- Issuer
- iShares
- Inception Date
- Jan 22, 2010
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares MSCI Australia UCITS ETF
- Distribution Policy
- Accumulating
- Asset Class
- Equity
Share Price Chart
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Performance
IAUS.L Performance Chart
iShares MSCI Australia UCITS ETF (IAUS.L) is up 10.2% since the beginning of the year. IAUS.L is currently trading at $62 per share. Investors who bought $1,000 worth of IAUS.L shares 5 years ago would now be looking at an investment worth $1,372.
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Returns By Period
iShares MSCI Australia UCITS ETF (IAUS.L) has returned 10.19% so far this year and 13.36% over the past 12 months. Over the last ten years, IAUS.L has returned 7.82% per year, falling short of the S&P 500 Index benchmark, which averaged 13.36% annually.
iShares MSCI Australia UCITS ETF
- 1D
- -0.35%
- 1M
- -0.56%
- 6M
- 9.67%
- YTD
- 10.19%
- 1Y
- 13.36%
- 3Y*
- 11.01%
- 5Y*
- 6.53%
- 10Y*
- 7.82%
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
IAUS.L Monthly Returns History
Based on dividend-adjusted daily data since Jan 22, 2010, IAUS.L's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.
Historically, 58% of months were positive and 42% were negative. The best month was Oct 2011 with a return of +16.9%, while the worst month was Mar 2020 at -20.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IAUS.L closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +10.9%, while the worst single day was Mar 12, 2020 at -15.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.94% | 8.02% | -9.34% | 7.47% | -0.21% | -2.85% | 1.93% | 10.19% | |||||
| 2025 | 4.47% | -4.18% | -2.94% | 5.66% | 4.69% | 3.41% | -0.44% | 3.75% | -0.46% | -0.78% | -3.14% | 3.67% | 13.86% |
| 2024 | -1.93% | -0.23% | 3.48% | -4.45% | 3.60% | 2.33% | 1.90% | 3.29% | 4.95% | -6.80% | 4.44% | -7.78% | 1.70% |
| 2023 | 11.10% | -7.25% | 0.26% | 0.10% | -5.69% | 5.75% | 3.84% | -5.12% | -2.34% | -4.91% | 8.85% | 10.83% | 13.84% |
| 2022 | -8.44% | 6.88% | 9.32% | -5.86% | -1.35% | -11.58% | 7.07% | -2.26% | -9.89% | 4.00% | 12.16% | -2.22% | -5.50% |
| 2021 | -1.01% | 3.62% | 0.47% | 4.42% | 3.71% | -2.00% | -0.65% | 0.83% | -3.99% | 5.78% | -7.78% | 5.51% | 8.27% |
Benchmark Metrics
iShares MSCI Australia UCITS ETF has an annualized alpha of -1.51%, beta of 0.72, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since January 22, 2010.
- This ETF participated in 116.77% of S&P 500 Index downside but only 88.14% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.31 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -1.51%
- Beta
- 0.72
- R²
- 0.31
- Upside Capture
- 88.14%
- Downside Capture
- 116.77%
Expense Ratio
IAUS.L has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IAUS.L ranks 28 for risk / return — below 28% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI Australia UCITS ETF (IAUS.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IAUS.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.31 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 2.35 | -1.00 |
| Martin ratioReturn relative to average drawdown | 3.32 | 10.19 | -6.87 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Australia 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 Australia UCITS ETF was 44.76%, occurring on Mar 23, 2020. Recovery took 171 trading sessions.
The current iShares MSCI Australia UCITS ETF drawdown is 4.27%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-44.76%Mar 2020 | 2mo 3d | 8mo 6d | 10mo 9dJan 2020 - Nov 2020 | COVID crash2020 |
-35.37%Jan 2016 | 1y 4mo | 1y 11mo | 3y 3moSep 2014 - Dec 2017 | — |
-30.70%Oct 2011 | 5mo 4d | 1y 3mo | 1y 8moMay 2011 - Jan 2013 | — |
-26.24%May 2010 | 1mo 10d | 4mo 22d | 6mo 2dApr 2010 - Oct 2010 | — |
-24.60%Oct 2022 | 6mo 9d | 1y 2mo | 1y 8moApr 2022 - Dec 2023 | Bear market2022 |
Drawdown Indicators
| IAUS.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.76% | -56.78% | +12.02% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -9.10% | -0.58% |
Max Drawdown (3Y)Largest decline over 3 years | -23.04% | -18.90% | -4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -25.43% | +0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -44.76% | -33.92% | -10.84% |
Current DrawdownCurrent decline from peak | -4.27% | -0.49% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -10.70% | +1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 2.09% | +1.86% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with IAUS.L
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