(SXR8) Core SP500 USD - Overview
Etf: Stocks, Us-Based, Large-Cap, Mid-Cap
| Risk 5d forecast | |
|---|---|
| Volatility | 14.5% |
| Relative Tail Risk | -3.38% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.11 |
| Alpha | -5.61 |
| Character TTM | |
|---|---|
| Beta | 0.214 |
| Beta Downside | 0.456 |
| Drawdowns 3y | |
|---|---|
| Max DD | 23.32% |
| CAGR/Max DD | 0.74 |
Description: SXR8 Core SP500 USD January 27, 2026
The iShares Core S&P 500 UCITS ETF USD (Acc) (XETRA:SXR8) is a German-domiciled exchange-traded fund that aims to replicate the Morningstar US Large-Mid NR USD index, delivering exposure to the U.S. large-cap blend equity market.
Key fund metrics as of December 2025: an expense ratio of 0.07 % (one of the lowest in the space), total net assets of roughly €30 billion, and a 12-month trailing dividend yield of about 1.5 % (gross). The ETF distributes net returns (accumulating) and tracks the index with a reported tracking error of 0.03 % annualized, indicating tight performance alignment.
Economic and sector drivers influencing the ETF’s performance include: (1) the U.S. economy’s real-GDP growth forecast of 2.1 % for 2026, which underpins earnings growth for large-cap firms; (2) the Federal Reserve’s policy stance-interest rates are projected to stay near 5.25 % through Q2 2026, affecting valuation multiples; and (3) sector composition, with the top three weightings being Technology (~27 %), Health Care (~13 %), and Financials (~12 %), sectors that are currently sensitive to both monetary policy and consumer spending trends.
For a deeper, data-driven assessment of how these macro-factors translate into valuation signals, you might explore the ValueRay platform’s analytical tools.
What is the price of SXR8 shares?
Over the past week, the price has changed by -0.01%, over one month by -1.27%, over three months by +0.46% and over the past year by +0.74%.
Is SXR8 a buy, sell or hold?
What are the forecasts/targets for the SXR8 price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 707 | 12.9% |
SXR8 Fundamental Data Overview February 03, 2026
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 135.27b EUR (135.27b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 135.27b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 135.27b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.71% (E(135.27b)/V(135.27b) * Re(6.71%) + (debt-free company))
Discount Rate = 6.71% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)