iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE)
IU5C.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Capped 35/20 Communication Services. IU5C.DE launched on Sep 17, 2018 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BDDRF478 |
|---|---|
| WKN | A2JQ2H |
| Issuer | iShares |
| Inception Date | Sep 17, 2018 |
| Category | Communications Equities |
| Index Tracked | S&P 500 Capped 35/20 Communication Services |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
IU5C.DE features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares S&P 500 Communication Sector UCITS ETF USD (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares S&P 500 Communication Sector UCITS ETF USD (Acc) had a return of 16.82% year-to-date (YTD) and 47.98% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.82% | 7.50% |
| 1 month | -1.79% | -1.61% |
| 6 months | 22.90% | 17.65% |
| 1 year | 47.98% | 26.26% |
| 5 years (annualized) | N/A | 11.73% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 8.24% | 3.14% | 5.06% | -0.92% | ||||||||
| 2023 | -2.07% | 4.85% | 3.67% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IU5C.DE is 97, placing it in the top 3% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares S&P 500 Communication Sector UCITS ETF USD (Acc)(IU5C.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares S&P 500 Communication Sector UCITS ETF USD (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 S&P 500 Communication Sector UCITS ETF USD (Acc) was 25.54%, occurring on Dec 20, 2022. Recovery took 114 trading sessions.
The current iShares S&P 500 Communication Sector UCITS ETF USD (Acc) drawdown is 3.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.54% | Aug 17, 2022 | 90 | Dec 20, 2022 | 114 | Jun 2, 2023 | 204 |
| -7.09% | Oct 13, 2023 | 11 | Oct 27, 2023 | 13 | Nov 15, 2023 | 24 |
| -6.21% | Apr 15, 2024 | 9 | Apr 25, 2024 | — | — | — |
| -5.63% | Jul 21, 2022 | 4 | Jul 26, 2022 | 13 | Aug 12, 2022 | 17 |
| -4.41% | Aug 2, 2023 | 13 | Aug 18, 2023 | 7 | Aug 29, 2023 | 20 |
Volatility
Volatility Chart
The current iShares S&P 500 Communication Sector UCITS ETF USD (Acc) volatility is 6.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.