ETF Library/Bonds/SXRM

iShares USD Treasury Bond 7-10yr UCITS ETF (Acc)

ISIN: IE00B3VWN518·accumulating·USD
SXRM
Compare ↗
TER
0.07%
AUM
€4.4B
1Y Return
+2.1%
5Y Return
-7.4%
Sharpe 1Y
-0.12
Volatility 1Y
4.59%
Domicile
IE
Inception
2009-06
# Identification
1ISIN
IE00B3VWN518
2Ticker
SXRM
3Currency
USD
4Domicile
IE
5Replication
sampling
Characteristics
6TER
0.07%
7AUM
€4.4B
8Dividends
accumulating
9Asset class
Bonds
10Benchmark
—
11Inception
2009-06-03
Similar ETFs
Loading price chart…
Historical Returns
Period6M1Y3Y5Y10YMax
Total Return-0.63%+2.08%+8.14%-7.36%——
CAGR-1.26%+2.08%+2.64%-1.52%N/DN/D
Volatility—4.59%6.42%N/DN/D7.12%
Sharpe ratio—-0.12-0.03N/DN/DN/D
Max Drawdown—-4.02%N/DN/DN/D-23.31%
Calendar Year Returns
2019
+9.0%
2020
+9.7%
2021
-3.0%
2022
-14.9%
2023
+3.6%
2024
-0.5%
2025
+8.6%
# Style Box

Style box available for equity ETFs only.

Risk Metrics
Volatility 1Y
4.59%
annualized
Volatility 3Y
6.42%
annualized
Sharpe 1Y
-0.12
risk-adjusted
Sharpe 3Y
-0.03
risk-adjusted
Max Drawdown
-23.31%
all-time
Drawdown 1Y
-4.02%
past 12 months
If you invest in SXRM monthly
Monthly investment€200
€50€5k
Time horizon10 years
1y40y
After 10 years · 1.0% price growth/yr (5Y CAGR)
€25.2k
+€1.2k in capital gains  ·  5% on contributions
Contributed: €24.0kCapital gains: €1.2k
5y
€12.3k
€200/mo
10y
€25.2k
€200/mo
20y
€53.1k
€200/mo

Projection uses 5Y CAGR (1.0%/yr) compounded monthly. Not financial advice. Past performance does not guarantee future results.

What if you had invested in SXRM?
% allocated to this ETF10%
1%50%100%
Loading…
Forward projection
Monthly contribution€500
€50€5k
Time horizon20 yrs
1y40y
Expected return/yr-1.5%
1%5Y CAGR: -1.5%20%
Inflation/yr2.5%
0%10%
Contributed
€120.0k
€500/mo × 20y
Portfolio in 20y
€120.0k
+€0 gains · €121.2k real
Time bought
—
€0€30.0k€60.0k€90.0k€120.0k0y10y20y
Contributions only
Historical avg (-1.5%/yr)
Expected (-1.5%/yr)
Assumes -1.5% annual return · 2.5% inflation · compounded monthly

Investing in SXRM?

Track it in your dashboard — see how many hours of freedom it buys back each month.

Open dashboard →