- Issuer
- iShares
- Inception Date
- Aug 21, 2025
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
SUAP.L Performance Chart
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) (SUAP.L) is up 13.1% since the beginning of the year. SUAP.L is currently trading at £8 per share. Investors who bought £1,000 worth of SUAP.L shares 5 years ago would now be looking at an investment worth £1,566.
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Returns By Period
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) (SUAP.L) has returned 13.09% so far this year and 20.13% over the past 12 months.
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)
- 1D
- -0.52%
- 1M
- -1.84%
- 6M
- 11.30%
- YTD
- 13.09%
- 1Y
- 20.13%
- 3Y*
- 14.19%
- 5Y*
- 9.38%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.66%
- 1M
- -0.64%
- 6M
- 8.66%
- YTD
- 10.17%
- 1Y
- 19.99%
- 3Y*
- 17.60%
- 5Y*
- 12.23%
- 10Y*
- 13.06%
SUAP.L Monthly Returns History
Based on dividend-adjusted daily data since May 21, 2021, SUAP.L's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2026 with a return of +12.2%, while the worst month was Jun 2022 at -8.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SUAP.L closed higher 50% of trading days. The best single day was Apr 10, 2025 with a return of +5.0%, while the worst single day was Apr 7, 2025 at -4.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.63% | -0.14% | -7.42% | 12.17% | 5.22% | 3.87% | -2.78% | 13.09% | |||||
| 2025 | 1.60% | -3.63% | -4.75% | -1.55% | 9.42% | 3.37% | 0.47% | 1.23% | 3.05% | 0.89% | -1.47% | 2.27% | 10.67% |
| 2024 | 0.36% | 2.33% | 2.97% | -4.75% | -0.00% | 4.90% | 2.22% | 0.17% | 3.17% | -1.13% | 7.04% | -4.10% | 13.28% |
| 2023 | 6.51% | -0.61% | 0.20% | 0.61% | -1.02% | 8.04% | 3.44% | -1.66% | -4.89% | -4.94% | 9.77% | 6.21% | 22.38% |
| 2022 | -7.98% | -1.29% | 4.67% | -7.32% | -3.66% | -8.14% | 8.11% | -3.04% | -7.74% | 5.90% | 2.78% | -3.32% | -20.64% |
| 2021 | 1.40% | 1.97% | 1.93% | 3.03% | -3.31% | 8.17% | -0.35% | 4.47% | 18.23% |
Benchmark Metrics
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) has an annualized alpha of 5.92%, beta of 0.37, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since May 21, 2021.
- This ETF participated in 115.47% of S&P 500 Index downside but only 98.15% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.37 may look defensive, but with R2 of 0.12 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 0.12 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
- 5.92%
- Beta
- 0.37
- R²
- 0.12
- Upside Capture
- 98.15%
- Downside Capture
- 115.47%
Expense Ratio
SUAP.L has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SUAP.L ranks 59 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 MSCI USA SRI UCITS ETF GBP Hedged (Dist) (SUAP.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.
| SUAP.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.50 | -0.11 |
| Martin ratioReturn relative to average drawdown | 8.99 | 9.11 | -0.11 |
Dividends
Dividend History
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) provided a 0.89% dividend yield over the last twelve months, with an annual payout of £0.07 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | £0.07 | £0.06 | £0.07 | £0.07 | £0.07 | £0.03 |
Dividend yield | 0.89% | 0.92% | 1.09% | 1.22% | 1.42% | 0.55% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI USA SRI UCITS ETF GBP Hedged (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 | £0.04 | £0.00 | £0.04 | |||||
| 2025 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.06 |
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.07 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.07 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.07 |
| 2021 | £0.03 | £0.03 |
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 MSCI USA SRI UCITS ETF GBP Hedged (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 MSCI USA SRI UCITS ETF GBP Hedged (Dist) was 27.13%, occurring on Oct 12, 2022. Recovery took 358 trading sessions.
The current iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) drawdown is 2.78%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-27.13%Oct 2022 | 9mo 15d | 1y 5mo | 2y 2moDec 2021 - Mar 2024 | Bear market2022 |
-19.71%Apr 2025 | 3mo 29d | 2mo 27d | 6mo 26dDec 2024 - Jul 2025 | 2025 selloff2025 |
-8.76%Mar 2026 | 2mo | 18d | 2mo 18dJan 2026 - Apr 2026 | — |
-7.74%Aug 2024 | 20d | 1mo 13d | 2mo 3dJul 2024 - Sep 2024 | — |
-6.79%Apr 2024 | 15d | 2mo 3d | 2mo 18dApr 2024 - Jun 2024 | — |
Drawdown Indicators
| SUAP.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.13% | -37.07% | +9.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -8.03% | -0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | -22.15% | +2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -27.13% | -22.15% | -4.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.01% | — |
Current DrawdownCurrent decline from peak | -2.78% | -1.42% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -5.29% | -1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.20% | +0.14% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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