(IUES) SP500 EUR Hedged - Overview
Etf: Stocks, ETF, Hedged, EUR, ETF
| Risk 5d forecast | |
|---|---|
| Volatility | 14.6% |
| Relative Tail Risk | -0.07% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.59 |
| Alpha | 5.61 |
| Character TTM | |
|---|---|
| Beta | 0.233 |
| Beta Downside | 0.288 |
| Drawdowns 3y | |
|---|---|
| Max DD | 18.50% |
| CAGR/Max DD | 1.05 |
Description: IUES SP500 EUR Hedged January 10, 2026
The iShares S&P 500 EUR Hedged UCITS ETF (ticker IUES) is a Netherlands-registered exchange-traded fund that aims to replicate the performance of the S&P 500 Index while mitigating currency risk for euro-based investors through a built-in EUR-hedging overlay.
Key data points to watch (as of the most recent reporting): the fund’s net asset value (NAV) is roughly €12 billion, its expense ratio stands at 0.20 % per annum, and the average tracking error versus the hedged S&P 500 benchmark is about 0.15 % over the past 12 months. The ETF’s performance is heavily driven by the U.S. macro environment-particularly the Federal Reserve’s interest-rate policy and corporate earnings trends in the technology and consumer-discretionary sectors, which together account for over 40 % of the index’s weight.
For a deeper dive into the fund’s risk profile and how its currency-hedging strategy behaves in different market regimes, you might explore the analytics on ValueRay.
What is the price of IUES shares?
Over the past week, the price has changed by -0.67%, over one month by -0.55%, over three months by +2.12% and over the past year by +12.18%.
Is IUES a buy, sell or hold?
What are the forecasts/targets for the IUES price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 163.2 | 14.4% |
IUES 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 = 6.29b EUR (6.29b + (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 6.29b)
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 6.29b / 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 = 6.77% (E(6.29b)/V(6.29b) * Re(6.77%) + (debt-free company))
Discount Rate = 6.77% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)