iShares S&P 500 Financials Sector UCITS ETF USD (Acc) | IUFS

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearHighAverage4 star
10-Year--Not Rated
OverallHighAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares S&P 500 Financials Sector UCITS ETF USD (Acc) | IUFS
  • MSCI World/Financials NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev21.19 %
3-Yr Mean Return14.11 %
 
3-Yr Sharpe Ratio0.61
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI World/Financials NR USD  MSCI World/Financials NR USD
3-Yr Beta1.011.01
3-Yr Alpha3.573.57
 
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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)