iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) (SAEU.L)
SAEU.L is a passive ETF by iShares tracking the investment results of the MSCI Europe NR EUR. SAEU.L launched on Oct 19, 2018 and has a 0.12% expense ratio.
ETF Info
| ISIN | IE00BFNM3D14 |
|---|---|
| WKN | A2N48D |
| Issuer | iShares |
| Inception Date | Oct 19, 2018 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Europe NR EUR |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SAEU.L has an expense ratio of 0.12%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI Europe ESG Screened UCITS ETF EUR (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 ESG Screened UCITS ETF EUR (Acc) had a return of 6.30% year-to-date (YTD) and 18.90% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.30% | 22.29% |
| 1 month | -2.07% | 1.65% |
| 6 months | 1.60% | 15.83% |
| 1 year | 18.90% | 39.98% |
| 5 years (annualized) | 7.57% | 13.99% |
| 10 years (annualized) | N/A | 11.23% |
Monthly Returns
The table below presents the monthly returns of SAEU.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 | -0.39% | 2.78% | 3.65% | -1.40% | 3.02% | -1.07% | 0.53% | 1.58% | -1.52% | 6.30% | |||
| 2023 | 5.76% | 0.98% | 0.38% | 2.50% | -4.05% | 2.51% | 1.61% | -2.72% | -0.08% | -3.24% | 6.14% | 4.99% | 15.10% |
| 2022 | -4.92% | -3.40% | 1.96% | -1.33% | 0.32% | -6.74% | 5.16% | -2.52% | -4.58% | 3.79% | 7.73% | -0.64% | -6.04% |
| 2021 | -2.32% | 0.15% | 4.50% | 4.70% | 1.72% | 1.01% | 1.45% | 2.44% | -2.73% | 2.76% | -1.67% | 4.19% | 17.04% |
| 2020 | -3.51% | -5.96% | -9.87% | 3.42% | 7.21% | 4.10% | -1.65% | 2.80% | -0.04% | -5.65% | 12.33% | 2.96% | 4.11% |
| 2019 | 2.91% | 2.40% | 2.38% | 3.96% | -2.35% | 5.76% | 1.87% | -2.28% | 2.30% | -1.50% | 1.42% | 1.48% | 19.61% |
| 2018 | 2.32% | -0.33% | -4.45% | -2.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SAEU.L is 28, 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 ESG Screened UCITS ETF EUR (Acc) (SAEU.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
0Drawdowns
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 ESG Screened UCITS ETF EUR (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 ESG Screened UCITS ETF EUR (Acc) was 28.68%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.
The current iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) drawdown is 3.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.68% | Dec 24, 2019 | 57 | Mar 16, 2020 | 188 | Dec 10, 2020 | 245 |
| -17.74% | Nov 15, 2021 | 228 | Oct 13, 2022 | 79 | Feb 2, 2023 | 307 |
| -11.91% | Nov 17, 2023 | 8 | Nov 28, 2023 | 109 | May 7, 2024 | 117 |
| -7.8% | Apr 25, 2023 | 132 | Oct 27, 2023 | 14 | Nov 16, 2023 | 146 |
| -7.65% | Dec 4, 2018 | 16 | Dec 27, 2018 | 35 | Feb 15, 2019 | 51 |
Volatility
Volatility Chart
The current iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) volatility is 2.12%, 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.