iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L)
IUSU.L is a passive ETF by iShares tracking the investment results of the MSCI World/Utilities NR USD. IUSU.L launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B4KBBD01 |
|---|---|
| Issuer | iShares |
| Inception Date | Mar 20, 2017 |
| Category | Utilities Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Utilities NR USD |
| Asset Class | Equity |
Expense Ratio
IUSU.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
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: IUSU.L vs. XDEQ.L, IUSU.L vs. SHY, IUSU.L vs. VWRA.L, IUSU.L vs. VPU, IUSU.L vs. XLUP.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares S&P 500 Utilities Sector 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.
Returns By Period
iShares S&P 500 Utilities Sector UCITS ETF had a return of 26.41% year-to-date (YTD) and 30.47% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.41% | 25.45% |
| 1 month | 2.15% | 2.91% |
| 6 months | 10.36% | 14.05% |
| 1 year | 30.47% | 35.64% |
| 5 years (annualized) | 7.62% | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of IUSU.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.10% | 0.88% | 6.08% | 2.93% | 6.21% | -3.95% | 4.74% | 2.05% | 4.78% | 3.74% | 26.41% | ||
| 2023 | -6.02% | -1.92% | 0.79% | 1.22% | -5.67% | -1.28% | 2.36% | -3.91% | -2.21% | 0.66% | 0.97% | 1.44% | -13.15% |
| 2022 | -3.19% | -0.60% | 13.40% | 1.04% | 2.11% | -1.82% | 5.96% | 5.99% | -6.89% | -2.78% | 0.78% | 1.34% | 14.78% |
| 2021 | 0.67% | -6.19% | 9.12% | 3.79% | -4.37% | 0.42% | 4.52% | 4.28% | -4.13% | 2.88% | 3.17% | 4.77% | 19.37% |
| 2020 | 6.95% | -7.47% | -5.29% | -0.34% | 5.79% | -3.79% | 0.49% | -4.64% | 5.51% | 5.52% | -2.78% | -3.52% | -4.85% |
| 2019 | -0.44% | 3.78% | 4.76% | 0.14% | 2.79% | 2.98% | 4.41% | 4.60% | 3.76% | -6.28% | -1.52% | 1.06% | 21.27% |
| 2018 | -8.83% | 0.45% | 1.40% | 4.23% | 2.23% | 3.19% | 1.94% | 2.81% | -1.90% | 5.14% | 2.07% | -3.24% | 9.03% |
| 2017 | -1.22% | -2.50% | 4.13% | -3.02% | 0.62% | 5.72% | -6.71% | 4.84% | 0.77% | -5.89% | -4.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IUSU.L is 52, 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 S&P 500 Utilities Sector UCITS ETF (IUSU.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 Utilities Sector 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 S&P 500 Utilities Sector UCITS ETF was 29.89%, occurring on Oct 6, 2023. The portfolio has not yet recovered.
The current iShares S&P 500 Utilities Sector UCITS ETF drawdown is 2.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.89% | Sep 9, 2022 | 271 | Oct 6, 2023 | — | — | — |
| -28.45% | Feb 19, 2020 | 24 | Mar 23, 2020 | 432 | Dec 6, 2021 | 456 |
| -20.38% | Nov 15, 2017 | 57 | Feb 6, 2018 | 132 | Aug 15, 2018 | 189 |
| -11.23% | Jun 7, 2022 | 9 | Jun 17, 2022 | 29 | Jul 28, 2022 | 38 |
| -10.21% | Oct 1, 2019 | 54 | Dec 13, 2019 | 27 | Jan 24, 2020 | 81 |
Volatility
Volatility Chart
The current iShares S&P 500 Utilities Sector UCITS ETF volatility is 5.57%, 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.