iShares S&P 500 USD Information Technology Sector UCITS (IITU.L)
IITU.L is a passive ETF by iShares tracking the investment results of the MSCI World/Information Tech NR USD. IITU.L launched on Nov 20, 2015 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B3WJKG14 |
|---|---|
| Issuer | iShares |
| Inception Date | Nov 20, 2015 |
| Category | Technology Equities |
| Index Tracked | MSCI World/Information Tech NR USD |
| Asset Class | Equity |
Expense Ratio
IITU.L features an expense ratio of 0.15%, falling within the medium range.
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.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares S&P 500 USD Information Technology Sector UCITS, 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 USD Information Technology Sector UCITS had a return of 14.03% year-to-date (YTD) and 45.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.03% | 9.47% |
| 1 month | -0.67% | 1.91% |
| 6 months | 17.99% | 18.36% |
| 1 year | 45.20% | 26.61% |
| 5 years (annualized) | 25.05% | 12.90% |
| 10 years (annualized) | N/A | 10.79% |
Monthly Returns
The table below presents the monthly returns of IITU.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 | 4.14% | 6.13% | 2.72% | -3.06% | 14.03% | ||||||||
| 2023 | 7.14% | 2.93% | 7.14% | -1.44% | 12.69% | 3.59% | 1.90% | 0.45% | -3.07% | -1.16% | 8.63% | 4.07% | 50.70% |
| 2022 | -9.13% | -3.14% | 6.72% | -6.05% | -3.99% | -5.59% | 11.74% | -0.17% | -6.08% | 1.76% | -2.32% | -5.67% | -21.43% |
| 2021 | -0.69% | -0.63% | 2.58% | 5.10% | -3.46% | 9.41% | 2.75% | 5.08% | -3.17% | 4.73% | 8.30% | 2.84% | 37.05% |
| 2020 | 5.01% | -6.23% | -2.11% | 9.37% | 7.50% | 7.45% | -1.38% | 10.78% | -1.19% | -5.74% | 6.58% | 4.77% | 38.34% |
| 2019 | 3.85% | 5.66% | 6.65% | 5.98% | -4.33% | 7.11% | 9.67% | -3.51% | 1.05% | -1.32% | 5.72% | 1.72% | 44.21% |
| 2018 | 1.30% | 4.35% | -7.11% | 3.63% | 10.50% | 0.54% | 2.15% | 7.88% | -0.94% | -5.83% | -2.88% | -7.62% | 4.28% |
| 2017 | 0.69% | 6.81% | 1.70% | -1.07% | 4.82% | -3.27% | 2.79% | 5.49% | -3.35% | 8.92% | -0.74% | 1.03% | 25.57% |
| 2016 | -2.89% | 2.84% | 4.64% | -7.71% | 6.36% | 6.29% | 8.77% | 3.05% | 3.16% | 6.85% | -2.30% | 3.72% | 36.51% |
| 2015 | 0.06% | 0.39% | 0.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IITU.L is 90, placing it in the top 10% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
IITU.L (iShares S&P 500 USD Information Technology Sector UCITS)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 USD Information Technology Sector UCITS (IITU.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 USD Information Technology Sector UCITS. 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 USD Information Technology Sector UCITS was 23.56%, occurring on Jun 16, 2022. Recovery took 236 trading sessions.
The current iShares S&P 500 USD Information Technology Sector UCITS drawdown is 0.96%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.56% | Dec 10, 2021 | 126 | Jun 16, 2022 | 236 | May 25, 2023 | 362 |
| -23.03% | Feb 20, 2020 | 23 | Mar 23, 2020 | 39 | May 20, 2020 | 62 |
| -20.73% | Sep 4, 2018 | 80 | Dec 24, 2018 | 75 | Apr 11, 2019 | 155 |
| -12.67% | Dec 3, 2015 | 48 | Feb 11, 2016 | 23 | Mar 15, 2016 | 71 |
| -11.18% | Mar 13, 2018 | 12 | Mar 28, 2018 | 28 | May 10, 2018 | 40 |
Volatility
Volatility Chart
The current iShares S&P 500 USD Information Technology Sector UCITS volatility is 7.09%, 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.