iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Accumulating (IUCD.L)

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The chart shows the growth of an initial investment of $10,000 in iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Accumulating, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Accumulating (IUCD.L) has returned -10.50% so far this year and 12.45% over the past 12 months. Over the last decade, IUCD.L has posted an annualized return of 12.79%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Dec 8, 2015, IUCD.L's average daily return is +0.06%, while the average monthly return is +1.06%. At this rate, your investment would double in approximately 5.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jul 2022 with a return of +17.2%, while the worst month was Apr 2022 at -12.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IUCD.L closed higher 54% of trading days. The best single day was Apr 18, 2016 with a return of +10.6%, while the worst single day was Mar 12, 2020 at -9.6%.

iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Accumulating has an annualized alpha of 8.00%, beta of 0.60, and R² of 0.24 versus S&P 500 Index. Calculated based on daily prices since December 09, 2015.

• This ETF captured 119.05% of S&P 500 Index gains and 109.51% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• Beta of 0.60 may look defensive, but with R² of 0.24 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 0.24 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.

IUCD.L has an expense ratio of 0.15%, which is considered low.

IUCD.L ranks 28 for risk / return — below 28% 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.

The table below present risk-adjusted performance metrics for iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Accumulating (IUCD.L) and compare them to a chosen benchmark (S&P 500 Index).

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.

The table below displays the maximum drawdowns of the iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Accumulating. 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 Consumer Discretionary Sector UCITS ETF USD Accumulating was 40.70%, occurring on Dec 28, 2022. Recovery took 470 trading sessions.

The current iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Accumulating drawdown is 13.86%.

The chart below shows the rolling one-month volatility.