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ISIN
IE00BMDFDY08
Issuer
iShares
Inception Date
May 21, 2021
Leveraged
1x (No leverage)
Index Tracked
Bloomberg MSCI US Corporate High Yield ESG SRI Bond Index (EUR Hedged)
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Bond

Share Price Chart


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Performance

UEEF.DE Performance Chart

iShares $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc) (UEEF.DE) is up 0.7% since the beginning of the year. UEEF.DE is currently trading at €6 per share. Investors who bought €1,000 worth of UEEF.DE shares 5 years ago would now be looking at an investment worth €1,074.


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S&P 500 Index

Returns By Period

iShares $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc) (UEEF.DE) has returned 0.70% so far this year and 3.21% over the past 12 months.


iShares $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc)

1D
-0.17%
1M
0.52%
6M
0.87%
YTD
0.70%
1Y
3.21%
3Y*
6.52%
5Y*
1.44%
10Y*

Benchmark (S&P 500 Index)

1D
-0.41%
1M
0.50%
6M
11.86%
YTD
12.32%
1Y
22.55%
3Y*
17.04%
5Y*
12.28%
10Y*
13.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UEEF.DE Monthly Returns History

Based on dividend-adjusted daily data since Aug 18, 2020, UEEF.DE's average daily return is +0.01%, while the average monthly return is +0.22%. At this rate, an investment would double in approximately 26.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jul 2022 with a return of +5.9%, while the worst month was Jun 2022 at -7.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, UEEF.DE closed higher 40% of trading days. The best single day was Apr 8, 2025 with a return of +1.9%, while the worst single day was Jun 13, 2022 at -3.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.17%0.35%-2.08%2.13%0.17%0.35%-0.00%0.70%
20251.86%0.18%-1.28%0.37%1.29%1.45%0.18%0.71%0.89%-0.18%0.70%0.52%6.88%
20240.00%0.00%0.79%-1.37%1.19%0.98%1.94%1.14%1.69%-0.74%1.30%-1.10%5.91%
20233.46%-1.67%1.06%0.63%-1.46%1.48%1.04%-0.21%-1.24%-1.68%4.48%3.67%9.72%
2022-3.51%-0.57%-1.15%-4.09%0.20%-7.09%5.88%-3.29%-3.62%1.32%1.74%-0.86%-14.58%
20210.19%-0.57%0.38%0.57%0.00%1.51%0.56%0.37%-0.55%-0.19%-1.30%2.07%3.04%

Benchmark Metrics

iShares $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc) has an annualized alpha of 0.26%, beta of 0.13, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since August 18, 2020.

  • This ETF participated in 40.24% of S&P 500 Index downside but only 20.83% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.13 may look defensive, but with R2 of 0.09 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 0.09 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
0.13
0.09
Upside Capture
20.83%
Downside Capture
40.24%

Expense Ratio

UEEF.DE has an expense ratio of 0.27%, which is considered low.


Return for Risk

Risk / Return Rank

UEEF.DE ranks 26 for risk / return — below 26% 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.


UEEF.DE Risk / Return Rank: 2626
Overall Rank
UEEF.DE Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
UEEF.DE Sortino Ratio Rank: 2222
Sortino Ratio Rank
UEEF.DE Omega Ratio Rank: 2121
Omega Ratio Rank
UEEF.DE Calmar Ratio Rank: 2727
Calmar Ratio Rank
UEEF.DE Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc) (UEEF.DE) 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.


UEEF.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.21

Sortino ratioReturn per unit of downside risk

-1.38

Omega ratioGain probability vs. loss probability

1.14

1.35

-0.22

Calmar ratioReturn relative to maximum drawdown

1.15

3.19

-2.04

Martin ratioReturn relative to average drawdown

4.84

11.78

-6.94

Dividends

Dividend History


iShares $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc) doesn't pay dividends

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 $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc). 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 $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc) was 17.83%, occurring on Sep 27, 2022. Recovery took 558 trading sessions.

The current iShares $ High Yield Corp Bond ESG SRI UCITS ETF EUR Hedged (Acc) drawdown is 0.17%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-17.83%Sep 2022
1y 24d2y 2mo
3y 2moSep 2021 - Nov 2024
2025 selloff2025
-5.10%Apr 2025
1mo 6d1mo 3d
2mo 9dMar 2025 - May 2025
2026 pullback2026
-2.77%Mar 2026
1mo 14d2mo 17d
4mo 1dFeb 2026 - Jun 2026
2020 pullback2020
-2.57%Sep 2020
20d18d
1mo 8dSep 2020 - Oct 2020
2021 pullback2021
-2.26%Mar 2021
1mo 7d2mo 23d
4moFeb 2021 - Jun 2021

Drawdown Indicators


UEEF.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-17.83%

-51.62%

+33.79%

Max Drawdown (1Y)

Largest decline over 1 year

-2.77%

-7.57%

+4.80%

Max Drawdown (3Y)

Largest decline over 3 years

-5.10%

-23.99%

+18.89%

Max Drawdown (5Y)

Largest decline over 5 years

-17.83%

-23.99%

+6.16%

Max Drawdown (10Y)

Largest decline over 10 years

-33.42%

Current Drawdown

Current decline from peak

-0.17%

-0.41%

+0.24%

Average Drawdown

Average peak-to-trough decline

-4.89%

-9.08%

+4.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.65%

2.04%

-1.39%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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