iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) (IUS5.DE)
The fund is an ETF that aims to track the performance of the Barclays World Government Inflation-Linked Bond Index by investing in physical index securities. The index offers exposure to developed world government inflation-linked bonds issued in the domestic currency of each included country.
ETF Info
| ISIN | IE00B3B8PX14 |
|---|---|
| WKN | A0Q41X |
| Issuer | iShares |
| Inception Date | Aug 1, 2008 |
| Category | Inflation-Protected Bonds |
| Index Tracked | Bloomberg World Government Inflation-Linked Bond |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
IUS5.DE has a high expense ratio of 0.20%, 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 Global Inflation Linked Government Bond 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 Global Inflation Linked Government Bond UCITS ETF USD (Acc) had a return of -0.51% year-to-date (YTD) and 0.17% in the last 12 months. Over the past 10 years, iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) had an annualized return of 2.62%, while the S&P 500 had an annualized return of 10.41%, indicating that iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.51% | 6.17% |
| 1 month | -1.26% | -2.72% |
| 6 months | 3.03% | 17.29% |
| 1 year | 0.17% | 23.80% |
| 5 years (annualized) | -0.06% | 11.47% |
| 10 years (annualized) | 2.62% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.22% | -0.87% | 1.43% | |||||||||
| 2023 | -0.64% | 1.24% | 2.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IUS5.DE is 18, indicating that it is in the bottom 18% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc)(IUS5.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) (IUS5.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 Global Inflation Linked Government Bond 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 Global Inflation Linked Government Bond UCITS ETF USD (Acc) was 22.31%, occurring on Oct 6, 2023. The portfolio has not yet recovered.
The current iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) drawdown is 18.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.31% | Mar 8, 2022 | 408 | Oct 6, 2023 | — | — | — |
| -14.09% | Feb 26, 2020 | 16 | Mar 18, 2020 | 328 | Jul 6, 2021 | 344 |
| -14.07% | Aug 3, 2012 | 355 | Dec 27, 2013 | 229 | Nov 26, 2014 | 584 |
| -11.19% | Apr 13, 2017 | 212 | Feb 15, 2018 | 323 | May 31, 2019 | 535 |
| -8.57% | Apr 16, 2015 | 91 | Aug 24, 2015 | 259 | Aug 30, 2016 | 350 |
Volatility
Volatility Chart
The current iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) volatility is 1.87%, 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.