iShares Ageing Population UCITS ETF (AGES.L)
AGES.L is a passive ETF by iShares tracking the investment results of the MSCI ACWI NR USD. AGES.L launched on Sep 8, 2016 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00BYZK4669 |
|---|---|
| WKN | A2ANH1 |
| Issuer | iShares |
| Inception Date | Sep 8, 2016 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
AGES.L features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: AGES.L vs. DRDR.L, AGES.L vs. CPJ1.L, AGES.L vs. VOO, AGES.L vs. SWDA.L, AGES.L vs. AGNG
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Ageing Population UCITS ETF, 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 Ageing Population UCITS ETF had a return of 14.38% year-to-date (YTD) and 26.59% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.38% | 25.82% |
| 1 month | 4.48% | 3.20% |
| 6 months | 9.27% | 14.94% |
| 1 year | 26.59% | 35.92% |
| 5 years (annualized) | 6.27% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of AGES.L, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.55% | 2.61% | 2.77% | -3.72% | 2.05% | 0.57% | 4.35% | -0.57% | -0.13% | 1.74% | 14.38% | ||
| 2023 | 4.33% | -1.01% | -5.56% | 1.49% | -2.91% | 2.97% | 1.96% | -2.79% | -0.84% | -5.59% | 3.67% | 7.97% | 2.81% |
| 2022 | -7.37% | 0.36% | 5.15% | -3.44% | -3.01% | -2.51% | 4.83% | 3.95% | -1.59% | 1.05% | 0.79% | -1.98% | -4.43% |
| 2021 | -0.43% | 1.87% | 2.68% | 4.63% | -1.31% | 1.40% | -3.08% | 3.23% | -0.66% | -0.88% | -4.31% | 3.64% | 6.54% |
| 2020 | -3.32% | -5.84% | -14.14% | 9.10% | 7.96% | 1.96% | -2.66% | 2.75% | 1.34% | -1.29% | 11.46% | 4.43% | 9.34% |
| 2019 | 4.80% | 1.20% | 0.32% | 1.40% | -1.35% | 4.19% | 4.63% | -5.64% | 0.47% | -1.05% | 5.37% | 0.98% | 15.79% |
| 2018 | 0.69% | -0.53% | -3.63% | 3.08% | 2.68% | -1.87% | 2.69% | 0.86% | 0.55% | -6.41% | 2.10% | -8.05% | -8.27% |
| 2017 | 0.46% | 4.66% | -0.39% | -1.77% | 1.05% | 2.22% | 1.26% | 2.92% | -3.89% | 2.47% | 0.08% | 1.89% | 11.22% |
| 2016 | 4.77% | 3.23% | -0.25% | 1.92% | 9.96% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AGES.L is 67, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (AGES.L) 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 Ageing Population UCITS ETF. 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 was 31.02%, occurring on Mar 23, 2020. Recovery took 160 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.02% | Feb 20, 2020 | 23 | Mar 23, 2020 | 160 | Nov 9, 2020 | 183 |
| -19.15% | Nov 8, 2021 | 150 | Jun 16, 2022 | 530 | Jul 23, 2024 | 680 |
| -14.43% | Aug 29, 2018 | 84 | Dec 24, 2018 | 148 | Jul 29, 2019 | 232 |
| -8.41% | Jan 30, 2018 | 40 | Mar 26, 2018 | 37 | May 21, 2018 | 77 |
| -8.29% | Aug 2, 2019 | 44 | Oct 3, 2019 | 55 | Dec 19, 2019 | 99 |
Volatility
Volatility Chart
The current iShares Ageing Population UCITS ETF volatility is 3.52%, 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.