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

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/08/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearHighAverage5 star
OverallHighAverage5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • iShares Core S&P 500 UCITS ETF USD (Acc) (EUR) | SXR8
  • Morningstar US Large-Mid NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev12.09 %
3-Yr Mean Return12.00 %
 
3-Yr Sharpe Ratio0.67
 
Modern Portfolio Statistics30/09/2024-
 Standard IndexBest Fit Index
 Morningstar US Large-Mid NR USD  
3-Yr Beta0.67-
3-Yr Alpha3.79-
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures