iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) (EEDG.L)
EEDG.L is a passive ETF by iShares tracking the investment results of the Russell 1000 TR USD. EEDG.L launched on Mar 6, 2019 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00BHZPJ890 |
|---|---|
| WKN | A2PDNU |
| Issuer | iShares |
| Inception Date | Mar 6, 2019 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
EEDG.L has an expense ratio of 0.07%, which is considered low compared to other funds.
Share Price Chart
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Popular comparisons: EEDG.L vs. S5SD.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist), 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 (Dist) had a return of 22.81% year-to-date (YTD) and 29.39% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.81% | 25.70% |
| 1 month | 5.15% | 3.51% |
| 6 months | 11.48% | 14.80% |
| 1 year | 29.39% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of EEDG.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 | 1.94% | 4.91% | 2.91% | -2.72% | 0.78% | 5.84% | -0.55% | -0.98% | 0.65% | 3.84% | 22.81% | ||
| 2023 | 3.50% | 0.30% | 0.13% | -0.48% | 2.31% | 3.43% | 2.17% | 0.29% | -1.23% | -2.99% | 5.20% | 4.27% | 17.88% |
| 2022 | -7.71% | -1.81% | 6.33% | -3.99% | -3.27% | -5.29% | 8.07% | 1.67% | -3.75% | 2.20% | -1.62% | -4.54% | -13.97% |
| 2021 | 0.02% | 0.61% | 4.89% | 4.75% | -1.86% | 4.72% | 1.71% | 4.17% | -1.87% | 4.07% | 3.04% | 1.58% | 28.71% |
| 2020 | 0.06% | 6.24% | 1.71% | -0.21% | 6.42% | -0.11% | -3.05% | 7.66% | 0.90% | 20.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EEDG.L is 79, placing it in the top 21% 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 USA ESG Enhanced UCITS ETF USD (Dist) (EEDG.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 USA ESG Enhanced UCITS ETF USD (Dist). 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 (Dist) was 19.77%, occurring on Jun 16, 2022. Recovery took 381 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.77% | Dec 10, 2021 | 126 | Jun 16, 2022 | 381 | Dec 18, 2023 | 507 |
| -7.01% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -6.29% | Jul 17, 2024 | 14 | Aug 5, 2024 | 43 | Oct 4, 2024 | 57 |
| -5.94% | Feb 16, 2021 | 14 | Mar 5, 2021 | 17 | Mar 30, 2021 | 31 |
| -5.52% | Jun 9, 2020 | 5 | Jun 15, 2020 | 15 | Jul 6, 2020 | 20 |
Volatility
Volatility Chart
The current iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) volatility is 3.95%, 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.