iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.L)
ESIE.L is a passive ETF by iShares tracking the investment results of the MSCI World/Energy NR USD. ESIE.L launched on Nov 18, 2020 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE00BMW42637 |
|---|---|
| WKN | A2QBZ1 |
| Issuer | iShares |
| Inception Date | Nov 18, 2020 |
| Category | Energy Equities |
| Index Tracked | MSCI World/Energy NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
ESIE.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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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI Europe Energy Sector UCITS ETF EUR (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 Europe Energy Sector UCITS ETF EUR (Acc) had a return of -1.19% year-to-date (YTD) and 5.51% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -1.19% | 16.48% |
| 1 month | -2.28% | 1.67% |
| 6 months | 5.50% | 14.21% |
| 1 year | 5.51% | 21.98% |
| 5 years (annualized) | N/A | 13.13% |
| 10 years (annualized) | N/A | 10.91% |
Monthly Returns
The table below presents the monthly returns of ESIE.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 | -3.66% | -0.93% | 6.46% | 5.23% | -1.36% | -2.25% | -1.19% | ||||||
| 2023 | -0.32% | 4.60% | -6.85% | 3.82% | -10.14% | 3.86% | 3.74% | 3.24% | 8.81% | -0.95% | -2.17% | -0.20% | 6.04% |
| 2022 | 11.79% | 0.58% | 6.47% | 2.52% | 11.83% | -9.54% | 1.04% | 6.48% | -3.57% | 9.57% | 5.80% | -3.12% | 44.68% |
| 2021 | 1.09% | 7.74% | 0.43% | -1.13% | 2.43% | 2.88% | -3.96% | 2.64% | 13.85% | 1.53% | -5.75% | 3.72% | 26.96% |
| 2020 | -0.37% | 1.85% | 1.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ESIE.L is 23, indicating that it is in the bottom 23% 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 Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.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 MSCI Europe Energy Sector UCITS ETF EUR (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 Europe Energy Sector UCITS ETF EUR (Acc) was 19.67%, occurring on Jul 14, 2022. Recovery took 76 trading sessions.
The current iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) drawdown is 13.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.67% | Jun 9, 2022 | 26 | Jul 14, 2022 | 76 | Nov 1, 2022 | 102 |
| -18.13% | Nov 17, 2023 | 44 | Jan 22, 2024 | — | — | — |
| -16.27% | Feb 17, 2023 | 69 | May 31, 2023 | 75 | Sep 14, 2023 | 144 |
| -12.15% | Jun 16, 2021 | 24 | Jul 19, 2021 | 46 | Sep 22, 2021 | 70 |
| -11.3% | Oct 21, 2021 | 27 | Nov 26, 2021 | 28 | Jan 11, 2022 | 55 |
Volatility
Volatility Chart
The current iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) volatility is 4.44%, 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.