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 |
| Leveraged | 1x |
| Index Tracked | S&P 500 Capped 35/20 Communication Services |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
IU5C.DE has an expense ratio of 0.15%, which is considered low compared to other funds.
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 41.51% year-to-date (YTD) and 46.06% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 41.51% | 25.48% |
| 1 month | 9.98% | 2.14% |
| 6 months | 19.32% | 12.76% |
| 1 year | 46.06% | 33.14% |
| 5 years (annualized) | 14.81% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of IU5C.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 8.24% | 3.14% | 5.06% | -0.92% | 2.24% | 7.70% | -4.66% | -1.50% | 4.11% | 5.79% | 41.51% | ||
| 2023 | 13.18% | -0.73% | 5.67% | 2.09% | 9.33% | 1.30% | 4.87% | 1.29% | -0.68% | -2.07% | 4.85% | 3.67% | 50.73% |
| 2022 | -7.76% | -5.43% | 2.18% | -9.28% | -2.23% | -5.74% | 4.00% | -0.13% | -8.23% | -2.89% | -1.68% | -7.28% | -37.12% |
| 2021 | 0.07% | 7.50% | 5.61% | 4.43% | -1.69% | 5.98% | 3.52% | 5.11% | -3.95% | 1.88% | -2.29% | 2.46% | 31.78% |
| 2020 | 1.17% | -7.52% | -8.88% | 11.87% | 3.47% | -1.45% | 1.89% | 8.40% | -4.07% | 1.02% | 6.13% | 0.92% | 11.48% |
| 2019 | 9.71% | 1.88% | 3.22% | 6.73% | -4.62% | 0.91% | 7.51% | -1.77% | 1.45% | 0.37% | 5.57% | 1.00% | 35.88% |
| 2018 | 0.09% | -3.32% | -1.46% | -7.38% | -11.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IU5C.DE is 80, placing it in the top 20% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 39.23%, occurring on Dec 20, 2022. Recovery took 280 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.23% | Nov 17, 2021 | 281 | Dec 20, 2022 | 280 | Jan 25, 2024 | 561 |
| -29.21% | Feb 20, 2020 | 23 | Mar 23, 2020 | 109 | Aug 27, 2020 | 132 |
| -14.41% | Oct 4, 2018 | 58 | Dec 27, 2018 | 48 | Mar 7, 2019 | 106 |
| -10.34% | Sep 3, 2020 | 13 | Sep 21, 2020 | 33 | Nov 5, 2020 | 46 |
| -10% | Apr 30, 2019 | 24 | Jun 3, 2019 | 38 | Jul 26, 2019 | 62 |
Volatility
Volatility Chart
The current iShares S&P 500 Communication Sector UCITS ETF USD (Acc) volatility is 5.24%, 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.