Invesco Russell 2000 UCITS ETF (SC0K.DE)
SC0K.DE is a passive ETF by Invesco tracking the investment results of the Russell 2000®. SC0K.DE launched on Mar 31, 2009 and has a 0.45% expense ratio.
ETF Info
| ISIN | IE00B60SX402 |
|---|---|
| WKN | A0RGCT |
| Issuer | Invesco |
| Inception Date | Mar 31, 2009 |
| Category | Small Cap Blend Equities |
| Index Tracked | Russell 2000® |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SC0K.DE has a high expense ratio of 0.45%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco Russell 2000 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 Russell 2000 UCITS ETF had a return of 4.48% year-to-date (YTD) and 22.26% in the last 12 months. Over the past 10 years, Invesco Russell 2000 UCITS ETF had an annualized return of 15.50%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.48% | 11.29% |
| 1 month | 3.55% | 4.87% |
| 6 months | 16.42% | 17.88% |
| 1 year | 22.26% | 29.16% |
| 5 years (annualized) | 9.31% | 13.20% |
| 10 years (annualized) | 15.50% | 10.97% |
Monthly Returns
The table below presents the monthly returns of SC0K.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 | -1.96% | 3.93% | 4.17% | -5.59% | 4.48% | ||||||||
| 2023 | 7.69% | 2.01% | -7.82% | -3.27% | 1.78% | 6.50% | 4.61% | -2.63% | -3.62% | -7.46% | 6.10% | 12.21% | 14.84% |
| 2022 | -10.45% | 3.19% | 4.21% | -4.97% | -4.28% | -6.09% | 12.83% | 0.58% | -5.43% | 7.45% | -4.85% | -7.53% | -16.55% |
| 2021 | 7.95% | 6.01% | 3.07% | 0.46% | -2.25% | 5.50% | -3.61% | 2.34% | -0.06% | 3.62% | -2.24% | 2.19% | 24.70% |
| 2020 | 1.56% | -11.86% | -20.64% | 14.57% | 2.80% | -0.58% | 2.31% | 3.63% | -0.77% | 2.05% | 15.71% | 4.66% | 8.14% |
| 2019 | 11.89% | 6.24% | -1.21% | 4.76% | -7.78% | 3.97% | 4.86% | -5.49% | 2.86% | -0.01% | 6.18% | 1.11% | 29.08% |
| 2018 | -1.45% | -2.38% | -0.27% | 3.69% | 9.84% | -0.06% | 1.05% | 4.14% | -1.36% | -8.33% | 0.08% | -12.67% | -9.20% |
| 2017 | -4.49% | 4.92% | -2.51% | 1.51% | -7.06% | 2.46% | -0.34% | -4.12% | 6.57% | 3.10% | 0.54% | -0.33% | -0.63% |
| 2016 | -10.89% | -1.74% | 5.81% | 3.98% | 1.35% | -3.63% | 11.06% | 1.29% | -0.10% | 1.14% | 12.03% | 4.86% | 25.63% |
| 2015 | 3.80% | 6.15% | 5.66% | -1.34% | -1.46% | -0.75% | -1.61% | -5.70% | -1.36% | 3.21% | 7.58% | -6.51% | 6.74% |
| 2014 | -0.34% | 2.72% | -1.93% | -5.03% | 4.18% | 3.93% | -3.23% | 5.55% | -0.67% | 6.14% | 2.72% | 4.88% | 19.75% |
| 2013 | 4.70% | 4.96% | 5.75% | -1.99% | 5.98% | -0.55% | 4.44% | -2.13% | 2.72% | 2.73% | 3.36% | 0.76% | 34.84% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SC0K.DE is 48, 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.
SC0K.DE (Invesco Russell 2000 UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Russell 2000 UCITS ETF (SC0K.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Russell 2000 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 Russell 2000 UCITS ETF was 40.82%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current Invesco Russell 2000 UCITS ETF drawdown is 6.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.82% | Feb 18, 2020 | 18 | Mar 23, 2020 | 122 | Nov 24, 2020 | 140 |
| -28.48% | Apr 15, 2015 | 87 | Feb 9, 2016 | 41 | Nov 14, 2016 | 128 |
| -25.93% | Feb 21, 2011 | 70 | Aug 22, 2011 | 53 | Feb 1, 2012 | 123 |
| -25.77% | Nov 9, 2021 | 365 | May 4, 2023 | — | — | — |
| -22.93% | Sep 4, 2018 | 49 | Dec 27, 2018 | 131 | Dec 23, 2019 | 180 |
Volatility
Volatility Chart
The current Invesco Russell 2000 UCITS ETF volatility is 4.38%, 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.