iShares S&P U.S. Banks (BNKS.L)
BNKS.L is a passive ETF by iShares tracking the investment results of the MSCI World/Financials NR USD. BNKS.L launched on May 22, 2018 and has a 0.35% expense ratio.
ETF Info
| ISIN | IE00BD3V0B10 |
|---|---|
| Issuer | iShares |
| Inception Date | May 22, 2018 |
| Category | Financials Equities |
| Index Tracked | MSCI World/Financials NR USD |
| Asset Class | Equity |
Expense Ratio
The iShares S&P U.S. Banks has a high expense ratio of 0.35%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: BNKS.L vs. KBE
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares S&P U.S. Banks, 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 S&P U.S. Banks had a return of 2.64% year-to-date (YTD) and 28.67% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.64% | 5.84% |
| 1 month | 0.18% | -2.98% |
| 6 months | 36.40% | 22.02% |
| 1 year | 28.67% | 24.47% |
| 5 years (annualized) | 2.20% | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.04% | -2.11% | 8.19% | |||||||||
| 2023 | -3.27% | -5.91% | 15.59% | 14.67% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares S&P U.S. Banks(BNKS.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P U.S. Banks (BNKS.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares S&P U.S. Banks. 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 S&P U.S. Banks was 51.35%, occurring on Mar 23, 2020. Recovery took 205 trading sessions.
The current iShares S&P U.S. Banks drawdown is 28.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.35% | Dec 23, 2019 | 63 | Mar 23, 2020 | 205 | Jan 14, 2021 | 268 |
| -50.15% | Jan 14, 2022 | 327 | May 4, 2023 | — | — | — |
| -27.28% | Aug 22, 2018 | 88 | Dec 24, 2018 | 245 | Dec 12, 2019 | 333 |
| -13.79% | Jun 2, 2021 | 34 | Jul 19, 2021 | 55 | Oct 5, 2021 | 89 |
| -11.45% | Nov 26, 2021 | 17 | Dec 20, 2021 | 8 | Jan 5, 2022 | 25 |
Volatility
Volatility Chart
The current iShares S&P U.S. Banks volatility is 7.26%, 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.