iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE)
SXRM.DE is a passive ETF by iShares tracking the investment results of the ICE US Treasury 7-10 Year. SXRM.DE launched on Jun 3, 2009 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00B3VWN518 |
|---|---|
| WKN | A0X8SJ |
| Issuer | iShares |
| Inception Date | Jun 3, 2009 |
| Category | Government Bonds |
| Leveraged | 1x |
| Index Tracked | ICE US Treasury 7-10 Year |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
SXRM.DE has an expense ratio of 0.07%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SXRM.DE vs. SXRH.DE, SXRM.DE vs. IEF, SXRM.DE vs. TP05.L, SXRM.DE vs. VWRA.L, SXRM.DE vs. IBTS.L, SXRM.DE vs. IBTM.L
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares USD Treasury Bond 7-10yr 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 USD Treasury Bond 7-10yr UCITS ETF (Acc) had a return of -0.02% year-to-date (YTD) and 4.93% in the last 12 months. Over the past 10 years, iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) had an annualized return of 0.86%, while the S&P 500 had an annualized return of 11.31%, indicating that iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.02% | 24.72% |
| 1 month | -1.83% | 2.30% |
| 6 months | 1.92% | 12.31% |
| 1 year | 4.93% | 32.12% |
| 5 years (annualized) | -1.34% | 13.81% |
| 10 years (annualized) | 0.86% | 11.31% |
Monthly Returns
The table below presents the monthly returns of SXRM.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 | -0.08% | -1.84% | 0.69% | -3.00% | 1.55% | 1.68% | 2.14% | 2.14% | 1.07% | -3.34% | -0.02% | ||
| 2023 | 3.15% | -3.27% | 3.67% | 1.03% | -1.51% | -1.09% | 0.20% | -1.55% | -3.05% | -1.74% | 4.38% | 3.70% | 3.57% |
| 2022 | -2.20% | -0.58% | -3.62% | -4.26% | 0.59% | -0.91% | 3.26% | -3.63% | -4.52% | -1.86% | 2.36% | -0.25% | -14.85% |
| 2021 | -0.78% | -3.28% | -1.36% | 0.81% | 0.48% | 1.17% | 1.89% | -0.41% | -1.79% | -0.32% | 0.93% | -0.29% | -3.03% |
| 2020 | 3.21% | 2.96% | 3.92% | 0.67% | -0.20% | 0.29% | 0.76% | -0.92% | 0.26% | -1.22% | 0.25% | -0.51% | 9.74% |
| 2019 | 1.26% | -0.40% | 2.63% | -0.50% | 2.71% | 1.60% | -0.02% | 3.88% | -1.12% | 0.14% | -0.59% | -0.77% | 9.02% |
| 2018 | -2.10% | -0.95% | 1.31% | -1.28% | 1.03% | 0.18% | -0.55% | 1.18% | -1.34% | -0.33% | 1.22% | 2.12% | 0.38% |
| 2017 | 0.59% | 0.79% | -0.17% | 1.05% | 0.94% | -0.33% | 0.19% | 1.42% | -1.27% | -0.25% | -0.16% | -0.12% | 2.66% |
| 2016 | 3.54% | 1.26% | -0.11% | -0.04% | -0.13% | 3.15% | 0.12% | -0.83% | 0.19% | -1.61% | -4.16% | -0.38% | 0.79% |
| 2015 | 4.25% | -2.46% | 0.89% | -0.88% | 0.01% | -1.47% | 1.18% | 0.43% | 1.20% | -0.63% | -0.34% | -0.65% | 1.38% |
| 2014 | 2.53% | 0.20% | -0.51% | 0.78% | 1.80% | -0.21% | -0.29% | 1.88% | -0.95% | 1.35% | 1.27% | 0.00% | 8.07% |
| 2013 | -1.74% | 1.05% | 0.42% | 1.44% | -3.12% | -2.52% | -0.93% | -0.39% | 1.32% | 0.85% | -0.84% | -1.76% | -6.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SXRM.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 Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.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 Treasury Bond 7-10yr 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 USD Treasury Bond 7-10yr UCITS ETF (Acc) was 23.31%, occurring on Oct 19, 2023. The portfolio has not yet recovered.
The current iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) drawdown is 16.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.31% | Aug 7, 2020 | 820 | Oct 19, 2023 | — | — | — |
| -8.77% | Jul 6, 2016 | 473 | May 17, 2018 | 257 | May 27, 2019 | 730 |
| -8.71% | May 3, 2013 | 90 | Sep 5, 2013 | 277 | Oct 15, 2014 | 367 |
| -5.12% | Feb 2, 2015 | 89 | Jun 10, 2015 | 156 | Jan 20, 2016 | 245 |
| -4.61% | Mar 10, 2020 | 7 | Mar 18, 2020 | 8 | Mar 30, 2020 | 15 |
Volatility
Volatility Chart
The current iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) volatility is 1.97%, 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.