iShares J.P. Morgan USD EM Bond UCITS ETF Acc (3SUD.DE)
3SUD.DE is a passive ETF by iShares tracking the investment results of the JP Morgan EMBI Global Core (EUR Hedged). 3SUD.DE launched on Apr 26, 2019 and has a 0.50% expense ratio.
ETF Info
| ISIN | IE00BJ5JPH63 |
|---|---|
| WKN | A2PGVX |
| Issuer | iShares |
| Inception Date | Apr 26, 2019 |
| Category | Emerging Markets Bonds |
| Index Tracked | JP Morgan EMBI Global Core (EUR Hedged) |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
The iShares J.P. Morgan USD EM Bond UCITS ETF Acc has a high expense ratio of 0.50%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares J.P. Morgan USD EM Bond UCITS ETF 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 J.P. Morgan USD EM Bond UCITS ETF Acc had a return of -1.64% year-to-date (YTD) and 4.60% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -1.64% | 5.84% |
| 1 month | -2.81% | -2.98% |
| 6 months | 9.35% | 22.02% |
| 1 year | 4.60% | 24.47% |
| 5 years (annualized) | N/A | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.16% | 0.42% | 2.01% | |||||||||
| 2023 | -3.36% | -1.26% | 5.69% | 4.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares J.P. Morgan USD EM Bond UCITS ETF Acc(3SUD.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares J.P. Morgan USD EM Bond UCITS ETF Acc (3SUD.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 J.P. Morgan USD EM Bond UCITS ETF 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 J.P. Morgan USD EM Bond UCITS ETF Acc was 30.78%, occurring on Oct 21, 2022. The portfolio has not yet recovered.
The current iShares J.P. Morgan USD EM Bond UCITS ETF Acc drawdown is 18.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.78% | Jan 4, 2021 | 463 | Oct 21, 2022 | — | — | — |
| -26.74% | Feb 24, 2020 | 19 | Mar 19, 2020 | 187 | Dec 11, 2020 | 206 |
| -3.1% | Sep 5, 2019 | 53 | Nov 19, 2019 | 25 | Dec 27, 2019 | 78 |
| -1.42% | Aug 12, 2019 | 3 | Aug 14, 2019 | 12 | Aug 30, 2019 | 15 |
| -1.18% | Jul 5, 2019 | 6 | Jul 12, 2019 | 19 | Aug 8, 2019 | 25 |
Volatility
Volatility Chart
The current iShares J.P. Morgan USD EM Bond UCITS ETF Acc volatility is 2.50%, 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.