Invesco MSCI USA UCITS ETF (SC0H.DE)
The ETF seeks to mirror the performance of the MSCI USA Total Return (Net) Index, which includes 612 constituents from 10 industry sectors in the US equity market.
ETF Info
ISIN | IE00B60SX170 |
---|---|
WKN | A0RGCQ |
Issuer | Invesco |
Inception Date | Mar 31, 2009 |
Category | Large Cap Blend Equities |
Leveraged | 1x |
Index Tracked | MSCI USA |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
SC0H.DE has an expense ratio of 0.05%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco MSCI USA 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
Invesco MSCI USA UCITS ETF had a return of 30.42% year-to-date (YTD) and 38.75% in the last 12 months. Over the past 10 years, Invesco MSCI USA UCITS ETF had an annualized return of 16.10%, outperforming the S&P 500 benchmark which had an annualized return of 11.41%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 30.42% | 25.70% |
1 month | 6.20% | 3.51% |
6 months | 16.29% | 14.80% |
1 year | 38.75% | 37.91% |
5 years (annualized) | 16.40% | 14.18% |
10 years (annualized) | 16.10% | 11.41% |
Monthly Returns
The table below presents the monthly returns of SC0H.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 | 3.93% | 4.45% | 3.61% | -2.12% | 0.95% | 6.97% | -0.37% | -0.88% | 1.82% | 2.87% | 30.42% | ||
2023 | 4.33% | 1.05% | 0.16% | -0.06% | 4.22% | 4.36% | 2.51% | 0.27% | -1.97% | -3.42% | 6.21% | 4.19% | 23.60% |
2022 | -6.38% | -1.77% | 5.90% | -3.26% | -4.37% | -5.95% | 11.30% | -1.03% | -5.49% | 4.77% | -2.15% | -6.58% | -15.52% |
2021 | 1.07% | 3.38% | 6.42% | 2.56% | -1.40% | 6.22% | 2.35% | 3.60% | -2.24% | 6.01% | 2.13% | 3.66% | 38.96% |
2020 | 1.33% | -9.05% | -9.65% | 11.40% | 2.38% | 1.34% | 0.72% | 7.19% | -1.55% | -2.35% | 8.29% | 1.47% | 9.76% |
2019 | 8.99% | 4.36% | 2.86% | 4.70% | -5.62% | 3.98% | 5.28% | -1.76% | 2.80% | -0.43% | 5.48% | 1.46% | 36.17% |
2018 | 1.27% | -1.07% | -4.52% | 3.66% | 5.38% | 1.03% | 2.48% | 4.00% | 0.65% | -4.42% | 0.85% | -10.15% | -1.91% |
2017 | -2.68% | 6.35% | -0.58% | -1.07% | -1.99% | -0.67% | -1.24% | -0.80% | 2.61% | 3.86% | 0.49% | 1.45% | 5.47% |
2016 | -7.17% | 1.80% | 0.79% | -0.83% | 5.21% | -0.17% | 3.85% | 0.08% | -0.49% | 0.73% | 7.55% | 3.53% | 15.08% |
2015 | 4.07% | 6.26% | 2.53% | -2.47% | 2.49% | -3.07% | 2.70% | -6.61% | -3.77% | 10.47% | 4.27% | -3.37% | 12.85% |
2014 | 2.36% | 2.58% | 0.24% | -0.21% | 2.40% | 3.83% | 1.30% | 0.56% | 7.86% | -1.13% | 7.14% | 2.93% | 33.78% |
2013 | 3.61% | 5.43% | 4.55% | -0.17% | 5.55% | -2.71% | 2.59% | -2.33% | 0.86% | 3.25% | 3.46% | -2.43% | 23.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SC0H.DE is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco MSCI USA UCITS ETF (SC0H.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 Invesco MSCI USA 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 Invesco MSCI USA UCITS ETF was 34.20%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-34.2% | Feb 20, 2020 | 23 | Mar 23, 2020 | 172 | Nov 24, 2020 | 195 |
-19.91% | Feb 17, 2011 | 87 | Aug 22, 2011 | 73 | Jan 2, 2012 | 160 |
-18.04% | Jan 5, 2022 | 115 | Jun 16, 2022 | 314 | Sep 5, 2023 | 429 |
-17.96% | Dec 3, 2015 | 39 | Feb 9, 2016 | 98 | Jul 20, 2016 | 137 |
-15.71% | Jul 24, 2015 | 9 | Aug 24, 2015 | 40 | Nov 20, 2015 | 49 |
Volatility
Volatility Chart
The current Invesco MSCI USA UCITS ETF volatility is 5.02%, 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.