iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (SDIG.L)

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iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (SDIG.L) is up 1.0% since the beginning of the year. SDIG.L is currently trading at $100 per share. Investors who bought $1,000 worth of SDIG.L shares 5 years ago would now be looking at an investment worth $1,129.

iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) (SDIG.L) has returned 1.03% so far this year and 4.01% over the past 12 months. Over the last ten years, SDIG.L has returned 2.51% per year, falling short of the S&P 500 Index benchmark, which averaged 13.36% annually.

Based on dividend-adjusted daily data since Oct 16, 2013, SDIG.L's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +2.2%, while the worst month was Mar 2020 at -2.1%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SDIG.L closed higher 51% of trading days. The best single day was Mar 13, 2020 with a return of +4.0%, while the worst single day was Mar 12, 2020 at -4.6%.

iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) has an annualized alpha of 1.95%, beta of 0.04, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since October 16, 2013.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (9.47%) than losses (4.18%) - typical of diversified or defensive assets.
• Beta of 0.04 may look defensive, but with R2 of 0.05 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.05 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SDIG.L has an expense ratio of 0.20%, which is considered low.

SDIG.L ranks 83 for risk / return — in the top 83% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) provided a 4.40% dividend yield over the last twelve months, with an annual payout of $4.39 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for iShares $ Short Duration Corp Bond UCITS ETF USD (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares $ Short Duration Corp Bond UCITS ETF USD (Dist). 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 $ Short Duration Corp Bond UCITS ETF USD (Dist) was 11.39%, occurring on Mar 19, 2020. Recovery took 15 trading sessions.

The current iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) drawdown is 0.12%.

The chart below shows the rolling one-month volatility.