iShares S&P 500 GBP Hedged UCITS ETF (IGUS.L)
The ETF aims to mirror the performance of a large-cap US company index while also hedging USD currency back to GBP monthly.
ETF Info
| ISIN | IE00B3Y8X563 |
|---|---|
| Issuer | iShares |
| Inception Date | Sep 30, 2010 |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | S&P 500 Index |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
IGUS.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: IGUS.L vs. WENS.L, IGUS.L vs. JPJP.L, IGUS.L vs. VUAG.L, IGUS.L vs. CSP1.L, IGUS.L vs. CSPX.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares S&P 500 GBP Hedged 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 S&P 500 GBP Hedged UCITS ETF had a return of 19.76% year-to-date (YTD) and 33.08% in the last 12 months. Over the past 10 years, iShares S&P 500 GBP Hedged UCITS ETF had an annualized return of 11.14%, which was very close to the S&P 500 benchmark's annualized return of 11.27%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.76% | 19.68% |
| 1 month | 1.96% | 1.07% |
| 6 months | 10.09% | 9.66% |
| 1 year | 33.08% | 33.12% |
| 5 years (annualized) | 14.15% | 14.47% |
| 10 years (annualized) | 11.14% | 11.27% |
Monthly Returns
The table below presents the monthly returns of IGUS.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 | 2.09% | 4.06% | 3.54% | -3.19% | 2.51% | 5.66% | 0.59% | 1.24% | 2.48% | 19.76% | |||
| 2023 | 5.47% | -1.46% | 2.49% | 1.66% | 0.42% | 6.54% | 3.14% | -1.17% | -4.77% | -3.36% | 8.84% | 5.24% | 24.49% |
| 2022 | -6.63% | -1.46% | 4.93% | -8.49% | -2.29% | -8.46% | 8.20% | -2.76% | -8.25% | 5.52% | 1.93% | -3.22% | -20.60% |
| 2021 | 0.11% | 2.44% | 4.15% | 5.12% | 0.87% | 2.10% | 2.48% | 3.01% | -3.64% | 5.24% | -0.07% | 3.94% | 28.57% |
| 2020 | 0.36% | -10.06% | -9.55% | 9.90% | 3.61% | 2.24% | 5.18% | 7.53% | -3.36% | -3.13% | 9.98% | 3.58% | 14.63% |
| 2019 | 7.26% | 3.27% | 1.33% | 3.62% | -5.68% | 5.80% | 2.86% | -3.31% | 2.15% | 1.51% | 3.93% | 2.31% | 27.27% |
| 2018 | 4.39% | -2.74% | -4.19% | 1.64% | 1.60% | 0.81% | 2.78% | 2.93% | 0.69% | -7.14% | 0.87% | -8.42% | -7.47% |
| 2017 | 0.53% | 4.52% | 0.04% | 0.71% | 1.02% | 0.62% | 2.02% | -0.10% | 1.85% | 2.44% | 2.62% | 2.07% | 19.85% |
| 2016 | -7.42% | 2.40% | 5.62% | -0.33% | 2.13% | -0.74% | 4.61% | -0.12% | 0.06% | -1.84% | 3.62% | 2.20% | 9.94% |
| 2015 | -3.83% | 5.09% | -1.04% | 0.76% | 0.43% | -1.84% | 2.55% | -5.67% | -4.04% | 9.24% | 0.32% | -1.40% | -0.35% |
| 2014 | -2.94% | 4.45% | 0.37% | 0.53% | 2.49% | 2.34% | -0.93% | 3.14% | -0.71% | 1.45% | 3.34% | 0.71% | 14.94% |
| 2013 | 7.86% | 1.66% | 3.10% | 1.76% | 4.31% | -2.57% | 5.24% | -3.44% | 3.04% | 4.94% | 2.91% | 1.77% | 34.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IGUS.L is 87, placing it in the top 13% 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 S&P 500 GBP Hedged UCITS ETF (IGUS.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 S&P 500 GBP Hedged 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 S&P 500 GBP Hedged UCITS ETF was 36.66%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current iShares S&P 500 GBP Hedged UCITS ETF drawdown is 0.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.66% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 25, 2020 | 130 |
| -25.66% | Dec 31, 2021 | 196 | Oct 12, 2022 | 323 | Jan 24, 2024 | 519 |
| -19.57% | May 4, 2011 | 106 | Oct 4, 2011 | 93 | Feb 15, 2012 | 199 |
| -18.54% | Sep 24, 2018 | 66 | Dec 24, 2018 | 129 | Jul 2, 2019 | 195 |
| -14.42% | Jul 21, 2015 | 144 | Feb 11, 2016 | 102 | Jul 8, 2016 | 246 |
Volatility
Volatility Chart
The current iShares S&P 500 GBP Hedged UCITS ETF volatility is 4.15%, 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.