- Issuer
- iShares
- Inception Date
- Sep 8, 2016
- Region
- Global (Broad)
- Category
- Global Equities, Health & Biotech Equities, ESG
- Leveraged
- 1x (No leverage)
- Index Tracked
- Stoxx Global Ageing Population Net USD Index
- Domicile
- Ireland
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
AGED.L Performance Chart
iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) is up 11.0% since the beginning of the year. AGED.L is currently trading at $11 per share. Investors who bought $1,000 worth of AGED.L shares 5 years ago would now be looking at an investment worth $1,384.
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Returns By Period
iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) has returned 11.02% so far this year and 25.89% over the past 12 months.
iShares Ageing Population UCITS ETF USD (Acc)
- 1D
- -0.14%
- 1M
- 5.51%
- 6M
- 9.54%
- YTD
- 11.02%
- 1Y
- 25.89%
- 3Y*
- 15.70%
- 5Y*
- 6.71%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
AGED.L Monthly Returns History
Based on dividend-adjusted daily data since Sep 8, 2016, AGED.L's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +14.8%, while the worst month was Mar 2020 at -16.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.
On a daily basis, AGED.L closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +9.0%, while the worst single day was Mar 12, 2020 at -12.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.46% | 1.34% | -6.91% | 5.68% | 2.07% | 4.55% | 2.86% | 11.02% | |||||
| 2025 | 6.23% | -1.00% | -1.39% | -0.26% | 3.33% | 4.34% | 1.07% | 5.64% | 0.44% | 0.44% | 4.52% | 0.95% | 26.75% |
| 2024 | -1.00% | 1.88% | 3.26% | -5.35% | 4.06% | 0.28% | 5.97% | 1.57% | 1.81% | -2.03% | 4.53% | -6.56% | 7.86% |
| 2023 | 6.85% | -2.77% | -3.45% | 3.11% | -4.37% | 5.67% | 3.13% | -4.34% | -4.23% | -6.15% | 7.90% | 9.03% | 9.03% |
| 2022 | -7.34% | 0.29% | 3.02% | -7.53% | -2.87% | -5.90% | 4.95% | -0.63% | -5.70% | 4.19% | 4.67% | -1.23% | -14.29% |
| 2021 | 0.14% | 3.35% | 1.48% | 4.92% | 1.27% | -1.25% | -2.41% | 2.34% | -3.05% | 0.79% | -7.66% | 5.34% | 4.61% |
Benchmark Metrics
iShares Ageing Population UCITS ETF USD (Acc) has an annualized alpha of 2.00%, beta of 0.52, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since September 08, 2016.
- This ETF participated in 95.88% of S&P 500 Index downside but only 77.36% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.52 may look defensive, but with R2 of 0.27 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 0.27 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
- 2.00%
- Beta
- 0.52
- R²
- 0.27
- Upside Capture
- 77.36%
- Downside Capture
- 95.88%
Expense Ratio
AGED.L has an expense ratio of 0.40%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AGED.L ranks 70 for risk / return — better than 70% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGED.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 2.35 | +0.77 |
| Martin ratioReturn relative to average drawdown | 11.36 | 10.19 | +1.17 |
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 Ageing Population 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 Ageing Population UCITS ETF USD (Acc) was 40.12%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current iShares Ageing Population UCITS ETF USD (Acc) drawdown is 1.16%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-40.12%Mar 2020 | 2y 1mo | 7mo 23d | 2y 9moJan 2018 - Nov 2020 | COVID crash2020 |
-28.04%Jun 2022 | 1y 1d | 2y 4mo | 3y 5moJun 2021 - Nov 2024 | Bear market2022 |
-16.38%Apr 2025 | 1mo 20d | 1mo 11d | 3mo 1dFeb 2025 - May 2025 | 2025 selloff2025 |
-8.50%Dec 2024 | 1mo 7d | 2mo | 3mo 7dNov 2024 - Feb 2025 | — |
-8.40%Mar 2026 | 1mo 14d | 21d | 2mo 5dFeb 2026 - Apr 2026 | — |
Drawdown Indicators
| AGED.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.12% | -56.78% | +16.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.40% | -9.10% | +0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -16.38% | -18.90% | +2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -27.68% | -25.43% | -2.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.16% | -0.49% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -10.70% | +2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.09% | +0.22% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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