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Issuer
iShares
Inception Date
Dec 7, 2007
Leveraged
1x (No leverage)
Index Tracked
iShares MSCI USA Islamic UCITS ETF USD (Dist)
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

ISUS.L Performance Chart

iShares MSCI USA Islamic UCITS ETF USD (Dist) (ISUS.L) is up 16.1% since the beginning of the year. ISUS.L is currently trading at £73 per share. Investors who bought £1,000 worth of ISUS.L shares 5 years ago would now be looking at an investment worth £1,874.


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S&P 500 Index

Returns By Period

iShares MSCI USA Islamic UCITS ETF USD (Dist) (ISUS.L) has returned 16.13% so far this year and 28.27% over the past 12 months. Over the last ten years, ISUS.L has returned 11.28% per year, falling short of the S&P 500 Index benchmark, which averaged 13.06% annually.


iShares MSCI USA Islamic UCITS ETF USD (Dist)

1D
-0.54%
1M
-5.23%
6M
13.90%
YTD
16.13%
1Y
28.27%
3Y*
14.69%
5Y*
13.38%
10Y*
11.28%

Benchmark (S&P 500 Index)

1D
-0.66%
1M
-0.64%
6M
8.66%
YTD
10.17%
1Y
19.99%
3Y*
17.60%
5Y*
12.23%
10Y*
13.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ISUS.L Monthly Returns History

Based on dividend-adjusted daily data since Dec 10, 2007, ISUS.L's average daily return is +0.20%, while the average monthly return is +1.32%. At this rate, an investment would double in approximately 4.4 years.

Historically, 62% of months were positive and 38% were negative. The best month was May 2008 with a return of +102.9%, while the worst month was Apr 2008 at -47.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ISUS.L closed higher 52% of trading days. The best single day was Mar 11, 2008 with a return of +107.8%, while the worst single day was Mar 10, 2008 at -50.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.47%2.30%-3.44%7.85%12.74%3.47%-6.99%16.13%
20252.56%-7.38%-6.72%-3.20%8.88%2.22%5.41%-1.80%5.08%6.44%-1.77%-0.21%8.35%
20240.66%3.24%2.52%-3.36%-2.04%6.33%-1.81%-3.20%1.02%1.66%7.72%-1.42%11.17%
20232.10%0.65%2.68%-0.58%2.29%4.49%1.01%0.23%0.51%-3.37%4.67%3.09%18.94%
2022-5.00%-0.96%7.11%-0.19%-0.67%-6.10%5.96%1.47%-3.20%6.20%0.11%-4.97%-1.34%
20210.96%1.81%5.93%1.81%-0.27%3.84%1.96%3.66%-1.08%3.03%4.18%1.86%31.21%

Benchmark Metrics

iShares MSCI USA Islamic UCITS ETF USD (Dist) has an annualized alpha of 55.31%, beta of 0.77, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since December 10, 2007.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (78.20%) than losses (45.27%) - typical of diversified or defensive assets.
  • R2 of 0.02 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
55.31%
Beta
0.77
0.02
Upside Capture
78.20%
Downside Capture
45.27%

Expense Ratio

ISUS.L has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

ISUS.L ranks 83 for risk / return — in the top 83% 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.


ISUS.L Risk / Return Rank: 8383
Overall Rank
ISUS.L Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
ISUS.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
ISUS.L Omega Ratio Rank: 8282
Omega Ratio Rank
ISUS.L Calmar Ratio Rank: 8989
Calmar Ratio Rank
ISUS.L Martin Ratio Rank: 8585
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 iShares MSCI USA Islamic UCITS ETF USD (Dist) (ISUS.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ISUS.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.44

Sortino ratioReturn per unit of downside risk

+0.55

Omega ratioGain probability vs. loss probability

1.38

1.31

+0.07

Calmar ratioReturn relative to maximum drawdown

4.23

2.50

+1.73

Martin ratioReturn relative to average drawdown

13.71

9.11

+4.60

Dividends

Dividend History

iShares MSCI USA Islamic UCITS ETF USD (Dist) provided a 0.66% dividend yield over the last twelve months, with an annual payout of £0.48 per share.


0.80%1.00%1.20%1.40%1.60%£0.00£0.10£0.20£0.30£0.40£0.50£0.60£0.7020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend£0.48£0.48£0.53£0.60£0.70£0.47£0.54£0.50£0.45£0.45£0.38£0.33

Dividend yield

0.66%0.75%0.89%1.13%1.53%1.00%1.50%1.41%1.45%1.43%1.23%1.39%

Monthly Dividends

The table displays the monthly dividend distributions for iShares MSCI USA Islamic UCITS ETF USD (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026£0.00£0.00£0.00£0.00£0.23£0.00£0.00£0.23
2025£0.00£0.00£0.00£0.00£0.23£0.00£0.00£0.00£0.00£0.00£0.25£0.00£0.48
2024£0.00£0.00£0.00£0.00£0.27£0.00£0.00£0.00£0.00£0.00£0.26£0.00£0.53
2023£0.00£0.00£0.00£0.00£0.33£0.00£0.00£0.00£0.00£0.00£0.27£0.00£0.60
2022£0.00£0.00£0.00£0.00£0.30£0.00£0.00£0.00£0.00£0.00£0.39£0.00£0.70
2021£0.00£0.00£0.00£0.00£0.22£0.00£0.00£0.00£0.00£0.00£0.25£0.00£0.47

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 MSCI USA Islamic 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 MSCI USA Islamic UCITS ETF USD (Dist) was 60.74%, occurring on Mar 6, 2009. Recovery took 1443 trading sessions.

The current iShares MSCI USA Islamic UCITS ETF USD (Dist) drawdown is 6.99%.


Drawdown

Fall

Recovery

Underwater

Related event

-60.74%Mar 2009
9mo 20d5y 8mo
6y 6moMay 2008 - Nov 2014
Financial crisis2007–2009
-53.44%Mar 2008
12d1mo 22d
2mo 4dFeb 2008 - May 2008
Financial crisis2007–2009
-50.42%Feb 2008
4d5d
9dFeb 2008 - Feb 2008
Financial crisis2007–2009
-49.73%Feb 2008
0s6d
6dFeb 2008 - Feb 2008
Financial crisis2007–2009
-49.01%May 2008
0s7d
7dMay 2008 - May 2008
Financial crisis2007–2009

Drawdown Indicators


ISUS.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-60.74%

-37.07%

-23.67%

Max Drawdown (1Y)

Largest decline over 1 year

-6.99%

-8.03%

+1.04%

Max Drawdown (3Y)

Largest decline over 3 years

-23.99%

-22.15%

-1.84%

Max Drawdown (5Y)

Largest decline over 5 years

-23.99%

-22.15%

-1.84%

Max Drawdown (10Y)

Largest decline over 10 years

-24.48%

-26.01%

+1.53%

Current Drawdown

Current decline from peak

-6.99%

-1.42%

-5.57%

Average Drawdown

Average peak-to-trough decline

-14.34%

-5.29%

-9.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.16%

2.20%

-0.04%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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