iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist) (EUED.DE)

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iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist) (EUED.DE) is up 1.2% since the beginning of the year. EUED.DE is currently trading at €5 per share. Investors who bought €1,000 worth of EUED.DE shares 5 years ago would now be looking at an investment worth €1,112.

iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist) (EUED.DE) has returned 1.15% so far this year and 2.18% over the past 12 months.

Based on dividend-adjusted daily data since Mar 16, 2020, EUED.DE's average daily return is +0.01%, while the average monthly return is +0.14%. At this rate, an investment would double in approximately 41.3 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jul 2023 with a return of +0.6%, while the worst month was Sep 2022 at -0.4%. The longest winning streak lasted 29 consecutive months, and the longest losing streak was 6 months.

On a daily basis, EUED.DE closed higher 14% of trading days. The best single day was Mar 24, 2020 with a return of +3.1%, while the worst single day was Mar 20, 2020 at -3.0%.

iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist) has an annualized alpha of 1.43%, beta of 0.02, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since March 16, 2020.

• This ETF captured 4.03% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -2.68%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.02 may look defensive, but with R2 of 0.03 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 0.03 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.

EUED.DE has an expense ratio of 0.09%, which is considered low.

EUED.DE ranks 76 for risk / return — better than 76% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist) provided a 2.36% dividend yield over the last twelve months, with an annual payout of €0.12 per share.

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

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.

The table below displays the maximum drawdowns of the iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (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 ESG SRI UCITS ETF EUR (Dist) was 3.54%, occurring on Mar 23, 2020. Recovery took 856 trading sessions.

The chart below shows the rolling one-month volatility.