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Issuer
iShares
Inception Date
Jan 12, 2010
Leveraged
1x (No leverage)
Index Tracked
MSCI Canada Index
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

SXR2.DE Performance Chart

iShares MSCI Canada UCITS ETF USD (Acc) (SXR2.DE) is up 9.9% since the beginning of the year. SXR2.DE is currently trading at €264 per share. Investors who bought €1,000 worth of SXR2.DE shares 5 years ago would now be looking at an investment worth €1,761.


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S&P 500 Index

Returns By Period

iShares MSCI Canada UCITS ETF USD (Acc) (SXR2.DE) has returned 9.88% so far this year and 29.57% over the past 12 months. Over the last ten years, SXR2.DE has returned 10.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.24% annually.


iShares MSCI Canada UCITS ETF USD (Acc)

1D
0.76%
1M
0.46%
6M
11.04%
YTD
9.88%
1Y
29.57%
3Y*
18.37%
5Y*
11.98%
10Y*
10.55%

Benchmark (S&P 500 Index)

1D
-0.41%
1M
0.50%
6M
11.86%
YTD
12.32%
1Y
22.55%
3Y*
17.04%
5Y*
12.28%
10Y*
13.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXR2.DE Monthly Returns History

Based on dividend-adjusted daily data since Mar 11, 2010, SXR2.DE's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jan 2019 with a return of +12.9%, while the worst month was Mar 2020 at -19.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SXR2.DE closed higher 53% of trading days. The best single day was Mar 25, 2020 with a return of +8.5%, while the worst single day was Mar 12, 2020 at -11.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.56%6.12%-4.17%5.36%1.76%0.63%0.71%9.88%
20254.80%-2.46%-4.57%-0.88%6.22%-0.50%3.64%2.58%2.96%2.53%3.51%3.03%22.31%
20242.17%0.27%4.33%-1.87%0.22%0.53%3.29%1.23%2.14%0.86%9.56%-4.86%18.64%
20236.77%-2.04%-2.03%1.25%-2.21%3.62%2.64%-2.72%-0.33%-5.89%6.28%5.50%10.40%
2022-0.23%0.64%7.83%-2.44%-1.21%-8.77%7.82%-2.02%-5.41%4.29%0.66%-7.32%-7.44%
20210.18%5.65%7.72%2.15%4.07%2.22%-0.04%1.48%-0.96%7.89%-2.18%2.82%35.09%

Benchmark Metrics

iShares MSCI Canada UCITS ETF USD (Acc) has an annualized alpha of 1.40%, beta of 0.48, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since March 11, 2010.

  • This ETF participated in 89.08% of S&P 500 Index downside but only 65.89% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.48 may look defensive, but with R2 of 0.23 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.23 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
1.40%
Beta
0.48
0.23
Upside Capture
65.89%
Downside Capture
89.08%

Expense Ratio

SXR2.DE has an expense ratio of 0.48%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SXR2.DE ranks 90 for risk / return — in the top 90% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


SXR2.DE Risk / Return Rank: 9090
Overall Rank
SXR2.DE Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
SXR2.DE Sortino Ratio Rank: 9191
Sortino Ratio Rank
SXR2.DE Omega Ratio Rank: 8686
Omega Ratio Rank
SXR2.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
SXR2.DE Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares MSCI Canada UCITS ETF USD (Acc) (SXR2.DE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SXR2.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.57

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.43

1.35

+0.08

Calmar ratioReturn relative to maximum drawdown

4.61

3.19

+1.43

Martin ratioReturn relative to average drawdown

19.67

11.78

+7.89

Dividends

Dividend History


iShares MSCI Canada UCITS ETF USD (Acc) doesn't pay dividends

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares MSCI Canada 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 Canada UCITS ETF USD (Acc) was 40.76%, occurring on Mar 23, 2020. Recovery took 242 trading sessions.

The current iShares MSCI Canada UCITS ETF USD (Acc) drawdown is 0.72%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-40.76%Mar 2020
1mo 2d11mo 20d
1y 17dFeb 2020 - Mar 2021
2016 bear market2016
-36.89%Jan 2016
9mo 9d1y 27d
1y 10moApr 2015 - Feb 2017
2011 bear market2011
-22.51%Sep 2011
7mo 7d2y 8mo
3y 3moFeb 2011 - Jun 2014
Rate-hike selloffLate 2018
-18.20%Dec 2018
1y 10mo3mo 22d
2y 1moFeb 2017 - Apr 2019
2023 correction2023
-17.62%Oct 2023
1y 6mo8mo 19d
2y 3moApr 2022 - Jul 2024

Drawdown Indicators


SXR2.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-40.76%

-51.62%

+10.86%

Max Drawdown (1Y)

Largest decline over 1 year

-6.38%

-7.57%

+1.19%

Max Drawdown (3Y)

Largest decline over 3 years

-17.58%

-23.99%

+6.41%

Max Drawdown (5Y)

Largest decline over 5 years

-17.62%

-23.99%

+6.37%

Max Drawdown (10Y)

Largest decline over 10 years

-40.76%

-33.42%

-7.34%

Current Drawdown

Current decline from peak

-0.72%

-0.41%

-0.31%

Average Drawdown

Average peak-to-trough decline

-7.75%

-9.08%

+1.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.50%

2.04%

-0.54%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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