iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) (EDG2.L)
The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI EM ESG Enhanced Focus Index.
ETF Info
| ISIN | IE00BHZPJ239 |
|---|---|
| WKN | A2PCB0 |
| Issuer | iShares |
| Inception Date | Oct 22, 2019 |
| Category | Emerging Markets Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EM NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
EDG2.L has an expense ratio of 0.18%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: EDG2.L vs. ENPH, EDG2.L vs. CSPX.L, EDG2.L vs. EMIM.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI EM ESG Enhanced 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 EM ESG Enhanced UCITS ETF USD (Acc) had a return of 8.07% year-to-date (YTD) and 10.22% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.07% | 25.48% |
| 1 month | -4.46% | 2.14% |
| 6 months | 0.72% | 12.76% |
| 1 year | 10.22% | 33.14% |
| 5 years (annualized) | N/A | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of EDG2.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 | -4.16% | 4.03% | 2.33% | 0.62% | -0.59% | 5.00% | -0.46% | -1.13% | 4.50% | -0.84% | 8.07% | ||
| 2023 | 6.16% | -5.76% | 1.12% | -3.24% | -0.76% | 2.46% | 4.65% | -5.15% | 0.05% | -2.93% | 3.20% | 3.19% | 2.17% |
| 2022 | -0.65% | -3.71% | -0.36% | -1.47% | -0.44% | -3.08% | -0.54% | 3.45% | -7.63% | -4.98% | 10.13% | -2.48% | -12.10% |
| 2021 | 2.63% | -1.99% | 0.71% | 1.01% | -0.44% | 3.83% | -6.57% | 3.06% | -1.57% | -0.74% | -0.99% | -0.50% | -1.96% |
| 2020 | -5.78% | -2.32% | -12.21% | 6.48% | 3.10% | 8.08% | 2.50% | 3.26% | 0.65% | 1.16% | 6.12% | 5.63% | 15.80% |
| 2019 | -2.17% | 4.59% | 2.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EDG2.L is 17, indicating that it is in the bottom 17% 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 EM ESG Enhanced UCITS ETF USD (Acc) (EDG2.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 EM ESG Enhanced 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 EM ESG Enhanced UCITS ETF USD (Acc) was 28.22%, occurring on Oct 28, 2022. The portfolio has not yet recovered.
The current iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) drawdown is 13.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.22% | Feb 16, 2021 | 429 | Oct 28, 2022 | — | — | — |
| -25.88% | Jan 14, 2020 | 47 | Mar 18, 2020 | 124 | Sep 15, 2020 | 171 |
| -5.06% | Jan 21, 2021 | 7 | Jan 29, 2021 | 7 | Feb 9, 2021 | 14 |
| -4.48% | Sep 16, 2020 | 8 | Sep 25, 2020 | 9 | Oct 8, 2020 | 17 |
| -3.77% | Nov 25, 2019 | 7 | Dec 3, 2019 | 10 | Dec 17, 2019 | 17 |
Volatility
Volatility Chart
The current iShares MSCI EM ESG Enhanced UCITS ETF USD (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.