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iShares VII plc - iShares MSCI USA ETF USD Acc (CS...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINIE00B52SFT06
IssueriShares
Inception DateJan 12, 2010
CategoryLarge Cap Blend Equities
Index TrackedRussell 1000 TR USD
Asset ClassEquity

Expense Ratio

The iShares VII plc - iShares MSCI USA ETF USD Acc has a high expense ratio of 0.33%, indicating higher-than-average management fees.


Expense ratio chart for CSUS.L: current value at 0.33% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.33%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


iShares VII plc - iShares MSCI USA ETF USD Acc

Popular comparisons: CSUS.L vs. SPY, CSUS.L vs. AVUV, CSUS.L vs. VOO, CSUS.L vs. CNDX.L

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares VII plc - iShares MSCI USA 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.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
23.82%
23.86%
CSUS.L (iShares VII plc - iShares MSCI USA ETF USD Acc)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares VII plc - iShares MSCI USA ETF USD Acc had a return of 6.60% year-to-date (YTD) and 26.60% in the last 12 months. Over the past 10 years, iShares VII plc - iShares MSCI USA ETF USD Acc had an annualized return of 11.88%, outperforming the S&P 500 benchmark which had an annualized return of 10.52%.


PeriodReturnBenchmark
Year-To-Date6.60%6.92%
1 month-2.87%-2.83%
6 months23.82%23.86%
1 year26.60%23.33%
5 years (annualized)13.01%11.66%
10 years (annualized)11.88%10.52%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.92%4.02%3.61%
2023-4.38%-2.98%8.94%5.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of CSUS.L is 86, placing it in the top 14% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of CSUS.L is 8686
iShares VII plc - iShares MSCI USA ETF USD Acc(CSUS.L)
The Sharpe Ratio Rank of CSUS.L is 8989Sharpe Ratio Rank
The Sortino Ratio Rank of CSUS.L is 8989Sortino Ratio Rank
The Omega Ratio Rank of CSUS.L is 9090Omega Ratio Rank
The Calmar Ratio Rank of CSUS.L is 8282Calmar Ratio Rank
The Martin Ratio Rank of CSUS.L is 8282Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares VII plc - iShares MSCI USA ETF USD Acc (CSUS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


CSUS.L
Sharpe ratio
The chart of Sharpe ratio for CSUS.L, currently valued at 2.24, compared to the broader market-1.000.001.002.003.004.002.24
Sortino ratio
The chart of Sortino ratio for CSUS.L, currently valued at 3.20, compared to the broader market-2.000.002.004.006.008.003.20
Omega ratio
The chart of Omega ratio for CSUS.L, currently valued at 1.41, compared to the broader market0.501.001.502.002.501.41
Calmar ratio
The chart of Calmar ratio for CSUS.L, currently valued at 1.72, compared to the broader market0.002.004.006.008.0010.0012.001.72
Martin ratio
The chart of Martin ratio for CSUS.L, currently valued at 9.24, compared to the broader market0.0020.0040.0060.009.24
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-1.000.001.002.003.004.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.18, compared to the broader market-2.000.002.004.006.008.003.18
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.002.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.002.004.006.008.0010.0012.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.62, compared to the broader market0.0020.0040.0060.008.62

Sharpe Ratio

The current iShares VII plc - iShares MSCI USA ETF USD Acc Sharpe ratio is 2.24. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
2.24
2.19
CSUS.L (iShares VII plc - iShares MSCI USA ETF USD Acc)
Benchmark (^GSPC)

Dividends

Dividend History


iShares VII plc - iShares MSCI USA ETF USD Acc doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.04%
-2.94%
CSUS.L (iShares VII plc - iShares MSCI USA ETF USD Acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares VII plc - iShares MSCI USA ETF USD 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 VII plc - iShares MSCI USA ETF USD Acc was 34.38%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

The current iShares VII plc - iShares MSCI USA ETF USD Acc drawdown is 3.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.38%Feb 20, 202023Mar 23, 202095Aug 7, 2020118
-25.44%Jan 4, 2022195Oct 12, 2022299Dec 18, 2023494
-18.02%Sep 24, 201866Dec 24, 201881Apr 23, 2019147
-16.14%May 6, 201116Aug 11, 201121Feb 27, 201237
-14.82%Jun 23, 2015164Feb 11, 201679Jun 7, 2016243

Volatility

Volatility Chart

The current iShares VII plc - iShares MSCI USA 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
4.07%
3.65%
CSUS.L (iShares VII plc - iShares MSCI USA ETF USD Acc)
Benchmark (^GSPC)