iShares Gold Producers UCITS ETF (SPGP.L)
SPGP.L is a passive ETF by iShares tracking the investment results of the EMIX Global Mining Global Gold TR USD. SPGP.L launched on Sep 16, 2011 and has a 0.55% expense ratio.
ETF Info
| ISIN | IE00B6R52036 |
|---|---|
| WKN | A1JKQJ |
| Issuer | iShares |
| Inception Date | Sep 16, 2011 |
| Category | Precious Metals |
| Index Tracked | EMIX Global Mining Global Gold TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Commodity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
SPGP.L has a high expense ratio of 0.55%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Gold Producers 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 Gold Producers UCITS ETF had a return of 15.75% year-to-date (YTD) and 7.97% in the last 12 months. Over the past 10 years, iShares Gold Producers UCITS ETF had an annualized return of 8.53%, while the S&P 500 had an annualized return of 10.97%, indicating that iShares Gold Producers UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.75% | 11.29% |
| 1 month | 7.30% | 4.87% |
| 6 months | 25.99% | 17.88% |
| 1 year | 7.97% | 29.16% |
| 5 years (annualized) | 12.66% | 13.20% |
| 10 years (annualized) | 8.53% | 10.97% |
Monthly Returns
The table below presents the monthly returns of SPGP.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 | -7.21% | -6.68% | 19.46% | 5.48% | 15.75% | ||||||||
| 2023 | 8.19% | -12.23% | 15.18% | 2.59% | -6.83% | -5.81% | 3.89% | -5.35% | -4.64% | 5.61% | 5.89% | 0.44% | 3.72% |
| 2022 | -6.00% | 13.23% | 13.78% | -4.54% | -10.47% | -10.25% | -5.07% | -3.23% | 5.16% | -4.08% | 14.02% | 2.36% | 0.45% |
| 2021 | -4.89% | -11.71% | 5.77% | 6.43% | 9.50% | -11.05% | 3.16% | -6.17% | -6.11% | 6.25% | 3.71% | -2.36% | -9.97% |
| 2020 | -0.42% | -7.93% | -5.68% | 35.77% | 5.41% | 4.51% | 10.84% | -3.12% | -2.61% | -5.42% | -10.78% | 4.64% | 19.43% |
| 2019 | 4.91% | -1.78% | 4.01% | -7.51% | 7.17% | 18.33% | 11.09% | 10.06% | -12.22% | 0.27% | -3.67% | 8.20% | 41.00% |
| 2018 | -3.07% | -7.34% | -0.08% | 4.29% | 3.28% | 0.97% | -3.87% | -11.26% | -0.54% | 4.04% | 1.85% | 8.97% | -4.37% |
| 2017 | 6.54% | 0.03% | -2.64% | -5.93% | 0.97% | -2.79% | 2.90% | 9.20% | -9.46% | -2.23% | -2.02% | 4.10% | -2.80% |
| 2016 | 10.57% | 36.94% | 2.01% | 22.01% | -10.28% | 33.81% | 8.80% | -15.93% | 5.61% | -2.28% | -17.41% | 9.00% | 92.25% |
| 2015 | 23.43% | -4.12% | -10.87% | 6.72% | -2.65% | -11.60% | -21.05% | 4.29% | -1.88% | 10.04% | -7.49% | 3.05% | -17.90% |
| 2014 | 12.55% | 7.73% | -7.15% | 1.02% | -8.24% | 13.87% | 2.15% | 4.43% | -16.61% | -18.50% | 10.39% | -1.20% | -6.04% |
| 2013 | -3.43% | -5.09% | -0.56% | -24.21% | 1.95% | -20.07% | 10.87% | 7.31% | -13.20% | -0.12% | -13.36% | -6.28% | -52.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPGP.L is 20, indicating that it is in the bottom 20% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
SPGP.L (iShares Gold Producers UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Gold Producers UCITS ETF (SPGP.L) 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Gold Producers 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 Gold Producers UCITS ETF was 79.54%, occurring on Sep 11, 2015. The portfolio has not yet recovered.
The current iShares Gold Producers UCITS ETF drawdown is 23.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.54% | Sep 22, 2011 | 1002 | Sep 11, 2015 | — | — | — |
Volatility
Volatility Chart
The current iShares Gold Producers UCITS ETF volatility is 7.99%, 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.