iShares USD Intermediate Credit Bond UCITS ETF (SXRF.DE)
SXRF.DE is a passive ETF by iShares tracking the investment results of the Bloomberg US Intermediate Credit Bond. SXRF.DE launched on Apr 25, 2017 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BDQZ5152 |
|---|---|
| WKN | A2DKPP |
| Issuer | iShares |
| Inception Date | Apr 25, 2017 |
| Category | Corporate Bonds |
| Leveraged | 1x |
| Index Tracked | Bloomberg US Intermediate Credit Bond |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Bond |
Expense Ratio
SXRF.DE has an expense ratio of 0.15%, 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: SXRF.DE vs. SXR7.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares USD Intermediate Credit Bond 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
iShares USD Intermediate Credit Bond UCITS ETF had a return of 2.53% year-to-date (YTD) and 3.91% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.53% | 25.23% |
| 1 month | 1.00% | 3.86% |
| 6 months | 1.90% | 14.56% |
| 1 year | 3.91% | 36.29% |
| 5 years (annualized) | -0.86% | 14.10% |
| 10 years (annualized) | N/A | 11.37% |
Monthly Returns
The table below presents the monthly returns of SXRF.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 | 0.24% | -0.46% | 1.02% | -0.32% | -0.23% | 2.03% | -1.30% | -0.45% | 0.30% | 0.95% | 2.53% | ||
| 2023 | -0.92% | 0.52% | -0.44% | -0.80% | 2.76% | -2.46% | -2.09% | 1.54% | 1.26% | -0.61% | 0.30% | 1.23% | 0.16% |
| 2022 | -1.51% | -1.34% | -0.98% | 2.35% | -0.81% | 0.70% | 3.87% | -0.67% | -0.61% | -1.25% | -2.25% | -2.66% | -5.23% |
| 2021 | -0.24% | -0.99% | 2.57% | -1.83% | -1.09% | 3.52% | -0.18% | 0.22% | 1.25% | -0.22% | 2.38% | -0.39% | 4.95% |
| 2020 | 0.88% | 1.43% | -3.70% | 3.20% | -0.16% | 0.72% | -5.31% | -0.96% | 1.39% | 0.86% | -1.39% | -2.42% | -5.62% |
| 2019 | 0.52% | 0.93% | 3.14% | 0.48% | 1.46% | -0.40% | 0.89% | 2.92% | 0.61% | -1.77% | 1.23% | -1.16% | 9.10% |
| 2018 | -5.48% | 1.06% | -0.54% | 1.49% | 4.00% | -0.16% | -1.27% | 1.35% | -0.34% | 2.10% | -0.09% | -0.38% | 1.44% |
| 2017 | -2.03% | -1.52% | -3.06% | -0.28% | 0.23% | 1.71% | -2.69% | -0.52% | -7.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SXRF.DE is 17, indicating that it is in the bottom 17% 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 USD Intermediate Credit Bond UCITS ETF (SXRF.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 USD Intermediate Credit Bond 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 iShares USD Intermediate Credit Bond UCITS ETF was 14.47%, occurring on Feb 15, 2018. Recovery took 347 trading sessions.
The current iShares USD Intermediate Credit Bond UCITS ETF drawdown is 7.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.47% | May 11, 2017 | 194 | Feb 15, 2018 | 347 | Jul 5, 2019 | 541 |
| -14.46% | Feb 21, 2020 | 868 | Jul 17, 2023 | — | — | — |
| -2.4% | Oct 9, 2019 | 67 | Jan 16, 2020 | 16 | Feb 7, 2020 | 83 |
| -2.25% | Jul 8, 2019 | 5 | Jul 12, 2019 | 14 | Aug 1, 2019 | 19 |
| -2.18% | Sep 4, 2019 | 8 | Sep 13, 2019 | 11 | Sep 30, 2019 | 19 |
Volatility
Volatility Chart
The current iShares USD Intermediate Credit Bond UCITS ETF volatility is 2.06%, 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.