iShares S&P 500 Industrials Sector UCITS Acc (IISU.L)
IISU.L is a passive ETF by iShares tracking the investment results of the MSCI World/Materials NR USD. IISU.L launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B4LN9N13 |
|---|---|
| Issuer | iShares |
| Inception Date | Mar 20, 2017 |
| Category | Industrials Equities |
| Index Tracked | MSCI World/Materials NR USD |
| Asset Class | Equity |
Expense Ratio
IISU.L features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares S&P 500 Industrials Sector UCITS 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 S&P 500 Industrials Sector UCITS Acc had a return of 8.65% year-to-date (YTD) and 23.82% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.65% | 6.17% |
| 1 month | -2.16% | -2.72% |
| 6 months | 18.82% | 17.29% |
| 1 year | 23.82% | 23.80% |
| 5 years (annualized) | 12.00% | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.22% | 6.94% | 4.60% | -2.12% | ||||||||
| 2023 | -3.37% | 4.24% | 6.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IISU.L is 91, placing it in the top 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares S&P 500 Industrials Sector UCITS Acc(IISU.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Industrials Sector UCITS Acc (IISU.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares S&P 500 Industrials Sector UCITS 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 Industrials Sector UCITS Acc was 34.66%, occurring on Mar 23, 2020. Recovery took 153 trading sessions.
The current iShares S&P 500 Industrials Sector UCITS Acc drawdown is 2.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.66% | Feb 13, 2020 | 28 | Mar 23, 2020 | 153 | Nov 10, 2020 | 181 |
| -20.16% | Oct 4, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -12.13% | Jan 15, 2018 | 51 | Mar 26, 2018 | 87 | Jul 31, 2018 | 138 |
| -12.03% | Nov 17, 2021 | 143 | Jun 16, 2022 | 37 | Aug 8, 2022 | 180 |
| -9.9% | Mar 8, 2023 | 56 | May 31, 2023 | 44 | Aug 1, 2023 | 100 |
Volatility
Volatility Chart
The current iShares S&P 500 Industrials Sector UCITS Acc volatility is 3.24%, 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.