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iShares Core S&P 500 UCITS ETF USD (Acc) (EUR) | SXR8

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average5 star
10-Year--Not Rated
OverallAbove AverageBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Core S&P 500 UCITS ETF USD (Acc) (EUR) | SXR8
  • Russell 1000 TR USD
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev11.66 %
3-Yr Mean Return12.85 %
 
3-Yr Sharpe Ratio1.00
 
Modern Portfolio Statistics31/10/2019-
 Standard IndexBest Fit Index
 Russell 1000 TR USD  
3-Yr Beta0.85-
3-Yr Alpha0.99-
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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