iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE)
SXR8.DE is a passive ETF by iShares tracking the investment results of the S&P 500 Index. SXR8.DE launched on May 19, 2010 and has a 0.12% expense ratio.
ETF Info
May 19, 2010
1x
S&P 500 Index
Accumulating
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Core S&P 500 UCITS ETF USD (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 S&P 500 UCITS ETF USD (Acc) had a return of 29.98% year-to-date (YTD) and 36.22% in the last 12 months. Over the past 10 years, iShares Core S&P 500 UCITS ETF USD (Acc) had an annualized return of 14.65%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
SXR8.DE
29.98%
4.12%
15.00%
36.22%
15.89%
14.65%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of SXR8.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 | 4.07% | 4.42% | 3.66% | -2.13% | 1.14% | 6.96% | -0.45% | -0.75% | 1.72% | 2.66% | 29.98% | ||
| 2023 | 3.98% | 0.94% | 0.29% | 0.17% | 4.10% | 4.17% | 2.27% | 0.44% | -2.10% | -3.07% | 5.72% | 3.94% | 22.47% |
| 2022 | -5.92% | -1.91% | 6.08% | -2.97% | -3.99% | -5.91% | 11.29% | -1.30% | -5.46% | 4.93% | -2.00% | -6.47% | -14.31% |
| 2021 | 1.03% | 3.40% | 6.97% | 2.56% | -1.18% | 5.70% | 2.33% | 3.70% | -1.94% | 5.77% | 2.46% | 4.24% | 40.74% |
| 2020 | 1.09% | -9.09% | -9.41% | 10.99% | 1.99% | 1.04% | 0.43% | 6.93% | -1.71% | -2.51% | 7.78% | 1.14% | 6.80% |
| 2019 | 7.77% | 4.24% | 2.91% | 3.99% | -4.98% | 3.97% | 5.15% | -1.61% | 2.89% | -0.50% | 5.31% | 1.54% | 34.49% |
| 2018 | 1.28% | -1.03% | -4.67% | 3.66% | 5.29% | 0.92% | 2.66% | 3.90% | 0.73% | -4.33% | 0.92% | -9.38% | -1.05% |
| 2017 | -1.84% | 6.34% | -0.53% | -1.14% | -1.92% | -0.64% | -1.21% | -0.79% | 2.63% | 3.92% | 0.54% | 1.46% | 6.67% |
| 2016 | -6.55% | 1.82% | 0.79% | -0.94% | 5.20% | -0.19% | 3.82% | 0.06% | -0.54% | 0.82% | 7.69% | 2.62% | 14.83% |
| 2015 | 3.54% | 6.12% | 2.99% | -2.95% | 2.55% | -3.43% | 3.38% | -7.58% | -2.75% | 10.67% | 4.26% | -3.50% | 12.52% |
| 2014 | -1.13% | 2.40% | 0.42% | -0.04% | 4.24% | 1.86% | 1.43% | 5.10% | 3.36% | 2.32% | 3.93% | 3.11% | 30.38% |
| 2013 | 3.39% | 5.51% | 5.33% | -0.90% | 5.82% | -2.84% | 3.08% | -3.02% | 0.71% | 4.51% | 2.79% | 0.66% | 27.45% |
Expense Ratio
SXR8.DE has an expense ratio of 0.12%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SXR8.DE is 90, placing it in the top 10% 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 Core S&P 500 UCITS ETF USD (Acc) (SXR8.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 S&P 500 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 Core S&P 500 UCITS ETF USD (Acc) was 33.78%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The current iShares Core S&P 500 UCITS ETF USD (Acc) drawdown is 1.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.78% | Feb 20, 2020 | 23 | Mar 23, 2020 | 201 | Jan 8, 2021 | 224 |
| -31.13% | Oct 1, 2010 | 186 | Aug 22, 2011 | 225 | Jul 19, 2012 | 411 |
| -19.21% | Dec 3, 2015 | 47 | Feb 11, 2016 | 110 | Jul 19, 2016 | 157 |
| -17.1% | Jan 5, 2022 | 115 | Jun 16, 2022 | 43 | Aug 16, 2022 | 158 |
| -16.59% | Apr 14, 2015 | 93 | Aug 24, 2015 | 65 | Nov 23, 2015 | 158 |
Volatility
Volatility Chart
The current iShares Core S&P 500 UCITS ETF USD (Acc) volatility is 5.29%, 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.