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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
UESD.L is traded in GBP, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBP using the latest available exchange rates.
Returns By Period
iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc (UESD.L) has returned 0.53% so far this year and 4.35% over the past 12 months.
iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc
- 1D
- 0.02%
- 1M
- 0.13%
- YTD
- 0.53%
- 6M
- 1.98%
- 1Y
- 4.35%
- 3Y*
- 4.99%
- 5Y*
- 3.41%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.61%
- 1M
- -3.22%
- YTD
- -2.82%
- 6M
- -0.72%
- 1Y
- 13.66%
- 3Y*
- 14.01%
- 5Y*
- 11.18%
- 10Y*
- 12.98%
Monthly Returns
Based on dividend-adjusted daily data since Mar 18, 2020, UESD.L's average daily return is +0.01%, while the average monthly return is +0.25%. At this rate, your investment would double in approximately 23.1 years.
Historically, 86% of months were positive and 14% were negative. The best month was Dec 2022 with a return of +0.7%, while the worst month was Aug 2022 at -0.2%. The longest winning streak lasted 38 consecutive months, and the longest losing streak was 2 months.
On a daily basis, UESD.L closed higher 53% of trading days. The best single day was Apr 28, 2020 with a return of +0.4%, while the worst single day was Oct 18, 2022 at -0.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.00% | 0.40% | 0.13% | 0.53% | |||||||||
| 2025 | 0.53% | 0.37% | 0.29% | 0.30% | 0.47% | 0.45% | 0.44% | 0.34% | 0.32% | 0.53% | 0.24% | 0.67% | 5.04% |
| 2024 | 0.49% | 0.47% | 0.49% | 0.39% | 0.44% | 0.63% | 0.26% | 0.46% | 0.43% | 0.47% | 0.37% | 0.38% | 5.40% |
| 2023 | -0.04% | 0.16% | 0.34% | 0.38% | 0.28% | 0.31% | 0.57% | 0.52% | 0.38% | 0.41% | 0.56% | 0.54% | 4.47% |
| 2022 | -0.13% | 0.00% | 0.03% | 0.02% | 0.10% | 0.04% | 0.19% | -0.21% | 0.23% | 0.38% | 0.16% | 0.73% | 1.55% |
| 2021 | 0.07% | -0.04% | 0.02% | 0.05% | 0.02% | 0.09% | -0.03% | 0.03% | -0.05% | 0.10% | 0.02% | -0.09% | 0.19% |
Benchmark Metrics
iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc has an annualized alpha of 2.92%, beta of 0.00, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 19, 2020.
- This ETF captured 5.62% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -10.44%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.00 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
- 2.92%
- Beta
- 0.00
- R²
- 0.00
- Upside Capture
- 5.62%
- Downside Capture
- -10.44%
Expense Ratio
UESD.L has an expense ratio of 0.09%, which is considered low.
Return for Risk
Risk / Return Rank
UESD.L ranks 99 for risk / return — in the top 99% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc (UESD.L) and compare them to a chosen benchmark (S&P 500 Index).
| UESD.L | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.34 | 0.73 | +3.61 |
Sortino ratioReturn per unit of downside risk | 7.06 | 1.14 | +5.91 |
Omega ratioGain probability vs. loss probability | 2.01 | 1.18 | +0.83 |
Calmar ratioReturn relative to maximum drawdown | 17.01 | 1.24 | +15.78 |
Martin ratioReturn relative to average drawdown | 76.31 | 4.87 | +71.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore UESD.L risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc provided a 5.69% dividend yield over the last twelve months, with an annual payout of £0.28 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | £0.28 | £0.23 | £0.27 | £0.23 | £0.06 | £0.01 | £0.02 |
Dividend yield | 5.69% | 4.63% | 5.37% | 4.49% | 1.21% | 0.24% | 0.47% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP 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 | £0.05 | £0.05 | |||||||||
| 2025 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 | £0.23 |
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.13 | £0.27 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.13 | £0.23 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.06 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 |
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 £ Ultrashort Bond ESG SRI UCITS ETF GBP 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 £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc was 0.48%, occurring on May 4, 2020. Recovery took 47 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.48% | Apr 29, 2020 | 4 | May 4, 2020 | 47 | Jul 10, 2020 | 51 |
| -0.41% | Oct 31, 2022 | 2 | Nov 1, 2022 | 15 | Nov 22, 2022 | 17 |
| -0.39% | Dec 29, 2021 | 61 | Mar 24, 2022 | 79 | Jul 20, 2022 | 140 |
| -0.37% | Aug 10, 2022 | 15 | Aug 31, 2022 | 23 | Oct 4, 2022 | 38 |
| -0.37% | Oct 5, 2022 | 6 | Oct 12, 2022 | 3 | Oct 17, 2022 | 9 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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