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Issuer
iShares
Inception Date
Dec 15, 2020
Leveraged
1x (No leverage)
Index Tracked
iShares $ Ultrashort Bond UCITS ETF USD (Dist)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

ERND.L Performance Chart

iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.L) is up 2.0% since the beginning of the year. ERND.L is currently trading at $100 per share. Investors who bought $1,000 worth of ERND.L shares 5 years ago would now be looking at an investment worth $1,207.


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S&P 500 Index

Returns By Period

iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.L) has returned 2.00% so far this year and 4.19% over the past 12 months. Over the last ten years, ERND.L has returned 2.76% per year, falling short of the S&P 500 Index benchmark, which averaged 13.36% annually.


iShares $ Ultrashort Bond UCITS ETF USD (Dist)

1D
-0.02%
1M
0.30%
6M
1.83%
YTD
2.00%
1Y
4.19%
3Y*
5.09%
5Y*
3.83%
10Y*
2.76%

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ERND.L Monthly Returns History

Based on dividend-adjusted daily data since Oct 15, 2013, ERND.L's average daily return is +0.01%, while the average monthly return is +0.19%. At this rate, an investment would double in approximately 30.4 years.

Historically, 87% of months were positive and 13% were negative. The best month was Apr 2020 with a return of +3.1%, while the worst month was Mar 2020 at -3.3%. The longest winning streak lasted 42 consecutive months, and the longest losing streak was 2 months.

On a daily basis, ERND.L closed higher 51% of trading days. The best single day was Mar 26, 2020 with a return of +3.6%, while the worst single day was Mar 18, 2020 at -2.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.30%0.35%0.14%0.46%0.30%0.27%0.16%2.00%
20250.54%0.44%0.33%0.42%0.39%0.33%0.40%0.40%0.42%0.34%0.42%0.32%4.84%
20240.44%0.47%0.43%0.49%0.53%0.34%0.63%0.48%0.54%0.32%0.51%0.24%5.55%
2023-0.02%0.40%0.25%0.41%0.47%0.47%0.41%0.59%0.37%0.44%0.66%0.53%5.09%
20220.25%-0.11%-0.09%0.02%0.05%-0.13%0.20%0.30%0.00%0.08%0.35%1.09%2.03%
20210.12%0.03%-0.01%0.16%0.04%-0.07%0.08%0.00%0.00%-0.05%0.02%-0.32%0.00%

Benchmark Metrics

iShares $ Ultrashort Bond UCITS ETF USD (Dist) has an annualized alpha of 2.08%, beta of 0.02, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since October 15, 2013.

  • This ETF captured 5.91% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -3.26%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.02 may look defensive, but with R2 of 0.02 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.02 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.08%
Beta
0.02
0.02
Upside Capture
5.91%
Downside Capture
-3.26%

Expense Ratio

ERND.L has an expense ratio of 0.09%, which is considered low.


Return for Risk

Risk / Return Rank

ERND.L ranks 99 for risk / return — in the top 99% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


ERND.L Risk / Return Rank: 9999
Overall Rank
ERND.L Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
ERND.L Sortino Ratio Rank: 9999
Sortino Ratio Rank
ERND.L Omega Ratio Rank: 9898
Omega Ratio Rank
ERND.L Calmar Ratio Rank: 9999
Calmar Ratio Rank
ERND.L Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares $ Ultrashort Bond UCITS ETF USD (Dist) (ERND.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ERND.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+3.49

Sortino ratioReturn per unit of downside risk

+6.59

Omega ratioGain probability vs. loss probability

2.31

1.31

+1.01

Calmar ratioReturn relative to maximum drawdown

20.61

2.35

+18.26

Martin ratioReturn relative to average drawdown

101.10

10.19

+90.91

Dividends

Dividend History

iShares $ Ultrashort Bond UCITS ETF USD (Dist) provided a 4.31% dividend yield over the last twelve months, with an annual payout of $4.30 per share.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.30$4.69$5.52$4.99$1.57$0.48$1.55$2.72$2.19$1.39$0.99$0.72

Dividend yield

4.31%4.70%5.54%5.00%1.57%0.49%1.55%2.71%2.19%1.39%0.99%0.72%

Monthly Dividends

The table displays the monthly dividend distributions for iShares $ Ultrashort Bond UCITS ETF USD (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$1.05$0.00$0.00$1.00$0.00$2.05
2025$0.00$0.00$0.00$0.00$0.00$2.44$0.00$0.00$0.00$0.00$0.00$2.26$4.69
2024$0.00$0.00$0.00$0.00$0.00$2.82$0.00$0.00$0.00$0.00$0.00$2.71$5.52
2023$0.00$0.00$0.00$0.00$0.00$2.23$0.00$0.00$0.00$0.00$0.00$2.76$4.99
2022$0.00$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$0.00$1.21$1.57
2021$0.00$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.21$0.48

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares $ Ultrashort Bond 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 $ Ultrashort Bond UCITS ETF USD (Dist) was 7.48%, occurring on Mar 23, 2020. Recovery took 36 trading sessions.

The current iShares $ Ultrashort Bond UCITS ETF USD (Dist) drawdown is 0.02%.


Drawdown

Fall

Recovery

Underwater

Related event

-7.48%Mar 2020
19d1mo 23d
2mo 12dMar 2020 - May 2020
COVID crash2020
-1.06%Jun 2022
8mo 2d2mo 3d
10mo 5dOct 2021 - Aug 2022
Bear market2022
-0.90%Mar 2023
2d12d
14dMar 2023 - Mar 2023
-0.64%Apr 2025
3d16d
19dApr 2025 - Apr 2025
2025 selloff2025
-0.52%Jul 2020
21d9d
1moJun 2020 - Jul 2020

Drawdown Indicators


ERND.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-7.48%

-56.78%

+49.30%

Max Drawdown (1Y)

Largest decline over 1 year

-0.20%

-9.10%

+8.90%

Max Drawdown (3Y)

Largest decline over 3 years

-0.64%

-18.90%

+18.26%

Max Drawdown (5Y)

Largest decline over 5 years

-1.06%

-25.43%

+24.37%

Max Drawdown (10Y)

Largest decline over 10 years

-7.48%

-33.92%

+26.44%

Current Drawdown

Current decline from peak

-0.02%

-0.49%

+0.47%

Average Drawdown

Average peak-to-trough decline

-0.08%

-10.70%

+10.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.04%

2.09%

-2.05%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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