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iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00B4KBBD01

Issuer

iShares

Inception Date

Mar 20, 2017

Leveraged

1x

Index Tracked

MSCI World/Utilities NR USD

Asset Class

Equity

Expense Ratio

IUUS.L has an expense ratio of 0.15%, which is considered low.


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.


Performance

Performance Chart


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S&P 500

Returns By Period

iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L) returned 7.51% year-to-date (YTD) and 15.75% over the past 12 months.


IUUS.L

YTD

7.51%

1M

1.99%

6M

-0.85%

1Y

15.75%

3Y*

5.79%

5Y*

9.37%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

5.49%

6M

-2.00%

1Y

12.02%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of IUUS.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.96%0.21%0.81%0.20%3.17%7.51%
2024-2.42%0.03%6.45%2.01%7.71%-4.60%6.36%4.47%7.14%-0.53%3.33%-7.78%22.91%
2023-3.91%-3.54%2.95%2.95%-7.15%1.60%3.32%-5.40%-5.86%0.18%5.27%2.24%-8.06%
2022-4.09%-0.64%11.10%-3.48%2.49%-5.29%6.18%1.29%-10.88%0.25%4.70%2.28%2.07%
20211.14%-4.90%8.01%4.14%-1.88%-2.13%5.15%3.27%-5.92%4.30%-0.22%7.19%18.39%
20207.37%-10.52%-7.60%0.85%3.61%-3.45%6.48%-3.00%2.24%5.71%0.11%-1.20%-1.11%
20192.33%5.02%2.61%0.19%-0.44%3.67%0.49%4.28%4.71%-1.45%-1.51%2.68%24.68%
2018-4.18%-2.41%3.15%2.22%-1.30%2.49%1.31%1.74%-1.39%2.84%2.07%-3.08%3.14%
2017-0.81%0.72%3.83%-2.38%2.07%3.35%-2.89%3.76%2.55%-5.84%3.93%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, IUUS.L is among the top 24% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IUUS.L is 7676
Overall Rank
The Sharpe Ratio Rank of IUUS.L is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of IUUS.L is 7272
Sortino Ratio Rank
The Omega Ratio Rank of IUUS.L is 7171
Omega Ratio Rank
The Calmar Ratio Rank of IUUS.L is 8484
Calmar Ratio Rank
The Martin Ratio Rank of IUUS.L is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

iShares S&P 500 Utilities Sector UCITS Acc Sharpe ratios as of Jun 1, 2025 (values are recalculated daily):

  • 1-Year: 0.98
  • 5-Year: 0.53
  • All Time: 0.45

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of iShares S&P 500 Utilities Sector UCITS Acc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History


iShares S&P 500 Utilities Sector UCITS Acc doesn't pay dividends

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares S&P 500 Utilities Sector UCITS 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 Utilities Sector UCITS Acc was 36.26%, occurring on Mar 23, 2020. Recovery took 350 trading sessions.

The current iShares S&P 500 Utilities Sector UCITS Acc drawdown is 1.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.26%Feb 19, 202024Mar 23, 2020350Aug 11, 2021374
-26.26%Sep 13, 2022266Oct 3, 2023214Aug 7, 2024480
-15.92%Apr 11, 202245Jun 17, 202241Aug 15, 202286
-15.53%Nov 15, 201757Feb 6, 2018193Nov 9, 2018250
-12.87%Nov 28, 202492Apr 9, 202525May 19, 2025117
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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