000APK27S2 |
|---|---|
| WKN | A3CWP2 |
| Issuer | iShares |
| Inception Date | Aug 25, 2021 |
| Category | Global Bonds |
| Index Tracked | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI (EUR Hedged) |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
AEGE.DE features an expense ratio of 0.10%, 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 Global Aggregate Bond ESG UCITS ETF (EUR Hedged) 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 Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc had a return of -1.97% year-to-date (YTD) and -0.11% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -1.97% | 7.26% |
| 1 month | -1.76% | -2.63% |
| 6 months | 4.38% | 22.78% |
| 1 year | -0.11% | 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 | -0.33% | -0.75% | 0.87% | |||||||||
| 2023 | -0.93% | 3.52% | 2.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AEGE.DE is 13, indicating that it is in the bottom 13% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc(AEGE.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc (AEGE.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 Global Aggregate Bond ESG UCITS ETF (EUR Hedged) 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 Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc was 17.22%, occurring on Oct 19, 2023. The portfolio has not yet recovered.
The current iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc drawdown is 13.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.22% | Aug 31, 2021 | 550 | Oct 19, 2023 | — | — | — |
Volatility
Volatility Chart
The current iShares Global Aggregate Bond ESG UCITS ETF (EUR Hedged) Acc volatility is 1.61%, 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.