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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares UK Gilts 0-5yr UCITS ETF GBP (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
IGL5.L is traded in GBP, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBP using the latest available exchange rates.
Returns By Period
iShares UK Gilts 0-5yr UCITS ETF GBP (Acc) (IGL5.L) has returned 0.05% so far this year and 3.29% over the past 12 months.
iShares UK Gilts 0-5yr UCITS ETF GBP (Acc)
- 1D
- 0.09%
- 1M
- -1.48%
- YTD
- 0.05%
- 6M
- 0.99%
- 1Y
- 3.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.61%
- 1M
- -3.22%
- YTD
- -2.82%
- 6M
- -0.72%
- 1Y
- 13.66%
- 3Y*
- 14.01%
- 5Y*
- 11.18%
- 10Y*
- 12.98%
Monthly Returns
Based on dividend-adjusted daily data since May 23, 2023, IGL5.L's average daily return is +0.02%, while the average monthly return is +0.32%. At this rate, your investment would double in approximately 18.1 years.
Historically, 74% of months were positive and 26% were negative. The best month was Dec 2023 with a return of +1.8%, while the worst month was Mar 2026 at -1.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.
On a daily basis, IGL5.L closed higher 56% of trading days. The best single day was Jan 2, 2026 with a return of +0.4%, while the worst single day was Mar 19, 2026 at -0.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.74% | 0.82% | -1.48% | 0.05% | |||||||||
| 2025 | 0.59% | 0.47% | 0.22% | 1.17% | -0.17% | 0.72% | 0.24% | 0.08% | 0.24% | 0.90% | 0.22% | -0.18% | 4.56% |
| 2024 | -0.21% | -0.44% | 0.70% | -0.54% | 0.48% | 0.64% | 0.97% | 0.41% | 0.72% | -0.89% | 0.78% | 0.07% | 2.68% |
| 2023 | -0.26% | -1.12% | 1.03% | 0.59% | 0.73% | 0.49% | 0.84% | 1.79% | 4.14% |
Benchmark Metrics
iShares UK Gilts 0-5yr UCITS ETF GBP (Acc) has an annualized alpha of 4.40%, beta of -0.00, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since May 24, 2023.
- This ETF captured 9.62% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -15.93%) — a profile typical of hedging or uncorrelated assets.
- Beta of -0.00 may look defensive, but with R² of 0.00 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 0.00 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
- 4.40%
- Beta
- -0.00
- R²
- 0.00
- Upside Capture
- 9.62%
- Downside Capture
- -15.93%
Expense Ratio
IGL5.L has an expense ratio of 0.07%, which is considered low.
Return for Risk
Risk / Return Rank
IGL5.L ranks 80 for risk / return — in the top 80% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares UK Gilts 0-5yr UCITS ETF GBP (Acc) (IGL5.L) and compare them to a chosen benchmark (S&P 500 Index).
| IGL5.L | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.75 | 0.73 | +1.02 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.14 | +1.31 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.18 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.24 | +0.48 |
Martin ratioReturn relative to average drawdown | 8.45 | 4.87 | +3.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IGL5.L risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 UK Gilts 0-5yr UCITS ETF GBP (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 UK Gilts 0-5yr UCITS ETF GBP (Acc) was 1.89%, occurring on Mar 20, 2026. The portfolio has not yet recovered.
The current iShares UK Gilts 0-5yr UCITS ETF GBP (Acc) drawdown is 1.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.89% | Mar 2, 2026 | 15 | Mar 20, 2026 | — | — | — |
| -1.77% | May 24, 2023 | 31 | Jul 6, 2023 | 37 | Aug 29, 2023 | 68 |
| -1.17% | Dec 28, 2023 | 33 | Feb 13, 2024 | 59 | May 9, 2024 | 92 |
| -1.09% | Sep 17, 2024 | 37 | Nov 6, 2024 | 51 | Jan 21, 2025 | 88 |
| -0.63% | May 17, 2024 | 8 | May 29, 2024 | 10 | Jun 12, 2024 | 18 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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