iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L)
CSPX.L is a passive ETF by BlackRock Asset Management Ireland - ETF tracking the investment results of the S&P 500 Index. CSPX.L launched on May 18, 2010 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00B5BMR087 |
|---|---|
| Issuer | BlackRock Asset Management Ireland - ETF |
| Inception Date | May 18, 2010 |
| Category | Large Cap Growth Equities |
| Index Tracked | S&P 500 Index |
| ETF Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The iShares Core S&P 500 UCITS ETF USD (Acc) has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in iShares Core S&P 500 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.
Compare to other instruments
Return
iShares Core S&P 500 UCITS ETF USD (Acc) had a return of 10.15% year-to-date (YTD) and 3.10% in the last 12 months. Over the past 10 years, iShares Core S&P 500 UCITS ETF USD (Acc) had an annualized return of 11.52%, outperforming the S&P 500 benchmark which had an annualized return of 8.23%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | 2.44% | 1.69% |
| Year-To-Date | 10.15% | 9.41% |
| 6 months | 4.85% | 4.77% |
| 1 year | 3.10% | 1.24% |
| 5 years (annualized) | 10.57% | 6.42% |
| 10 years (annualized) | 11.52% | 8.23% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 5.72% | -1.36% | 2.63% | 1.80% | ||||||||
| 2022 | 5.78% | 2.33% | -3.14% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 0.47 | ||||
^GSPC S&P 500 | 0.27 |
Dividend History
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the iShares Core S&P 500 UCITS ETF USD (Acc). A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the iShares Core S&P 500 UCITS ETF USD (Acc) is 33.90%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.9% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 11, 2020 | 120 |
| -24.39% | Jan 4, 2022 | 195 | Oct 12, 2022 | — | — | — |
| -18.93% | May 5, 2011 | 46 | Oct 4, 2011 | 34 | Feb 3, 2012 | 80 |
| -17.85% | Sep 24, 2018 | 66 | Dec 24, 2018 | 78 | Apr 16, 2019 | 144 |
| -13.77% | May 22, 2015 | 185 | Feb 11, 2016 | 46 | Apr 19, 2016 | 231 |
Volatility Chart
The current iShares Core S&P 500 UCITS ETF USD (Acc) volatility is 4.07%, 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.