iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IUMS.L)
IUMS.L is a passive ETF by iShares tracking the investment results of the MSCI World/Materials NR USD. IUMS.L launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
IE00B4MKCJ84
Mar 20, 2017
1x
MSCI World/Materials NR USD
Expense Ratio
IUMS.L has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares S&P 500 Materials 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 Materials Sector UCITS ETF USD (Acc) had a return of 7.56% year-to-date (YTD) and 8.73% in the last 12 months.
IUMS.L
7.56%
4.49%
0.74%
8.73%
10.20%
N/A
^GSPC (Benchmark)
3.96%
2.77%
10.09%
21.57%
12.62%
11.30%
Monthly Returns
The table below presents the monthly returns of IUMS.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.22% | 7.56% | |||||||||||
| 2024 | -3.47% | 5.21% | 6.68% | -4.57% | 1.58% | -1.26% | 4.43% | 1.10% | 3.36% | -2.68% | 0.83% | -10.77% | -0.92% |
| 2023 | 7.87% | -2.31% | -1.90% | 0.25% | -6.82% | 10.52% | 3.65% | -2.90% | -4.16% | -3.95% | 7.87% | 5.40% | 12.41% |
| 2022 | -7.80% | 0.56% | 6.99% | -2.96% | -1.08% | -13.77% | 5.84% | -2.70% | -8.53% | 7.77% | 8.70% | -3.18% | -12.26% |
| 2021 | -1.50% | 4.16% | 6.90% | 5.38% | 5.16% | -5.59% | 2.07% | 2.18% | -5.49% | 6.17% | -0.14% | 6.29% | 27.45% |
| 2020 | -5.55% | -9.61% | -10.85% | 13.40% | 5.84% | 1.97% | 6.94% | 5.76% | 0.86% | -0.98% | 12.12% | 2.17% | 20.54% |
| 2019 | 5.25% | 3.51% | 0.23% | 3.76% | -7.26% | 10.73% | 1.08% | -4.17% | 3.35% | 0.15% | 2.87% | 2.43% | 22.92% |
| 2018 | 2.82% | -3.36% | -6.60% | 1.76% | 1.93% | 0.75% | 1.36% | -0.09% | -1.86% | -9.97% | 3.96% | -6.53% | -15.68% |
| 2017 | 1.60% | 1.15% | -1.11% | 2.36% | 2.29% | -0.00% | 4.04% | 3.91% | 0.51% | 3.11% | 19.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IUMS.L is 18, meaning it’s performing worse than 82% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IUMS.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 Materials 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 Materials Sector UCITS ETF USD (Acc) was 35.81%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.
The current iShares S&P 500 Materials Sector UCITS ETF USD (Acc) drawdown is 7.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.81% | Jan 26, 2018 | 546 | Mar 23, 2020 | 79 | Jul 16, 2020 | 625 |
| -25.24% | Jan 6, 2022 | 182 | Sep 27, 2022 | 362 | Mar 4, 2024 | 544 |
| -14.56% | Oct 21, 2024 | 52 | Jan 3, 2025 | — | — | — |
| -10.49% | May 11, 2021 | 49 | Jul 19, 2021 | 79 | Nov 8, 2021 | 128 |
| -8.58% | Jan 8, 2021 | 17 | Feb 1, 2021 | 27 | Mar 10, 2021 | 44 |
Volatility
Volatility Chart
The current iShares S&P 500 Materials Sector UCITS ETF USD (Acc) volatility is 3.52%, 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.