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iShares Ageing Population UCITS ETF (AGES.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BYZK4669

WKN

A2ANH1

Issuer

iShares

Inception Date

Sep 8, 2016

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 has an expense ratio of 0.40%, placing it in the medium range.


Expense ratio chart for AGES.L: current value is 0.40%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AGES.L: 0.40%

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.


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.


50.00%100.00%150.00%200.00%NovemberDecember2025FebruaryMarchApril
56.63%
156.15%
AGES.L (iShares Ageing Population UCITS ETF)
Benchmark (^GSPC)

Returns By Period

iShares Ageing Population UCITS ETF had a return of -4.01% year-to-date (YTD) and 5.62% in the last 12 months.


AGES.L

YTD

-4.01%

1M

-6.19%

6M

-3.59%

1Y

5.62%

5Y*

7.86%

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.68%-2.70%-4.44%-4.13%-4.01%
2024-0.55%2.61%2.77%-3.72%2.05%0.57%4.35%-0.57%-0.13%1.74%5.57%-4.86%9.75%
20234.33%-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%
20194.80%1.20%0.32%1.40%-1.35%4.19%4.63%-5.64%0.47%-1.05%5.37%0.98%15.79%
20180.69%-0.53%-3.63%3.08%2.68%-1.87%2.69%0.86%0.55%-6.41%2.10%-8.05%-8.27%
20170.46%4.66%-0.39%-1.77%1.05%2.22%1.26%2.92%-3.89%2.47%0.08%1.89%11.22%
20164.77%3.23%-0.25%1.92%9.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AGES.L is 42, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AGES.L is 4242
Overall Rank
The Sharpe Ratio Rank of AGES.L is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of AGES.L is 4040
Sortino Ratio Rank
The Omega Ratio Rank of AGES.L is 4141
Omega Ratio Rank
The Calmar Ratio Rank of AGES.L is 4343
Calmar Ratio Rank
The Martin Ratio Rank of AGES.L is 4343
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for AGES.L, currently valued at 0.30, compared to the broader market-1.000.001.002.003.004.00
AGES.L: 0.30
^GSPC: 0.46
The chart of Sortino ratio for AGES.L, currently valued at 0.50, compared to the broader market-2.000.002.004.006.008.00
AGES.L: 0.50
^GSPC: 0.77
The chart of Omega ratio for AGES.L, currently valued at 1.07, compared to the broader market0.501.001.502.00
AGES.L: 1.07
^GSPC: 1.11
The chart of Calmar ratio for AGES.L, currently valued at 0.27, compared to the broader market0.002.004.006.008.0010.0012.00
AGES.L: 0.27
^GSPC: 0.47
The chart of Martin ratio for AGES.L, currently valued at 1.08, compared to the broader market0.0020.0040.0060.00
AGES.L: 1.08
^GSPC: 1.94

The current iShares Ageing Population UCITS ETF Sharpe ratio is 0.30. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares Ageing Population UCITS ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.30
0.05
AGES.L (iShares Ageing Population UCITS ETF)
Benchmark (^GSPC)

Dividends

Dividend History


iShares Ageing Population UCITS ETF doesn't pay dividends

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-11.01%
-16.56%
AGES.L (iShares Ageing Population UCITS ETF)
Benchmark (^GSPC)

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.

The current iShares Ageing Population UCITS ETF drawdown is 11.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.02%Feb 20, 202023Mar 23, 2020160Nov 9, 2020183
-19.15%Nov 8, 2021150Jun 16, 2022530Jul 23, 2024680
-17.04%Feb 7, 202544Apr 9, 2025
-14.43%Aug 29, 201884Dec 24, 2018148Jul 29, 2019232
-8.41%Jan 30, 201840Mar 26, 201837May 21, 201877

Volatility

Volatility Chart

The current iShares Ageing Population UCITS ETF volatility is 10.20%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
10.20%
14.48%
AGES.L (iShares Ageing Population UCITS ETF)
Benchmark (^GSPC)