iShares MSCI Europe SRI UCITS ETF (IESG.L)
IESG.L is a passive ETF by iShares tracking the investment results of the MSCI Europe SRI Select Reduced Fossil Fuel Index. IESG.L launched on Feb 25, 2011 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00B52VJ196 |
|---|---|
| Issuer | iShares |
| Inception Date | Feb 25, 2011 |
| Category | ESG |
| Leveraged | 1x |
| Index Tracked | MSCI Europe SRI Select Reduced Fossil Fuel Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Expense Ratio
IESG.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: IESG.L vs. SPY, IESG.L vs. VEA, IESG.L vs. ZPDX.DE, IESG.L vs. SMEA.L, IESG.L vs. CSX5.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI Europe SRI 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 SRI UCITS ETF had a return of 1.96% year-to-date (YTD) and 9.60% in the last 12 months. Over the past 10 years, iShares MSCI Europe SRI UCITS ETF had an annualized return of 7.93%, while the S&P 500 had an annualized return of 11.43%, indicating that iShares MSCI Europe SRI UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.96% | 25.82% |
| 1 month | -4.64% | 3.20% |
| 6 months | -5.95% | 14.94% |
| 1 year | 9.60% | 35.92% |
| 5 years (annualized) | 6.71% | 14.22% |
| 10 years (annualized) | 7.93% | 11.43% |
Monthly Returns
The table below presents the monthly returns of IESG.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 | 0.55% | 2.81% | 2.35% | -2.15% | 4.03% | -0.80% | -0.18% | 1.98% | -2.20% | -3.64% | 1.96% | ||
| 2023 | 6.22% | 0.67% | 1.62% | 2.52% | -4.93% | 1.60% | 1.36% | -2.61% | -1.20% | -2.38% | 6.69% | 4.54% | 14.27% |
| 2022 | -6.27% | -4.07% | 2.88% | -2.12% | -2.09% | -5.03% | 6.14% | -3.16% | -5.68% | 2.85% | 7.64% | -0.48% | -10.07% |
| 2021 | -2.33% | 0.22% | 3.78% | 4.71% | 1.37% | 2.26% | 2.62% | 3.87% | -3.97% | 2.97% | -1.57% | 4.10% | 19.08% |
| 2020 | -1.54% | -5.46% | -9.54% | 5.06% | 7.89% | 4.23% | -1.25% | 2.63% | 0.90% | -6.52% | 12.15% | 2.70% | 9.51% |
| 2019 | 2.33% | 2.29% | 2.66% | 3.50% | -1.31% | 6.30% | 1.36% | -1.30% | 2.90% | -0.76% | 1.55% | 1.28% | 22.59% |
| 2018 | -0.42% | -2.48% | -2.48% | 4.97% | 0.37% | 0.57% | 3.96% | -1.08% | 0.08% | -5.64% | 0.42% | -4.15% | -6.20% |
| 2017 | -0.53% | 3.11% | 4.07% | 0.75% | 5.05% | -2.29% | 2.06% | 2.83% | -1.46% | 1.75% | -1.22% | 0.94% | 15.83% |
| 2016 | -3.36% | -0.10% | 2.58% | 1.84% | 0.59% | 3.62% | 5.40% | 2.28% | 1.26% | 1.26% | -5.40% | 5.94% | 16.47% |
| 2015 | 2.94% | 3.20% | 2.98% | 0.42% | -0.19% | -5.84% | 3.82% | -5.34% | -3.21% | 4.57% | 0.28% | -0.94% | 2.01% |
| 2014 | -2.85% | 5.32% | 0.73% | 1.10% | 1.40% | -1.40% | -1.05% | 0.24% | -0.58% | -1.59% | 4.28% | -3.72% | 1.52% |
| 2013 | 4.88% | 3.33% | 1.12% | -1.26% | 5.71% | -5.77% | 6.20% | -2.33% | 2.55% | 5.38% | -0.81% | 0.68% | 20.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IESG.L is 24, indicating that it is in the bottom 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 MSCI Europe SRI UCITS ETF (IESG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI Europe SRI UCITS ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of £0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.15 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.59% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI Europe SRI UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2013 | £0.15 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.15 |
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 MSCI Europe SRI 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 SRI UCITS ETF was 25.95%, occurring on Mar 16, 2020. Recovery took 123 trading sessions.
The current iShares MSCI Europe SRI UCITS ETF drawdown is 7.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.95% | Feb 20, 2020 | 18 | Mar 16, 2020 | 123 | Sep 10, 2020 | 141 |
| -24.24% | May 11, 2011 | 6 | Sep 12, 2011 | 34 | Jan 15, 2013 | 40 |
| -20.77% | Nov 15, 2021 | 228 | Oct 13, 2022 | 131 | Apr 21, 2023 | 359 |
| -20.24% | Apr 13, 2015 | 213 | Feb 11, 2016 | 123 | Aug 8, 2016 | 336 |
| -13.47% | Aug 29, 2018 | 85 | Dec 27, 2018 | 112 | Jun 10, 2019 | 197 |
Volatility
Volatility Chart
The current iShares MSCI Europe SRI UCITS ETF volatility is 3.04%, 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.