iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L)
CUS1.L is a passive ETF by iShares tracking the investment results of the Russell 2000 TR USD. CUS1.L launched on Jul 1, 2009 and has a 0.43% expense ratio.
ETF Info
| ISIN | IE00B3VWM098 |
|---|---|
| WKN | A0X8SB |
| Issuer | iShares |
| Inception Date | Jul 1, 2009 |
| Category | Small Cap Blend Equities |
| Index Tracked | Russell 2000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
CUS1.L has a high expense ratio of 0.43%, 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 USA Small Cap ESG Enhanced 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 USA Small Cap ESG Enhanced UCITS ETF (Acc) had a return of -0.18% year-to-date (YTD) and 12.96% in the last 12 months. Over the past 10 years, iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) had an annualized return of 11.23%, outperforming the S&P 500 benchmark which had an annualized return of 10.37%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.18% | 5.57% |
| 1 month | -5.63% | -4.16% |
| 6 months | 17.30% | 20.07% |
| 1 year | 12.96% | 20.82% |
| 5 years (annualized) | 8.42% | 11.56% |
| 10 years (annualized) | 11.23% | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.59% | 4.09% | 4.31% | |||||||||
| 2023 | -7.04% | 5.11% | 11.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CUS1.L is 51, 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 USA Small Cap ESG Enhanced UCITS ETF (Acc)(CUS1.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.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 MSCI USA Small Cap ESG Enhanced 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 USA Small Cap ESG Enhanced UCITS ETF (Acc) was 35.26%, occurring on Mar 23, 2020. Recovery took 160 trading sessions.
The current iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) drawdown is 5.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.26% | Feb 21, 2020 | 22 | Mar 23, 2020 | 160 | Nov 9, 2020 | 182 |
| -24.98% | Jul 12, 2011 | 9 | Aug 19, 2011 | 43 | Mar 27, 2012 | 52 |
| -22.81% | Sep 4, 2018 | 80 | Dec 24, 2018 | 148 | Jul 29, 2019 | 228 |
| -21.86% | Apr 14, 2015 | 212 | Feb 11, 2016 | 92 | Jun 24, 2016 | 304 |
| -21.54% | Nov 9, 2021 | 149 | Jun 16, 2022 | 446 | Mar 21, 2024 | 595 |
Volatility
Volatility Chart
The current iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) volatility is 4.56%, 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.