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Ishares Ii PLC ISHRS GLOBAL C ENERGY TRA ETF USD (DIST) (INRG)
This share can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment and Dividend reinvestment
Before investing please read:
Morningstar systematic risk rating indicatorTM
| Lower Risk | Higher risk | |||||
|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
| Potentially Lower Returns | Potentially Higher Returns | |||||
Source: Morningstar
Benchmarks
Category
Sector Equity Alternative Energy
Morningstar ratingTM
Morningstar sustainability ratingTM
Morningstar ratingTM (relative to category)
30/04/2025
| Morningstar return | Morningstar risk (rel to cat) | Morningstar ratingTM | |
|---|---|---|---|
| 3-Year | Below Average | Average | |
| 5-Year | Average | Above Average | |
| 10-Year | Below Average | Above Average | |
| Overall | Below Average | Above Average |
Category: Sector Equity Alternative Energy
Modern portfolio statistics
| Category Index Sector Equity Alternative Energy | |
|---|---|
| 3-Yr R-Squared | 54.83 |
| 3-Yr Beta | 0.96 |
| 3-Yr Alpha | -18.05 |
Return/Risk analysis
| Risk measurement | 1 year | 3 years | 5 years |
|---|---|---|---|
| Standard deviation | 17.52 | 21.84 | 28.43 |
| Sharpe ratio | -1.46 | -1.01 | 0.15 |
| Sortino ratio | -1.68 | -1.24 | 0.23 |
| Positive months | 4 | - | 28 |
| Negative months | 8 | - | 32 |
| Worst month | -23.97 | -52.80 | -58.68 |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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