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iShares Europe Defence UCITS ETF EUR Accumulating ...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE000IAXNM41
Issuer
iShares
Inception Date
May 23, 2025
Leveraged
1x (No leverage)
Index Tracked
STOXX Europe Targeted Defence Index
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in iShares Europe Defence UCITS ETF EUR Accumulating, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

DFEU.L is traded in GBP, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBP using the latest available exchange rates.

Returns By Period


iShares Europe Defence UCITS ETF EUR Accumulating

1D
2.94%
1M
-6.13%
YTD
8.73%
6M
-4.99%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.61%
1M
-3.22%
YTD
-2.82%
6M
-0.72%
1Y
13.66%
3Y*
14.01%
5Y*
11.18%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 7, 2025, DFEU.L's average daily return is -0.02%, while the average monthly return is -0.32%.

Historically, 44% of months were positive and 56% were negative. The best month was Sep 2025 with a return of +15.5%, while the worst month was Jul 2025 at -13.8%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, DFEU.L closed higher 56% of trading days. The best single day was Jan 5, 2026 with a return of +5.3%, while the worst single day was Jul 9, 2025 at -13.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202613.63%1.93%-6.13%8.73%
2025-13.81%-1.55%15.47%-7.65%-10.53%5.76%-14.38%

Benchmark Metrics

iShares Europe Defence UCITS ETF EUR Accumulating has an annualized alpha of -14.76%, beta of 0.36, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since July 08, 2025.

  • This ETF participated in 33.67% of S&P 500 Index downside but only -50.90% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.36 may look defensive, but with R² of 0.02 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.02 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-14.76%
Beta
0.36
0.02
Upside Capture
-50.90%
Downside Capture
33.67%

Expense Ratio

DFEU.L has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Europe Defence UCITS ETF EUR Accumulating (DFEU.L) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History


iShares Europe Defence UCITS ETF EUR Accumulating 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Europe Defence UCITS ETF EUR Accumulating. 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 Europe Defence UCITS ETF EUR Accumulating was 20.99%, occurring on Dec 1, 2025. Recovery took 26 trading sessions.

The current iShares Europe Defence UCITS ETF EUR Accumulating drawdown is 9.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.99%Jul 8, 2025104Dec 1, 202526Jan 9, 2026130
-13.3%Jan 21, 202648Mar 27, 2026
-1.17%Jan 14, 20262Jan 15, 20261Jan 16, 20263

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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