- Issuer
- iShares
- Inception Date
- Oct 29, 2018
- Category
- Technology Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares Digital Security UCITS ETF USD Dist
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
SHLD.L Performance Chart
iShares Digital Security UCITS ETF USD Dist (SHLD.L) is up 17.8% since the beginning of the year. SHLD.L is currently trading at $13 per share. Investors who bought $1,000 worth of SHLD.L shares 5 years ago would now be looking at an investment worth $1,561.
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Returns By Period
iShares Digital Security UCITS ETF USD Dist (SHLD.L) has returned 17.77% so far this year and 25.07% over the past 12 months.
iShares Digital Security UCITS ETF USD Dist
- 1D
- 0.11%
- 1M
- 3.71%
- 6M
- 17.56%
- YTD
- 17.77%
- 1Y
- 25.07%
- 3Y*
- 19.63%
- 5Y*
- 9.32%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
SHLD.L Monthly Returns History
Based on dividend-adjusted daily data since Oct 30, 2018, SHLD.L's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +12.7%, while the worst month was Jan 2022 at -12.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SHLD.L closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.0%, while the worst single day was Mar 12, 2020 at -11.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.05% | -1.39% | -3.00% | 12.68% | 11.25% | -1.04% | 2.38% | 17.77% | |||||
| 2025 | 5.78% | -4.24% | -7.28% | 3.08% | 7.11% | 4.35% | -0.74% | 2.33% | 2.73% | 2.04% | -4.94% | 1.84% | 11.51% |
| 2024 | 1.16% | 3.09% | -1.11% | -5.27% | -1.78% | 6.01% | 3.31% | 3.20% | 2.25% | 0.10% | 7.84% | -2.63% | 16.55% |
| 2023 | 6.47% | 1.16% | 2.58% | -4.74% | 7.17% | 3.55% | 3.17% | 1.28% | -3.92% | -5.53% | 11.72% | 8.22% | 33.91% |
| 2022 | -12.49% | 0.25% | 2.48% | -8.70% | -5.16% | -7.48% | 6.05% | -0.14% | -8.43% | 4.52% | -0.90% | -2.02% | -29.11% |
| 2021 | 2.89% | -4.15% | 1.40% | 3.52% | 2.06% | 3.58% | 1.73% | 3.96% | -5.01% | 5.04% | -0.98% | 1.89% | 16.50% |
Benchmark Metrics
iShares Digital Security UCITS ETF USD Dist has an annualized alpha of 6.84%, beta of 0.57, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since October 30, 2018.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.95%) than losses (93.66%) - typical of diversified or defensive assets.
- Beta of 0.57 may look defensive, but with R2 of 0.28 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 0.28 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.
- Alpha
- 6.84%
- Beta
- 0.57
- R²
- 0.28
- Upside Capture
- 93.95%
- Downside Capture
- 93.66%
Expense Ratio
SHLD.L has an expense ratio of 0.40%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SHLD.L ranks 42 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Digital Security UCITS ETF USD Dist (SHLD.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SHLD.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.31 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.35 | -0.12 |
| Martin ratioReturn relative to average drawdown | 4.84 | 10.19 | -5.35 |
Dividends
Dividend History
iShares Digital Security UCITS ETF USD Dist provided a 0.35% dividend yield over the last twelve months, with an annual payout of $0.05 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.05 | $0.04 | $0.05 | $0.04 | $0.04 | $0.06 | $0.07 | $0.06 |
Dividend yield | 0.35% | 0.39% | 0.48% | 0.43% | 0.63% | 0.66% | 0.84% | 1.00% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Digital Security UCITS ETF USD Dist. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.02 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.04 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.05 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.04 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.06 |
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 Digital Security 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 Digital Security UCITS ETF USD Dist was 36.07%, occurring on Oct 12, 2022. Recovery took 475 trading sessions.
The current iShares Digital Security UCITS ETF USD Dist drawdown is 4.38%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-36.07%Oct 2022 | 11mo 6d | 1y 10mo | 2y 9moNov 2021 - Sep 2024 | Bear market2022 |
-32.47%Mar 2020 | 2mo 3d | 3mo 15d | 5mo 18dJan 2020 - Jul 2020 | COVID crash2020 |
-22.72%Apr 2025 | 1mo 18d | 2mo 27d | 4mo 15dFeb 2025 - Jul 2025 | 2025 selloff2025 |
-11.76%Mar 2021 | 17d | 3mo 4d | 3mo 21dFeb 2021 - Jun 2021 | — |
-11.40%Mar 2026 | 5mo 2d | 18d | 5mo 20dOct 2025 - Apr 2026 | — |
Drawdown Indicators
| SHLD.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.07% | -56.78% | +20.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -9.10% | -2.30% |
Max Drawdown (3Y)Largest decline over 3 years | -22.72% | -18.90% | -3.82% |
Max Drawdown (5Y)Largest decline over 5 years | -36.07% | -25.43% | -10.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -4.38% | -0.49% | -3.89% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -10.70% | +1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 2.09% | +3.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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