iShares OMX Stockholm Capped UCITS ETF (OM3X.DE)
OM3X.DE is a passive ETF by iShares tracking the investment results of the OMX Stockholm Benchmark Cap. OM3X.DE launched on Dec 14, 2016 and has a 0.10% expense ratio.
ETF Info
IE00BD3RYZ16
A2ARPW
Dec 14, 2016
1x
OMX Stockholm Benchmark Cap
Ireland
Accumulating
Expense Ratio
OM3X.DE has an expense ratio of 0.10%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of SEK 10,000 in iShares OMX Stockholm Capped 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 OMX Stockholm Capped UCITS ETF had a return of 7.58% year-to-date (YTD) and 15.22% in the last 12 months.
OM3X.DE
7.58%
2.04%
5.16%
15.22%
9.46%
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of OM3X.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.62% | 7.58% | |||||||||||
| 2024 | -1.64% | 3.86% | 5.07% | 0.05% | 3.58% | -1.25% | 2.85% | -0.31% | 1.48% | -3.46% | -1.06% | -1.19% | 7.86% |
| 2023 | 6.41% | 1.10% | 0.33% | 2.79% | -2.14% | 2.03% | -1.34% | -3.05% | -1.95% | -3.60% | 8.24% | 8.03% | 17.11% |
| 2022 | -8.85% | -7.49% | 2.21% | -3.30% | -1.51% | -10.94% | 11.79% | -6.77% | -6.31% | 6.67% | 7.55% | -1.75% | -19.54% |
| 2021 | 2.81% | 2.57% | 8.94% | 2.06% | 1.90% | 0.91% | 6.66% | 0.54% | -6.16% | 4.91% | 0.46% | 6.17% | 35.76% |
| 2020 | -0.55% | -5.42% | -11.59% | 5.67% | 6.07% | 2.32% | 3.24% | 3.64% | 4.31% | -5.42% | 9.87% | 1.32% | 12.08% |
| 2019 | 7.72% | 3.75% | 1.01% | 7.11% | -8.08% | 6.84% | -0.43% | -1.29% | 3.23% | 4.29% | 1.40% | 3.78% | 32.23% |
| 2018 | 1.11% | -0.08% | -0.60% | 3.35% | -0.50% | 0.36% | 3.73% | 3.68% | -0.58% | -7.00% | -1.97% | -5.49% | -4.51% |
| 2017 | 0.73% | 3.23% | 3.08% | 3.70% | 1.34% | -2.13% | -3.14% | -0.80% | 5.98% | 1.98% | -2.95% | -1.11% | 9.87% |
| 2016 | -0.97% | -0.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OM3X.DE is 56, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares OMX Stockholm Capped UCITS ETF (OM3X.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 OMX Stockholm Capped 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 OMX Stockholm Capped UCITS ETF was 32.86%, occurring on Mar 23, 2020. Recovery took 132 trading sessions.
The current iShares OMX Stockholm Capped UCITS ETF drawdown is 0.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.86% | Feb 20, 2020 | 23 | Mar 23, 2020 | 132 | Sep 29, 2020 | 155 |
| -30.41% | Jan 5, 2022 | 190 | Sep 29, 2022 | 376 | Mar 21, 2024 | 566 |
| -16.79% | Aug 30, 2018 | 82 | Dec 27, 2018 | 72 | Apr 10, 2019 | 154 |
| -9.18% | Apr 30, 2019 | 76 | Aug 15, 2019 | 44 | Oct 17, 2019 | 120 |
| -8.95% | Nov 6, 2017 | 67 | Feb 9, 2018 | 55 | May 2, 2018 | 122 |
Volatility
Volatility Chart
The current iShares OMX Stockholm Capped UCITS ETF volatility is 3.40%, 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.