- Issuer
- iShares
- Inception Date
- Apr 27, 2022
- Category
- Global Bonds
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc
- Distribution Policy
- Distributing
- Asset Class
- Bond
Share Price Chart
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Performance
SUOG.L Performance Chart
iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc (SUOG.L) is up 1.5% since the beginning of the year. SUOG.L is currently trading at £5 per share. Investors who bought £1,000 worth of SUOG.L shares 5 years ago would now be looking at an investment worth £1,066.
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Returns By Period
iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc (SUOG.L) has returned 1.47% so far this year and 3.35% over the past 12 months.
iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc
- 1D
- 0.09%
- 1M
- -0.32%
- 6M
- 1.05%
- YTD
- 1.47%
- 1Y
- 3.35%
- 3Y*
- 6.12%
- 5Y*
- 1.28%
- 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%
SUOG.L Monthly Returns History
Based on dividend-adjusted daily data since Jul 30, 2019, SUOG.L's average daily return is +0.01%, while the average monthly return is +0.12%. At this rate, an investment would double in approximately 48.2 years.
Historically, 56% of months were positive and 44% were negative. The best month was Jul 2022 with a return of +5.4%, while the worst month was Mar 2020 at -6.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SUOG.L closed higher 32% of trading days. The best single day was Mar 19, 2020 with a return of +3.4%, while the worst single day was Mar 18, 2020 at -5.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.82% | 0.61% | -2.02% | 1.03% | 1.17% | 0.41% | -0.52% | 1.47% | |||||
| 2025 | 0.63% | 0.83% | -0.82% | 1.04% | 0.75% | 0.41% | 0.83% | -0.00% | 0.61% | 0.81% | 0.00% | 0.00% | 5.20% |
| 2024 | -0.21% | -0.86% | 1.51% | -0.85% | 0.25% | 0.87% | 1.94% | 0.21% | 1.48% | -0.42% | 2.04% | -0.62% | 5.41% |
| 2023 | 1.81% | -1.56% | 1.36% | 0.67% | 0.03% | -0.00% | 0.90% | 0.22% | -0.89% | 0.67% | 2.57% | 2.86% | 8.90% |
| 2022 | -1.58% | -2.20% | -1.02% | -2.90% | -0.84% | -3.45% | 5.36% | -4.66% | -3.11% | -0.46% | 3.58% | -1.34% | -12.32% |
| 2021 | -0.20% | -0.78% | 0.39% | -0.00% | -0.15% | 0.39% | 1.18% | -0.39% | -0.78% | -0.59% | 0.19% | 0.20% | -0.54% |
Benchmark Metrics
iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc has an annualized alpha of 1.22%, beta of 0.06, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since July 30, 2019.
- This ETF participated in 24.90% of S&P 500 Index downside but only 16.65% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.06 may look defensive, but with R2 of 0.05 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 0.05 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
- 1.22%
- Beta
- 0.06
- R²
- 0.05
- Upside Capture
- 16.65%
- Downside Capture
- 24.90%
Expense Ratio
SUOG.L has an expense ratio of 0.17%, which is considered low.
Return for Risk
Risk / Return Rank
SUOG.L ranks 34 for risk / return — below 34% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc (SUOG.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.
| SUOG.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.77 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.31 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.50 | -1.13 |
| Martin ratioReturn relative to average drawdown | 5.12 | 9.11 | -3.99 |
Dividends
Dividend History
iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc provided a 3.21% dividend yield over the last twelve months, with an annual payout of £0.16 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | £0.16 | £0.16 | £0.15 | £0.12 | £0.04 | £0.02 | £0.03 | £0.01 |
Dividend yield | 3.21% | 3.19% | 3.12% | 2.48% | 0.81% | 0.44% | 0.55% | 0.13% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc. 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 | £0.08 | £0.00 | £0.00 | £0.08 | |||||
| 2025 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.16 |
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.15 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 | £0.12 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.03 | £0.00 | £0.04 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.02 |
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 € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc. 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 € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc was 16.15%, occurring on Oct 14, 2022. Recovery took 538 trading sessions.
The current iShares € Corp Bond ESG SRI UCITS ETF GBP Hedged Inc drawdown is 0.72%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-16.15%Oct 2022 | 1y 1mo | 2y 1mo | 3y 3moAug 2021 - Dec 2024 | Bear market2022 |
-14.00%Mar 2020 | 23d | 6mo 25d | 7mo 18dFeb 2020 - Oct 2020 | COVID crash2020 |
-2.43%Mar 2026 | 25d | 2mo 3d | 2mo 28dMar 2026 - May 2026 | — |
-1.66%Jan 2025 | 1mo 11d | 21d | 2mo 2dDec 2024 - Feb 2025 | — |
-1.65%Mar 2025 | 3d | 1mo 12d | 1mo 15dMar 2025 - Apr 2025 | 2025 selloff2025 |
Drawdown Indicators
| SUOG.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.15% | -37.07% | +20.92% |
Max Drawdown (1Y)Largest decline over 1 year | -2.43% | -8.03% | +5.60% |
Max Drawdown (3Y)Largest decline over 3 years | -2.43% | -22.15% | +19.72% |
Max Drawdown (5Y)Largest decline over 5 years | -16.15% | -22.15% | +6.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.01% | — |
Current DrawdownCurrent decline from peak | -0.72% | -1.42% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -5.29% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 2.20% | -1.55% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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