(IBCF) SP500 EUR Hedged - Overview
Etf: Stocks, Us, Large-Cap, Technology
| Risk 5d forecast | |
|---|---|
| Volatility | 14.4% |
| Relative Tail Risk | -0.86% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.56 |
| Alpha | 6.42 |
| Character TTM | |
|---|---|
| Beta | 0.216 |
| Beta Downside | 0.285 |
| Drawdowns 3y | |
|---|---|
| Max DD | 18.34% |
| CAGR/Max DD | 1.04 |
Description: IBCF SP500 EUR Hedged January 10, 2026
The iShares S&P 500 EUR Hedged UCITS ETF (Acc) – ticker IBCF on XETRA – tracks the S&P 500 Index while neutralising EUR/USD currency risk, delivering the performance of the U.S. large-cap market in euro terms.
Key fund attributes (as of 2024): - **Total expense ratio (TER):** 0.07 % per annum, among the lowest for a hedged equity ETF. - **Accumulating share class:** Dividends are automatically reinvested, supporting compounding returns. - **Assets under management (AUM):** approximately €12 billion, indicating strong investor demand and liquidity.
Performance drivers to watch: - **U.S. macro-environment:** Quarterly GDP growth, Federal Reserve policy, and corporate earnings directly shape index returns. - **Sector weighting:** Technology (~27 % of the index) and Health Care (~13 %) are the largest contributors, so sector-specific trends (e.g., AI adoption, biotech pipelines) have outsized impact. - **Currency-hedging cost:** The forward contracts used to hedge EUR/USD introduce a modest drag (typically 0.2–0.3 % annually) but protect against adverse FX moves.
If you want a data-rich, side-by-side comparison of IBCF’s risk-adjusted metrics, the ValueRay platform offers a concise analytical dashboard worth exploring.
What is the price of IBCF shares?
Over the past week, the price has changed by -1.13%, over one month by -0.32%, over three months by +1.42% and over the past year by +12.64%.
Is IBCF a buy, sell or hold?
What are the forecasts/targets for the IBCF price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 163.1 | 14.2% |
IBCF 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 = 5.81b EUR (5.81b + (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 5.81b)
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 5.81b / 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(5.81b)/V(5.81b) * 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)