iShares MSCI Europe Financials Sector UCITS ETF (ESIF.L)
ESIF.L is a passive ETF by iShares tracking the investment results of the MSCI World/Financials NR USD. ESIF.L launched on Nov 18, 2020 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE00BMW42306 |
|---|---|
| Issuer | iShares |
| Inception Date | Nov 18, 2020 |
| Category | Financials Equities |
| Index Tracked | MSCI World/Financials NR USD |
| Asset Class | Equity |
Expense Ratio
The iShares MSCI Europe Financials Sector UCITS ETF features an expense ratio of 0.18%, falling within the medium range.
Share Price Chart
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Popular comparisons: ESIF.L vs. UIFS.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI Europe Financials Sector UCITS ETF, 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 had a return of 5.14% year-to-date (YTD) and 17.39% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.14% | 5.90% |
| 1 month | -0.88% | -1.28% |
| 6 months | 13.05% | 15.51% |
| 1 year | 17.39% | 21.68% |
| 5 years (annualized) | N/A | 11.74% |
| 10 years (annualized) | N/A | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.66% | 2.37% | 7.20% | |||||||||
| 2023 | 2.54% | -4.26% | 7.05% | 4.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares MSCI Europe Financials Sector UCITS ETF(ESIF.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Europe Financials Sector UCITS ETF (ESIF.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 Financials Sector UCITS ETF. 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 was 23.55%, occurring on Mar 7, 2022. Recovery took 210 trading sessions.
The current iShares MSCI Europe Financials Sector UCITS ETF drawdown is 4.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.55% | Feb 10, 2022 | 18 | Mar 7, 2022 | 210 | Jan 9, 2023 | 228 |
| -14.67% | Mar 7, 2023 | 9 | Mar 17, 2023 | 182 | Dec 6, 2023 | 191 |
| -9.15% | Jan 8, 2021 | 16 | Jan 29, 2021 | 19 | Feb 25, 2021 | 35 |
| -8.13% | Jun 4, 2021 | 32 | Jul 19, 2021 | 17 | Aug 11, 2021 | 49 |
| -7.92% | Nov 8, 2021 | 15 | Nov 26, 2021 | 26 | Jan 7, 2022 | 41 |
Volatility
Volatility Chart
The current iShares MSCI Europe Financials Sector UCITS ETF volatility is 3.88%, 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.