iShares BIC 50 UCITS ETF (IQQ9.DE)

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The chart shows the growth of an initial investment of €10,000 in iShares BIC 50 UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares BIC 50 UCITS ETF (IQQ9.DE) has returned -6.31% so far this year and -6.67% over the past 12 months. Over the last ten years, IQQ9.DE has returned 3.41% per year, falling short of the S&P 500 Index benchmark, which averaged 11.99% annually.

Based on dividend-adjusted daily data since Sep 27, 2007, IQQ9.DE's average daily return is +0.02%, while the average monthly return is +0.24%. At this rate, your investment would double in approximately 24.1 years.

Historically, 53% of months were positive and 47% were negative. The best month was Nov 2022 with a return of +24.7%, while the worst month was Sep 2008 at -22.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, IQQ9.DE closed higher 50% of trading days. The best single day was Sep 19, 2008 with a return of +17.3%, while the worst single day was Oct 6, 2008 at -17.2%.

iShares BIC 50 UCITS ETF has an annualized alpha of -2.03%, beta of 0.58, and R² of 0.15 versus S&P 500 Index. Calculated based on daily prices since September 28, 2007.

• This ETF participated in 88.87% of S&P 500 Index downside but only 50.16% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.58 may look defensive, but with R² of 0.15 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 0.15 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.

IQQ9.DE has an expense ratio of 0.74%, placing it in the medium range.

IQQ9.DE ranks 5 for risk / return — in the bottom 5% 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.

The table below present risk-adjusted performance metrics for iShares BIC 50 UCITS ETF (IQQ9.DE) and compare them to a chosen benchmark (S&P 500 Index).

iShares BIC 50 UCITS ETF provided a 1.90% dividend yield over the last twelve months, with an annual payout of €0.39 per share.

The table displays the monthly dividend distributions for iShares BIC 50 UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares BIC 50 UCITS ETF. 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 BIC 50 UCITS ETF was 65.58%, occurring on Nov 21, 2008. Recovery took 2280 trading sessions.

The current iShares BIC 50 UCITS ETF drawdown is 39.82%.

The chart below shows the rolling one-month volatility.