iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L)
INRG.L is a passive ETF by iShares tracking the investment results of the S&P Global Clean Energy TR USD. INRG.L launched on Jul 9, 2007 and has a 0.65% expense ratio.
ETF Info
| ISIN | IE00B1XNHC34 |
|---|---|
| WKN | A0MW0M |
| Issuer | iShares |
| Inception Date | Jul 9, 2007 |
| Category | Energy Equities |
| Index Tracked | S&P Global Clean Energy TR USD |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
INRG.L has a high expense ratio of 0.65%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Global Clean Energy UCITS ETF USD (Dist), 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 Global Clean Energy UCITS ETF USD (Dist) had a return of -10.36% year-to-date (YTD) and -23.06% in the last 12 months. Over the past 10 years, iShares Global Clean Energy UCITS ETF USD (Dist) had an annualized return of 8.27%, while the S&P 500 had an annualized return of 10.71%, indicating that iShares Global Clean Energy UCITS ETF USD (Dist) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -10.36% | 8.76% |
| 1 month | 1.43% | -0.28% |
| 6 months | 4.32% | 18.36% |
| 1 year | -23.06% | 25.94% |
| 5 years (annualized) | 8.80% | 12.51% |
| 10 years (annualized) | 8.27% | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -10.47% | -1.41% | 1.23% | -4.40% | ||||||||
| 2023 | -11.37% | 5.64% | 11.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of INRG.L is 2, indicating that it is in the bottom 2% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
INRG.L (iShares Global Clean Energy UCITS ETF USD (Dist))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Global Clean Energy UCITS ETF USD (Dist) granted a 0.01% dividend yield in the last twelve months. The annual payout for that period amounted to £0.07 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.07 | £0.07 | £0.06 | £0.09 | £0.07 | £0.11 | £0.14 | £0.15 | £0.14 | £0.15 | £0.11 | £0.10 |
Dividend yield | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.02% | 0.04% | 0.04% | 0.04% | 0.04% | 0.03% | 0.03% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Global Clean Energy 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | ||||||||
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 |
| 2013 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 |
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 Global Clean Energy 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 Global Clean Energy UCITS ETF USD (Dist) was 85.09%, occurring on Jul 30, 2012. Recovery took 2126 trading sessions.
The current iShares Global Clean Energy UCITS ETF USD (Dist) drawdown is 54.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.09% | Jan 4, 2008 | 1124 | Jul 30, 2012 | 2126 | Dec 30, 2020 | 3250 |
| -57.1% | Jan 8, 2021 | 831 | Apr 25, 2024 | — | — | — |
| -17.46% | Jul 17, 2007 | 22 | Aug 16, 2007 | 25 | Sep 26, 2007 | 47 |
| -15.49% | Nov 9, 2007 | 9 | Nov 21, 2007 | 14 | Dec 11, 2007 | 23 |
| -3.95% | Oct 12, 2007 | 7 | Oct 22, 2007 | 3 | Oct 25, 2007 | 10 |
Volatility
Volatility Chart
The current iShares Global Clean Energy UCITS ETF USD (Dist) volatility is 6.30%, 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.