iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE)
The ETF aims to generate a total return aligned with the MSCI USA SRI Select Reduced Fossil Fuel Index, considering both capital and income returns.
ETF Info
| ISIN | IE00BYVJRR92 |
|---|---|
| WKN | A2AFC0 |
| Issuer | iShares |
| Inception Date | Jul 11, 2016 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA SRI Select Reduced Fossil Fuels |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
QDVR.DE has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: QDVR.DE vs. SXR8.DE, QDVR.DE vs. VOO, QDVR.DE vs. MXUS.L, QDVR.DE vs. QUAL, QDVR.DE vs. QDVB.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI USA SRI UCITS ETF USD (Acc), 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 USA SRI UCITS ETF USD (Acc) had a return of 9.81% year-to-date (YTD) and 16.89% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.81% | 19.55% |
| 1 month | 1.52% | 2.37% |
| 6 months | 2.78% | 8.95% |
| 1 year | 16.89% | 32.00% |
| 5 years (annualized) | 14.30% | 13.81% |
| 10 years (annualized) | N/A | 11.08% |
Monthly Returns
The table below presents the monthly returns of QDVR.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 | 2.24% | 2.66% | 2.96% | -3.43% | -1.37% | 6.23% | 1.19% | -1.79% | 9.81% | ||||
| 2023 | 5.03% | 1.71% | -1.59% | -1.17% | 2.50% | 5.78% | 2.57% | -0.13% | -2.29% | -4.71% | 6.72% | 4.88% | 20.26% |
| 2022 | -7.42% | -1.64% | 5.70% | -2.01% | -5.01% | -5.61% | 11.17% | -1.28% | -5.35% | 5.58% | -1.00% | -6.75% | -14.38% |
| 2021 | 2.57% | 0.56% | 8.06% | 1.85% | -0.82% | 5.41% | 2.02% | 3.61% | -1.89% | 8.99% | 2.09% | 4.91% | 43.66% |
| 2020 | 0.98% | -7.25% | -8.42% | 10.78% | 2.57% | 1.23% | 1.44% | 7.95% | -0.21% | -2.83% | 7.77% | 0.54% | 13.50% |
| 2019 | 6.28% | 5.24% | 2.72% | 4.45% | -4.69% | 4.52% | 5.08% | -0.87% | 2.74% | -0.77% | 5.27% | 1.42% | 35.53% |
| 2018 | 1.48% | -0.82% | -3.97% | 4.40% | 5.09% | 0.47% | 3.17% | 3.18% | 0.76% | -4.71% | 2.55% | -8.81% | 1.82% |
| 2017 | -1.04% | 5.04% | -0.38% | -0.51% | -2.62% | -0.19% | -1.07% | -0.99% | 2.79% | 5.24% | 0.65% | 1.65% | 8.55% |
| 2016 | 0.48% | 1.42% | -0.13% | 0.11% | 7.87% | 2.20% | 12.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of QDVR.DE is 54, 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 USA SRI UCITS ETF USD (Acc) (QDVR.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 USA SRI UCITS ETF USD (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 USA SRI UCITS ETF USD (Acc) was 32.87%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The current iShares MSCI USA SRI UCITS ETF USD (Acc) drawdown is 1.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.87% | Feb 20, 2020 | 23 | Mar 23, 2020 | 113 | Sep 2, 2020 | 136 |
| -18.44% | Jan 5, 2022 | 115 | Jun 16, 2022 | 381 | Dec 7, 2023 | 496 |
| -13.97% | Oct 2, 2018 | 59 | Dec 27, 2018 | 53 | Mar 14, 2019 | 112 |
| -9.42% | Mar 2, 2017 | 125 | Aug 29, 2017 | 41 | Oct 27, 2017 | 166 |
| -8.52% | Jan 30, 2018 | 9 | Feb 9, 2018 | 61 | May 10, 2018 | 70 |
Volatility
Volatility Chart
The current iShares MSCI USA SRI UCITS ETF USD (Acc) volatility is 4.25%, 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.