iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.DE)
IBCK.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Minimum Volatility. IBCK.DE launched on Nov 30, 2012 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00B6SPMN59 |
|---|---|
| WKN | A1J784 |
| Issuer | iShares |
| Inception Date | Nov 30, 2012 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | S&P 500 Minimum Volatility |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
IBCK.DE has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Edge S&P 500 Minimum Volatility UCITS ETF (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 Edge S&P 500 Minimum Volatility UCITS ETF (Acc) had a return of 19.20% year-to-date (YTD) and 20.54% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.20% | 18.10% |
| 1 month | 2.78% | 1.42% |
| 6 months | 9.55% | 9.39% |
| 1 year | 20.54% | 26.58% |
| 5 years (annualized) | 10.59% | 13.42% |
| 10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of IBCK.DE, 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 | 5.36% | 2.61% | 3.33% | -2.22% | 1.37% | 4.73% | 0.43% | 0.56% | 19.20% | ||||
| 2023 | 0.36% | -1.16% | 0.27% | 1.23% | 0.13% | 2.41% | -0.07% | 0.41% | -1.58% | -2.08% | 4.46% | 1.83% | 6.20% |
| 2022 | -5.41% | -1.95% | 7.07% | 0.93% | -3.83% | -3.05% | 8.05% | -0.93% | -4.39% | 5.52% | -2.58% | -4.43% | -6.04% |
| 2021 | -0.13% | 0.42% | 8.92% | 1.61% | -1.36% | 4.95% | 3.01% | 2.60% | -2.60% | 5.38% | 2.92% | 5.78% | 35.73% |
| 2020 | 1.72% | -8.67% | -10.06% | 9.69% | 1.49% | -0.46% | -0.63% | 4.11% | 0.07% | -2.20% | 4.41% | -0.07% | -2.18% |
| 2019 | 6.91% | 4.76% | 3.20% | 3.95% | -3.41% | 3.28% | 5.29% | 0.68% | 2.33% | -2.12% | 4.06% | 1.81% | 34.85% |
| 2018 | -1.27% | -0.81% | -3.20% | 3.38% | 4.27% | 1.19% | 2.11% | 3.86% | 0.59% | -2.72% | 1.09% | -9.16% | -1.47% |
| 2017 | -3.33% | 6.24% | -1.03% | -1.78% | -1.47% | -1.62% | -1.62% | -1.60% | 1.88% | 3.59% | 2.41% | 1.02% | 2.29% |
| 2016 | -5.46% | 8.05% | 0.87% | 0.92% | 1.57% | 5.23% | 1.44% | -1.85% | -0.67% | 0.26% | 4.98% | 2.52% | 18.59% |
| 2015 | -1.77% | 0.89% | 8.09% | -3.20% | -3.01% | 0.75% | 2.08% | -8.19% | 1.96% | 10.58% | 1.77% | -3.58% | 5.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IBCK.DE is 85, placing it in the top 15% 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 Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Edge S&P 500 Minimum Volatility UCITS ETF (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 Edge S&P 500 Minimum Volatility UCITS ETF (Acc) was 33.11%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.11% | Feb 20, 2020 | 23 | Mar 23, 2020 | 269 | Apr 16, 2021 | 292 |
| -14.84% | Aug 22, 2022 | 145 | Mar 13, 2023 | 228 | Feb 2, 2024 | 373 |
| -13.54% | Oct 4, 2018 | 58 | Dec 27, 2018 | 50 | Mar 11, 2019 | 108 |
| -13.31% | Apr 22, 2022 | 40 | Jun 16, 2022 | 37 | Aug 8, 2022 | 77 |
| -11.4% | Mar 3, 2017 | 124 | Aug 29, 2017 | 77 | Dec 18, 2017 | 201 |
Volatility
Volatility Chart
The current iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) volatility is 2.99%, 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.