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

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearAbove AverageAverage5 star
OverallAbove AverageAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Core S&P 500 UCITS ETF USD (Acc) (EUR) | SXR8
  • Morningstar US LM NR USD
%
Volatility Measurements31/01/2024
 
3-Yr Std Dev12.24 %
3-Yr Mean Return14.44 %
 
3-Yr Sharpe Ratio0.93
 
Modern Portfolio Statistics31/01/2024-
 Standard IndexBest Fit Index
 Morningstar US LM NR USD  
3-Yr Beta0.69-
3-Yr Alpha7.08-
 
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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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