- Issuer
- iShares
- Inception Date
- Apr 10, 2019
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist)
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
IKSD.L Performance Chart
iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IKSD.L) is up 2.6% since the beginning of the year. IKSD.L is currently trading at $5 per share. Investors who bought $1,000 worth of IKSD.L shares 5 years ago would now be looking at an investment worth $1,085.
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Returns By Period
iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IKSD.L) has returned 2.62% so far this year and 1.40% over the past 12 months.
iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist)
- 1D
- 0.04%
- 1M
- -3.32%
- 6M
- -2.78%
- YTD
- 2.62%
- 1Y
- 1.40%
- 3Y*
- -0.83%
- 5Y*
- 1.64%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
IKSD.L Monthly Returns History
Based on dividend-adjusted daily data since Apr 26, 2019, IKSD.L's average daily return is +0.02%, while the average monthly return is +0.34%. At this rate, an investment would double in approximately 17.0 years.
Historically, 55% of months were positive and 45% were negative. The best month was Jan 2022 with a return of +10.5%, while the worst month was Jun 2022 at -10.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IKSD.L closed higher 46% of trading days. The best single day was Mar 10, 2020 with a return of +7.6%, while the worst single day was Mar 9, 2020 at -14.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.93% | -6.56% | 6.04% | -1.29% | -1.12% | -2.26% | -0.34% | 2.62% | |||||
| 2025 | 2.71% | -2.33% | 0.73% | -1.82% | -5.38% | 2.75% | -1.75% | -1.19% | 9.22% | -0.18% | -6.80% | -0.59% | -5.43% |
| 2024 | -0.39% | 5.22% | -0.17% | -2.57% | -8.08% | 3.63% | 3.12% | 0.91% | 0.54% | -1.61% | -2.18% | 2.42% | 0.13% |
| 2023 | 1.93% | -7.14% | 5.87% | 6.31% | -4.50% | 4.52% | 1.77% | -2.33% | -5.32% | -3.10% | 5.00% | 7.62% | 9.58% |
| 2022 | 10.50% | 2.57% | 3.29% | 6.83% | -7.81% | -10.94% | 6.16% | 1.32% | -8.28% | 4.07% | -7.99% | -2.59% | -5.52% |
| 2021 | 0.59% | 4.98% | 9.48% | 5.36% | 0.98% | 3.49% | 0.70% | 4.14% | 2.53% | 3.70% | -9.34% | 6.18% | 36.62% |
Benchmark Metrics
iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) has an annualized alpha of -0.03%, beta of 0.33, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since April 26, 2019.
- This ETF participated in 71.65% of S&P 500 Index downside but only 43.08% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.33 may look defensive, but with R2 of 0.12 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.12 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -0.03%
- Beta
- 0.33
- R²
- 0.12
- Upside Capture
- 43.08%
- Downside Capture
- 71.65%
Expense Ratio
IKSD.L has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IKSD.L ranks 11 for risk / return — in the bottom 11% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IKSD.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IKSD.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.31 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 2.35 | -2.21 |
| Martin ratioReturn relative to average drawdown | 0.30 | 10.19 | -9.89 |
Dividends
Dividend History
iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) provided a 3.64% dividend yield over the last twelve months, with an annual payout of $0.19 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.19 | $0.18 | $0.15 | $0.12 | $0.10 | $0.07 | $0.14 |
Dividend yield | 3.64% | 3.52% | 2.71% | 2.12% | 1.80% | 1.26% | 3.25% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 | |||||
| 2025 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
| 2024 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2023 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2022 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 |
| 2021 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist). 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 MSCI Saudi Arabia Capped UCITS ETF USD (Dist) was 41.86%, occurring on Mar 16, 2020. Recovery took 265 trading sessions.
The current iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) drawdown is 19.55%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-41.86%Mar 2020 | 10mo 14d | 1y 16d | 1y 11moMay 2019 - Apr 2021 | COVID crash2020 |
-29.80%Mar 2023 | 10mo 16d | — | 4y 2moMay 2022 - now | — |
-12.03%Nov 2021 | 15d | 1mo 14d | 1mo 29dNov 2021 - Jan 2022 | — |
-4.96%May 2021 | 13d | 21d | 1mo 4dApr 2021 - Jun 2021 | — |
-3.38%Jan 2022 | 3d | 7d | 10dJan 2022 - Jan 2022 | Bear market2022 |
Drawdown Indicators
| IKSD.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.86% | -56.78% | +14.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -9.10% | -2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -15.71% | -18.90% | +3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -29.80% | -25.43% | -4.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -19.55% | -0.49% | -19.06% |
Average DrawdownAverage peak-to-trough decline | -15.83% | -10.70% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 2.09% | +3.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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