iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SGAS.DE)
SGAS.DE is a passive ETF by iShares tracking the investment results of the MSCI USA ESG Screened. SGAS.DE launched on Oct 19, 2018 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00BFNM3G45 |
|---|---|
| WKN | A2N6TB |
| Issuer | iShares |
| Inception Date | Oct 19, 2018 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA ESG Screened |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SGAS.DE has an expense ratio of 0.07%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SGAS.DE vs. CSPX.AS, SGAS.DE vs. SXR8.DE, SGAS.DE vs. VUAA.DE, SGAS.DE vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI USA ESG Screened UCITS ETF USD (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 USA ESG Screened UCITS ETF USD (Acc) had a return of 32.86% year-to-date (YTD) and 40.87% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 32.86% | 25.45% |
| 1 month | 7.10% | 2.91% |
| 6 months | 18.75% | 14.05% |
| 1 year | 40.87% | 35.64% |
| 5 years (annualized) | 17.20% | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of SGAS.DE, 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 | 4.07% | 4.72% | 3.51% | -2.48% | 1.12% | 7.40% | -0.64% | -0.84% | 1.98% | 2.84% | 32.86% | ||
| 2023 | 4.81% | 1.31% | 0.36% | -0.23% | 5.03% | 4.55% | 2.50% | 0.34% | -2.16% | -3.45% | 6.70% | 4.42% | 26.37% |
| 2022 | -6.66% | -1.97% | 5.89% | -3.54% | -4.52% | -5.70% | 11.56% | -1.58% | -5.24% | 3.91% | -2.11% | -6.84% | -17.05% |
| 2021 | 1.27% | 3.28% | 6.15% | 2.78% | -1.51% | 6.46% | 2.38% | 3.61% | -2.14% | 6.14% | 2.29% | 3.55% | 39.63% |
| 2020 | 1.27% | -9.33% | -9.33% | 11.81% | 2.47% | 1.55% | 0.85% | 7.30% | -1.62% | -2.43% | 8.22% | 1.59% | 10.62% |
| 2019 | 8.16% | 4.13% | 2.99% | 4.06% | -4.93% | 3.92% | 5.39% | -1.93% | 2.64% | -0.20% | 5.50% | 1.61% | 35.37% |
| 2018 | 1.20% | 1.03% | -9.66% | -7.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SGAS.DE is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SGAS.DE) 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 MSCI USA ESG Screened UCITS ETF USD (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 USA ESG Screened UCITS ETF USD (Acc) was 33.55%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.55% | Feb 20, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -19.02% | Dec 29, 2021 | 119 | Jun 16, 2022 | 314 | Sep 5, 2023 | 433 |
| -13.04% | Nov 9, 2018 | 32 | Dec 27, 2018 | 34 | Feb 15, 2019 | 66 |
| -9.07% | Jul 17, 2024 | 14 | Aug 5, 2024 | 44 | Oct 4, 2024 | 58 |
| -7.39% | Sep 15, 2023 | 32 | Oct 30, 2023 | 17 | Nov 22, 2023 | 49 |
Volatility
Volatility Chart
The current iShares MSCI USA ESG Screened UCITS ETF USD (Acc) volatility is 5.29%, 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.