iShares Core S&P 500 ETF USD Acc GBP (LSE:CSP1) - ETF price

ETF Report

iShares Core S&P 500 UCITS ETF USD (Acc) (GBP) CSP1

Morningstar Rating™ (Relative to Category) 31/10/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: US Large-Cap Blend EquityClick here to see our Methodology
5-YearAbove AverageAverageStarRatingValueLabel_4
10-YearHighBelow AverageStarRatingValueLabel_5
OverallAbove AverageAverageStarRatingValueLabel_5
Modern Portfolio Statistics 31/10/2021
 Standard Index
Russell 1000 TR USD
Best Fit Index
S&P 500 TR USD
3-Yr R-Squared99.77100.00
3-Yr Beta0.971.00
3-Yr Alpha-0.27-0.32
Return/Risk Analysis 31/10/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation13.5318.4315.33
3-Yr Mean Return43.6623.0919.90
Sharpe Ratio2.721.111.17
Sortino Ratio---
Positive Months102647
Negative Months21013
Worst Month-4.67-12.38-12.38
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2021 Morningstar. All rights reserved.