iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO)
XCSR.TO is a passive ETF by iShares tracking the investment results of the Morningstar Canada GR CAD. XCSR.TO launched on Apr 15, 2020 and has a 0.17% expense ratio.
ETF Info
Issuer | iShares |
---|---|
Inception Date | Apr 15, 2020 |
Region | North America (Canada) |
Category | Canada Equities |
Index Tracked | Morningstar Canada GR CAD |
Home Page | www.blackrock.com |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
XCSR.TO features an expense ratio of 0.17%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares ESG Advanced MSCI Canada Index 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 ESG Advanced MSCI Canada Index ETF had a return of 5.23% year-to-date (YTD) and 10.52% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 5.23% | 8.76% |
1 month | 0.30% | -0.32% |
6 months | 16.37% | 18.48% |
1 year | 10.52% | 25.36% |
5 years (annualized) | N/A | 12.60% |
10 years (annualized) | N/A | 10.71% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.40% | 0.74% | 3.73% | -2.10% | ||||||||
2023 | -4.72% | 10.27% | 5.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XCSR.TO is 42, 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.
XCSR.TO (iShares ESG Advanced MSCI Canada Index ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares ESG Advanced MSCI Canada Index ETF granted a 2.52% dividend yield in the last twelve months. The annual payout for that period amounted to CA$1.63 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|
Dividend | CA$1.63 | CA$1.61 | CA$1.53 | CA$1.02 | CA$0.45 |
Dividend yield | 2.52% | 2.61% | 2.78% | 1.54% | 0.81% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Advanced MSCI Canada Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | CA$0.00 | CA$0.00 | CA$0.40 | CA$0.00 | ||||||||
2023 | CA$0.00 | CA$0.00 | CA$0.38 | CA$0.00 | CA$0.00 | CA$0.45 | CA$0.00 | CA$0.00 | CA$0.42 | CA$0.00 | CA$0.00 | CA$0.36 |
2022 | CA$0.00 | CA$0.00 | CA$0.32 | CA$0.00 | CA$0.00 | CA$0.38 | CA$0.00 | CA$0.00 | CA$0.41 | CA$0.00 | CA$0.00 | CA$0.42 |
2021 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.27 | CA$0.00 | CA$0.00 | CA$0.27 | CA$0.00 | CA$0.00 | CA$0.26 |
2020 | CA$0.11 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Advanced MSCI Canada Index 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 ESG Advanced MSCI Canada Index ETF was 23.56%, occurring on Oct 11, 2022. Recovery took 369 trading sessions.
The current iShares ESG Advanced MSCI Canada Index ETF drawdown is 0.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-23.56% | Nov 16, 2021 | 226 | Oct 11, 2022 | 369 | Apr 1, 2024 | 595 |
-5.66% | Oct 13, 2020 | 14 | Oct 30, 2020 | 8 | Nov 11, 2020 | 22 |
-5.37% | Aug 27, 2020 | 17 | Sep 21, 2020 | 14 | Oct 9, 2020 | 31 |
-4.48% | Apr 30, 2020 | 10 | May 13, 2020 | 7 | May 25, 2020 | 17 |
-4.38% | Sep 8, 2021 | 19 | Oct 4, 2021 | 9 | Oct 18, 2021 | 28 |
Volatility
Volatility Chart
The current iShares ESG Advanced MSCI Canada Index ETF volatility is 2.78%, 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.