iShares FTSE 250 UCITS ETF (MIDD.L)
MIDD.L is a passive ETF by iShares tracking the investment results of the FTSE 250 Ex Investment Trust TR GBP. MIDD.L launched on Mar 26, 2004 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00B00FV128 |
|---|---|
| WKN | A0CA55 |
| Issuer | iShares |
| Inception Date | Mar 26, 2004 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | FTSE 250 Ex Investment Trust TR GBP |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
MIDD.L features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares FTSE 250 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 FTSE 250 UCITS ETF had a return of 7.70% year-to-date (YTD) and 18.77% in the last 12 months. Over the past 10 years, iShares FTSE 250 UCITS ETF had an annualized return of 5.19%, while the S&P 500 had an annualized return of 11.43%, indicating that iShares FTSE 250 UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.70% | 25.82% |
| 1 month | 0.00% | 3.20% |
| 6 months | 2.18% | 14.94% |
| 1 year | 18.77% | 35.92% |
| 5 years (annualized) | 2.53% | 14.22% |
| 10 years (annualized) | 5.19% | 11.43% |
Monthly Returns
The table below presents the monthly returns of MIDD.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 | -1.86% | -0.86% | 4.50% | 0.89% | 3.91% | -1.97% | 7.00% | -2.33% | 0.00% | -3.13% | 7.70% | ||
| 2023 | 5.72% | 0.14% | -4.56% | 3.08% | -3.42% | -1.22% | 4.21% | -2.46% | -1.58% | -6.37% | 7.14% | 8.07% | 7.76% |
| 2022 | -6.60% | -3.90% | 0.68% | -1.63% | -1.32% | -8.25% | 8.12% | -5.14% | -9.94% | 4.71% | 7.21% | -1.58% | -17.86% |
| 2021 | -0.87% | 3.66% | 2.91% | 4.89% | 0.72% | -1.54% | 2.65% | 5.35% | -4.23% | 0.21% | -2.46% | 4.41% | 16.27% |
| 2020 | -3.36% | -6.60% | -23.81% | 9.33% | 4.08% | 0.03% | -0.58% | 5.05% | -2.48% | -0.13% | 12.83% | 5.36% | -5.34% |
| 2019 | 7.13% | 2.64% | -0.56% | 4.32% | -4.12% | 2.80% | 1.36% | -1.18% | 3.39% | 0.80% | 4.15% | 5.09% | 28.46% |
| 2018 | -2.42% | -2.50% | -1.11% | 4.60% | 3.01% | 0.41% | 0.40% | -0.80% | -1.35% | -7.28% | -1.58% | -5.16% | -13.44% |
| 2017 | 0.73% | 3.01% | 1.52% | 4.03% | 1.84% | -3.05% | 2.48% | 0.29% | 0.53% | 2.00% | -1.42% | 4.38% | 17.34% |
| 2016 | -5.34% | 0.78% | 2.02% | -0.52% | 3.26% | -5.73% | 6.52% | 2.78% | 1.38% | -2.00% | 0.38% | 3.14% | 6.14% |
| 2015 | 1.89% | 6.08% | -0.89% | 2.22% | 4.73% | -3.37% | 0.91% | -2.90% | -2.11% | 2.28% | 1.84% | 0.31% | 11.05% |
| 2014 | -1.41% | 6.47% | -2.40% | -2.14% | 0.99% | -1.45% | -1.40% | 3.04% | -2.78% | 0.33% | 2.53% | 1.56% | 2.96% |
| 2013 | 5.75% | 5.50% | 1.56% | 0.88% | 3.25% | -3.69% | 8.10% | -1.48% | 1.88% | 3.76% | -0.09% | 3.05% | 31.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MIDD.L is 39, 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 FTSE 250 UCITS ETF (MIDD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares FTSE 250 UCITS ETF provided a 3.08% dividend yield over the last twelve months, with an annual payout of £0.60 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.60 | £0.58 | £0.49 | £0.44 | £0.29 | £0.57 | £0.51 | £0.55 | £0.46 | £0.47 | £0.40 | £0.35 |
Dividend yield | 3.08% | 3.17% | 2.76% | 2.01% | 1.51% | 2.72% | 3.07% | 2.80% | 2.67% | 2.80% | 2.54% | 2.25% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares FTSE 250 UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.16 | £0.00 | £0.00 | £0.46 | |
| 2023 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.14 | £0.58 |
| 2022 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.18 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.12 | £0.49 |
| 2021 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.10 | £0.44 |
| 2020 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.07 | £0.29 |
| 2019 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.20 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.16 | £0.57 |
| 2018 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.13 | £0.51 |
| 2017 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.24 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.13 | £0.55 |
| 2016 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.11 | £0.46 |
| 2015 | £0.00 | £0.07 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.00 | £0.12 | £0.47 |
| 2014 | £0.00 | £0.05 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.10 | £0.00 | £0.00 | £0.12 | £0.00 | £0.40 |
| 2013 | £0.05 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.09 | £0.00 | £0.35 |
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 FTSE 250 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 FTSE 250 UCITS ETF was 51.66%, occurring on Nov 21, 2008. Recovery took 514 trading sessions.
The current iShares FTSE 250 UCITS ETF drawdown is 7.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.66% | May 24, 2007 | 380 | Nov 21, 2008 | 514 | Dec 6, 2010 | 894 |
| -41.6% | Jan 3, 2020 | 55 | Mar 19, 2020 | 263 | Apr 6, 2021 | 318 |
| -29.93% | Sep 7, 2021 | 277 | Oct 12, 2022 | — | — | — |
| -22.06% | Jul 8, 2011 | 62 | Oct 4, 2011 | 239 | Sep 14, 2012 | 301 |
| -18.83% | Jun 15, 2018 | 137 | Dec 27, 2018 | 231 | Nov 25, 2019 | 368 |
Volatility
Volatility Chart
The current iShares FTSE 250 UCITS ETF volatility is 3.17%, 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.