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Invesco Solar Energy UCITS ETF Acc (ISUN.L)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE00BM8QRZ79
WKN
A2QQ9R
Issuer
Invesco
Inception Date
Aug 2, 2021
Leveraged
1x (No leverage)
Index Tracked
MAC Global Solar Energy Index
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Value

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Invesco Solar Energy UCITS ETF Acc, 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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S&P 500 Index

Returns By Period

Invesco Solar Energy UCITS ETF Acc (ISUN.L) has returned 9.23% so far this year and 78.11% over the past 12 months.


Invesco Solar Energy UCITS ETF Acc

1D
0.49%
1M
-2.27%
YTD
9.23%
6M
24.27%
1Y
78.11%
3Y*
-11.41%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 12, 2021, ISUN.L's average daily return is -0.01%, while the average monthly return is -0.28%.

Historically, 46% of months were positive and 54% were negative. The best month was Oct 2021 with a return of +21.9%, while the worst month was Oct 2023 at -20.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ISUN.L closed higher 48% of trading days. The best single day was Feb 28, 2022 with a return of +16.9%, while the worst single day was May 10, 2022 at -12.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.61%1.97%-2.27%9.23%
20251.37%0.08%-11.93%-5.70%13.94%6.43%6.37%12.64%4.62%13.28%-0.79%1.23%45.70%
2024-18.57%-2.50%6.05%-10.30%17.01%-14.09%0.63%-0.23%5.76%-8.43%-6.66%-8.40%-36.88%
20239.25%-6.39%4.47%-8.54%-3.09%2.29%-2.50%-15.19%-10.74%-20.86%11.34%17.38%-26.04%
2022-18.92%12.13%6.06%-13.05%8.51%-1.02%18.88%-0.72%-10.83%-4.52%14.17%-10.46%-7.51%
2021-1.01%-4.67%21.89%-6.51%-14.32%-7.86%

Benchmark Metrics

Invesco Solar Energy UCITS ETF Acc has an annualized alpha of -11.12%, beta of 0.55, and R² of 0.05 versus S&P 500 Index. Calculated based on daily prices since August 13, 2021.

  • This ETF participated in 148.83% of S&P 500 Index downside but only 63.92% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.55 may look defensive, but with R² of 0.05 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 0.05 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
-11.12%
Beta
0.55
0.05
Upside Capture
63.92%
Downside Capture
148.83%

Expense Ratio

ISUN.L has an expense ratio of 0.69%, placing it in the medium range.


Return for Risk

Risk / Return Rank

ISUN.L ranks 90 for risk / return — in the top 90% 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.


ISUN.L Risk / Return Rank: 9090
Overall Rank
ISUN.L Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ISUN.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
ISUN.L Omega Ratio Rank: 8585
Omega Ratio Rank
ISUN.L Calmar Ratio Rank: 9292
Calmar Ratio Rank
ISUN.L Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco Solar Energy UCITS ETF Acc (ISUN.L) and compare them to a chosen benchmark (S&P 500 Index).


ISUN.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.18

0.90

+1.28

Sortino ratio

Return per unit of downside risk

2.78

1.39

+1.40

Omega ratio

Gain probability vs. loss probability

1.34

1.21

+0.13

Calmar ratio

Return relative to maximum drawdown

3.42

1.40

+2.02

Martin ratio

Return relative to average drawdown

11.17

6.61

+4.56

Explore ISUN.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Invesco Solar Energy UCITS ETF Acc doesn't pay dividends

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 Invesco Solar Energy UCITS ETF 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 Invesco Solar Energy UCITS ETF Acc was 74.01%, occurring on Apr 9, 2025. The portfolio has not yet recovered.

The current Invesco Solar Energy UCITS ETF Acc drawdown is 45.97%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.01%Nov 2, 2021686Apr 9, 2025
-10.8%Sep 3, 20215Oct 8, 20217Oct 20, 202112
-3.97%Aug 13, 20212Aug 23, 20212Sep 2, 20214
-1.29%Oct 21, 20212Oct 22, 20212Oct 26, 20214

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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