iShares Oil & Gas Exploration & Production UCITS ETF (SPOG.L)
SPOG.L is a passive ETF by iShares tracking the investment results of the MSCI World/Energy NR USD. SPOG.L launched on Sep 16, 2011 and has a 0.55% expense ratio.
ETF Info
| ISIN | IE00B6R51Z18 |
|---|---|
| WKN | A1JKQL |
| Issuer | iShares |
| Inception Date | Sep 16, 2011 |
| Category | Energy Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Energy NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Value |
Expense Ratio
SPOG.L features an expense ratio of 0.55%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SPOG.L vs. CSPX.L, SPOG.L vs. IUIT.L, SPOG.L vs. IAU, SPOG.L vs. XLE, SPOG.L vs. URNG.L, SPOG.L vs. FILL
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Oil & Gas Exploration & Production 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 Oil & Gas Exploration & Production UCITS ETF had a return of 4.92% year-to-date (YTD) and 0.79% in the last 12 months. Over the past 10 years, iShares Oil & Gas Exploration & Production UCITS ETF had an annualized return of 2.76%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares Oil & Gas Exploration & Production UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.92% | 25.48% |
| 1 month | 1.69% | 2.14% |
| 6 months | -5.57% | 12.76% |
| 1 year | 0.79% | 33.14% |
| 5 years (annualized) | 13.30% | 13.96% |
| 10 years (annualized) | 2.76% | 11.39% |
Monthly Returns
The table below presents the monthly returns of SPOG.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 | -1.83% | 3.63% | 9.20% | 3.22% | -4.36% | -1.46% | -1.82% | -4.76% | -6.22% | 4.94% | 4.92% | ||
| 2023 | 1.74% | -6.83% | -4.87% | 2.51% | -6.75% | 4.26% | 10.60% | 3.16% | 4.16% | -0.86% | -7.99% | -0.33% | -2.90% |
| 2022 | 14.73% | 4.92% | 14.21% | 2.46% | 15.65% | -16.72% | 7.34% | 11.49% | -7.43% | 15.57% | -2.91% | -9.20% | 53.12% |
| 2021 | 4.25% | 17.12% | 7.16% | -0.70% | 3.94% | 9.32% | -10.75% | 1.15% | 22.01% | 7.21% | -2.83% | 0.82% | 70.79% |
| 2020 | -10.88% | -15.29% | -37.58% | 32.89% | 2.18% | -0.11% | -7.11% | 3.06% | -13.01% | -7.06% | 31.22% | 1.79% | -33.93% |
| 2019 | 10.00% | -1.95% | 4.14% | 3.56% | -8.52% | 3.54% | 0.32% | -10.81% | 3.82% | -8.70% | 1.71% | 10.22% | 4.75% |
| 2018 | -3.48% | -5.11% | 0.32% | 12.77% | 5.99% | 3.90% | 0.79% | -2.08% | 5.19% | -12.80% | -9.34% | -11.45% | -17.09% |
| 2017 | -5.73% | -3.35% | -0.58% | -7.24% | -6.39% | -3.45% | 2.63% | -4.73% | 8.23% | 2.07% | -0.48% | 7.19% | -12.48% |
| 2016 | -1.39% | -3.79% | 15.40% | 12.50% | 0.51% | 10.16% | -2.81% | 7.04% | 6.11% | 0.47% | 7.98% | 1.91% | 66.46% |
| 2015 | -4.55% | 5.39% | 0.69% | 8.34% | -7.52% | -8.73% | -12.94% | -5.09% | -8.01% | 10.76% | 2.41% | -15.87% | -32.81% |
| 2014 | -4.15% | 3.96% | 2.52% | 4.62% | 3.63% | 4.54% | -4.19% | 3.47% | -6.13% | -11.66% | -8.57% | -3.36% | -15.89% |
| 2013 | 6.27% | 4.46% | 2.62% | -6.22% | 6.64% | -4.20% | 6.59% | -0.58% | -0.29% | 4.93% | -5.14% | -2.45% | 11.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPOG.L is 7, indicating that it is in the bottom 7% 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 Oil & Gas Exploration & Production UCITS ETF (SPOG.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Oil & Gas Exploration & Production 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 Oil & Gas Exploration & Production UCITS ETF was 76.49%, occurring on Mar 18, 2020. Recovery took 536 trading sessions.
The current iShares Oil & Gas Exploration & Production UCITS ETF drawdown is 15.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.49% | Jun 24, 2014 | 1452 | Mar 18, 2020 | 536 | May 5, 2022 | 1988 |
| -30.72% | Nov 8, 2022 | 89 | Mar 15, 2023 | — | — | — |
| -28.74% | Jun 9, 2022 | 20 | Jul 6, 2022 | 65 | Oct 7, 2022 | 85 |
| -25.62% | Feb 27, 2012 | 71 | Jun 26, 2012 | 268 | Oct 16, 2013 | 339 |
| -13.4% | Oct 17, 2013 | 70 | Jan 27, 2014 | 74 | May 14, 2014 | 144 |
Volatility
Volatility Chart
The current iShares Oil & Gas Exploration & Production UCITS ETF volatility is 5.62%, 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.