iShares MSCI EMU Large Cap UCITS ETF (IS3G.DE)
IS3G.DE is a passive ETF by iShares tracking the investment results of the MSCI EMU Large Cap. IS3G.DE launched on Sep 13, 2013 and has a 0.49% expense ratio.
ETF Info
| ISIN | IE00BCLWRF22 |
|---|---|
| WKN | A1W37Z |
| Issuer | iShares |
| Inception Date | Sep 13, 2013 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EMU Large Cap |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
IS3G.DE features an expense ratio of 0.49%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IS3G.DE vs. ZPDX.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI EMU Large Cap 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 MSCI EMU Large Cap UCITS ETF had a return of 8.16% year-to-date (YTD) and 16.88% in the last 12 months. Over the past 10 years, iShares MSCI EMU Large Cap UCITS ETF had an annualized return of 7.50%, while the S&P 500 had an annualized return of 11.43%, indicating that iShares MSCI EMU Large Cap UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.16% | 25.82% |
| 1 month | -2.83% | 3.20% |
| 6 months | -3.66% | 14.94% |
| 1 year | 16.88% | 35.92% |
| 5 years (annualized) | 7.22% | 14.22% |
| 10 years (annualized) | 7.50% | 11.43% |
Monthly Returns
The table below presents the monthly returns of IS3G.DE, 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 | 2.35% | 3.69% | 4.34% | -2.21% | 2.54% | -2.06% | -0.42% | 2.08% | 0.90% | -3.56% | 8.16% | ||
| 2023 | 9.34% | 1.72% | 1.65% | 1.55% | -1.95% | 3.96% | 1.55% | -3.32% | -3.13% | -2.87% | 8.03% | 3.25% | 20.59% |
| 2022 | -3.32% | -5.67% | -0.78% | -2.10% | 1.16% | -9.28% | 7.56% | -5.00% | -6.11% | 8.08% | 9.06% | -3.66% | -11.41% |
| 2021 | -2.24% | 4.27% | 7.12% | 2.11% | 2.82% | 1.10% | 1.12% | 2.37% | -2.99% | 4.46% | -3.68% | 5.42% | 23.47% |
| 2020 | -2.46% | -7.93% | -17.32% | 5.85% | 4.99% | 5.14% | -1.55% | 3.55% | -1.83% | -6.12% | 17.45% | 2.41% | -1.95% |
| 2019 | 6.36% | 4.05% | 1.41% | 5.35% | -3.23% | 5.29% | -0.05% | -1.43% | 3.78% | 1.13% | 2.44% | 1.73% | 29.80% |
| 2018 | 3.13% | -4.01% | -2.03% | 5.17% | -1.81% | -0.54% | 3.38% | -3.33% | 0.10% | -6.16% | -0.45% | -6.13% | -12.63% |
| 2017 | -1.15% | 2.61% | 5.56% | 2.27% | 1.36% | -2.41% | 0.29% | -0.77% | 4.42% | 2.10% | -1.92% | -1.02% | 11.55% |
| 2016 | -7.05% | -2.99% | 2.40% | 1.16% | 2.73% | -5.96% | 4.80% | 1.33% | -0.03% | 1.55% | -0.43% | 7.21% | 3.85% |
| 2015 | 6.66% | 7.33% | 2.94% | -1.70% | 0.48% | -3.89% | 4.73% | -8.71% | -5.15% | 10.06% | 2.80% | -5.50% | 8.49% |
| 2014 | 1.54% | 4.58% | 0.25% | 1.33% | 2.78% | -0.45% | -1.67% | 0.14% | 1.17% | -5.87% | 8.31% | -2.33% | 9.49% |
| 2013 | -0.83% | 5.51% | 1.35% | -3.52% | 2.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IS3G.DE is 31, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI EMU Large Cap UCITS ETF (IS3G.DE) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI EMU Large Cap 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 MSCI EMU Large Cap UCITS ETF was 38.66%, occurring on Mar 18, 2020. Recovery took 247 trading sessions.
The current iShares MSCI EMU Large Cap UCITS ETF drawdown is 4.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.66% | Feb 20, 2020 | 20 | Mar 18, 2020 | 247 | Mar 10, 2021 | 267 |
| -27.04% | Apr 14, 2015 | 211 | Feb 11, 2016 | 305 | Apr 24, 2017 | 516 |
| -24.14% | Nov 18, 2021 | 222 | Sep 29, 2022 | 138 | Apr 14, 2023 | 360 |
| -17.84% | May 23, 2018 | 153 | Dec 27, 2018 | 117 | Jun 18, 2019 | 270 |
| -11.17% | Jun 20, 2014 | 65 | Oct 20, 2014 | 55 | Jan 21, 2015 | 120 |
Volatility
Volatility Chart
The current iShares MSCI EMU Large Cap UCITS ETF volatility is 3.80%, 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.