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iShares UK Property UCITS ETF (IUKP.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINIE00B1TXLS18
WKNA0MZWN
IssueriShares
Inception DateMar 16, 2007
CategoryREIT
Index TrackedFTSE EPRA/NAREIT United Kingdom
DomicileIreland
Distribution PolicyDistributing
Asset ClassReal Estate

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

The iShares UK Property UCITS ETF has a high expense ratio of 0.40%, indicating higher-than-average management fees.


Expense ratio chart for IUKP.L: current value at 0.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.40%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


iShares UK Property UCITS ETF

Popular comparisons: IUKP.L vs. IUSP.L, IUKP.L vs. REET, IUKP.L vs. SCHD, IUKP.L vs. QQQ, IUKP.L vs. USRT, IUKP.L vs. VNQ

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in iShares UK Property 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.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2024FebruaryMarchApril
17.84%
18.87%
IUKP.L (iShares UK Property UCITS ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares UK Property UCITS ETF had a return of -6.99% year-to-date (YTD) and -0.12% in the last 12 months. Over the past 10 years, iShares UK Property UCITS ETF had an annualized return of 0.45%, while the S&P 500 had an annualized return of 10.46%, indicating that iShares UK Property UCITS ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-6.99%5.84%
1 month-3.39%-2.98%
6 months17.83%22.02%
1 year-0.12%24.47%
5 years (annualized)-3.01%11.44%
10 years (annualized)0.45%10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-3.40%-6.30%7.50%
2023-3.12%-3.70%12.60%9.54%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IUKP.L is 17, indicating that it is in the bottom 17% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of IUKP.L is 1717
iShares UK Property UCITS ETF(IUKP.L)
The Sharpe Ratio Rank of IUKP.L is 1717Sharpe Ratio Rank
The Sortino Ratio Rank of IUKP.L is 1818Sortino Ratio Rank
The Omega Ratio Rank of IUKP.L is 1818Omega Ratio Rank
The Calmar Ratio Rank of IUKP.L is 1616Calmar Ratio Rank
The Martin Ratio Rank of IUKP.L is 1616Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares UK Property UCITS ETF (IUKP.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


IUKP.L
Sharpe ratio
The chart of Sharpe ratio for IUKP.L, currently valued at -0.01, compared to the broader market-1.000.001.002.003.004.00-0.01
Sortino ratio
The chart of Sortino ratio for IUKP.L, currently valued at 0.18, compared to the broader market-2.000.002.004.006.008.000.18
Omega ratio
The chart of Omega ratio for IUKP.L, currently valued at 1.02, compared to the broader market1.001.502.002.501.02
Calmar ratio
The chart of Calmar ratio for IUKP.L, currently valued at -0.00, compared to the broader market0.002.004.006.008.0010.00-0.00
Martin ratio
The chart of Martin ratio for IUKP.L, currently valued at -0.01, compared to the broader market0.0010.0020.0030.0040.0050.0060.00-0.01
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-2.000.002.004.006.008.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market1.001.502.002.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.008.0010.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.0040.0050.0060.008.05

Sharpe Ratio

The current iShares UK Property UCITS ETF Sharpe ratio is -0.01. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00NovemberDecember2024FebruaryMarchApril
-0.01
1.85
IUKP.L (iShares UK Property UCITS ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares UK Property UCITS ETF granted a 0.04% dividend yield in the last twelve months. The annual payout for that period amounted to £0.17 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.17£0.17£0.16£0.14£0.11£0.18£0.20£0.19£0.16£0.16£0.13£0.12

Dividend yield

0.04%0.04%0.04%0.02%0.02%0.03%0.04%0.03%0.03%0.02%0.02%0.02%

Monthly Dividends

The table displays the monthly dividend distributions for iShares UK Property UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024£0.00£0.04£0.00
2023£0.00£0.04£0.00£0.00£0.05£0.00£0.00£0.04£0.00£0.00£0.04£0.00
2022£0.00£0.03£0.00£0.00£0.04£0.00£0.00£0.05£0.00£0.00£0.04£0.00
2021£0.00£0.03£0.00£0.00£0.04£0.00£0.00£0.04£0.00£0.00£0.03£0.00
2020£0.00£0.03£0.00£0.00£0.03£0.00£0.00£0.02£0.00£0.00£0.02£0.00
2019£0.00£0.03£0.00£0.00£0.06£0.00£0.00£0.05£0.00£0.00£0.05£0.00
2018£0.00£0.03£0.00£0.00£0.06£0.00£0.00£0.05£0.00£0.00£0.05£0.00
2017£0.00£0.03£0.00£0.00£0.06£0.00£0.00£0.06£0.00£0.00£0.05£0.00
2016£0.00£0.03£0.00£0.00£0.05£0.00£0.00£0.03£0.00£0.00£0.05£0.00
2015£0.03£0.00£0.00£0.05£0.00£0.00£0.05£0.00£0.00£0.00£0.04£0.00
2014£0.03£0.00£0.00£0.03£0.00£0.00£0.04£0.00£0.00£0.03£0.00£0.00
2013£0.02£0.00£0.00£0.04£0.00£0.00£0.03£0.00£0.00£0.03£0.00£0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-32.04%
-2.71%
IUKP.L (iShares UK Property UCITS ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares UK Property 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 UK Property UCITS ETF was 79.72%, occurring on Mar 9, 2009. The portfolio has not yet recovered.

The current iShares UK Property UCITS ETF drawdown is 32.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.72%Apr 11, 2007469Mar 9, 2009
-2.85%Mar 23, 20074Mar 28, 20077Apr 10, 200711

Volatility

Volatility Chart

The current iShares UK Property UCITS ETF volatility is 5.13%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2024FebruaryMarchApril
5.13%
4.45%
IUKP.L (iShares UK Property UCITS ETF)
Benchmark (^GSPC)