iShares Dow Jones Industrial Average UCITS ETF (Acc) (SXRU.DE)
SXRU.DE is a passive ETF by iShares tracking the investment results of the Dow Jones Industrial Average. SXRU.DE launched on Jan 26, 2010 and has a 0.33% expense ratio.
ETF Info
| ISIN | IE00B53L4350 |
|---|---|
| WKN | A0YEDK |
| Issuer | iShares |
| Inception Date | Jan 26, 2010 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Dow Jones Industrial Average |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SXRU.DE features an expense ratio of 0.33%, falling within the medium range.
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.
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Dow Jones Industrial Average 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 Dow Jones Industrial Average UCITS ETF (Acc) had a return of 19.99% year-to-date (YTD) and 28.90% in the last 12 months. Over the past 10 years, iShares Dow Jones Industrial Average UCITS ETF (Acc) had an annualized return of 13.22%, outperforming the S&P 500 benchmark which had an annualized return of 11.37%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.99% | 25.23% |
| 1 month | 5.84% | 3.86% |
| 6 months | 11.97% | 14.56% |
| 1 year | 28.90% | 36.29% |
| 5 years (annualized) | 11.56% | 14.10% |
| 10 years (annualized) | 13.22% | 11.37% |
Monthly Returns
The table below presents the monthly returns of SXRU.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 | 4.02% | 1.68% | 2.32% | -3.14% | -1.03% | 4.18% | 3.31% | -1.14% | 1.46% | 1.95% | 19.99% | ||
| 2023 | 0.48% | -0.68% | -1.21% | 1.08% | 0.21% | 2.38% | 2.37% | 0.33% | -1.19% | -2.04% | 5.50% | 4.18% | 11.74% |
| 2022 | -4.01% | -2.37% | 4.74% | 1.03% | -3.51% | -4.30% | 9.02% | -1.16% | -5.11% | 10.81% | -1.05% | -5.10% | -2.59% |
| 2021 | 0.41% | 3.88% | 9.46% | -0.22% | 0.44% | 3.21% | 1.52% | 2.01% | -1.67% | 5.02% | -0.69% | 5.27% | 32.02% |
| 2020 | 0.21% | -10.70% | -10.40% | 9.16% | 2.04% | 0.61% | -2.67% | 7.60% | 0.00% | -4.64% | 9.28% | 0.38% | -1.58% |
| 2019 | 7.23% | 5.01% | 1.14% | 2.74% | -5.09% | 4.33% | 4.71% | -1.43% | 3.06% | -2.17% | 5.66% | 0.60% | 28.17% |
| 2018 | 1.69% | -1.17% | -5.70% | 3.37% | 3.93% | -0.01% | 3.72% | 3.15% | 2.07% | -2.47% | 0.76% | -8.92% | -0.48% |
| 2017 | -2.61% | 7.30% | -1.27% | -0.67% | -2.54% | 0.26% | -0.60% | -0.33% | 2.90% | 5.82% | 1.21% | 2.49% | 12.04% |
| 2016 | -6.82% | 2.51% | 1.30% | 2.39% | 0.75% | -0.73% | 4.21% | 0.16% | -1.02% | 1.79% | 9.87% | 3.80% | 18.82% |
| 2015 | 3.34% | 6.18% | 0.13% | -0.19% | 1.60% | -3.17% | 1.45% | -7.86% | -2.84% | 12.49% | 4.68% | -3.77% | 11.02% |
| 2014 | -2.69% | 1.86% | 0.76% | 0.13% | 2.95% | 0.94% | 2.88% | 2.68% | 3.30% | 3.30% | 4.06% | 3.15% | 25.74% |
| 2013 | 4.13% | 3.42% | 7.34% | -0.87% | 5.68% | -3.50% | 2.96% | -5.17% | 1.41% | 0.16% | 5.50% | 1.11% | 23.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SXRU.DE is 78, placing it in the top 22% 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 Dow Jones Industrial Average UCITS ETF (Acc) (SXRU.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 Dow Jones Industrial Average 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 Dow Jones Industrial Average UCITS ETF (Acc) was 36.09%, occurring on Mar 23, 2020. Recovery took 242 trading sessions.
The current iShares Dow Jones Industrial Average UCITS ETF (Acc) drawdown is 0.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.09% | Feb 20, 2020 | 23 | Mar 23, 2020 | 242 | Mar 8, 2021 | 265 |
| -19.22% | Dec 3, 2015 | 45 | Feb 11, 2016 | 82 | Jul 15, 2016 | 127 |
| -18.91% | Apr 15, 2015 | 66 | Aug 24, 2015 | 59 | Dec 2, 2015 | 125 |
| -16.2% | Feb 17, 2011 | 48 | Aug 11, 2011 | 11 | Dec 14, 2011 | 59 |
| -14.09% | Oct 4, 2018 | 58 | Dec 27, 2018 | 40 | Feb 25, 2019 | 98 |
Volatility
Volatility Chart
The current iShares Dow Jones Industrial Average UCITS ETF (Acc) volatility is 5.95%, 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.