iShares MSCI USA ESG Enhanced UCITS ETF USD Acc (EDMU.DE)
EDMU.DE is a passive ETF by iShares tracking the investment results of the MSCI USA ESG Enhanced Focus. EDMU.DE launched on Apr 16, 2019 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00BHZPJ908 |
|---|---|
| WKN | A2PCB3 |
| Issuer | iShares |
| Inception Date | Apr 16, 2019 |
| Category | Large Cap Blend Equities |
| Index Tracked | MSCI USA ESG Enhanced Focus |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Growth |
Expense Ratio
EDMU.DE has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Popular comparisons: EDMU.DE vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI USA 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 USA ESG Enhanced UCITS ETF USD Acc had a return of 12.42% year-to-date (YTD) and 29.03% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.42% | 11.05% |
| 1 month | 3.28% | 4.86% |
| 6 months | 18.32% | 17.50% |
| 1 year | 29.03% | 27.37% |
| 5 years (annualized) | 14.64% | 13.14% |
| 10 years (annualized) | N/A | 10.90% |
Monthly Returns
The table below presents the monthly returns of EDMU.DE, 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 | 3.72% | 4.48% | 3.17% | -2.61% | 12.42% | ||||||||
| 2023 | 4.13% | 0.89% | -0.07% | -0.34% | 4.23% | 4.29% | 2.43% | 0.44% | -2.61% | -3.22% | 6.27% | 4.15% | 22.05% |
| 2022 | -6.79% | -2.40% | 5.37% | -3.21% | -4.73% | -5.82% | 11.24% | -1.32% | -5.53% | 4.27% | -1.90% | -6.41% | -17.35% |
| 2021 | 1.43% | 2.92% | 6.70% | 2.47% | -1.27% | 6.11% | 2.30% | 3.66% | -2.15% | 5.99% | 2.14% | 3.47% | 38.97% |
| 2020 | 1.70% | -8.95% | -8.80% | 10.95% | 2.49% | 1.58% | 0.26% | 7.66% | -1.77% | -2.26% | 8.20% | 1.37% | 10.90% |
| 2019 | 1.39% | -5.05% | 4.08% | 5.51% | -1.79% | 2.83% | -0.40% | 5.37% | 1.66% | 13.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EDMU.DE is 89, placing it in the top 11% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
EDMU.DE (iShares MSCI USA ESG Enhanced UCITS ETF USD Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI USA ESG Enhanced UCITS ETF USD Acc (EDMU.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 USA 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 USA ESG Enhanced UCITS ETF USD Acc was 33.43%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.43% | Feb 20, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -19.83% | Dec 29, 2021 | 119 | Jun 16, 2022 | 383 | Dec 13, 2023 | 502 |
| -6.6% | Aug 2, 2019 | 3 | Aug 6, 2019 | 27 | Sep 12, 2019 | 30 |
| -6.51% | Apr 30, 2019 | 24 | Jun 3, 2019 | 21 | Jul 3, 2019 | 45 |
| -4.97% | Nov 23, 2021 | 20 | Dec 20, 2021 | 5 | Dec 28, 2021 | 25 |
Volatility
Volatility Chart
The current iShares MSCI USA ESG Enhanced UCITS ETF USD Acc volatility is 3.78%, 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.