iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE)
ESIF.DE is a passive ETF by iShares tracking the investment results of the MSCI World/Financials NR USD. ESIF.DE launched on Nov 18, 2020 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE00BMW42306 |
|---|---|
| WKN | A2QBZ4 |
| Issuer | iShares |
| Inception Date | Nov 18, 2020 |
| Category | Financials Equities |
| Index Tracked | MSCI World/Financials NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
ESIF.DE features an expense ratio of 0.18%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI Europe Financials 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 Financials Sector UCITS ETF EUR (Acc) had a return of 9.86% year-to-date (YTD) and 23.45% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.86% | 5.57% |
| 1 month | -0.94% | -4.16% |
| 6 months | 23.75% | 20.07% |
| 1 year | 23.45% | 20.82% |
| 5 years (annualized) | N/A | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.99% | 2.02% | 7.64% | |||||||||
| 2023 | -4.75% | 8.31% | 4.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ESIF.DE is 84, placing it in the top 16% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)(ESIF.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.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 Europe Financials 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 Financials Sector UCITS ETF EUR (Acc) was 22.93%, occurring on Oct 12, 2022. Recovery took 79 trading sessions.
The current iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) drawdown is 1.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.93% | Feb 10, 2022 | 173 | Oct 12, 2022 | 79 | Feb 1, 2023 | 252 |
| -13.77% | Mar 7, 2023 | 9 | Mar 17, 2023 | 91 | Jul 27, 2023 | 100 |
| -8.3% | Jun 3, 2021 | 32 | Jul 19, 2021 | 13 | Aug 6, 2021 | 45 |
| -7.51% | Nov 16, 2021 | 9 | Nov 26, 2021 | 25 | Jan 4, 2022 | 34 |
| -7.13% | Jan 11, 2021 | 13 | Jan 29, 2021 | 6 | Feb 16, 2021 | 19 |
Volatility
Volatility Chart
The current iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) volatility is 4.64%, 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.