iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc (CS51.L)
CS51.L is a passive ETF by iShares tracking the investment results of the MSCI EMU NR EUR. CS51.L launched on Jan 26, 2010 and has a 0.10% expense ratio.
ETF Info
| ISIN | IE00B53L3W79 |
|---|---|
| Issuer | iShares |
| Inception Date | Jan 26, 2010 |
| Category | Europe Equities |
| Index Tracked | MSCI EMU NR EUR |
| Asset Class | Equity |
Expense Ratio
CS51.L features an expense ratio of 0.10%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc had a return of 12.78% year-to-date (YTD) and 19.56% in the last 12 months. Over the past 10 years, iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc had an annualized return of 8.57%, while the S&P 500 had an annualized return of 10.90%, indicating that iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.78% | 11.05% |
| 1 month | 5.02% | 4.86% |
| 6 months | 18.11% | 17.50% |
| 1 year | 19.56% | 27.37% |
| 5 years (annualized) | 10.79% | 13.14% |
| 10 years (annualized) | 8.57% | 10.90% |
Monthly Returns
The table below presents the monthly returns of CS51.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.86% | 5.39% | 4.38% | -2.71% | 12.78% | ||||||||
| 2023 | 8.82% | 1.11% | 2.36% | 1.65% | -4.27% | 4.50% | 1.60% | -3.80% | -1.57% | -2.48% | 7.16% | 4.18% | 19.95% |
| 2022 | -3.87% | -5.05% | 0.44% | -2.92% | 2.55% | -7.59% | 4.66% | -2.25% | -3.83% | 6.83% | 10.22% | -1.20% | -3.46% |
| 2021 | -3.48% | 2.33% | 6.01% | 4.23% | 1.92% | -0.36% | 0.23% | 3.07% | -2.62% | 2.94% | -3.44% | 4.37% | 15.68% |
| 2020 | -3.80% | -6.22% | -14.06% | 3.14% | 9.26% | 6.83% | -1.92% | 3.45% | -1.73% | -8.12% | 17.79% | 1.96% | 2.70% |
| 2019 | 2.35% | 2.72% | 2.29% | 5.16% | -2.52% | 7.63% | 1.45% | -2.11% | 2.68% | -1.67% | 1.67% | 1.01% | 22.16% |
| 2018 | 1.38% | -3.47% | -3.01% | 5.83% | -1.99% | 0.56% | 4.91% | -3.70% | 0.08% | -6.18% | -1.02% | -3.95% | -10.71% |
| 2017 | -0.67% | 2.22% | 5.37% | 0.84% | 4.86% | -2.42% | 2.30% | 2.48% | 0.03% | 2.34% | -2.35% | -1.04% | 14.47% |
| 2016 | -3.38% | -1.16% | 4.01% | 0.48% | 0.15% | 2.63% | 5.08% | 2.64% | 0.83% | 5.98% | -5.73% | 8.64% | 21.08% |
| 2015 | 2.57% | 3.70% | 3.00% | -1.04% | -1.52% | -4.78% | 4.47% | -5.69% | -4.46% | 6.42% | 1.26% | -2.24% | 0.81% |
| 2014 | -4.26% | 4.46% | 1.31% | 0.76% | 2.03% | -1.57% | -4.40% | 1.54% | 0.34% | -3.04% | 6.15% | -4.63% | -1.99% |
| 2013 | 9.03% | -4.56% | -1.50% | 0.57% | 9.57% | -5.90% | 8.30% | -3.36% | 4.08% | 7.53% | -1.05% | 1.47% | 25.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CS51.L is 63, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
CS51.L (iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc (CS51.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc was 33.12%, occurring on Mar 18, 2020. Recovery took 180 trading sessions.
The current iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc drawdown is 0.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.12% | Jan 20, 2020 | 43 | Mar 18, 2020 | 180 | Dec 2, 2020 | 223 |
| -32.1% | Jul 20, 2011 | 9 | Sep 12, 2011 | 129 | May 14, 2013 | 138 |
| -21.7% | Nov 8, 2021 | 82 | Mar 7, 2022 | 212 | Jan 11, 2023 | 294 |
| -21.39% | Apr 14, 2015 | 212 | Feb 11, 2016 | 126 | Aug 11, 2016 | 338 |
| -16.85% | Nov 3, 2017 | 289 | Dec 27, 2018 | 126 | Jun 28, 2019 | 415 |
Volatility
Volatility Chart
The current iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc volatility is 3.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.