iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L)
IUIT.L is a passive ETF by iShares tracking the investment results of the S&P 500 Capped 35/20 Information Technology Index. IUIT.L launched on Nov 20, 2015 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B3WJKG14 |
|---|---|
| Issuer | iShares |
| Inception Date | Nov 20, 2015 |
| Category | Technology Equities |
| Index Tracked | S&P 500 Capped 35/20 Information Technology Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Expense Ratio
IUIT.L 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 Information Technology Sector UCITS ETF, 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 Information Technology Sector UCITS ETF had a return of 23.88% year-to-date (YTD) and 35.60% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.88% | 13.20% |
| 1 month | -3.19% | -1.28% |
| 6 months | 15.13% | 10.32% |
| 1 year | 35.60% | 18.23% |
| 5 years (annualized) | 24.49% | 12.31% |
| 10 years (annualized) | N/A | 10.58% |
Monthly Returns
The table below presents the monthly returns of IUIT.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 | 4.00% | 5.32% | 2.80% | -3.98% | 6.73% | 12.43% | 23.88% | ||||||
| 2023 | 9.45% | 1.37% | 9.48% | 0.13% | 10.86% | 6.33% | 3.01% | -1.03% | -6.61% | -1.65% | 13.24% | 4.87% | 59.45% |
| 2022 | -9.22% | -3.46% | 4.59% | -10.19% | -3.76% | -9.10% | 12.03% | -4.46% | -10.09% | 5.40% | 0.98% | -4.83% | -29.81% |
| 2021 | -0.28% | 1.35% | 1.06% | 5.54% | -1.02% | 6.54% | 3.47% | 4.01% | -5.08% | 6.40% | 4.46% | 4.86% | 35.34% |
| 2020 | 5.43% | -9.47% | -4.54% | 10.48% | 5.44% | 7.64% | 4.52% | 12.77% | -4.42% | -5.43% | 9.74% | 7.18% | 43.14% |
| 2019 | 6.78% | 6.80% | 4.46% | 6.38% | -7.62% | 8.05% | 5.41% | -3.60% | 1.83% | 3.59% | 5.72% | 3.87% | 48.90% |
| 2018 | 6.48% | 1.33% | -5.48% | 1.77% | 6.51% | -0.15% | 1.57% | 6.65% | -0.36% | -7.91% | -2.83% | -7.52% | -1.42% |
| 2017 | 2.77% | 5.63% | 2.51% | 2.21% | 4.52% | -2.65% | 4.27% | 3.09% | 0.64% | 7.84% | 0.95% | 1.16% | 37.88% |
| 2016 | -7.26% | 1.16% | 8.17% | -6.25% | 5.80% | -2.88% | 8.59% | 1.84% | 2.39% | 0.22% | -0.13% | 2.24% | 13.28% |
| 2015 | -0.39% | -1.09% | -1.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IUIT.L is 82, placing it in the top 18% 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 Information Technology Sector UCITS ETF (IUIT.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares S&P 500 Information Technology Sector UCITS ETF. 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 Information Technology Sector UCITS ETF was 33.46%, occurring on Oct 12, 2022. Recovery took 168 trading sessions.
The current iShares S&P 500 Information Technology Sector UCITS ETF drawdown is 8.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.46% | Jan 4, 2022 | 195 | Oct 12, 2022 | 168 | Jun 15, 2023 | 363 |
| -31.89% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 10, 2020 | 76 |
| -22.56% | Oct 4, 2018 | 58 | Dec 24, 2018 | 69 | Apr 3, 2019 | 127 |
| -15.56% | Dec 3, 2015 | 48 | Feb 11, 2016 | 108 | Jul 18, 2016 | 156 |
| -12.8% | Sep 3, 2020 | 13 | Sep 21, 2020 | 54 | Dec 4, 2020 | 67 |
Volatility
Volatility Chart
The current iShares S&P 500 Information Technology Sector UCITS ETF volatility is 6.35%, 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.