iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSG.L)
IGSG.L is a passive ETF by iShares tracking the investment results of the MSCI ACWI NR USD. IGSG.L launched on Feb 25, 2011 and has a 0.60% expense ratio.
ETF Info
| ISIN | IE00B57X3V84 |
|---|---|
| Issuer | iShares |
| Inception Date | Feb 25, 2011 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI ACWI NR USD |
| Asset Class | Equity |
Expense Ratio
IGSG.L features an expense ratio of 0.60%, falling within the medium range.
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: IGSG.L vs. CIND.L, IGSG.L vs. XDEQ.L, IGSG.L vs. VYM, IGSG.L vs. VUSA.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Dow Jones Global Sustainability Screened UCITS ETF USD (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 Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) had a return of 13.28% year-to-date (YTD) and 18.58% in the last 12 months. Over the past 10 years, iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) had an annualized return of 11.26%, which was very close to the S&P 500 benchmark's annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.28% | 25.45% |
| 1 month | 1.30% | 2.91% |
| 6 months | 4.42% | 14.05% |
| 1 year | 18.58% | 35.64% |
| 5 years (annualized) | 11.58% | 14.13% |
| 10 years (annualized) | 11.26% | 11.39% |
Monthly Returns
The table below presents the monthly returns of IGSG.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 | 1.52% | 2.00% | 3.58% | -1.79% | -0.10% | 4.41% | -0.39% | -0.20% | -0.11% | 1.35% | 13.28% | ||
| 2023 | 4.02% | -0.50% | 1.81% | 0.20% | 1.84% | 2.47% | 2.62% | -0.84% | -0.20% | -2.53% | 5.25% | 4.07% | 19.46% |
| 2022 | -5.42% | -0.89% | 5.18% | -3.74% | -1.08% | -5.27% | 5.16% | 0.54% | -4.13% | 2.07% | 2.88% | -2.47% | -7.66% |
| 2021 | -0.49% | 0.54% | 4.67% | 3.67% | 0.18% | 3.17% | 0.43% | 3.62% | -1.77% | 3.72% | 1.05% | 2.74% | 23.52% |
| 2020 | -0.82% | -5.77% | -7.39% | 6.77% | 5.83% | 3.15% | -2.35% | 5.15% | -0.07% | -4.69% | 9.33% | 1.73% | 9.72% |
| 2019 | 3.69% | 1.64% | 2.50% | 2.73% | -1.68% | 5.61% | 5.13% | -2.90% | 2.00% | -2.51% | 3.08% | 0.93% | 21.71% |
| 2018 | 0.32% | -0.68% | -4.41% | 4.15% | 1.88% | 0.44% | 3.98% | 1.06% | 0.54% | -5.57% | 1.52% | -6.11% | -3.46% |
| 2017 | -0.38% | 3.98% | 1.14% | -1.81% | 2.23% | 0.16% | 1.08% | 2.28% | -1.53% | 3.26% | -0.46% | 1.46% | 11.82% |
| 2016 | -3.18% | 1.40% | 3.54% | 0.15% | 0.70% | 7.80% | 5.21% | 1.56% | 1.57% | 4.97% | -1.48% | 4.40% | 29.48% |
| 2015 | 0.58% | 2.72% | 2.22% | 0.47% | -0.41% | -5.67% | 1.72% | -5.33% | -2.93% | 6.04% | 1.69% | -0.05% | 0.42% |
| 2014 | -3.27% | 3.60% | 1.48% | 0.19% | 2.28% | -0.16% | 0.05% | 2.98% | -0.55% | 0.47% | 3.73% | -1.54% | 9.39% |
| 2013 | 11.14% | 2.42% | 1.65% | 0.70% | 2.92% | -5.96% | 5.98% | -3.10% | 0.76% | 4.88% | -0.72% | -0.11% | 21.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IGSG.L is 63, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSG.L) 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 Dow Jones Global Sustainability Screened 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 Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) was 24.74%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.
The current iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) drawdown is 0.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.74% | Feb 20, 2020 | 23 | Mar 23, 2020 | 121 | Sep 15, 2020 | 144 |
| -20.52% | Aug 4, 2011 | 18 | Oct 4, 2011 | 129 | Jan 10, 2013 | 147 |
| -18.24% | Apr 13, 2015 | 213 | Feb 11, 2016 | 96 | Jun 30, 2016 | 309 |
| -14.12% | Nov 17, 2021 | 143 | Jun 16, 2022 | 233 | May 22, 2023 | 376 |
| -13.16% | Aug 29, 2018 | 84 | Dec 24, 2018 | 112 | Jun 7, 2019 | 196 |
Volatility
Volatility Chart
The current iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) volatility is 2.26%, 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.