iShares S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.L)
EWSP.L is a passive ETF by iShares tracking the investment results of the Russell 1000 TR USD. EWSP.L launched on Aug 2, 2022 and has a 0.20% expense ratio.
ETF Info
IE000MLMNYS0
A3DN3E
Aug 2, 2022
1x
Russell 1000 TR USD
Ireland
Accumulating
Mid-Cap
Blend
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares S&P 500 Equal Weight UCITS ETF USD (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 S&P 500 Equal Weight UCITS ETF USD (Acc) had a return of 16.40% year-to-date (YTD) and 24.37% in the last 12 months.
EWSP.L
16.40%
2.96%
9.32%
24.37%
N/A
N/A
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of EWSP.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 | -0.14% | 3.52% | 4.67% | -3.34% | -0.76% | 1.60% | 2.89% | -0.90% | 0.73% | 3.26% | 16.40% | ||
| 2023 | 4.07% | -0.19% | -4.03% | -1.08% | -2.49% | 5.10% | 2.40% | -1.23% | -1.22% | -4.57% | 4.60% | 6.88% | 7.72% |
| 2022 | 1.27% | -3.87% | 4.49% | -0.10% | -3.23% | -1.67% |
Expense Ratio
EWSP.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EWSP.L is 76, placing it in the top 24% 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 S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares S&P 500 Equal Weight UCITS ETF USD (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 S&P 500 Equal Weight UCITS ETF USD (Acc) was 12.48%, occurring on Oct 30, 2023. Recovery took 72 trading sessions.
The current iShares S&P 500 Equal Weight UCITS ETF USD (Acc) drawdown is 1.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.48% | Feb 6, 2023 | 185 | Oct 30, 2023 | 72 | Feb 12, 2024 | 257 |
| -9.27% | Aug 22, 2022 | 37 | Oct 13, 2022 | 77 | Feb 2, 2023 | 114 |
| -4.71% | Apr 2, 2024 | 67 | Jul 5, 2024 | 18 | Jul 31, 2024 | 85 |
| -4.5% | Aug 1, 2024 | 3 | Aug 5, 2024 | 30 | Sep 17, 2024 | 33 |
| -2.12% | Oct 17, 2024 | 13 | Nov 4, 2024 | 2 | Nov 6, 2024 | 15 |
Volatility
Volatility Chart
The current iShares S&P 500 Equal Weight UCITS ETF USD (Acc) volatility is 4.05%, 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.