- ISIN
- IE00BZ173V67
- Issuer
- iShares
- Inception Date
- Aug 21, 2025
- Category
- Large Cap Blend Equities, ESG
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI USA SRI Select Reduced Fossil Fuels (EUR Hedged) Index
- Domicile
- Ireland
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
3SUR.DE Performance Chart
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) is up 13.8% since the beginning of the year. 3SUR.DE is currently trading at €2,232 per share. Investors who bought €1,000 worth of 3SUR.DE shares 5 years ago would now be looking at an investment worth €1,486.
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Returns By Period
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.DE) has returned 13.80% so far this year and 18.83% over the past 12 months.
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)
- 1D
- 0.54%
- 1M
- 1.52%
- 6M
- 14.74%
- YTD
- 13.80%
- 1Y
- 18.83%
- 3Y*
- 13.80%
- 5Y*
- 8.24%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.43%
- 1M
- 0.48%
- 6M
- 11.83%
- YTD
- 12.30%
- 1Y
- 22.52%
- 3Y*
- 17.03%
- 5Y*
- 12.27%
- 10Y*
- 13.23%
3SUR.DE Monthly Returns History
Based on dividend-adjusted daily data since Jul 12, 2018, 3SUR.DE's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +11.9%, while the worst month was Feb 2020 at -8.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, 3SUR.DE closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.4%, while the worst single day was Mar 12, 2020 at -9.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.15% | -0.27% | -7.53% | 11.86% | 5.03% | 3.70% | -0.84% | 13.80% | |||||
| 2025 | 1.64% | -3.48% | -5.14% | -1.39% | 9.01% | 3.38% | 0.34% | 0.95% | 2.74% | 0.79% | -1.61% | 2.50% | 9.40% |
| 2024 | 0.18% | 2.24% | 2.75% | -4.63% | -0.02% | 4.79% | 2.03% | 0.07% | 2.91% | -1.15% | 6.96% | -4.44% | 11.63% |
| 2023 | 6.57% | -0.93% | 0.44% | 0.27% | -1.20% | 8.06% | 3.31% | -1.99% | -4.99% | -4.94% | 10.03% | 5.90% | 20.98% |
| 2022 | -8.35% | -1.62% | 4.27% | -7.32% | -3.69% | -8.35% | 7.91% | -3.15% | -8.08% | 5.99% | 2.84% | -3.63% | -22.39% |
| 2021 | 1.12% | 0.27% | 4.77% | 4.18% | 0.82% | 2.22% | 1.94% | 3.05% | -3.66% | 8.56% | -0.51% | 5.18% | 31.13% |
Benchmark Metrics
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) has an annualized alpha of 6.09%, beta of 0.43, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since July 12, 2018.
- This ETF participated in 102.22% of S&P 500 Index downside but only 93.38% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.43 may look defensive, but with R2 of 0.22 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 0.22 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
- 6.09%
- Beta
- 0.43
- R²
- 0.22
- Upside Capture
- 93.38%
- Downside Capture
- 102.22%
Expense Ratio
3SUR.DE has an expense ratio of 0.23%, which is considered low.
Return for Risk
Risk / Return Rank
3SUR.DE ranks 50 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) (3SUR.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.
| 3SUR.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.18 | -1.07 |
| Martin ratioReturn relative to average drawdown | 7.81 | 11.76 | -3.95 |
Dividends
Dividend History
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) provided a 0.88% dividend yield over the last twelve months, with an annual payout of €19.57 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | €19.57 | €17.98 | €20.25 | €20.36 | €19.53 | €16.99 | €13.19 | €13.62 | €5.39 |
Dividend yield | 0.88% | 0.91% | 1.11% | 1.24% | 1.42% | 0.94% | 0.95% | 1.19% | 0.60% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist). 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 | €0.00 | €0.00 | €0.00 | €10.53 | €0.00 | €10.53 | |||||
| 2025 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €8.94 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €9.04 | €17.98 |
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €10.22 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €10.03 | €20.25 |
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €9.30 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €11.05 | €20.36 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €9.85 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €9.68 | €19.53 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €7.25 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €9.74 | €16.99 |
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 MSCI USA SRI UCITS ETF EUR Hedged (Dist). 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 MSCI USA SRI UCITS ETF EUR Hedged (Dist) was 33.43%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.
The current iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) drawdown is 0.84%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.43%Mar 2020 | 1mo 2d | 4mo 2d | 5mo 4dFeb 2020 - Jul 2020 |
Bear market2022 | -27.69%Oct 2022 | 9mo 12d | 1y 9mo | 2y 6moJan 2022 - Jul 2024 |
2025 selloff2025 | -20.15%Apr 2025 | 4mo 4d | 4mo 12d | 8mo 16dDec 2024 - Aug 2025 |
Rate-hike selloffLate 2018 | -15.97%Dec 2018 | 2mo 26d | 3mo 19d | 6mo 15dOct 2018 - Apr 2019 |
2026 pullback2026 | -8.85%Mar 2026 | 2mo | 18d | 2mo 18dJan 2026 - Apr 2026 |
Drawdown Indicators
| 3SUR.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -51.62% | +18.19% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -7.57% | -1.28% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -23.99% | +3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -23.99% | -3.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -0.84% | -0.43% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -9.08% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.04% | +0.36% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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