iShares MSCI China Tech UCITS ETF USD Acc (CBUK.DE)
CBUK.DE is a passive ETF by iShares tracking the investment results of the MSCI China Technology Sub-Industries ESG Screened Select Capped. CBUK.DE launched on Dec 8, 2021 and has a 0.45% expense ratio.
ETF Info
ISIN | IE000NFR7C63 |
---|---|
WKN | A3CU00 |
Issuer | iShares |
Inception Date | Dec 8, 2021 |
Category | Technology Equities |
Index Tracked | MSCI China Technology Sub-Industries ESG Screened Select Capped |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Blend |
Expense Ratio
CBUK.DE has a high expense ratio of 0.45%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI China Tech UCITS ETF USD Acc, 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 MSCI China Tech UCITS ETF USD Acc had a return of 10.35% year-to-date (YTD) and 10.63% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.35% | 7.50% |
1 month | 11.53% | -1.61% |
6 months | 8.21% | 17.65% |
1 year | 10.63% | 26.26% |
5 years (annualized) | N/A | 11.73% |
10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -11.66% | 9.78% | 2.29% | 5.03% | ||||||||
2023 | -4.46% | 7.04% | -3.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CBUK.DE is 30, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares MSCI China Tech UCITS ETF USD Acc(CBUK.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI China Tech UCITS ETF USD Acc (CBUK.DE) 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 MSCI China Tech 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 MSCI China Tech UCITS ETF USD Acc was 37.29%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current iShares MSCI China Tech UCITS ETF USD Acc drawdown is 16.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-37.29% | Jul 8, 2022 | 77 | Oct 24, 2022 | — | — | — |
-12.97% | Apr 11, 2022 | 9 | Apr 25, 2022 | 4 | Apr 29, 2022 | 13 |
-11.97% | May 2, 2022 | 6 | May 9, 2022 | 16 | May 31, 2022 | 22 |
-6.38% | Jun 9, 2022 | 3 | Jun 13, 2022 | 9 | Jun 24, 2022 | 12 |
-2.21% | Jun 29, 2022 | 2 | Jun 30, 2022 | 5 | Jul 7, 2022 | 7 |
Volatility
Volatility Chart
The current iShares MSCI China Tech UCITS ETF USD Acc volatility is 7.35%, 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.