ETF Library/Stocks/IBC4

iShares MSCI South Africa UCITS ETF

ISIN: IE00B52XQP83·accumulating·USD
IBC4
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TER
0.65%
AUM
€216M
1Y Return
+27.3%
5Y Return
+73.5%
Sharpe 1Y
0.83
Volatility 1Y
30.06%
Domicile
IE
Inception
2010-01
# Identification
1ISIN
IE00B52XQP83
2Ticker
IBC4
3Currency
USD
4Domicile
IE
5Replication
full replication
Characteristics
6TER
0.65%
7AUM
€216M
8Dividends
accumulating
9Asset class
Stocks
10Benchmark
11Inception
2010-01-22
Similar ETFs
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Historical Returns
Period6M1Y3Y5Y10YMax
Total Return-11.65%+27.31%+73.35%+73.47%
CAGR-21.94%+27.31%+20.13%+11.65%N/DN/D
Volatility30.06%25.69%N/DN/D28.13%
Sharpe ratio0.830.70N/DN/DN/D
Max Drawdown-21.55%N/DN/DN/D-55.47%
Calendar Year Returns
2019
+12.5%
2020
-11.8%
2021
+12.7%
2022
+1.7%
2023
-3.1%
2024
+14.8%
2025
+57.4%
# Style Box
Value
Blend
Growth
Large
Mid
Small
↕ Market cap↔ Investment style
Inferred from:
Risk Metrics
Volatility 1Y
30.06%
annualized
Volatility 3Y
25.69%
annualized
Sharpe 1Y
0.83
risk-adjusted
Sharpe 3Y
0.70
risk-adjusted
Max Drawdown
-55.47%
all-time
Drawdown 1Y
-21.55%
past 12 months
If you invest in IBC4 monthly
Monthly investment200
€50€5k
Time horizon10 years
1y40y
After 10 years · 11.6% price growth/yr (5Y CAGR)
€45.1k
+€21.1k in capital gains  ·  88% on contributions
Contributed: €24.0kCapital gains: €21.1k
5y
€16.2k
200/mo
10y
€45.1k
200/mo
20y
€188.7k
200/mo

Projection uses 5Y CAGR (11.6%/yr) compounded monthly. Not financial advice. Past performance does not guarantee future results.

What if you had invested in IBC4?
% allocated to this ETF10%
1%50%100%
Loading…
Forward projection
Monthly contribution€500
€50€5k
Time horizon20 yrs
1y40y
Expected return/yr11.6%
1%5Y CAGR: 11.6%20%
Inflation/yr2.5%
0%10%
Contributed
€120.0k
€500/mo × 20y
Portfolio in 20y
€471.7k
+€351.7k gains · €340.2k real
Time bought
€0€117.9k€235.9k€353.8k€471.7k0y10y20y
Contributions only
Historical avg (11.6%/yr)
Expected (11.6%/yr)
Assumes 11.6% annual return · 2.5% inflation · compounded monthly

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