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iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) Sharpe Ratio: 1.35

ETF · Currency in EUR · Last updated Jun 5, 2026

IU5C.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Capped 35/20 Communication Services. IU5C.DE launched on Sep 17, 2018 and has a 0.15% expense ratio.

IU5C.DE's Sharpe Ratio of 1.35 indicates that for each unit of volatility, it generates 1.35 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 5, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

IU5C.DE Sharpe Ratio Rank

IU5C.DE Sharpe Ratio Rank: 38.939
Below Average

IU5C.DE ranks above 38.9% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

IU5C.DE Sharpe Ratio Market Positioning

The chart shows IU5C.DE's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.83 or lower
  • Yellow zone (middle 50%): 0.83 to 2.25
  • Green zone (top 25%): 2.25 or higher
  • Top 1%: 7.36+
  • Median: 1.59 — half of all investments score higher

How it compares to other similar ETFs

The table compares iShares S&P 500 Communication Sector UCITS ETF USD (Acc)'s Sharpe Ratio with other ETFs in the Communications Equities, S&P 500 category across multiple time periods, showing how IU5C.DE's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
5ESG.DEInvesco S&P 500 Scored & Screened ETF Acc2.47
XZSP.DEXtrackers S&P 500 ESG UCITS ETF 1C2.47
ZA30.DEiShares S&P 500 ESG UCITS ETF USD Acc2.47
4UBQ.DEUBS ETF (IE) S&P 500 ESG UCITS ETF USD Acc2.47
S5SD.DEUBS S&P 500 Scored & Screened UCITS ETF USD dis2.45
F500.DEAmundi S&P 500 ESG UCITS ETF Acc2.44
SPPY.DEState Street SPDR S&P 500 Leaders UCITS ETF2.43
QDVE.DEiShares S&P 500 Information Technology Sector UCITS ETF2.40
ESEA.DEBNP Paribas Easy S&P 500 UCITS ETF2.35
ESAP.DEBNP Paribas Easy S&P 500 UCITS ETF USD2.34
IU5C.DEiShares S&P 500 Communication Sector UCITS ETF USD (Acc)1.35

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows IU5C.DE's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when IU5C.DE consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

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