- Issuer
- iShares
- Inception Date
- May 14, 2020
- 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
SUOP.L Performance Chart
iShares $ Corp Bond ESG SRI UCITS ETF GBP Hedged Inc (SUOP.L) is down 0.3% since the beginning of the year. SUOP.L is currently trading at £4 per share. Investors who bought £1,000 worth of SUOP.L shares 5 years ago would now be looking at an investment worth £969.
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Returns By Period
iShares $ Corp Bond ESG SRI UCITS ETF GBP Hedged Inc (SUOP.L) has returned -0.26% so far this year and 4.22% over the past 12 months.
iShares $ Corp Bond ESG SRI UCITS ETF GBP Hedged Inc
- 1D
- 0.04%
- 1M
- -0.69%
- 6M
- -0.26%
- YTD
- -0.26%
- 1Y
- 4.22%
- 3Y*
- 4.41%
- 5Y*
- -0.62%
- 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%
SUOP.L Monthly Returns History
Based on dividend-adjusted daily data since May 21, 2021, SUOP.L's average daily return is 0.00%, while the average monthly return is +0.01%. At this rate, an investment would double in approximately 577.7 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2023 with a return of +5.5%, while the worst month was Apr 2022 at -5.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SUOP.L closed higher 38% of trading days. The best single day was Nov 10, 2022 with a return of +2.2%, while the worst single day was Sep 27, 2022 at -1.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.24% | 1.44% | -2.12% | 0.48% | 0.66% | 0.49% | -0.93% | -0.26% | |||||
| 2025 | 0.49% | 1.46% | 0.00% | -0.00% | -0.10% | 1.72% | 0.24% | 0.72% | 1.43% | 0.24% | 0.57% | 0.24% | 7.21% |
| 2024 | 0.00% | -1.43% | 1.20% | -2.62% | 1.83% | 0.74% | 1.95% | 1.91% | 1.41% | -2.55% | 1.14% | -1.44% | 2.00% |
| 2023 | 3.16% | -3.06% | 2.43% | 0.95% | -1.63% | 0.73% | 0.00% | -0.72% | -2.43% | -1.75% | 5.49% | 3.69% | 6.65% |
| 2022 | -3.14% | -1.83% | -2.48% | -5.08% | 0.90% | -2.71% | 3.49% | -3.37% | -4.88% | -1.47% | 3.67% | 0.24% | -15.85% |
| 2021 | 0.40% | 1.79% | 0.98% | -0.19% | -1.36% | 0.20% | 0.00% | -0.20% | 1.60% |
Benchmark Metrics
iShares $ Corp Bond ESG SRI UCITS ETF GBP Hedged Inc has an annualized alpha of 0.26%, beta of 0.02, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since May 21, 2021.
- This ETF participated in 42.72% of S&P 500 Index downside but only 18.15% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.02 may look defensive, but with R2 of 0.00 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 0.00 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
- 0.26%
- Beta
- 0.02
- R²
- 0.00
- Upside Capture
- 18.15%
- Downside Capture
- 42.72%
Expense Ratio
SUOP.L has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SUOP.L ranks 31 for risk / return — below 31% 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 (SUOP.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.
| SUOP.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.31 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.50 | -1.02 |
| Martin ratioReturn relative to average drawdown | 4.02 | 9.11 | -5.09 |
Dividends
Dividend History
iShares $ Corp Bond ESG SRI UCITS ETF GBP Hedged Inc provided a 4.92% dividend yield over the last twelve months, with an annual payout of £0.20 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | £0.20 | £0.20 | £0.19 | £0.17 | £0.17 |
Dividend yield | 4.92% | 4.74% | 4.68% | 4.13% | 4.04% |
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 | £0.10 | £0.00 | £0.00 | £0.10 | |||||
| 2025 | £0.00 | £0.00 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 | £0.00 | £0.20 |
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 | £0.00 | £0.19 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.09 | £0.00 | £0.17 |
| 2022 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.07 | £0.00 | £0.17 |
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 22.17%, occurring on Oct 21, 2022. The portfolio has not yet recovered.
The current iShares $ Corp Bond ESG SRI UCITS ETF GBP Hedged Inc drawdown is 4.01%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-22.17%Oct 2022 | 1y 2mo | — | 4y 11moAug 2021 - now | Bear market2022 |
-0.40%Jun 2021 | 0s | 1d | 1dJun 2021 - Jun 2021 | — |
-0.39%Jun 2021 | 1d | 1d | 2dJun 2021 - Jun 2021 | — |
-0.39%Jun 2021 | 0s | 6d | 6dJun 2021 - Jun 2021 | — |
-0.39%Jul 2021 | 0s | 5d | 5dJul 2021 - Jul 2021 | — |
Drawdown Indicators
| SUOP.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.17% | -37.07% | +14.90% |
Max Drawdown (1Y)Largest decline over 1 year | -2.83% | -8.03% | +5.20% |
Max Drawdown (3Y)Largest decline over 3 years | -6.01% | -22.15% | +16.14% |
Max Drawdown (5Y)Largest decline over 5 years | -22.17% | -22.15% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.01% | — |
Current DrawdownCurrent decline from peak | -4.01% | -1.42% | -2.59% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -5.29% | -4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 2.20% | -1.15% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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