iShares Core S&P 500 UCITS ETF (CSPX.AS)
CSPX.AS is a passive ETF by iShares tracking the investment results of the S&P 500 Index. CSPX.AS launched on May 19, 2010 and has a 0.07% expense ratio.
ETF Info
ISIN | IE00B5BMR087 |
---|---|
Issuer | iShares |
Inception Date | May 19, 2010 |
Category | Large Cap Blend Equities |
Index Tracked | S&P 500 Index |
Domicile | Ireland |
Distribution Policy | Accumulating |
Home Page | www.ishares.com |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares Core S&P 500 UCITS ETF has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Core S&P 500 UCITS ETF, 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 Core S&P 500 UCITS ETF had a return of 8.95% year-to-date (YTD) and 28.06% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 8.95% | 5.84% |
1 month | -3.19% | -2.98% |
6 months | 19.13% | 22.02% |
1 year | 28.06% | 24.47% |
5 years (annualized) | 13.51% | 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 | 4.65% | 4.44% | 3.64% | |||||||||
2023 | -2.20% | -3.06% | 5.73% | 3.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares Core S&P 500 UCITS ETF(CSPX.AS)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF (CSPX.AS) 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 Core S&P 500 UCITS ETF. 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 Core S&P 500 UCITS ETF was 33.65%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The current iShares Core S&P 500 UCITS ETF drawdown is 3.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-33.65% | Feb 20, 2020 | 23 | Mar 23, 2020 | 204 | Jan 8, 2021 | 227 |
-19.25% | Dec 3, 2015 | 49 | Feb 11, 2016 | 111 | Jul 19, 2016 | 160 |
-17.23% | Oct 4, 2018 | 58 | Dec 24, 2018 | 67 | Apr 1, 2019 | 125 |
-17.06% | Jan 5, 2022 | 115 | Jun 16, 2022 | 43 | Aug 16, 2022 | 158 |
-16.55% | Apr 14, 2015 | 94 | Aug 24, 2015 | 65 | Nov 23, 2015 | 159 |
Volatility
Volatility Chart
The current iShares Core S&P 500 UCITS ETF volatility is 3.15%, 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.