iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IUES.L)
IUES.L is a passive ETF by iShares tracking the investment results of the MSCI World/Energy NR USD. IUES.L launched on Nov 20, 2015 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B42NKQ00 |
|---|---|
| Issuer | iShares |
| Inception Date | Nov 20, 2015 |
| Category | Energy Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Energy NR USD |
| Asset Class | Equity |
Expense Ratio
IUES.L has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares S&P 500 Energy 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 Energy Sector UCITS ETF USD (Acc) had a return of 14.64% year-to-date (YTD) and 14.06% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.64% | 25.48% |
| 1 month | 0.99% | 2.14% |
| 6 months | 1.99% | 12.76% |
| 1 year | 14.06% | 33.14% |
| 5 years (annualized) | 14.28% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of IUES.L, 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 | 0.36% | 2.29% | 9.96% | 1.13% | -3.68% | 0.55% | 2.44% | -3.13% | -2.65% | 1.59% | 14.64% | ||
| 2023 | 3.70% | -6.12% | -1.24% | 3.78% | -10.18% | 6.47% | 7.23% | 1.37% | 3.38% | -6.80% | -1.71% | 1.16% | -0.63% |
| 2022 | 18.04% | 7.00% | 11.73% | -0.97% | 15.36% | -18.25% | 8.35% | 4.45% | -8.65% | 22.78% | 0.94% | -3.71% | 62.56% |
| 2021 | 4.85% | 20.65% | 2.51% | 1.71% | 4.68% | 4.14% | -7.85% | -1.67% | 10.32% | 9.53% | -4.90% | 2.30% | 53.14% |
| 2020 | -10.03% | -17.72% | -31.41% | 28.20% | -0.28% | -2.12% | -3.74% | 0.65% | -14.78% | -6.79% | 33.22% | 2.31% | -33.35% |
| 2019 | 9.71% | 2.18% | 2.28% | 0.33% | -10.48% | 7.41% | -0.12% | -9.49% | 4.64% | -3.18% | 1.95% | 5.37% | 8.81% |
| 2018 | 2.62% | -8.81% | -0.74% | 10.19% | 3.13% | 0.84% | 0.84% | -3.62% | 3.59% | -11.20% | -3.25% | -11.07% | -18.12% |
| 2017 | -4.68% | -1.68% | -1.10% | -2.56% | -3.93% | -0.23% | 2.51% | -5.16% | 9.67% | -0.38% | 1.31% | 6.08% | -1.19% |
| 2016 | -4.47% | 1.61% | 8.36% | 7.17% | 0.90% | 2.20% | -2.54% | 1.86% | 3.15% | -2.51% | 7.49% | 2.71% | 28.12% |
| 2015 | -0.13% | -11.18% | -11.30% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IUES.L is 23, indicating that it is in the bottom 23% 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 Energy Sector UCITS ETF USD (Acc) (IUES.L) 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 Energy 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 Energy Sector UCITS ETF USD (Acc) was 66.78%, occurring on Mar 23, 2020. Recovery took 469 trading sessions.
The current iShares S&P 500 Energy Sector UCITS ETF USD (Acc) drawdown is 2.46%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.78% | May 23, 2018 | 466 | Mar 23, 2020 | 469 | Feb 1, 2022 | 935 |
| -27.98% | Jun 9, 2022 | 26 | Jul 14, 2022 | 76 | Nov 1, 2022 | 102 |
| -23.78% | Nov 26, 2015 | 37 | Jan 20, 2016 | 68 | Apr 27, 2016 | 105 |
| -18.74% | Dec 14, 2016 | 172 | Aug 21, 2017 | 96 | Jan 9, 2018 | 268 |
| -18.17% | Nov 15, 2022 | 84 | Mar 15, 2023 | 121 | Sep 8, 2023 | 205 |
Volatility
Volatility Chart
The current iShares S&P 500 Energy Sector UCITS ETF USD (Acc) volatility is 4.05%, 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.