iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IMSU.L)
IMSU.L is a passive ETF by iShares tracking the investment results of the MSCI World/Materials NR USD. IMSU.L launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B4MKCJ84 |
|---|---|
| Issuer | iShares |
| Inception Date | Mar 20, 2017 |
| Category | Industrials Equities |
| Index Tracked | MSCI World/Materials NR USD |
| Asset Class | Equity |
Expense Ratio
IMSU.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 Materials Sector UCITS ETF USD (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 Materials Sector UCITS ETF USD (Acc) had a return of 5.89% year-to-date (YTD) and 14.68% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.89% | 6.17% |
| 1 month | -3.03% | -2.72% |
| 6 months | 15.43% | 17.29% |
| 1 year | 14.68% | 23.80% |
| 5 years (annualized) | 12.80% | 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 | -3.13% | 5.78% | 6.57% | -3.15% | ||||||||
| 2023 | -3.37% | 3.41% | 4.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IMSU.L is 61, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares S&P 500 Materials Sector UCITS ETF USD (Acc)(IMSU.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IMSU.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 Materials Sector UCITS ETF USD (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 Materials Sector UCITS ETF USD (Acc) was 28.25%, occurring on Mar 23, 2020. Recovery took 78 trading sessions.
The current iShares S&P 500 Materials Sector UCITS ETF USD (Acc) drawdown is 3.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.25% | Aug 2, 2019 | 162 | Mar 23, 2020 | 78 | Jul 15, 2020 | 240 |
| -17.55% | Sep 24, 2018 | 66 | Dec 24, 2018 | 119 | Jun 18, 2019 | 185 |
| -15.45% | Jan 10, 2018 | 54 | Mar 26, 2018 | 94 | Aug 9, 2018 | 148 |
| -13.71% | Jun 7, 2022 | 28 | Jul 14, 2022 | 84 | Nov 11, 2022 | 112 |
| -13.55% | Mar 6, 2023 | 58 | May 31, 2023 | 192 | Feb 29, 2024 | 250 |
Volatility
Volatility Chart
The current iShares S&P 500 Materials Sector UCITS ETF USD (Acc) volatility is 2.79%, 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.