iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE)
SXR1.DE is a passive ETF by iShares tracking the investment results of the MSCI Pacific ex Japan. SXR1.DE launched on Jan 12, 2010 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00B52MJY50 |
|---|---|
| WKN | A0YEDR |
| Issuer | iShares |
| Inception Date | Jan 12, 2010 |
| Category | Asia Pacific Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Pacific ex Japan |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SXR1.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: SXR1.DE vs. VWCG.DE, SXR1.DE vs. XD9U.DE, SXR1.DE vs. ^GSPC, SXR1.DE vs. VFEA.DE, SXR1.DE vs. SXR4.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Core MSCI Pacific ex Japan UCITS ETF (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 Core MSCI Pacific ex Japan UCITS ETF (Acc) had a return of 13.35% year-to-date (YTD) and 21.92% in the last 12 months. Over the past 10 years, iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) had an annualized return of 5.77%, while the S&P 500 had an annualized return of 11.41%, indicating that iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.35% | 25.70% |
| 1 month | 0.51% | 3.51% |
| 6 months | 9.34% | 14.80% |
| 1 year | 21.92% | 37.91% |
| 5 years (annualized) | 4.74% | 14.18% |
| 10 years (annualized) | 5.77% | 11.41% |
Monthly Returns
The table below presents the monthly returns of SXR1.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 | -1.71% | 0.75% | 1.99% | -1.00% | 2.14% | 1.98% | 0.68% | 1.51% | 6.51% | -3.44% | 13.35% | ||
| 2023 | 6.95% | -4.70% | -1.29% | -1.32% | -3.40% | 2.38% | 3.22% | -4.85% | -0.50% | -4.08% | 2.93% | 7.89% | 2.20% |
| 2022 | -4.61% | 3.06% | 7.02% | -0.61% | -2.47% | -5.82% | 6.91% | -1.37% | -6.98% | -1.11% | 9.69% | -2.88% | -0.75% |
| 2021 | 0.88% | 3.58% | 4.40% | 1.03% | 0.45% | 1.48% | -1.03% | 0.62% | -2.42% | 4.92% | -4.88% | 3.75% | 13.04% |
| 2020 | -2.72% | -6.72% | -17.41% | 8.55% | -1.79% | 7.70% | -3.36% | 4.33% | -2.70% | -0.34% | 11.72% | 3.23% | -2.98% |
| 2019 | 7.43% | 4.21% | 2.50% | 1.97% | -2.76% | 4.18% | 1.54% | -5.03% | 2.66% | 0.21% | 1.95% | 1.54% | 21.74% |
| 2018 | -0.06% | -1.38% | -4.55% | 4.61% | 3.70% | -1.13% | 1.38% | -1.20% | -0.86% | -6.10% | 3.10% | -3.29% | -6.20% |
| 2017 | 2.89% | 5.38% | 1.93% | -1.75% | -4.06% | 0.55% | 1.00% | -0.46% | -0.10% | 3.02% | -0.55% | 2.76% | 10.76% |
| 2016 | -8.59% | 0.17% | 5.80% | 0.80% | 0.99% | 1.59% | 6.13% | -1.64% | 2.99% | -0.48% | 3.73% | -0.42% | 10.72% |
| 2015 | 7.28% | 5.69% | 2.96% | -0.51% | -0.80% | -5.47% | 0.27% | -11.62% | -4.65% | 8.33% | 3.48% | -0.71% | 2.42% |
| 2014 | -3.84% | 4.96% | -0.48% | 5.87% | 2.19% | 0.70% | 4.28% | 2.96% | -5.93% | 3.26% | -0.00% | -0.95% | 13.06% |
| 2013 | 2.52% | 2.74% | 3.39% | 2.10% | -7.82% | -9.50% | 6.40% | -2.72% | 7.80% | 1.40% | -1.84% | -3.13% | -0.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SXR1.DE is 49, 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 Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.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 Core MSCI Pacific ex Japan UCITS ETF (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 Core MSCI Pacific ex Japan UCITS ETF (Acc) was 36.91%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The current iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) drawdown is 1.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.91% | Jan 20, 2020 | 46 | Mar 23, 2020 | 228 | Feb 16, 2021 | 274 |
| -30.72% | Apr 28, 2015 | 192 | Feb 11, 2016 | 256 | Feb 15, 2017 | 448 |
| -21.44% | Jan 13, 2011 | 57 | Sep 22, 2011 | 46 | Jul 20, 2012 | 103 |
| -16.57% | May 6, 2013 | 13 | Jun 21, 2013 | 77 | Jul 16, 2014 | 90 |
| -15.79% | Apr 6, 2022 | 402 | Oct 27, 2023 | 179 | Jul 12, 2024 | 581 |
Volatility
Volatility Chart
The current iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) volatility is 4.01%, 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.