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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Global Clean Energy Transition UCITS ETF USD Accumulating, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
iShares Global Clean Energy Transition UCITS ETF USD Accumulating (INRA.AS) has returned 8.02% so far this year and 59.14% over the past 12 months.
iShares Global Clean Energy Transition UCITS ETF USD Accumulating
- 1D
- 0.44%
- 1M
- -2.53%
- YTD
- 8.02%
- 6M
- 17.26%
- 1Y
- 59.14%
- 3Y*
- -2.22%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 2, 2022, INRA.AS's average daily return is +0.01%, while the average monthly return is +0.09%. At this rate, your investment would double in approximately 64.2 years.
Historically, 51% of months were positive and 49% were negative. The best month was Jul 2022 with a return of +16.4%, while the worst month was Aug 2023 at -12.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, INRA.AS closed higher 49% of trading days. The best single day was Dec 14, 2023 with a return of +10.0%, while the worst single day was Jun 13, 2022 at -9.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.49% | -0.60% | -2.53% | 8.02% | |||||||||
| 2025 | -0.16% | -2.83% | 1.83% | 3.63% | 7.77% | 3.97% | 3.03% | 7.07% | 5.95% | 11.83% | -0.97% | -1.97% | 45.54% |
| 2024 | -9.51% | -2.05% | 1.37% | -5.77% | 12.20% | -8.72% | 4.78% | 0.81% | 3.22% | -10.86% | -5.40% | -6.63% | -25.57% |
| 2023 | 2.87% | -6.11% | 2.82% | -6.20% | -2.10% | 0.97% | 0.33% | -12.11% | -8.68% | -12.01% | 9.81% | 10.74% | -20.66% |
| 2022 | 7.46% | -10.62% | 3.50% | -4.76% | 16.39% | 0.33% | -11.99% | -3.65% | 10.73% | -4.07% | -0.42% |
Benchmark Metrics
iShares Global Clean Energy Transition UCITS ETF USD Accumulating has an annualized alpha of -5.69%, beta of 0.47, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since March 03, 2022.
- This ETF participated in 133.73% of S&P 500 Index downside but only 77.05% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.47 may look defensive, but with R² of 0.10 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 0.10 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
- -5.69%
- Beta
- 0.47
- R²
- 0.10
- Upside Capture
- 77.05%
- Downside Capture
- 133.73%
Expense Ratio
INRA.AS has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
INRA.AS ranks 94 for risk / return — in the top 94% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Global Clean Energy Transition UCITS ETF USD Accumulating (INRA.AS) and compare them to a chosen benchmark (S&P 500 Index).
| INRA.AS | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.40 | 0.90 | +1.50 |
Sortino ratioReturn per unit of downside risk | 3.11 | 1.39 | +1.72 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.21 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 4.77 | 1.40 | +3.37 |
Martin ratioReturn relative to average drawdown | 14.85 | 6.61 | +8.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore INRA.AS risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Global Clean Energy Transition UCITS ETF USD Accumulating. 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 Global Clean Energy Transition UCITS ETF USD Accumulating was 54.31%, occurring on Apr 9, 2025. The portfolio has not yet recovered.
The current iShares Global Clean Energy Transition UCITS ETF USD Accumulating drawdown is 21.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.31% | Aug 16, 2022 | 678 | Apr 9, 2025 | — | — | — |
| -23.69% | Apr 6, 2022 | 23 | May 12, 2022 | 54 | Aug 2, 2022 | 77 |
| -6.75% | Mar 11, 2022 | 3 | Mar 15, 2022 | 10 | Mar 30, 2022 | 13 |
| -4.37% | Mar 3, 2022 | 2 | Mar 4, 2022 | 1 | Mar 7, 2022 | 3 |
| -3.42% | Aug 3, 2022 | 1 | Aug 3, 2022 | 3 | Aug 8, 2022 | 4 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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