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iShares VII plc - iShares Core EURO STOXX 50 ETF E...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00B53L3W79

Issuer

iShares

Inception Date

Jan 26, 2010

Leveraged

1x

Index Tracked

MSCI EMU NR EUR

Asset Class

Equity

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
CS51.L vs. MEUD.L CS51.L vs. SMEA.L CS51.L vs. VERG.L CS51.L vs. MSED.L CS51.L vs. CEU1.L CS51.L vs. IEFQ.L CS51.L vs. XSX6.L CS51.L vs. VUKG.L CS51.L vs. VUAG.L CS51.L vs. XDEQ.L
Popular comparisons:
CS51.L vs. MEUD.L CS51.L vs. SMEA.L CS51.L vs. VERG.L CS51.L vs. MSED.L CS51.L vs. CEU1.L CS51.L vs. IEFQ.L CS51.L vs. XSX6.L CS51.L vs. VUKG.L CS51.L vs. VUAG.L CS51.L vs. XDEQ.L

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.


-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-7.12%
11.81%
CS51.L (iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc)
Benchmark (^GSPC)

Returns By Period

iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc had a return of 4.55% year-to-date (YTD) and 8.33% 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 7.88%, while the S&P 500 had an annualized return of 11.10%, indicating that iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc did not perform as well as the benchmark.


CS51.L

YTD

4.55%

1M

-3.39%

6M

-7.12%

1Y

8.33%

5Y (annualized)

7.76%

10Y (annualized)

7.88%

^GSPC (Benchmark)

YTD

23.56%

1M

0.49%

6M

11.03%

1Y

30.56%

5Y (annualized)

13.70%

10Y (annualized)

11.10%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.86%5.39%4.38%-2.71%2.16%-2.11%-0.81%1.58%-0.19%-2.22%4.55%
20238.82%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%
20192.35%2.72%2.29%5.16%-2.52%7.63%1.45%-2.11%2.68%-1.67%1.67%1.01%22.16%
20181.38%-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%
20152.57%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%
20139.03%-4.56%-1.50%0.57%9.57%-5.90%8.30%-3.36%4.08%7.53%-1.05%1.47%25.01%

Expense Ratio

CS51.L has an expense ratio of 0.10%, which is considered low compared to other funds.


Expense ratio chart for CS51.L: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CS51.L is 22, indicating that it is in the bottom 22% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of CS51.L is 2222
Combined Rank
The Sharpe Ratio Rank of CS51.L is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of CS51.L is 1818
Sortino Ratio Rank
The Omega Ratio Rank of CS51.L is 1717
Omega Ratio Rank
The Calmar Ratio Rank of CS51.L is 3636
Calmar Ratio Rank
The Martin Ratio Rank of CS51.L is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for CS51.L, currently valued at 0.62, compared to the broader market0.002.004.000.622.51
The chart of Sortino ratio for CS51.L, currently valued at 0.95, compared to the broader market-2.000.002.004.006.008.0010.000.953.36
The chart of Omega ratio for CS51.L, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.001.111.47
The chart of Calmar ratio for CS51.L, currently valued at 0.85, compared to the broader market0.005.0010.0015.000.853.62
The chart of Martin ratio for CS51.L, currently valued at 2.06, compared to the broader market0.0020.0040.0060.0080.00100.002.0616.12
CS51.L
^GSPC

The current iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc Sharpe ratio is 0.62. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
0.62
2.09
CS51.L (iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc)
Benchmark (^GSPC)

Dividends

Dividend History


iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-7.74%
-0.59%
CS51.L (iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc)
Benchmark (^GSPC)

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 7.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.12%Jan 20, 202043Mar 18, 2020180Dec 2, 2020223
-32.1%Jul 20, 20119Sep 12, 2011129May 14, 2013138
-21.7%Nov 8, 202182Mar 7, 2022212Jan 11, 2023294
-21.39%Apr 14, 2015212Feb 11, 2016126Aug 11, 2016338
-16.85%Nov 3, 2017289Dec 27, 2018126Jun 28, 2019415

Volatility

Volatility Chart

The current iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc volatility is 4.20%, 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.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
4.20%
4.06%
CS51.L (iShares VII plc - iShares Core EURO STOXX 50 ETF EUR Acc)
Benchmark (^GSPC)