SPDR Russell 2000 US Small Cap UCITS ETF (R2SC.L)
R2SC.L is a passive ETF by State Street Global Advisors Ltd tracking the investment results of the Russell 2000 TR USD. R2SC.L launched on Jun 30, 2014 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00BJ38QD84 |
|---|---|
| WKN | A1XFN1 |
| Issuer | State Street Global Advisors Ltd |
| Inception Date | Jun 30, 2014 |
| Category | Small Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 2000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
R2SC.L features an expense ratio of 0.30%, falling within the medium range.
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: R2SC.L vs. XRSG.L, R2SC.L vs. RTYS.L, R2SC.L vs. USSC.L, R2SC.L vs. AVUV, R2SC.L vs. SMH, R2SC.L vs. EQQQ.L, R2SC.L vs. VOO, R2SC.L vs. ^GSPC, R2SC.L vs. QQQ, R2SC.L vs. VONG
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in SPDR Russell 2000 US Small 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
SPDR Russell 2000 US Small Cap UCITS ETF had a return of 18.29% year-to-date (YTD) and 33.29% in the last 12 months. Over the past 10 years, SPDR Russell 2000 US Small Cap UCITS ETF had an annualized return of 10.82%, while the S&P 500 had an annualized return of 11.39%, indicating that SPDR Russell 2000 US Small Cap UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.29% | 25.48% |
| 1 month | 10.49% | 2.14% |
| 6 months | 14.56% | 12.76% |
| 1 year | 33.29% | 33.14% |
| 5 years (annualized) | 9.94% | 13.96% |
| 10 years (annualized) | 10.82% | 11.39% |
Monthly Returns
The table below presents the monthly returns of R2SC.L, 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 | -3.35% | 4.04% | 4.08% | -5.67% | 1.51% | 0.47% | 8.59% | -4.55% | -0.55% | 3.52% | 18.29% | ||
| 2023 | 6.96% | 1.45% | -7.54% | -3.35% | -0.35% | 6.24% | 4.60% | -2.81% | -2.35% | -7.12% | 4.91% | 12.96% | 12.18% |
| 2022 | -11.58% | 3.50% | 4.01% | -4.52% | -2.82% | -4.95% | 9.70% | 3.45% | -3.65% | 5.16% | -4.43% | -5.01% | -12.37% |
| 2021 | 5.92% | 3.32% | 1.72% | 2.65% | -2.84% | 4.74% | -4.19% | 2.86% | 0.42% | 1.60% | -1.05% | 1.08% | 16.96% |
| 2020 | -2.79% | -6.24% | -18.63% | 12.95% | 6.36% | 3.49% | -3.43% | 5.40% | 0.11% | 1.31% | 14.93% | 5.80% | 15.73% |
| 2019 | 8.05% | 4.16% | -0.62% | 3.15% | -4.05% | 5.53% | 6.61% | -6.38% | 1.23% | -2.70% | 5.02% | 0.06% | 20.67% |
| 2018 | -3.37% | 0.00% | -1.80% | 3.81% | 9.51% | 1.41% | 1.37% | 5.09% | -2.38% | -8.69% | 0.62% | -11.45% | -7.45% |
| 2017 | -3.10% | 4.71% | -1.46% | -1.90% | -2.82% | 3.15% | -0.69% | 1.04% | 2.08% | 1.74% | 1.33% | 0.60% | 4.45% |
| 2016 | -6.59% | 4.14% | 3.48% | -0.33% | 3.23% | 8.07% | 7.34% | 2.55% | 1.89% | 1.58% | 9.25% | 4.53% | 45.63% |
| 2015 | 1.02% | 2.66% | 5.55% | -4.73% | 1.33% | -1.82% | 0.22% | -5.04% | -4.21% | 4.24% | 6.06% | -3.15% | 1.25% |
| 2014 | -4.65% | 6.43% | -2.39% | 6.41% | 3.78% | 2.52% | 12.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of R2SC.L is 35, 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 SPDR Russell 2000 US Small Cap UCITS ETF (R2SC.L) 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 SPDR Russell 2000 US Small 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 SPDR Russell 2000 US Small Cap UCITS ETF was 35.03%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.03% | Sep 4, 2018 | 394 | Mar 23, 2020 | 165 | Nov 16, 2020 | 559 |
| -25.02% | Nov 9, 2021 | 149 | Jun 16, 2022 | 590 | Oct 16, 2024 | 739 |
| -23.74% | Apr 14, 2015 | 212 | Feb 11, 2016 | 96 | Jun 30, 2016 | 308 |
| -9.21% | Jan 15, 2018 | 20 | Feb 9, 2018 | 59 | May 8, 2018 | 79 |
| -9.11% | Mar 16, 2021 | 44 | May 19, 2021 | 116 | Nov 1, 2021 | 160 |
Volatility
Volatility Chart
The current SPDR Russell 2000 US Small Cap UCITS ETF volatility is 7.40%, 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.