PortfoliosLab logoPortfoliosLab logo
Issuer
iShares
Inception Date
May 26, 2023
Leveraged
1x (No leverage)
Index Tracked
iShares Italy Govt Bond UCITS ETF USD Hedged (Acc)
Distribution Policy
Accumulating
Asset Class
Bond

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

ITEH.L Performance Chart

iShares Italy Govt Bond UCITS ETF USD Hedged (Acc) (ITEH.L) is up 0.5% since the beginning of the year. ITEH.L is currently trading at $6 per share. Investors who bought $1,000 worth of ITEH.L shares 5 years ago would now be looking at an investment worth $1,046.


Loading charts...

S&P 500 Index

Returns By Period

iShares Italy Govt Bond UCITS ETF USD Hedged (Acc) (ITEH.L) has returned 0.48% so far this year and 3.10% over the past 12 months.


iShares Italy Govt Bond UCITS ETF USD Hedged (Acc)

1D
0.00%
1M
-0.63%
6M
-0.16%
YTD
0.48%
1Y
3.10%
3Y*
6.11%
5Y*
0.91%
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITEH.L Monthly Returns History

Based on dividend-adjusted daily data since Apr 19, 2018, ITEH.L's average daily return is +0.01%, while the average monthly return is +0.25%. At this rate, an investment would double in approximately 23.1 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jun 2019 with a return of +3.9%, while the worst month was May 2018 at -5.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, ITEH.L closed higher 46% of trading days. The best single day was Mar 19, 2020 with a return of +3.1%, while the worst single day was May 29, 2018 at -4.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.79%1.26%-2.96%0.64%1.44%0.63%-1.25%0.48%
20250.17%0.83%-1.49%2.35%0.66%0.49%-0.00%0.00%0.65%1.61%0.00%-0.16%5.18%
20240.00%-0.36%1.25%-0.88%0.18%-0.18%3.03%0.35%2.24%-0.84%2.72%-0.99%6.60%
20232.91%-1.28%2.46%-0.09%0.97%0.64%0.19%-0.94%-1.71%0.77%3.64%3.70%11.65%
2022-0.63%-2.29%-1.38%-4.32%-1.92%-0.74%1.88%-3.94%-2.91%1.12%3.15%-3.98%-15.12%
2021-0.63%-0.81%0.67%-1.44%0.17%0.61%1.45%-0.47%-0.74%-1.38%1.44%-1.33%-2.50%

Benchmark Metrics

iShares Italy Govt Bond UCITS ETF USD Hedged (Acc) has an annualized alpha of 3.40%, beta of 0.05, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since April 19, 2018.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (16.28%) than losses (14.72%) - typical of diversified or defensive assets.
  • Beta of 0.05 may look defensive, but with R2 of 0.02 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 0.02 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
3.40%
Beta
0.05
0.02
Upside Capture
16.28%
Downside Capture
14.72%

Expense Ratio

ITEH.L has an expense ratio of 0.22%, which is considered low.


Return for Risk

Risk / Return Rank

ITEH.L ranks 22 for risk / return — below 22% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


ITEH.L Risk / Return Rank: 2222
Overall Rank
ITEH.L Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
ITEH.L Sortino Ratio Rank: 2020
Sortino Ratio Rank
ITEH.L Omega Ratio Rank: 2121
Omega Ratio Rank
ITEH.L Calmar Ratio Rank: 2121
Calmar Ratio Rank
ITEH.L Martin Ratio Rank: 2424
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 Italy Govt Bond UCITS ETF USD Hedged (Acc) (ITEH.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.


ITEH.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.06

Sortino ratioReturn per unit of downside risk

-1.38

Omega ratioGain probability vs. loss probability

1.13

1.31

-0.18

Calmar ratioReturn relative to maximum drawdown

0.79

2.35

-1.56

Martin ratioReturn relative to average drawdown

2.42

10.19

-7.77

Dividends

Dividend History


iShares Italy Govt Bond UCITS ETF USD Hedged (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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Italy Govt Bond UCITS ETF USD Hedged (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 iShares Italy Govt Bond UCITS ETF USD Hedged (Acc) was 19.30%, occurring on Sep 27, 2022. Recovery took 639 trading sessions.

The current iShares Italy Govt Bond UCITS ETF USD Hedged (Acc) drawdown is 1.56%.


Drawdown

Fall

Recovery

Underwater

Related event

-19.30%Sep 2022
1y 1mo2y 8mo
3y 9moAug 2021 - May 2025
Bear market2022
-8.75%Mar 2020
1mo 2d4mo 7d
5mo 9dFeb 2020 - Jul 2020
COVID crash2020
-8.61%Oct 2018
5mo 4d4mo 20d
9mo 24dMay 2018 - Mar 2019
Rate-hike selloffLate 2018
-4.10%May 2021
3mo 4d2mo 20d
5mo 24dFeb 2021 - Aug 2021
-3.89%Mar 2026
25d
4mo 16dMar 2026 - now

Drawdown Indicators


ITEH.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-19.30%

-56.78%

+37.48%

Max Drawdown (1Y)

Largest decline over 1 year

-3.89%

-9.10%

+5.21%

Max Drawdown (3Y)

Largest decline over 3 years

-3.93%

-18.90%

+14.97%

Max Drawdown (5Y)

Largest decline over 5 years

-19.30%

-25.43%

+6.13%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.56%

-0.49%

-1.07%

Average Drawdown

Average peak-to-trough decline

-4.87%

-10.70%

+5.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.28%

2.09%

-0.81%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with ITEH.L

Add iShares Italy Govt Bond UCITS ETF USD Hedged (Acc) to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with ITEH.L