- Issuer
- iShares
- Inception Date
- Oct 5, 2021
- Category
- Short-Term Bond, ESG
- Leveraged
- 1x (No leverage)
- Index Tracked
- Bloomberg MSCI US Corporate 0-3 Sustainable SRI Index (EUR Hedged)
- Domicile
- Ireland
- 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
IU0E.DE Performance Chart
iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc) (IU0E.DE) is up 0.6% since the beginning of the year. IU0E.DE is currently trading at €5 per share. Investors who bought €1,000 worth of IU0E.DE shares 5 years ago would now be looking at an investment worth €1,053.
Loading charts...
Returns By Period
iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc) (IU0E.DE) has returned 0.56% so far this year and 1.88% over the past 12 months.
iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc)
- 1D
- 0.00%
- 1M
- 0.18%
- 6M
- 0.56%
- YTD
- 0.56%
- 1Y
- 1.88%
- 3Y*
- 3.34%
- 5Y*
- 1.03%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.43%
- 1M
- 0.48%
- 6M
- 11.83%
- YTD
- 12.30%
- 1Y
- 22.52%
- 3Y*
- 17.03%
- 5Y*
- 12.27%
- 10Y*
- 13.23%
IU0E.DE Monthly Returns History
Based on dividend-adjusted daily data since Jan 9, 2019, IU0E.DE's average daily return is 0.00%, while the average monthly return is +0.09%. At this rate, an investment would double in approximately 64.2 years.
Historically, 48% of months were positive and 52% were negative. The best month was Apr 2020 with a return of +2.6%, while the worst month was Mar 2020 at -2.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.
On a daily basis, IU0E.DE closed higher 19% of trading days. The best single day was Mar 23, 2020 with a return of +3.0%, while the worst single day was Mar 18, 2020 at -2.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.37% | 0.18% | -0.74% | 0.56% | 0.00% | -0.00% | 0.18% | 0.56% | |||||
| 2025 | 0.19% | 0.57% | 0.19% | 0.38% | 0.00% | 0.38% | 0.00% | 0.56% | 0.19% | 0.00% | 0.56% | 0.00% | 3.05% |
| 2024 | 0.20% | -0.20% | 0.40% | -0.20% | 0.59% | 0.39% | 0.78% | 0.78% | 0.58% | -0.19% | 0.00% | 0.38% | 3.56% |
| 2023 | 0.61% | -0.61% | 0.41% | 0.41% | -0.20% | -0.20% | 0.41% | 0.20% | 0.00% | 0.00% | 1.01% | 1.20% | 3.27% |
| 2022 | -0.78% | -0.59% | -0.79% | -0.80% | 0.40% | -1.00% | 0.61% | -0.60% | -1.21% | -0.41% | 0.62% | 0.20% | -4.30% |
| 2021 | 0.00% | -0.00% | -0.19% | 0.00% | 0.00% | -0.00% | -0.00% | -0.00% | -0.19% | -0.39% | -0.19% | 0.00% | -0.97% |
Benchmark Metrics
iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc) has an annualized alpha of 0.76%, beta of 0.03, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since January 09, 2019.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (4.34%) than losses (3.68%) - typical of diversified or defensive assets.
- Beta of 0.03 may look defensive, but with R2 of 0.03 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 0.03 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
- 0.76%
- Beta
- 0.03
- R²
- 0.03
- Upside Capture
- 4.34%
- Downside Capture
- 3.68%
Expense Ratio
IU0E.DE has an expense ratio of 0.17%, which is considered low.
Return for Risk
Risk / Return Rank
IU0E.DE ranks 42 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc) (IU0E.DE) 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.
| IU0E.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.35 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 3.18 | -0.65 |
| Martin ratioReturn relative to average drawdown | 7.73 | 11.76 | -4.03 |
Dividends
Dividend History
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 $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR 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 $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR Hedged (Acc) was 8.40%, occurring on Mar 20, 2020. Recovery took 15 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -8.40%Mar 2020 | 11d | 25d | 1mo 6dMar 2020 - Apr 2020 |
Bear market2022 | -6.55%Oct 2022 | 2y 2mo | 1y 10mo | 4y 16dAug 2020 - Aug 2024 |
COVID crash2020 | -1.35%Apr 2020 | 6d | 1mo 15d | 1mo 21dApr 2020 - Jun 2020 |
2025 selloff2025 | -0.75%Apr 2025 | 7d | 17d | 24dApr 2025 - Apr 2025 |
2026 pullback2026 | -0.74%Mar 2026 | 1mo | — | 4mo 23dFeb 2026 - now |
Drawdown Indicators
| IU0E.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.40% | -51.62% | +43.22% |
Max Drawdown (1Y)Largest decline over 1 year | -0.74% | -7.57% | +6.83% |
Max Drawdown (3Y)Largest decline over 3 years | -0.75% | -23.99% | +23.24% |
Max Drawdown (5Y)Largest decline over 5 years | -6.01% | -23.99% | +17.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -0.00% | -0.43% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -9.08% | +7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 2.04% | -1.80% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with IU0E.DE
Add iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF EUR 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 IU0E.DE