iShares EURO STOXX Small UCITS ETF (DJSC.AS)
DJSC.AS is a passive ETF by iShares tracking the investment results of the MSCI EMU SMID NR EUR. DJSC.AS launched on Oct 29, 2004 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00B02KXM00 |
|---|---|
| Issuer | iShares |
| Inception Date | Oct 29, 2004 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EMU SMID NR EUR |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
DJSC.AS features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares EURO STOXX Small 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 EURO STOXX Small UCITS ETF had a return of -0.76% year-to-date (YTD) and 5.25% in the last 12 months. Over the past 10 years, iShares EURO STOXX Small UCITS ETF had an annualized return of 6.69%, while the S&P 500 had an annualized return of 10.89%, indicating that iShares EURO STOXX Small UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.76% | 17.76% |
| 1 month | 0.31% | 2.89% |
| 6 months | 1.27% | 10.80% |
| 1 year | 5.25% | 27.49% |
| 5 years (annualized) | 7.00% | 14.28% |
| 10 years (annualized) | 6.69% | 10.89% |
Monthly Returns
The table below presents the monthly returns of DJSC.AS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.23% | -0.08% | 4.33% | -1.18% | 3.28% | -6.18% | 2.46% | -0.76% | |||||
| 2023 | 7.13% | 2.82% | -3.03% | 0.09% | -3.30% | 3.10% | 4.16% | -2.14% | -3.76% | -6.45% | 8.81% | 5.47% | 12.25% |
| 2022 | -3.37% | -2.21% | 1.27% | -0.95% | -0.39% | -11.61% | 7.18% | -6.45% | -10.59% | 8.30% | 6.56% | -0.62% | -14.19% |
| 2021 | 1.43% | 2.16% | 4.50% | 3.63% | 3.47% | 0.30% | 2.41% | 2.61% | -3.91% | 2.99% | -2.63% | 3.08% | 21.56% |
| 2020 | -0.92% | -6.54% | -16.04% | 10.04% | 5.81% | 0.37% | 0.63% | 4.91% | -1.94% | -4.37% | 16.15% | 3.87% | 8.54% |
| 2019 | 6.26% | 4.22% | 0.06% | 5.57% | -5.97% | 5.31% | 0.31% | -1.58% | 2.77% | 1.83% | 2.81% | 2.01% | 25.52% |
| 2018 | 3.35% | -3.28% | -2.18% | 2.30% | -1.87% | -0.86% | 2.33% | -0.02% | -1.12% | -6.88% | -0.36% | -4.56% | -12.83% |
| 2017 | 0.51% | 3.22% | 5.95% | 3.31% | 2.50% | -1.87% | 1.20% | 0.59% | 4.17% | 0.99% | -1.12% | 1.03% | 22.19% |
| 2016 | -6.62% | -2.26% | 2.89% | 1.43% | 2.11% | -8.67% | 5.95% | 0.87% | 1.49% | -0.11% | -0.75% | 6.27% | 1.50% |
| 2015 | 7.04% | 7.15% | 3.43% | 0.12% | 0.68% | -4.17% | 4.25% | -7.02% | -4.39% | 8.37% | 1.41% | -3.07% | 13.14% |
| 2014 | -0.18% | 8.03% | -0.57% | -0.82% | 1.72% | -2.04% | -4.54% | 0.51% | -1.79% | -2.16% | 4.40% | -0.95% | 1.01% |
| 2013 | 4.43% | 1.03% | -2.08% | 2.38% | 3.00% | -5.90% | 6.58% | 0.60% | 4.95% | 5.95% | 0.53% | 2.20% | 25.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DJSC.AS is 12, indicating that it is in the bottom 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares EURO STOXX Small UCITS ETF (DJSC.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares EURO STOXX Small UCITS ETF granted a 2.39% dividend yield in the last twelve months. The annual payout for that period amounted to €1.02 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €1.02 | €0.98 | €0.89 | €0.71 | €0.48 | €0.75 | €0.75 | €0.64 | €0.62 | €0.63 | €0.76 | €0.56 |
Dividend yield | 2.39% | 2.24% | 2.22% | 1.48% | 1.20% | 2.01% | 2.48% | 1.81% | 2.10% | 2.12% | 2.81% | 2.03% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares EURO STOXX Small UCITS ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.03 | €0.00 | €0.00 | €0.80 | €0.00 | €0.00 | €0.82 | ||||
| 2023 | €0.00 | €0.00 | €0.03 | €0.00 | €0.00 | €0.75 | €0.00 | €0.00 | €0.15 | €0.00 | €0.00 | €0.05 | €0.98 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.68 | €0.00 | €0.00 | €0.20 | €0.00 | €0.00 | €0.01 | €0.89 |
| 2021 | €0.00 | €0.00 | €0.01 | €0.00 | €0.00 | €0.53 | €0.00 | €0.00 | €0.13 | €0.00 | €0.00 | €0.04 | €0.71 |
| 2020 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.25 | €0.00 | €0.00 | €0.16 | €0.00 | €0.00 | €0.05 | €0.48 |
| 2019 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.56 | €0.00 | €0.00 | €0.10 | €0.00 | €0.00 | €0.07 | €0.75 |
| 2018 | €0.00 | €0.00 | €0.03 | €0.00 | €0.00 | €0.56 | €0.00 | €0.00 | €0.10 | €0.00 | €0.00 | €0.06 | €0.75 |
| 2017 | €0.00 | €0.00 | €0.01 | €0.00 | €0.00 | €0.48 | €0.00 | €0.00 | €0.12 | €0.00 | €0.00 | €0.02 | €0.64 |
| 2016 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.47 | €0.00 | €0.00 | €0.07 | €0.00 | €0.00 | €0.06 | €0.62 |
| 2015 | €0.00 | €0.05 | €0.00 | €0.00 | €0.28 | €0.00 | €0.00 | €0.28 | €0.00 | €0.00 | €0.00 | €0.03 | €0.63 |
| 2014 | €0.00 | €0.03 | €0.00 | €0.00 | €0.20 | €0.00 | €0.00 | €0.37 | €0.00 | €0.00 | €0.15 | €0.00 | €0.76 |
| 2013 | €0.03 | €0.00 | €0.00 | €0.29 | €0.00 | €0.00 | €0.23 | €0.00 | €0.00 | €0.01 | €0.00 | €0.56 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares EURO STOXX Small 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 EURO STOXX Small UCITS ETF was 63.04%, occurring on Mar 10, 2009. Recovery took 1271 trading sessions.
The current iShares EURO STOXX Small UCITS ETF drawdown is 6.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.04% | Jun 4, 2007 | 395 | Mar 10, 2009 | 1271 | Feb 28, 2014 | 1666 |
| -35.9% | Feb 20, 2020 | 20 | Mar 18, 2020 | 184 | Dec 4, 2020 | 204 |
| -28.17% | Nov 16, 2021 | 225 | Sep 29, 2022 | — | — | — |
| -25.39% | Apr 14, 2015 | 210 | Feb 11, 2016 | 289 | Mar 28, 2017 | 499 |
| -19.52% | Jan 24, 2018 | 236 | Dec 24, 2018 | 218 | Nov 1, 2019 | 454 |
Volatility
Volatility Chart
The current iShares EURO STOXX Small UCITS ETF volatility is 5.33%, 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.