iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) (EUE.L)
EUE.L is a passive ETF by iShares tracking the investment results of the MSCI EMU NR EUR. EUE.L launched on Apr 3, 2000 and has a 0.10% expense ratio.
ETF Info
| ISIN | IE0008471009 |
|---|---|
| Issuer | iShares |
| Inception Date | Apr 3, 2000 |
| Category | Europe Equities |
| Index Tracked | MSCI EMU NR EUR |
| Asset Class | Equity |
Expense Ratio
EUE.L features an expense ratio of 0.10%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Core EURO STOXX 50 UCITS ETF EUR (Dist), 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 Core EURO STOXX 50 UCITS ETF EUR (Dist) had a return of 10.55% year-to-date (YTD) and 13.01% in the last 12 months. Over the past 10 years, iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) had an annualized return of 5.36%, while the S&P 500 had an annualized return of 10.99%, indicating that iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.55% | 11.18% |
| 1 month | 3.34% | 5.60% |
| 6 months | 14.74% | 17.48% |
| 1 year | 13.01% | 26.33% |
| 5 years (annualized) | 7.63% | 13.16% |
| 10 years (annualized) | 5.36% | 10.99% |
Monthly Returns
The table below presents the monthly returns of EUE.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 | 0.64% | 5.49% | 3.96% | -2.38% | 10.55% | ||||||||
| 2023 | 8.81% | 0.60% | 2.42% | 1.70% | -4.96% | 4.19% | 1.60% | -5.27% | -1.70% | -2.17% | 6.90% | 4.27% | 16.48% |
| 2022 | -3.20% | -5.78% | 0.34% | -2.73% | 1.74% | -7.58% | 4.58% | -3.78% | -3.95% | 6.80% | 10.03% | -1.27% | -6.15% |
| 2021 | -3.57% | 2.06% | 6.10% | 4.07% | 1.34% | -0.20% | 0.17% | 2.00% | -3.16% | 3.41% | -3.36% | 3.91% | 12.94% |
| 2020 | -3.48% | -6.53% | -14.03% | 3.57% | 8.32% | 7.07% | -2.45% | 2.39% | -1.67% | -8.16% | 16.99% | 2.54% | 0.80% |
| 2019 | 2.21% | 2.24% | 2.28% | 5.14% | -3.20% | 7.63% | 1.40% | -3.87% | 2.62% | -1.39% | 1.07% | 0.81% | 17.66% |
| 2018 | 1.45% | -3.97% | -2.98% | 5.80% | -2.95% | 0.68% | 4.92% | -5.34% | 0.06% | -6.08% | -1.31% | -3.84% | -13.46% |
| 2017 | -0.63% | 1.67% | 5.36% | 0.96% | 4.05% | -2.34% | 2.41% | 0.68% | 0.19% | 2.23% | -2.45% | -1.05% | 11.30% |
| 2016 | -3.22% | -1.81% | 4.10% | 0.17% | -0.47% | 2.68% | 5.03% | 0.60% | 1.31% | 5.86% | -6.14% | 8.69% | 17.07% |
| 2015 | 2.56% | 3.70% | 2.75% | -1.34% | -1.55% | -4.75% | 2.44% | -5.67% | -4.56% | 6.49% | 1.00% | -2.18% | -1.91% |
| 2014 | -4.54% | 4.47% | 1.25% | 0.48% | 2.11% | -1.63% | -6.35% | 1.47% | 0.45% | -3.15% | 5.92% | -4.80% | -4.98% |
| 2013 | 8.40% | -2.23% | -2.37% | 3.91% | 4.51% | -5.74% | 5.93% | -3.27% | 3.89% | 7.28% | -1.05% | 1.14% | 21.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EUE.L is 45, 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.
EUE.L (iShares Core EURO STOXX 50 UCITS ETF EUR (Dist))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) (EUE.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) granted a 0.04% dividend yield in the last twelve months. The annual payout for that period amounted to £1.91 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £1.91 | £1.39 | £1.13 | £0.90 | £0.78 | £1.15 | £1.12 | £1.01 | £1.13 | £0.98 | £0.90 | £0.79 |
Dividend yield | 0.04% | 0.03% | 0.03% | 0.02% | 0.02% | 0.04% | 0.04% | 0.03% | 0.04% | 0.04% | 0.04% | 0.03% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Core EURO STOXX 50 UCITS ETF EUR (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.15 | £0.00 | £0.00 | £0.59 | £0.74 | |||||||
| 2023 | £0.00 | £0.21 | £0.00 | £0.00 | £0.43 | £0.00 | £0.00 | £0.65 | £0.00 | £0.00 | £0.10 | £0.00 | £1.39 |
| 2022 | £0.00 | £0.10 | £0.00 | £0.00 | £0.29 | £0.00 | £0.00 | £0.65 | £0.00 | £0.00 | £0.09 | £0.00 | £1.13 |
| 2021 | £0.00 | £0.08 | £0.00 | £0.00 | £0.26 | £0.00 | £0.00 | £0.42 | £0.00 | £0.00 | £0.14 | £0.00 | £0.90 |
| 2020 | £0.00 | £0.11 | £0.00 | £0.00 | £0.16 | £0.00 | £0.00 | £0.43 | £0.00 | £0.00 | £0.08 | £0.00 | £0.78 |
| 2019 | £0.00 | £0.17 | £0.00 | £0.00 | £0.27 | £0.00 | £0.00 | £0.62 | £0.00 | £0.00 | £0.11 | £0.00 | £1.15 |
| 2018 | £0.00 | £0.14 | £0.00 | £0.00 | £0.30 | £0.00 | £0.00 | £0.59 | £0.00 | £0.00 | £0.09 | £0.00 | £1.12 |
| 2017 | £0.00 | £0.13 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.59 | £0.00 | £0.00 | £0.08 | £0.00 | £1.01 |
| 2016 | £0.00 | £0.11 | £0.00 | £0.00 | £0.24 | £0.00 | £0.00 | £0.60 | £0.00 | £0.00 | £0.18 | £0.00 | £1.13 |
| 2015 | £0.05 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.72 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.98 |
| 2014 | £0.09 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.66 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.90 |
| 2013 | £0.05 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.58 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.79 |
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 Core EURO STOXX 50 UCITS ETF EUR (Dist). 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 Core EURO STOXX 50 UCITS ETF EUR (Dist) was 50.20%, occurring on Mar 6, 2009. Recovery took 2125 trading sessions.
The current iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) drawdown is 2.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.2% | Jan 3, 2008 | 299 | Mar 6, 2009 | 2125 | Aug 4, 2017 | 2424 |
| -48.65% | Aug 1, 2001 | 127 | Mar 12, 2003 | 610 | Dec 28, 2005 | 737 |
| -33.16% | Nov 3, 2017 | 600 | Mar 18, 2020 | 248 | Mar 11, 2021 | 848 |
| -22.42% | Nov 8, 2021 | 234 | Oct 13, 2022 | 77 | Feb 2, 2023 | 311 |
| -12.59% | Apr 4, 2006 | 47 | Jun 13, 2006 | 104 | Nov 7, 2006 | 151 |
Volatility
Volatility Chart
The current iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) volatility is 4.30%, 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.