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
IE00B3WJKG14
Nov 20, 2015
1x
MSCI World/Information Tech NR USD
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 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 33.69% year-to-date (YTD) and 37.74% in the last 12 months.
IITU.L
33.69%
3.38%
15.69%
37.74%
25.23%
N/A
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
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% | 4.98% | 13.25% | -5.11% | -1.62% | 0.78% | 3.93% | 33.69% | ||
| 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% |
Expense Ratio
IITU.L has an expense ratio of 0.15%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IITU.L is 60, 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 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. 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 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 1.81%.
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 |
| -14.72% | Jul 11, 2024 | 41 | Sep 6, 2024 | 45 | Nov 8, 2024 | 86 |
| -12.67% | Dec 3, 2015 | 48 | Feb 11, 2016 | 23 | Mar 15, 2016 | 71 |
Volatility
Volatility Chart
The current iShares S&P 500 USD Information Technology Sector UCITS volatility is 5.46%, 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.