iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.DE)
SXRG.DE is a passive ETF by iShares tracking the investment results of the MSCI USA Small Cap ESG Enhanced Focus CTB. SXRG.DE launched on Jul 1, 2009 and has a 0.43% expense ratio.
ETF Info
| ISIN | IE00B3VWM098 |
|---|---|
| WKN | A0X8SB |
| Issuer | iShares |
| Inception Date | Jul 1, 2009 |
| Category | Small Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Small Cap ESG Enhanced Focus CTB |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SXRG.DE features an expense ratio of 0.43%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SXRG.DE vs. SXR8.DE, SXRG.DE vs. VUSA.DE, SXRG.DE vs. ^GSPC, SXRG.DE vs. SXR7.DE, SXRG.DE vs. VIOG, SXRG.DE vs. IJH, SXRG.DE vs. SXRV.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI USA Small Cap ESG Enhanced 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 Small Cap ESG Enhanced UCITS ETF (Acc) had a return of 18.44% year-to-date (YTD) and 36.39% in the last 12 months. Over the past 10 years, iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) had an annualized return of 10.74%, while the S&P 500 had an annualized return of 11.37%, indicating that iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.44% | 25.23% |
| 1 month | 9.79% | 3.86% |
| 6 months | 13.81% | 14.56% |
| 1 year | 36.39% | 36.29% |
| 5 years (annualized) | 10.88% | 14.10% |
| 10 years (annualized) | 10.74% | 11.37% |
Monthly Returns
The table below presents the monthly returns of SXRG.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 | -0.97% | 3.82% | 4.27% | -5.33% | 0.72% | 0.61% | 7.16% | -3.77% | 1.19% | 2.78% | 18.44% | ||
| 2023 | 8.31% | 2.26% | -7.71% | -2.81% | 0.70% | 6.34% | 3.68% | -2.17% | -3.50% | -7.33% | 6.27% | 11.00% | 13.82% |
| 2022 | -8.69% | 2.82% | 3.14% | -2.21% | -4.32% | -6.79% | 12.93% | 0.04% | -4.95% | 6.75% | -2.95% | -6.89% | -12.53% |
| 2021 | 6.71% | 6.11% | 4.61% | 1.74% | -2.45% | 4.94% | -2.04% | 2.50% | -0.05% | 3.96% | -2.06% | 2.91% | 29.74% |
| 2020 | -1.60% | -8.87% | -21.20% | 15.15% | 3.52% | 2.01% | -1.70% | 5.03% | -0.72% | 2.63% | 13.86% | 3.93% | 6.96% |
| 2019 | 12.39% | 5.97% | -0.17% | 3.42% | -6.30% | 3.64% | 5.50% | -4.46% | 2.43% | -0.68% | 5.95% | 0.78% | 30.76% |
| 2018 | -1.73% | -1.56% | -1.03% | 3.44% | 9.06% | 0.65% | 0.63% | 4.93% | -1.65% | -7.62% | 1.06% | -12.65% | -7.93% |
| 2017 | -2.80% | 5.57% | -1.51% | -0.81% | -5.25% | 1.60% | -2.09% | -1.68% | 5.86% | 2.18% | 1.24% | 0.58% | 2.34% |
| 2016 | -9.73% | 2.83% | 2.34% | 0.70% | 5.56% | -0.85% | 5.72% | 0.62% | 0.21% | -2.02% | 13.84% | 2.95% | 22.55% |
| 2015 | 4.33% | 6.54% | 5.26% | -4.82% | 2.79% | -1.95% | 1.00% | -7.44% | -5.00% | 7.69% | 6.65% | -6.22% | 7.37% |
| 2014 | 0.55% | 2.77% | -1.59% | -3.45% | 4.04% | 3.92% | -2.27% | 6.65% | -0.36% | 3.86% | 2.88% | 4.01% | 22.52% |
| 2013 | 4.83% | 5.57% | 5.93% | -2.81% | 6.86% | -2.06% | 4.38% | -2.22% | 2.61% | 3.02% | 2.62% | 0.64% | 32.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SXRG.DE is 62, 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 MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.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 Small Cap ESG Enhanced 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 Small Cap ESG Enhanced UCITS ETF (Acc) was 41.79%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.79% | Feb 20, 2020 | 23 | Mar 23, 2020 | 183 | Dec 9, 2020 | 206 |
| -34.15% | Oct 28, 2010 | 171 | Aug 22, 2011 | 345 | Jan 4, 2013 | 516 |
| -28.52% | Apr 14, 2015 | 212 | Feb 11, 2016 | 193 | Nov 14, 2016 | 405 |
| -21.9% | Nov 17, 2021 | 148 | Jun 16, 2022 | 457 | Mar 27, 2024 | 605 |
| -21.35% | Sep 4, 2018 | 79 | Dec 27, 2018 | 148 | Jul 31, 2019 | 227 |
Volatility
Volatility Chart
The current iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) volatility is 6.91%, 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.