iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE)
The ETF aims to mirror the performance of the MSCI Europe SRI Select Reduced Fossil Fuel Index by investing in a portfolio of equity securities. It utilizes optimization techniques to approximate the Benchmark Index return and may not hold all underlying constituents in equal proportions at all times.
ETF Info
| ISIN | IE00B52VJ196 |
|---|---|
| WKN | A1H7ZS |
| Issuer | iShares |
| Inception Date | Feb 25, 2011 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Europe SRI Select Reduced Fossil Fuels |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
IUSK.DE has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IUSK.DE vs. SLMC.DE, IUSK.DE vs. VWCE.DE, IUSK.DE vs. ^NDX, IUSK.DE vs. VTI, IUSK.DE vs. VT, IUSK.DE vs. CSPX.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI Europe SRI UCITS ETF (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 MSCI Europe SRI UCITS ETF (Acc) had a return of 6.06% year-to-date (YTD) and 15.37% in the last 12 months. Over the past 10 years, iShares MSCI Europe SRI UCITS ETF (Acc) had an annualized return of 7.39%, while the S&P 500 had an annualized return of 10.92%, indicating that iShares MSCI Europe SRI UCITS ETF (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.06% | 19.77% |
| 1 month | -3.90% | -0.67% |
| 6 months | -1.04% | 10.27% |
| 1 year | 15.37% | 31.07% |
| 5 years (annualized) | 7.23% | 13.22% |
| 10 years (annualized) | 7.39% | 10.92% |
Monthly Returns
The table below presents the monthly returns of IUSK.DE, 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 | 2.66% | 2.24% | 2.75% | -2.16% | 4.32% | -0.28% | 0.34% | 2.07% | -0.77% | -5.17% | 6.06% | ||
| 2023 | 6.81% | 1.34% | 1.47% | 2.55% | -3.07% | 1.79% | 1.53% | -2.50% | -2.50% | -2.65% | 7.71% | 3.54% | 16.45% |
| 2022 | -6.19% | -4.16% | 1.90% | -1.42% | -3.52% | -5.97% | 8.84% | -6.18% | -7.14% | 5.16% | 7.07% | -3.04% | -15.18% |
| 2021 | -1.67% | 2.31% | 5.67% | 2.40% | 1.84% | 3.25% | 3.14% | 3.49% | -4.54% | 5.12% | -2.82% | 6.37% | 26.73% |
| 2020 | -0.83% | -7.71% | -11.75% | 6.75% | 4.10% | 3.06% | -0.59% | 3.25% | -0.52% | -5.42% | 12.44% | 3.58% | 4.02% |
| 2019 | 6.00% | 3.95% | 2.21% | 3.76% | -4.00% | 4.80% | -0.34% | -0.15% | 4.48% | 1.97% | 2.84% | 2.10% | 30.88% |
| 2018 | 1.11% | -3.59% | -1.53% | 4.87% | 0.11% | -0.07% | 3.15% | -1.29% | 0.41% | -5.38% | 0.69% | -5.88% | -7.69% |
| 2017 | -1.12% | 3.55% | 4.31% | 2.07% | 1.52% | -2.83% | 0.05% | -0.35% | 3.38% | 1.55% | -1.31% | 0.29% | 11.41% |
| 2016 | -7.47% | -2.05% | 0.75% | 2.58% | 3.21% | -4.98% | 4.63% | 1.01% | -0.08% | -2.76% | 0.32% | 5.04% | -0.62% |
| 2015 | 7.07% | 6.85% | 3.15% | -0.40% | 1.51% | -4.86% | 4.40% | -8.71% | -3.96% | 8.54% | 1.68% | -4.74% | 9.23% |
| 2014 | -1.22% | 5.27% | 0.09% | 1.85% | 2.39% | 0.06% | -1.42% | 1.98% | 0.94% | -2.07% | 2.74% | -2.06% | 8.61% |
| 2013 | 2.99% | -0.11% | 1.91% | 0.69% | 3.01% | -4.98% | 3.70% | 0.53% | 4.08% | 3.92% | 1.11% | 0.13% | 17.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IUSK.DE is 41, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Europe SRI UCITS ETF (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 MSCI Europe SRI UCITS ETF (Acc) was 33.56%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.
The current iShares MSCI Europe SRI UCITS ETF (Acc) drawdown is 5.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.56% | Feb 20, 2020 | 20 | Mar 18, 2020 | 204 | Jan 8, 2021 | 224 |
| -26.99% | Apr 16, 2015 | 210 | Feb 11, 2016 | 481 | Jan 5, 2018 | 691 |
| -23.5% | Jan 5, 2022 | 190 | Sep 29, 2022 | 339 | Jan 26, 2024 | 529 |
| -20.17% | Jul 25, 2011 | 17 | Oct 4, 2011 | 109 | Mar 15, 2012 | 126 |
| -13.98% | Mar 19, 2012 | 51 | Jun 5, 2012 | 49 | Aug 14, 2012 | 100 |
Volatility
Volatility Chart
The current iShares MSCI Europe SRI UCITS ETF (Acc) volatility is 3.25%, 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.