iShares Core FTSE 100 UCITS ETF GBP (Acc) (SXRW.DE)
SXRW.DE is a passive ETF by iShares tracking the investment results of the FTSE 100. SXRW.DE launched on Jan 26, 2010 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00B53HP851 |
|---|---|
| WKN | A0YEDM |
| Issuer | iShares |
| Inception Date | Jan 26, 2010 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | FTSE 100 |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SXRW.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: SXRW.DE vs. PPFB.DE, SXRW.DE vs. XDWT.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Core FTSE 100 UCITS ETF GBP (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 FTSE 100 UCITS ETF GBP (Acc) had a return of 11.64% year-to-date (YTD) and 16.94% in the last 12 months. Over the past 10 years, iShares Core FTSE 100 UCITS ETF GBP (Acc) had an annualized return of 5.55%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares Core FTSE 100 UCITS ETF GBP (Acc) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.64% | 25.48% |
| 1 month | -2.58% | 2.14% |
| 6 months | -0.36% | 12.76% |
| 1 year | 16.94% | 33.14% |
| 5 years (annualized) | 6.03% | 13.96% |
| 10 years (annualized) | 5.55% | 11.39% |
Monthly Returns
The table below presents the monthly returns of SXRW.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 | 0.33% | -0.04% | 5.00% | 2.94% | 2.30% | -0.61% | 3.13% | 0.90% | -0.41% | -2.90% | 11.64% | ||
| 2023 | 5.03% | 2.25% | -2.20% | 3.31% | -2.88% | 1.15% | 2.87% | -2.41% | 1.20% | -4.36% | 3.34% | 3.21% | 10.46% |
| 2022 | 1.27% | 0.39% | 0.61% | 1.34% | -0.30% | -6.83% | 6.20% | -4.11% | -6.67% | 5.19% | 6.80% | -4.15% | -1.47% |
| 2021 | -0.91% | 3.80% | 6.14% | 1.64% | 1.98% | 0.60% | 0.61% | 1.55% | -0.40% | 4.12% | -3.27% | 6.99% | 24.81% |
| 2020 | -2.70% | -10.91% | -16.06% | 6.13% | -0.69% | 1.04% | -3.44% | 2.02% | -2.54% | -3.82% | 13.49% | 4.16% | -15.42% |
| 2019 | 7.48% | 3.97% | 2.86% | 2.71% | -5.63% | 2.45% | 0.50% | -3.10% | 4.81% | 1.05% | 2.89% | 3.36% | 25.18% |
| 2018 | -0.87% | -4.39% | -1.02% | 6.52% | 2.91% | -0.93% | 0.67% | -3.61% | 1.63% | -4.48% | -1.54% | -5.40% | -10.61% |
| 2017 | -0.06% | 2.87% | 1.20% | -0.09% | 1.58% | -3.48% | -1.30% | -2.04% | 4.74% | 1.98% | -1.93% | 4.76% | 8.11% |
| 2016 | -6.02% | -1.30% | 0.05% | 2.34% | 4.19% | -5.14% | 2.44% | 0.76% | -0.54% | -2.20% | 3.42% | 4.97% | 2.30% |
| 2015 | 7.20% | 7.02% | -1.81% | 2.15% | 2.32% | -3.52% | 1.58% | -9.35% | -3.60% | 8.37% | 2.07% | -6.04% | 4.80% |
| 2014 | -1.81% | 4.76% | -3.04% | 3.45% | 2.63% | 0.58% | 2.23% | 0.81% | -0.95% | -3.41% | 3.30% | -0.76% | 7.65% |
| 2013 | 1.15% | 0.44% | 3.51% | 1.35% | 1.95% | -7.45% | 3.34% | 2.38% | 3.60% | 2.84% | 0.52% | 1.07% | 15.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SXRW.DE is 54, 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 Core FTSE 100 UCITS ETF GBP (Acc) (SXRW.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 FTSE 100 UCITS ETF GBP (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 FTSE 100 UCITS ETF GBP (Acc) was 40.31%, occurring on Mar 23, 2020. Recovery took 397 trading sessions.
The current iShares Core FTSE 100 UCITS ETF GBP (Acc) drawdown is 4.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.31% | Feb 14, 2020 | 27 | Mar 23, 2020 | 397 | Oct 14, 2021 | 424 |
| -27.45% | May 26, 2015 | 146 | Feb 11, 2016 | 501 | May 16, 2018 | 647 |
| -18.12% | Jan 21, 2011 | 13 | Aug 29, 2011 | 17 | Feb 3, 2012 | 30 |
| -16.76% | May 23, 2018 | 153 | Dec 27, 2018 | 66 | Apr 3, 2019 | 219 |
| -14.44% | Apr 19, 2022 | 118 | Sep 29, 2022 | 97 | Feb 14, 2023 | 215 |
Volatility
Volatility Chart
The current iShares Core FTSE 100 UCITS ETF GBP (Acc) volatility is 3.98%, 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.