iShares USD Ultrashort Bond UCITS ETF USD (Acc) (ERNA.L)
ERNA.L is a passive ETF by iShares tracking the investment results of the Bloomberg US Corp 1-3 Yr TR USD. ERNA.L launched on Jun 29, 2018 and has a 0.09% expense ratio.
ETF Info
| ISIN | IE00BGCSB447 |
|---|---|
| WKN | A2JNLJ |
| Issuer | iShares |
| Inception Date | Jun 29, 2018 |
| Category | Corporate Bonds |
| Index Tracked | Bloomberg US Corp 1-3 Yr TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
ERNA.L has an expense ratio of 0.09% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares USD Ultrashort Bond 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 USD Ultrashort Bond UCITS ETF USD (Acc) had a return of 1.82% year-to-date (YTD) and 5.82% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.82% | 6.17% |
| 1 month | 0.42% | -2.72% |
| 6 months | 2.93% | 17.29% |
| 1 year | 5.82% | 23.80% |
| 5 years (annualized) | 2.38% | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.46% | 0.46% | 0.45% | 0.35% | ||||||||
| 2023 | 0.43% | 0.59% | 0.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ERNA.L is 100, placing it in the top 0% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares USD Ultrashort Bond UCITS ETF USD (Acc)(ERNA.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares USD Ultrashort Bond UCITS ETF USD (Acc) (ERNA.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 USD Ultrashort Bond 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 USD Ultrashort Bond UCITS ETF USD (Acc) was 8.63%, occurring on Mar 20, 2020. Recovery took 42 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.63% | Mar 6, 2020 | 11 | Mar 20, 2020 | 42 | May 22, 2020 | 53 |
| -0.81% | Nov 1, 2021 | 153 | Jun 14, 2022 | 51 | Aug 24, 2022 | 204 |
| -0.73% | Jan 14, 2019 | 4 | Jan 17, 2019 | 1 | Jan 18, 2019 | 5 |
| -0.5% | Mar 13, 2023 | 5 | Mar 17, 2023 | 5 | Mar 24, 2023 | 10 |
| -0.33% | Sep 13, 2022 | 23 | Oct 14, 2022 | 7 | Oct 25, 2022 | 30 |
Volatility
Volatility Chart
The current iShares USD Ultrashort Bond UCITS ETF USD (Acc) volatility is 0.14%, 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.