What if you invested monthly in TIGER US S&P 500 (KR-listed) for 3 years?
This looks at putting the same amount every month for 3 years into TIGER US S&P 500, an ETF tracking the S&P 500 but listed in won on the Korean market. Since it launched in 2020 and has a short history, it is important to understand the limits of such a short window.
Investment conditions
Asset · TIGER US S&P 500 (KR-listed)
Method · Recurring monthly investment
Period · 2023-07-01 ~ 2026-07-01
Amount · $222 / month
As of · 2026-07-01
Key metrics
These results do not reflect taxes. Based on historical data.
Risk & recovery
As important as returns. This service does not hide maximum drawdown or loss periods.
Maximum drawdown (MDD)
-13.5%
Largest drop from peak
Longest loss period
2months
Months in loss: 2
Recovery period
1months
Growth over time
Invested principal (dashed) and portfolio value (solid). Values below match the calculation.
Total invested $8,222 → Final value $12,401 (+50.8%), Maximum drawdown (MDD) -13.5%
Why this period and asset
TIGER US S&P 500 tracks the leading US index but is listed in won on the Korean market, and it became very popular in pension and ISA accounts after launching in 2020. This simulation uses the recent 3-year window that the post-listing data can cover. Trades settle in won because it is Korea-listed, but since the underlying is a US index, both the index moves and won/dollar swings drive the return.
Interpreting the result
Three years is short for discussing long-term compounding, so the entry timing and the size of any correction in between heavily shape the result. This window may include points where index corrections and currency swings combined to produce a maximum drawdown, a loss period, and time needed to recover. Monthly investing lowers your average cost during declines, but over just three years that effect may not fully accumulate before the result is measured, so it is best to compare against longer windows of the same index.
Caveats & limits
This result simplifies dividends, trading fees and taxes, and past performance does not guarantee the future. TIGER US S&P 500 is a Korea-listed won (KRW) product, so the figures are in Korean won, but since the underlying is a US index, won/dollar moves are reflected in the return. Three years is short, so the entry timing matters a lot, and the maximum drawdown and loss period can look different from longer windows.
Data sources & limits
- Price data source: Yahoo Finance / FinanceDataReader
- Collected on: 2026-07-23
- Effective trading date: 2026-07-01
- Price basis: Cierre ajustado (refleja dividendos y desdoblamientos de acciones)
- Trading fees and taxes are not reflected — figures are pre-tax.
- Based on historical data; does not guarantee future returns.
Frequently asked questions
Why calculate only 3 years?
This product launched in 2020, so the available data window is short. Three years is too short to judge long-term compounding, and the entry timing weighs heavily on the result.
Does the Korea-listed S&P 500 also carry currency risk?
Yes. Trades are in won, but the underlying is a US index, so as the won/dollar rate moves the won-based return changes with it.
Why is it popular in pension and ISA accounts?
It offers easy won-based access to the leading US index. But account- and product-specific taxes and fees affect the actual return, so check those separately.
Related scenarios
📋 Los resultados se basan en datos históricos; las rentabilidades pasadas no garantizan rentabilidades futuras.
📋 Este servicio se ofrece con fines educativos para ayudarte a entender la inversión, no como asesoramiento de inversión.