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SXRW.DE vs. ^GDAXI
Performance
Return for Risk
Drawdowns
Volatility

Performance

SXRW.DE vs. ^GDAXI - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Core FTSE 100 UCITS ETF GBP (Acc) (SXRW.DE) and DAX Performance Index (^GDAXI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SXRW.DE achieves a 6.50% return, which is significantly higher than ^GDAXI's 1.86% return. Over the past 10 years, SXRW.DE has underperformed ^GDAXI with an annualized return of 8.04%, while ^GDAXI has yielded a comparatively higher 9.44% annualized return.


SXRW.DE

1D
0.14%
1M
-0.73%
YTD
6.50%
6M
9.61%
1Y
18.23%
3Y*
14.51%
5Y*
11.57%
10Y*
8.04%

^GDAXI

1D
0.60%
1M
0.11%
YTD
1.86%
6M
3.82%
1Y
2.55%
3Y*
16.04%
5Y*
9.71%
10Y*
9.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRW.DE vs. ^GDAXI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SXRW.DE
iShares Core FTSE 100 UCITS ETF GBP (Acc)
6.50%20.63%13.57%10.46%-1.47%24.81%-15.42%25.18%-10.61%8.11%
^GDAXI
DAX Performance Index
1.86%23.01%18.85%20.31%-12.35%15.79%3.55%25.48%-18.26%12.51%

Correlation

The correlation between SXRW.DE and ^GDAXI is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.66

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

0.66

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

0.71

Correlation (10Y)
Calculated over the trailing 10-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Sep 9, 2010

0.73

The correlation between SXRW.DE and ^GDAXI has been stable across timeframes, ranging from 0.66 to 0.75 - a consistent structural relationship.

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Return for Risk

SXRW.DE vs. ^GDAXI — Risk / Return Rank

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

SXRW.DE
SXRW.DE Risk / Return Rank: 4646
Overall Rank
SXRW.DE Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SXRW.DE Sortino Ratio Rank: 4343
Sortino Ratio Rank
SXRW.DE Omega Ratio Rank: 4444
Omega Ratio Rank
SXRW.DE Calmar Ratio Rank: 4747
Calmar Ratio Rank
SXRW.DE Martin Ratio Rank: 5151
Martin Ratio Rank

^GDAXI
^GDAXI Risk / Return Rank: 2020
Overall Rank
^GDAXI Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
^GDAXI Sortino Ratio Rank: 1818
Sortino Ratio Rank
^GDAXI Omega Ratio Rank: 1818
Omega Ratio Rank
^GDAXI Calmar Ratio Rank: 2020
Calmar Ratio Rank
^GDAXI Martin Ratio Rank: 2323
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.

SXRW.DE vs. ^GDAXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core FTSE 100 UCITS ETF GBP (Acc) (SXRW.DE) and DAX Performance Index (^GDAXI). 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.


SXRW.DE^GDAXIDifference
Sharpe ratioReturn per unit of total volatility

+1.33

Sortino ratioReturn per unit of downside risk

+1.78

Omega ratioGain probability vs. loss probability

1.28

1.04

+0.23

Calmar ratioReturn relative to maximum drawdown

2.30

0.22

+2.08

Martin ratioReturn relative to average drawdown

8.40

0.70

+7.70

SXRW.DE vs. ^GDAXI - Sharpe Ratio Comparison

The current SXRW.DE Sharpe Ratio is 1.50, which is higher than the ^GDAXI Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of SXRW.DE and ^GDAXI, 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


SXRW.DE^GDAXIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.50

0.17

+1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

0.56

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.51

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.42

+0.09

Drawdowns

SXRW.DE vs. ^GDAXI - Drawdown Comparison

The maximum SXRW.DE drawdown since its inception was -40.31%, smaller than the maximum ^GDAXI drawdown of -72.68%. Use the drawdown chart below to compare losses from any high point for SXRW.DE and ^GDAXI.


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Drawdown Indicators


SXRW.DE^GDAXIDifference

Max Drawdown

Largest peak-to-trough decline

-40.31%

-72.68%

+32.37%

Max Drawdown (1Y)

Largest decline over 1 year

-7.91%

-12.27%

+4.36%

Max Drawdown (3Y)

Largest decline over 3 years

-16.86%

-16.01%

-0.85%

Max Drawdown (5Y)

Largest decline over 5 years

-16.86%

-26.40%

+9.54%

Max Drawdown (10Y)

Largest decline over 10 years

-40.31%

-38.78%

-1.53%

Current Drawdown

Current decline from peak

-2.75%

-1.87%

-0.88%

Average Drawdown

Average peak-to-trough decline

-6.05%

-14.71%

+8.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.17%

3.92%

-1.75%

Volatility

SXRW.DE vs. ^GDAXI - Volatility Comparison

The current volatility for iShares Core FTSE 100 UCITS ETF GBP (Acc) (SXRW.DE) is 4.45%, while DAX Performance Index (^GDAXI) has a volatility of 5.14%. This indicates that SXRW.DE experiences smaller price fluctuations and is considered to be less risky than ^GDAXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SXRW.DE^GDAXIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.45%

5.14%

-0.69%

Volatility (6M)

Calculated over the trailing 6-month period

10.16%

12.92%

-2.76%

Volatility (1Y)

Calculated over the trailing 1-year period

12.13%

15.99%

-3.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.13%

17.03%

-2.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.93%

18.35%

-1.42%

Frequently Asked Questions


SXRW.DE and ^GDAXI have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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