iShares MSCI USA UCITS ETF (Acc) (SXR4.DE)
SXR4.DE is a passive ETF by iShares tracking the investment results of the MSCI USA. SXR4.DE launched on Jan 12, 2010 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00B52SFT06 |
|---|---|
| WKN | A0YEDU |
| Issuer | iShares |
| Inception Date | Jan 12, 2010 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SXR4.DE has an expense ratio of 0.07%, 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 iShares MSCI USA 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 MSCI USA UCITS ETF (Acc) had a return of 28.20% year-to-date (YTD) and 36.07% in the last 12 months. Over the past 10 years, iShares MSCI USA UCITS ETF (Acc) had an annualized return of 14.51%, outperforming the S&P 500 benchmark which had an annualized return of 11.33%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 28.20% | 24.30% |
| 1 month | 5.56% | 4.09% |
| 6 months | 14.86% | 14.29% |
| 1 year | 36.07% | 35.42% |
| 5 years (annualized) | 15.74% | 13.95% |
| 10 years (annualized) | 14.51% | 11.33% |
Monthly Returns
The table below presents the monthly returns of SXR4.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 | 3.88% | 4.43% | 3.69% | -2.18% | 0.93% | 6.92% | -0.37% | -0.80% | 1.75% | 2.91% | 28.20% | ||
| 2023 | 4.34% | 1.04% | 0.16% | -0.15% | 4.32% | 4.28% | 2.47% | 0.29% | -2.02% | -3.30% | 6.13% | 4.14% | 23.44% |
| 2022 | -6.11% | -1.85% | 5.91% | -3.27% | -4.41% | -5.98% | 11.34% | -1.18% | -5.50% | 4.74% | -2.19% | -6.64% | -15.62% |
| 2021 | 0.98% | 3.18% | 6.49% | 2.59% | -1.45% | 6.15% | 2.39% | 3.51% | -2.05% | 5.76% | 2.12% | 3.32% | 37.95% |
| 2020 | 1.31% | -9.08% | -9.74% | 11.55% | 2.16% | 1.28% | 0.69% | 7.11% | -1.56% | -2.46% | 8.32% | 1.49% | 9.25% |
| 2019 | 10.73% | 4.30% | 2.77% | 3.96% | -4.98% | 3.49% | 5.64% | -1.77% | 2.72% | -0.42% | 5.41% | 1.39% | 37.66% |
| 2018 | 0.82% | -1.04% | -4.57% | 3.60% | 5.36% | 1.00% | 2.46% | 3.94% | 0.57% | -6.90% | 3.51% | -11.64% | -4.26% |
| 2017 | -1.68% | 6.35% | -0.56% | -1.15% | -1.94% | -0.72% | -1.23% | -0.77% | 2.59% | 3.89% | 0.53% | 1.78% | 6.96% |
| 2016 | -6.91% | 1.75% | 0.80% | -0.86% | 5.20% | -0.14% | 3.86% | 0.07% | -0.47% | 0.72% | 7.60% | 2.41% | 14.17% |
| 2015 | 3.71% | 6.22% | 3.08% | -3.08% | 2.56% | -3.50% | 4.10% | -8.21% | -3.03% | 10.47% | 4.52% | -3.86% | 12.04% |
| 2014 | -0.72% | 2.53% | 0.21% | -0.21% | 4.27% | 1.86% | 1.45% | 5.08% | 3.19% | 2.19% | 3.99% | 2.98% | 30.15% |
| 2013 | 3.63% | 5.39% | 5.30% | -0.85% | 5.57% | -2.75% | 3.19% | -2.84% | 0.83% | 3.29% | 3.65% | 0.41% | 27.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SXR4.DE is 89, placing it in the top 11% 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 iShares MSCI USA UCITS ETF (Acc) (SXR4.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 MSCI USA 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 MSCI USA UCITS ETF (Acc) was 34.16%, occurring on Mar 23, 2020. Recovery took 180 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.16% | Feb 20, 2020 | 23 | Mar 23, 2020 | 180 | Dec 8, 2020 | 203 |
| -19.74% | Dec 3, 2015 | 45 | Feb 11, 2016 | 101 | Jul 20, 2016 | 146 |
| -18.59% | Feb 21, 2011 | 55 | Aug 19, 2011 | 53 | Dec 27, 2011 | 108 |
| -18.24% | Jan 5, 2022 | 114 | Jun 16, 2022 | 314 | Sep 5, 2023 | 428 |
| -16.6% | Apr 14, 2015 | 86 | Aug 24, 2015 | 71 | Dec 2, 2015 | 157 |
Volatility
Volatility Chart
The current iShares MSCI USA UCITS ETF (Acc) 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.