iShares MSCI EM SRI UCITS ETF (SUES.L)
SUES.L is a passive ETF by iShares tracking the investment results of the MSCI EM NR USD. SUES.L launched on Jul 11, 2016 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE00BYVJRP78 |
|---|---|
| WKN | A2AFCZ |
| Issuer | iShares |
| Inception Date | Jul 11, 2016 |
| Category | Emerging Markets Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EM NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SUES.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI EM SRI 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 MSCI EM SRI UCITS ETF had a return of 2.44% year-to-date (YTD) and 3.01% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.44% | 17.95% |
| 1 month | 0.29% | 3.05% |
| 6 months | 3.99% | 10.78% |
| 1 year | 3.01% | 26.90% |
| 5 years (annualized) | 1.80% | 14.03% |
| 10 years (annualized) | N/A | 10.90% |
Monthly Returns
The table below presents the monthly returns of SUES.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 | -5.70% | 3.80% | 1.97% | 0.00% | -1.43% | 4.63% | 0.94% | 2.44% | |||||
| 2023 | 4.81% | -6.12% | -0.18% | -2.04% | -2.70% | 1.90% | 6.04% | -6.56% | -0.12% | -3.19% | 2.38% | 2.14% | -4.42% |
| 2022 | -1.90% | -1.13% | 1.98% | -1.88% | 0.15% | -3.14% | 0.71% | 2.94% | -6.74% | -6.03% | 10.24% | -2.63% | -8.19% |
| 2021 | 1.85% | -4.45% | 1.20% | 2.37% | -0.02% | 7.30% | -6.59% | 3.21% | -1.53% | -0.39% | -0.49% | -1.90% | -0.16% |
| 2020 | -5.63% | -3.68% | -15.70% | 6.32% | 2.82% | 8.59% | 2.07% | 5.04% | -1.76% | 2.83% | 10.20% | 5.84% | 14.91% |
| 2019 | 3.42% | -2.78% | 1.78% | 2.34% | -0.42% | 3.31% | 3.25% | -4.44% | 1.48% | -0.50% | -0.31% | 3.95% | 11.22% |
| 2018 | 2.08% | -1.34% | -2.50% | -1.58% | -2.25% | -2.58% | 6.83% | -1.87% | 0.76% | -5.42% | 3.90% | -0.48% | -4.94% |
| 2017 | 2.64% | 3.91% | 2.52% | -2.04% | 3.55% | -0.39% | 2.63% | 4.81% | -5.05% | 3.86% | -1.47% | 6.07% | 22.48% |
| 2016 | 3.91% | -1.54% | 2.78% | 7.01% | -8.50% | 2.86% | 5.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SUES.L is 10, indicating that it is in the bottom 10% 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 EM SRI UCITS ETF (SUES.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 MSCI EM SRI 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 MSCI EM SRI UCITS ETF was 30.11%, occurring on Mar 23, 2020. Recovery took 157 trading sessions.
The current iShares MSCI EM SRI UCITS ETF drawdown is 17.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.11% | Jan 21, 2020 | 45 | Mar 23, 2020 | 157 | Nov 4, 2020 | 202 |
| -25.55% | Feb 16, 2021 | 737 | Jan 22, 2024 | — | — | — |
| -15.53% | Jan 24, 2018 | 182 | Oct 11, 2018 | 180 | Jul 1, 2019 | 362 |
| -12.86% | Oct 26, 2016 | 13 | Nov 11, 2016 | 64 | Feb 15, 2017 | 77 |
| -10.85% | Aug 16, 2016 | 20 | Sep 13, 2016 | 19 | Oct 10, 2016 | 39 |
Volatility
Volatility Chart
The current iShares MSCI EM SRI UCITS ETF volatility is 5.69%, 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.