iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE)
2B7A.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Capped 35/20 Utilities. 2B7A.DE launched on Mar 20, 2017 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00B4KBBD01 |
|---|---|
| WKN | A142N3 |
| Issuer | iShares |
| Inception Date | Mar 20, 2017 |
| Category | Utilities Equities |
| Index Tracked | S&P 500 Capped 35/20 Utilities |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Mid |
Asset Class Style | Value |
Expense Ratio
2B7A.DE features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: 2B7A.DE vs. VPU, 2B7A.DE vs. XD9D.DE, 2B7A.DE vs. VOOG
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares S&P 500 Utilities Sector UCITS ETF USD Acc, 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 S&P 500 Utilities Sector UCITS ETF USD Acc had a return of 17.01% year-to-date (YTD) and 11.98% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 17.01% | 11.18% |
| 1 month | 12.38% | 5.60% |
| 6 months | 18.77% | 17.48% |
| 1 year | 11.98% | 26.33% |
| 5 years (annualized) | 7.62% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of 2B7A.DE, 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 | -0.42% | 0.39% | 6.50% | 3.02% | 17.01% | ||||||||
| 2023 | -5.42% | -1.41% | 0.68% | 1.14% | -3.65% | -1.05% | 2.38% | -3.75% | -3.88% | 0.68% | 1.93% | 0.83% | -11.29% |
| 2022 | -2.90% | -0.99% | 12.54% | 1.81% | 0.62% | -2.91% | 8.71% | 2.87% | -8.57% | -0.68% | 0.46% | -1.23% | 8.44% |
| 2021 | 2.32% | -4.14% | 11.15% | 1.38% | -3.28% | 0.91% | 5.10% | 3.85% | -4.42% | 4.79% | 2.40% | 6.34% | 28.42% |
| 2020 | 8.34% | -9.90% | -7.38% | 1.15% | 2.26% | -4.90% | 1.38% | -2.83% | 2.81% | 6.34% | -2.07% | -4.15% | -10.08% |
| 2019 | 1.90% | 5.78% | 4.02% | 0.60% | -0.13% | 1.46% | 2.63% | 5.99% | 5.18% | -3.54% | -0.28% | 1.04% | 27.08% |
| 2018 | -7.53% | -0.83% | 2.87% | 3.94% | 2.30% | 2.47% | 0.74% | 2.69% | -1.44% | 5.32% | 2.21% | -3.82% | 8.53% |
| 2017 | -0.34% | -1.36% | 0.76% | -3.86% | -1.25% | 2.55% | -2.29% | 5.25% | 0.19% | -6.47% | -7.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B7A.DE is 29, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares S&P 500 Utilities Sector UCITS ETF USD 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 S&P 500 Utilities Sector UCITS ETF USD Acc was 35.70%, occurring on Mar 23, 2020. Recovery took 442 trading sessions.
The current iShares S&P 500 Utilities Sector UCITS ETF USD Acc drawdown is 10.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.7% | Feb 19, 2020 | 24 | Mar 23, 2020 | 442 | Dec 16, 2021 | 466 |
| -29.81% | Sep 9, 2022 | 277 | Oct 6, 2023 | — | — | — |
| -20% | Jun 21, 2017 | 159 | Feb 6, 2018 | 132 | Aug 15, 2018 | 291 |
| -12.85% | Apr 11, 2022 | 48 | Jun 17, 2022 | 29 | Jul 28, 2022 | 77 |
| -9.47% | Dec 14, 2018 | 17 | Jan 14, 2019 | 28 | Feb 21, 2019 | 45 |
Volatility
Volatility Chart
The current iShares S&P 500 Utilities Sector UCITS ETF USD Acc volatility is 2.97%, 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.