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ISIN
IE00BYXG2H39
Issuer
iShares
Inception Date
Oct 19, 2017
Region
North America (United States)
Leveraged
1x (No leverage)
Index Tracked
NASDAQ Biotechnology NET Index
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

BTEC.L Performance Chart

iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) (BTEC.L) is up 15.2% since the beginning of the year. BTEC.L is currently trading at $10 per share. Investors who bought $1,000 worth of BTEC.L shares 5 years ago would now be looking at an investment worth $1,330.


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S&P 500 Index

Returns By Period

iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) (BTEC.L) has returned 15.22% so far this year and 50.31% over the past 12 months.


iShares Nasdaq US Biotechnology UCITS ETF USD (Acc)

1D
0.68%
1M
9.55%
6M
13.18%
YTD
15.22%
1Y
50.31%
3Y*
16.99%
5Y*
5.87%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC.L Monthly Returns History

Based on dividend-adjusted daily data since Oct 19, 2017, BTEC.L's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, an investment would double in approximately 7.5 years.

Historically, 53% of months were positive and 47% were negative. The best month was Apr 2020 with a return of +15.3%, while the worst month was Oct 2018 at -15.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BTEC.L closed higher 50% of trading days. The best single day was Nov 4, 2020 with a return of +7.2%, while the worst single day was Mar 12, 2020 at -8.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.65%2.93%-4.44%1.79%1.99%10.33%-0.36%15.22%
20256.40%-2.56%-5.25%-0.16%-3.26%4.05%6.81%3.03%3.68%10.37%8.75%-1.66%32.96%
20240.16%0.78%-0.16%-5.91%5.29%3.30%7.60%-0.56%-1.70%-2.17%-0.44%-7.27%-2.04%
20234.08%-6.18%0.81%1.71%-3.26%0.90%1.19%0.67%-4.18%-7.50%5.85%13.73%6.22%
2022-13.86%-2.30%4.77%-8.27%-3.35%0.84%3.67%-0.27%-0.45%7.16%2.80%-1.46%-11.92%
20216.28%-3.69%-4.38%4.16%-2.02%8.13%-0.32%3.00%-3.09%-3.14%-4.75%0.39%-0.49%

Benchmark Metrics

iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) has an annualized alpha of 4.33%, beta of 0.39, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since October 19, 2017.

  • This ETF participated in 85.51% of S&P 500 Index downside but only 68.86% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.39 may look defensive, but with R2 of 0.11 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 0.11 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
4.33%
Beta
0.39
0.11
Upside Capture
68.86%
Downside Capture
85.51%

Expense Ratio

BTEC.L has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

BTEC.L ranks 90 for risk / return — in the top 90% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


BTEC.L Risk / Return Rank: 9090
Overall Rank
BTEC.L Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BTEC.L Sortino Ratio Rank: 8989
Sortino Ratio Rank
BTEC.L Omega Ratio Rank: 8282
Omega Ratio Rank
BTEC.L Calmar Ratio Rank: 9595
Calmar Ratio Rank
BTEC.L Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) (BTEC.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.


BTEC.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.71

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.39

1.31

+0.08

Calmar ratioReturn relative to maximum drawdown

6.22

2.35

+3.87

Martin ratioReturn relative to average drawdown

19.15

10.19

+8.96

Dividends

Dividend History


iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Nasdaq US Biotechnology 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 Nasdaq US Biotechnology UCITS ETF USD (Acc) was 38.42%, occurring on Jun 16, 2022. Recovery took 860 trading sessions.

The current iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) drawdown is 3.87%.


Drawdown

Fall

Recovery

Underwater

Related event

-38.42%Jun 2022
9mo 12d3y 4mo
4y 2moSep 2021 - Nov 2025
Bear market2022
-26.43%Dec 2018
2mo 23d1y
1y 2moOct 2018 - Dec 2019
Rate-hike selloffLate 2018
-21.18%Mar 2020
1mo 2d28d
2moFeb 2020 - Apr 2020
COVID crash2020
-17.02%Mar 2021
23d5mo 7d
6moFeb 2021 - Aug 2021
-13.71%Apr 2018
2mo 6d3mo 8d
5mo 14dJan 2018 - Jul 2018

Drawdown Indicators


BTEC.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-38.42%

-56.78%

+18.36%

Max Drawdown (1Y)

Largest decline over 1 year

-7.94%

-9.10%

+1.16%

Max Drawdown (3Y)

Largest decline over 3 years

-26.74%

-18.90%

-7.84%

Max Drawdown (5Y)

Largest decline over 5 years

-38.42%

-25.43%

-12.99%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-3.87%

-0.49%

-3.38%

Average Drawdown

Average peak-to-trough decline

-13.22%

-10.70%

-2.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

2.09%

+0.49%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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