iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.DE)
IUS2.DE is a passive ETF by iShares tracking the investment results of the S&P 900 Banks 7/4 Capped. IUS2.DE launched on May 22, 2018 and has a 0.35% expense ratio.
ETF Info
| ISIN | IE00BD3V0B10 |
|---|---|
| WKN | A2JHXR |
| Issuer | iShares |
| Inception Date | May 22, 2018 |
| Category | Financials Equities |
| Index Tracked | S&P 900 Banks 7/4 Capped |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
IUS2.DE has a high expense ratio of 0.35%, indicating higher-than-average management fees.
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 U.S. Banks 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 U.S. Banks UCITS ETF USD (Acc) had a return of 5.71% year-to-date (YTD) and 38.00% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.71% | 6.17% |
| 1 month | -0.52% | -2.72% |
| 6 months | 29.54% | 17.29% |
| 1 year | 38.00% | 23.80% |
| 5 years (annualized) | N/A | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.73% | -1.75% | 8.51% | -2.64% | ||||||||
| 2023 | -6.54% | 12.93% | 13.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IUS2.DE is 73, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares S&P U.S. Banks UCITS ETF USD (Acc)(IUS2.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.DE) 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 U.S. Banks 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 U.S. Banks UCITS ETF USD (Acc) was 43.39%, occurring on May 4, 2023. The portfolio has not yet recovered.
The current iShares S&P U.S. Banks UCITS ETF USD (Acc) drawdown is 16.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.39% | Aug 17, 2022 | 183 | May 4, 2023 | — | — | — |
| -0.93% | Aug 4, 2022 | 1 | Aug 4, 2022 | 1 | Aug 5, 2022 | 2 |
| -0.8% | Aug 8, 2022 | 2 | Aug 9, 2022 | 1 | Aug 10, 2022 | 3 |
| -0.78% | Aug 1, 2022 | 1 | Aug 1, 2022 | 2 | Aug 3, 2022 | 3 |
| -0.58% | Jul 26, 2022 | 2 | Jul 27, 2022 | 2 | Jul 29, 2022 | 4 |
Volatility
Volatility Chart
The current iShares S&P U.S. Banks UCITS ETF USD (Acc) volatility is 5.20%, 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.