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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares S&P 500 EUR Hedged UCITS ETF (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
IBCF.DE is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.
Returns By Period
iShares S&P 500 EUR Hedged UCITS ETF (Acc) (IBCF.DE) has returned -7.12% so far this year and 14.31% over the past 12 months. Over the last ten years, IBCF.DE has returned 10.96% per year, falling short of the S&P 500 Index benchmark, which averaged 11.99% annually.
iShares S&P 500 EUR Hedged UCITS ETF (Acc)
- 1D
- 0.69%
- 1M
- -6.58%
- YTD
- -7.12%
- 6M
- -3.79%
- 1Y
- 14.31%
- 3Y*
- 15.19%
- 5Y*
- 8.75%
- 10Y*
- 10.96%
Benchmark (S&P 500 Index)
- 1D
- 2.02%
- 1M
- -2.96%
- YTD
- -3.12%
- 6M
- -0.95%
- 1Y
- 8.84%
- 3Y*
- 14.21%
- 5Y*
- 10.59%
- 10Y*
- 11.99%
Monthly Returns
Based on dividend-adjusted daily data since Feb 18, 2011, IBCF.DE's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +10.4%, while the worst month was Feb 2020 at -10.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IBCF.DE closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.5%, 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 | 0.30% | -0.89% | -6.58% | -7.12% | |||||||||
| 2025 | 3.13% | -3.65% | -5.63% | -0.77% | 6.85% | 4.68% | 3.20% | 0.83% | 2.89% | 2.94% | -0.16% | 0.79% | 15.42% |
| 2024 | 1.98% | 3.97% | 3.43% | -3.32% | 2.41% | 5.64% | 0.40% | 1.16% | 2.36% | -0.21% | 5.39% | -1.95% | 22.97% |
| 2023 | 5.51% | -1.66% | 2.40% | 1.58% | 0.40% | 6.32% | 3.12% | -1.41% | -4.84% | -3.36% | 8.78% | 5.14% | 23.21% |
| 2022 | -7.13% | -1.69% | 4.72% | -8.51% | -2.42% | -8.73% | 8.45% | -2.81% | -8.32% | 5.49% | 2.04% | -3.54% | -21.83% |
| 2021 | -0.30% | 3.04% | 3.79% | 4.91% | 0.32% | 2.46% | 2.39% | 3.13% | -4.03% | 5.62% | -0.15% | 4.57% | 28.51% |
Benchmark Metrics
iShares S&P 500 EUR Hedged UCITS ETF (Acc) has an annualized alpha of 4.75%, beta of 0.44, and R² of 0.24 versus S&P 500 Index. Calculated based on daily prices since February 21, 2011.
- This ETF participated in 87.65% of S&P 500 Index downside but only 79.65% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.44 may look defensive, but with R² of 0.24 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 0.24 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
- 4.75%
- Beta
- 0.44
- R²
- 0.24
- Upside Capture
- 79.65%
- Downside Capture
- 87.65%
Expense Ratio
IBCF.DE has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
IBCF.DE ranks 46 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 S&P 500 EUR Hedged UCITS ETF (Acc) (IBCF.DE) and compare them to a chosen benchmark (S&P 500 Index).
| IBCF.DE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.43 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.35 | 0.73 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.11 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.67 | +0.43 |
Martin ratioReturn relative to average drawdown | 5.07 | 2.80 | +2.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IBCF.DE risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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 S&P 500 EUR Hedged UCITS ETF (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 S&P 500 EUR Hedged UCITS ETF (Acc) was 35.06%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
The current iShares S&P 500 EUR Hedged UCITS ETF (Acc) drawdown is 8.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.06% | Feb 20, 2020 | 23 | Mar 23, 2020 | 106 | Aug 24, 2020 | 129 |
| -26.23% | Jan 3, 2022 | 201 | Oct 12, 2022 | 338 | Feb 7, 2024 | 539 |
| -18.34% | Feb 18, 2025 | 37 | Apr 9, 2025 | 54 | Jun 27, 2025 | 91 |
| -17.95% | May 3, 2011 | 70 | Aug 11, 2011 | 133 | Feb 20, 2012 | 203 |
| -17.46% | Sep 24, 2018 | 65 | Dec 27, 2018 | 128 | Jul 3, 2019 | 193 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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