- Issuer
- iShares
- Inception Date
- Nov 20, 2015
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares S&P 500 Energy Sector UCITS ETF USD (Acc)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
Share Price Chart
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Performance
IESU.L Performance Chart
iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) is up 25.2% since the beginning of the year. IESU.L is currently trading at £9 per share. Investors who bought £1,000 worth of IESU.L shares 5 years ago would now be looking at an investment worth £2,722.
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Returns By Period
iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has returned 25.22% so far this year and 30.64% over the past 12 months. Over the last ten years, IESU.L has returned 8.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.06% annually.
iShares S&P 500 Energy Sector UCITS ETF USD (Acc)
- 1D
- 0.70%
- 1M
- 1.19%
- 6M
- 16.95%
- YTD
- 25.22%
- 1Y
- 30.64%
- 3Y*
- 13.17%
- 5Y*
- 22.17%
- 10Y*
- 8.35%
Benchmark (S&P 500 Index)
- 1D
- -0.66%
- 1M
- -0.64%
- 6M
- 8.66%
- YTD
- 10.17%
- 1Y
- 19.99%
- 3Y*
- 17.60%
- 5Y*
- 12.23%
- 10Y*
- 13.06%
IESU.L Monthly Returns History
Based on dividend-adjusted daily data since Nov 20, 2015, IESU.L's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +29.5%, while the worst month was Nov 2015 at -32.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.
On a daily basis, IESU.L closed higher 51% of trading days. The best single day was Nov 16, 2023 with a return of +21.0%, while the worst single day was Nov 24, 2015 at -32.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.86% | 10.44% | 16.57% | -7.98% | -5.25% | -2.73% | 3.46% | 25.22% | |||||
| 2025 | 5.50% | -0.26% | 2.78% | -16.11% | -0.97% | 3.74% | 6.23% | 1.14% | -0.22% | 1.13% | 2.28% | -1.06% | 2.26% |
| 2024 | 0.52% | 2.87% | 9.87% | 2.14% | -5.11% | 1.24% | 0.74% | -5.33% | -4.53% | 5.56% | 8.34% | -9.16% | 5.45% |
| 2023 | 1.65% | -4.77% | -3.29% | 2.13% | -8.83% | 3.74% | 6.05% | 2.81% | 7.35% | -6.16% | -5.80% | 0.52% | -5.96% |
| 2022 | 19.56% | 7.22% | 14.21% | 3.11% | 15.50% | -14.96% | 7.64% | 9.20% | -4.92% | 19.41% | -2.75% | -4.63% | 83.53% |
| 2021 | 4.40% | 18.10% | 4.74% | 0.90% | 2.09% | 6.92% | -8.57% | -0.53% | 12.82% | 7.64% | -1.37% | -0.71% | 53.82% |
Benchmark Metrics
iShares S&P 500 Energy Sector UCITS ETF USD (Acc) has an annualized alpha of 2.86%, beta of 0.45, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since November 20, 2015.
- This ETF participated in 68.65% of S&P 500 Index downside but only 44.65% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.45 may look defensive, but with R2 of 0.07 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 0.07 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.
- Alpha
- 2.86%
- Beta
- 0.45
- R²
- 0.07
- Upside Capture
- 44.65%
- Downside Capture
- 68.65%
Expense Ratio
IESU.L has an expense ratio of 0.15%, which is considered low.
Return for Risk
Risk / Return Rank
IESU.L ranks 44 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.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.
| IESU.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.50 | -0.59 |
| Martin ratioReturn relative to average drawdown | 4.65 | 9.11 | -4.46 |
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 S&P 500 Energy Sector 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 Energy Sector UCITS ETF USD (Acc) was 63.88%, occurring on Mar 19, 2020. Recovery took 492 trading sessions.
The current iShares S&P 500 Energy Sector UCITS ETF USD (Acc) drawdown is 13.00%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-63.88%Mar 2020 | 4y 3mo | 1y 11mo | 6y 3moNov 2015 - Mar 2022 | COVID crash2020 |
-26.36%Apr 2025 | 1y 4mo | 10mo 1d | 2y 2moNov 2023 - Feb 2026 | 2025 selloff2025 |
-23.53%Jun 2023 | 7mo 21d | 4mo 26d | 1y 12dNov 2022 - Nov 2023 | — |
-23.41%Jul 2022 | 1mo 5d | 2mo 24d | 3mo 29dJun 2022 - Oct 2022 | Bear market2022 |
-17.34%Jul 2026 | 3mo 4d | — | 3mo 17dMar 2026 - now | — |
Drawdown Indicators
| IESU.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.88% | -37.07% | -26.81% |
Max Drawdown (1Y)Largest decline over 1 year | -17.34% | -8.03% | -9.31% |
Max Drawdown (3Y)Largest decline over 3 years | -26.36% | -22.15% | -4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -26.36% | -22.15% | -4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -62.16% | -26.01% | -36.15% |
Current DrawdownCurrent decline from peak | -13.00% | -1.42% | -11.58% |
Average DrawdownAverage peak-to-trough decline | -20.51% | -5.29% | -15.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.14% | 2.20% | +4.94% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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