iShares MSCI UK Small Cap UCITS ETF (Acc) (CUKS.L)
CUKS.L is a passive ETF by iShares tracking the investment results of the FTSE Small Cap Ex Invest Trust TR GBP. CUKS.L launched on Jul 1, 2009 and has a 0.58% expense ratio.
ETF Info
| ISIN | IE00B3VWLG82 |
|---|---|
| WKN | A0X8R9 |
| Issuer | iShares |
| Inception Date | Jul 1, 2009 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | FTSE Small Cap Ex Invest Trust TR GBP |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
CUKS.L features an expense ratio of 0.58%, 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: CUKS.L vs. VMIG.L, CUKS.L vs. VUKG.L, CUKS.L vs. MIDD.L, CUKS.L vs. CUKX.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI UK Small Cap UCITS ETF (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 UK Small Cap UCITS ETF (Acc) had a return of 5.21% year-to-date (YTD) and 17.65% in the last 12 months. Over the past 10 years, iShares MSCI UK Small Cap UCITS ETF (Acc) had an annualized return of 4.73%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares MSCI UK Small Cap UCITS ETF (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.21% | 25.45% |
| 1 month | -1.94% | 2.91% |
| 6 months | 0.21% | 14.05% |
| 1 year | 17.65% | 35.64% |
| 5 years (annualized) | 0.86% | 14.13% |
| 10 years (annualized) | 4.73% | 11.39% |
Monthly Returns
The table below presents the monthly returns of CUKS.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 | -2.19% | -1.27% | 5.17% | -0.56% | 5.19% | -3.02% | 6.72% | -0.36% | -0.25% | -3.77% | 5.21% | ||
| 2023 | 5.96% | 0.92% | -4.90% | 3.21% | -3.69% | -1.04% | 4.69% | -2.71% | -0.80% | -7.21% | 7.31% | 9.06% | 9.76% |
| 2022 | -7.68% | -4.02% | -0.46% | -2.02% | -1.95% | -8.67% | 7.75% | -5.85% | -10.75% | 4.56% | 7.25% | -1.62% | -22.69% |
| 2021 | -0.28% | 3.64% | 3.46% | 5.89% | 0.23% | -1.78% | 1.44% | 5.32% | -4.55% | -0.57% | -3.40% | 4.57% | 14.17% |
| 2020 | -3.52% | -8.77% | -23.84% | 10.62% | 4.20% | -0.30% | -1.62% | 6.24% | -2.17% | -1.19% | 13.96% | 5.70% | -6.24% |
| 2019 | 7.80% | 2.02% | 2.02% | 4.84% | -3.88% | 1.03% | 0.64% | -2.26% | 3.90% | 1.40% | 4.13% | 5.22% | 29.73% |
| 2018 | -1.33% | -3.03% | -0.60% | 5.56% | 2.92% | -0.01% | 0.09% | -0.78% | -2.36% | -7.38% | -3.05% | -5.92% | -15.36% |
| 2017 | 0.85% | 3.14% | 1.32% | 4.10% | 1.75% | -2.75% | 2.59% | 1.21% | 1.07% | 2.88% | -1.94% | 4.51% | 20.13% |
| 2016 | -6.78% | 0.95% | 3.85% | -0.48% | 2.98% | -6.56% | 6.54% | 2.99% | 1.53% | -1.07% | -0.37% | 3.24% | 6.06% |
| 2015 | 1.13% | 6.69% | -0.49% | 2.70% | 6.05% | -3.35% | 1.29% | -2.87% | -2.29% | 2.15% | 2.37% | 1.03% | 14.78% |
| 2014 | -1.44% | 7.52% | -3.58% | -3.32% | 0.79% | -2.18% | -1.52% | 2.31% | -3.24% | 0.11% | 3.75% | 0.50% | -0.87% |
| 2013 | 4.36% | 4.92% | 3.48% | -0.35% | 3.64% | -3.85% | 8.41% | -0.33% | 2.40% | 4.49% | 0.31% | 3.52% | 35.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CUKS.L is 24, indicating that it is in the bottom 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI UK Small Cap UCITS ETF (Acc) (CUKS.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 MSCI UK Small Cap UCITS ETF (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 UK Small Cap UCITS ETF (Acc) was 42.42%, occurring on Mar 18, 2020. Recovery took 251 trading sessions.
The current iShares MSCI UK Small Cap UCITS ETF (Acc) drawdown is 14.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.42% | Jan 3, 2020 | 54 | Mar 18, 2020 | 251 | Mar 16, 2021 | 305 |
| -35.35% | Sep 2, 2021 | 279 | Oct 12, 2022 | — | — | — |
| -22.41% | Jun 15, 2018 | 137 | Dec 27, 2018 | 245 | Dec 13, 2019 | 382 |
| -19.58% | Jul 13, 2011 | 22 | Oct 3, 2011 | 30 | Mar 16, 2012 | 52 |
| -16.9% | Mar 5, 2014 | 156 | Oct 15, 2014 | 91 | Feb 24, 2015 | 247 |
Volatility
Volatility Chart
The current iShares MSCI UK Small Cap UCITS ETF (Acc) volatility is 3.55%, 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.