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iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BP3QZJ36

Issuer

iShares

Inception Date

Sep 5, 2014

Region

Developed Europe (France)

Leveraged

1x

Index Tracked

MSCI France Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

IS3U.DE has an expense ratio of 0.25%, which is considered low compared to other funds.


Expense ratio chart for IS3U.DE: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%

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.


Popular comparisons:
IS3U.DE vs. IWDA.AS IS3U.DE vs. IWDA.L IS3U.DE vs. ^NDX IS3U.DE vs. SXR8.DE IS3U.DE vs. SXRT.DE
Popular comparisons:
IS3U.DE vs. IWDA.AS IS3U.DE vs. IWDA.L IS3U.DE vs. ^NDX IS3U.DE vs. SXR8.DE IS3U.DE vs. SXRT.DE

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in iShares MSCI France UCITS ETF EUR (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%SeptemberOctoberNovemberDecember2025February
9.83%
18.24%
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc))
Benchmark (^GSPC)

Returns By Period

iShares MSCI France UCITS ETF EUR (Acc) had a return of 9.24% year-to-date (YTD) and 9.14% in the last 12 months.


IS3U.DE

YTD

9.24%

1M

8.21%

6M

9.83%

1Y

9.14%

5Y*

7.79%

10Y*

N/A

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of IS3U.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20258.20%9.24%
20241.22%3.12%3.29%-1.88%1.73%-5.95%1.29%1.48%0.51%-4.01%-1.54%1.61%0.41%
20238.61%2.28%0.82%3.12%-3.95%4.15%1.11%-2.43%-2.91%-3.74%6.26%3.89%17.60%
2022-2.48%-4.79%0.33%-1.17%0.24%-8.19%9.27%-4.99%-6.31%8.60%7.35%-3.02%-6.82%
2021-3.54%5.23%6.07%3.51%3.40%1.29%1.67%1.18%-2.30%4.49%-1.46%6.26%28.35%
2020-2.95%-8.07%-17.72%4.52%3.58%4.91%-2.51%3.98%-2.65%-4.26%19.91%1.49%-4.13%
20196.52%5.00%2.09%4.68%-5.11%6.25%-0.29%-0.55%3.75%1.16%2.72%2.20%31.67%
20183.01%-3.06%-2.36%6.70%-0.26%-0.61%3.50%-1.74%1.43%-8.86%0.34%-6.58%-9.11%
2017-1.02%1.31%5.81%3.82%1.83%-2.43%-0.69%0.13%4.92%2.87%-1.97%-0.56%14.49%
2016-7.27%-0.83%3.87%2.57%1.35%-0.44%-1.15%-0.64%1.36%1.83%0.26%7.20%7.71%
20153.27%-5.19%-2.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IS3U.DE is 25, meaning it’s performing worse than 75% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IS3U.DE is 2525
Overall Rank
The Sharpe Ratio Rank of IS3U.DE is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of IS3U.DE is 2424
Sortino Ratio Rank
The Omega Ratio Rank of IS3U.DE is 2323
Omega Ratio Rank
The Calmar Ratio Rank of IS3U.DE is 3535
Calmar Ratio Rank
The Martin Ratio Rank of IS3U.DE is 1818
Martin 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 MSCI France UCITS ETF EUR (Acc) (IS3U.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IS3U.DE, currently valued at 0.70, compared to the broader market0.002.004.000.701.59
The chart of Sortino ratio for IS3U.DE, currently valued at 1.05, compared to the broader market0.005.0010.001.052.16
The chart of Omega ratio for IS3U.DE, currently valued at 1.13, compared to the broader market0.501.001.502.002.503.001.131.29
The chart of Calmar ratio for IS3U.DE, currently valued at 0.78, compared to the broader market0.005.0010.0015.0020.000.782.40
The chart of Martin ratio for IS3U.DE, currently valued at 1.50, compared to the broader market0.0020.0040.0060.0080.00100.001.509.79
IS3U.DE
^GSPC

The current iShares MSCI France UCITS ETF EUR (Acc) Sharpe ratio is 0.70. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares MSCI France UCITS ETF EUR (Acc) with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.70
1.96
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc))
Benchmark (^GSPC)

Dividends

Dividend History


iShares MSCI France UCITS ETF EUR (Acc) doesn't pay dividends

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.35%
-0.48%
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc))
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares MSCI France UCITS ETF EUR (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 MSCI France UCITS ETF EUR (Acc) was 38.98%, occurring on Mar 18, 2020. Recovery took 245 trading sessions.

The current iShares MSCI France UCITS ETF EUR (Acc) drawdown is 0.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.98%Feb 20, 202020Mar 18, 2020245Mar 11, 2021265
-20.82%Jan 6, 2022187Sep 29, 202290Feb 3, 2023277
-18.13%Dec 1, 20156Feb 9, 201647Dec 13, 201653
-16.91%May 23, 2018136Dec 27, 201866Apr 17, 2019202
-11.68%May 16, 202459Aug 6, 2024

Volatility

Volatility Chart

The current iShares MSCI France UCITS ETF EUR (Acc) volatility is 3.11%, 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.


3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
3.11%
3.99%
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc))
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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