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IUSN.DE vs. EURUSD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

IUSN.DE vs. EURUSD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI World Small Cap UCITS ETF (IUSN.DE) and EUR/USD (EURUSD=X). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IUSN.DE is traded in EUR, while EURUSD=X is traded in USD. To make them comparable, the EURUSD=X values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IUSN.DE achieves a 14.82% return, which is significantly higher than EURUSD=X's -0.01% return.


IUSN.DE

1D
0.51%
1M
2.86%
YTD
14.82%
6M
15.49%
1Y
29.07%
3Y*
14.95%
5Y*
8.07%
10Y*

EURUSD=X

1D
-0.01%
1M
-0.02%
YTD
-0.01%
6M
-0.02%
1Y
0.03%
3Y*
0.01%
5Y*
-0.00%
10Y*
-0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSN.DE vs. EURUSD=X - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IUSN.DE
iShares MSCI World Small Cap UCITS ETF
14.82%7.82%13.17%13.11%-13.82%25.28%5.33%29.05%-8.27%
EURUSD=X
EUR/USD
-0.01%-0.03%0.01%0.07%-0.18%0.16%-0.12%0.27%-0.12%

Correlation

The correlation between IUSN.DE and EURUSD=X is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.00

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (5Y)
Calculated over the trailing 5-year period

-0.01

Correlation (All Time)
Calculated using the full available price history since Apr 26, 2018

-0.02

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Return for Risk

IUSN.DE vs. EURUSD=X — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IUSN.DE
IUSN.DE Risk / Return Rank: 7373
Overall Rank
IUSN.DE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
IUSN.DE Sortino Ratio Rank: 6969
Sortino Ratio Rank
IUSN.DE Omega Ratio Rank: 6666
Omega Ratio Rank
IUSN.DE Calmar Ratio Rank: 8181
Calmar Ratio Rank
IUSN.DE Martin Ratio Rank: 8080
Martin Ratio Rank

EURUSD=X
EURUSD=X Risk / Return Rank: 5252
Overall Rank
EURUSD=X Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
EURUSD=X Sortino Ratio Rank: 5252
Sortino Ratio Rank
EURUSD=X Omega Ratio Rank: 5252
Omega Ratio Rank
EURUSD=X Calmar Ratio Rank: 5252
Calmar Ratio Rank
EURUSD=X Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSN.DE vs. EURUSD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) and EUR/USD (EURUSD=X). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


IUSN.DEEURUSD=XDifference
Sharpe ratioReturn per unit of total volatility

+2.17

Sortino ratioReturn per unit of downside risk

+3.07

Omega ratioGain probability vs. loss probability

1.39

1.01

+0.39

Calmar ratioReturn relative to maximum drawdown

4.20

0.05

+4.16

Martin ratioReturn relative to average drawdown

15.62

0.24

+15.38

IUSN.DE vs. EURUSD=X - Sharpe Ratio Comparison

The current IUSN.DE Sharpe Ratio is 2.19, which is higher than the EURUSD=X Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of IUSN.DE and EURUSD=X, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IUSN.DEEURUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

0.03

+2.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

-0.00

+0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.00

+0.53

Drawdowns

IUSN.DE vs. EURUSD=X - Drawdown Comparison

The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than EURUSD=X's maximum drawdown of -1.76%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and EURUSD=X.


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Drawdown Indicators


IUSN.DEEURUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-40.23%

-1.76%

-38.47%

Max Drawdown (1Y)

Largest decline over 1 year

-7.12%

-0.43%

-6.69%

Max Drawdown (3Y)

Largest decline over 3 years

-24.32%

-0.81%

-23.51%

Max Drawdown (5Y)

Largest decline over 5 years

-24.32%

-0.81%

-23.51%

Max Drawdown (10Y)

Largest decline over 10 years

-1.22%

Current Drawdown

Current decline from peak

0.00%

-0.75%

+0.75%

Average Drawdown

Average peak-to-trough decline

-7.03%

-0.72%

-6.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.92%

0.09%

+1.83%

Volatility

IUSN.DE vs. EURUSD=X - Volatility Comparison

iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to EUR/USD (EURUSD=X) at 0.22%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than EURUSD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IUSN.DEEURUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.46%

0.22%

+3.24%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

0.56%

+9.00%

Volatility (1Y)

Calculated over the trailing 1-year period

13.64%

0.75%

+12.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.53%

0.74%

+15.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.31%

1.14%

+17.17%

Frequently Asked Questions


IUSN.DE and EURUSD=X have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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