iShares EURO STOXX 50 UCITS ETF (EUEA.AS)
EUEA.AS is a passive ETF by iShares tracking the investment results of the MSCI EMU NR EUR. EUEA.AS 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 |
| Leveraged | 1x |
| Index Tracked | MSCI EMU NR EUR |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
EUEA.AS has an expense ratio of 0.10%, which is considered low compared to other funds.
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 EURO STOXX 50 UCITS ETF, 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 EURO STOXX 50 UCITS ETF had a return of 6.50% year-to-date (YTD) and 13.91% in the last 12 months. Over the past 10 years, iShares EURO STOXX 50 UCITS ETF had an annualized return of 7.43%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares EURO STOXX 50 UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.50% | 25.45% |
| 1 month | -5.11% | 2.91% |
| 6 months | -7.00% | 14.05% |
| 1 year | 13.91% | 35.64% |
| 5 years (annualized) | 7.67% | 14.13% |
| 10 years (annualized) | 7.43% | 11.39% |
Monthly Returns
The table below presents the monthly returns of EUEA.AS, 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 | 2.95% | 5.19% | 4.27% | -2.32% | 2.22% | -1.63% | -0.28% | 0.42% | 1.03% | -3.45% | 6.50% | ||
| 2023 | 10.13% | 1.91% | 2.19% | 1.45% | -1.93% | 4.45% | 1.80% | -3.89% | -2.79% | -2.68% | 8.16% | 3.17% | 23.09% |
| 2022 | -2.85% | -6.02% | -0.34% | -1.97% | 1.07% | -8.64% | 7.39% | -5.12% | -5.45% | 9.00% | 9.56% | -4.29% | -9.29% |
| 2021 | -1.76% | 4.35% | 7.96% | 1.89% | 2.52% | 0.78% | 0.66% | 2.47% | -3.18% | 5.28% | -4.34% | 5.87% | 24.05% |
| 2020 | -2.30% | -8.36% | -16.12% | 5.02% | 5.13% | 6.31% | -1.51% | 3.16% | -2.16% | -7.43% | 17.97% | 1.85% | -2.55% |
| 2019 | 4.95% | 4.44% | 1.83% | 5.35% | -5.13% | 6.02% | -0.06% | -1.04% | 4.19% | 1.18% | 2.75% | 0.88% | 27.81% |
| 2018 | 3.01% | -4.59% | -2.08% | 5.84% | -2.32% | -0.07% | 3.96% | -3.78% | 0.35% | -5.79% | -0.82% | -4.68% | -11.11% |
| 2017 | -1.54% | 2.75% | 5.66% | 2.10% | 1.16% | -2.93% | 0.44% | -0.88% | 5.21% | 2.46% | -2.86% | -1.70% | 9.80% |
| 2016 | -6.74% | -3.19% | 2.17% | 1.37% | 2.65% | -5.98% | 4.41% | 1.19% | -0.16% | 1.85% | 0.08% | 7.86% | 4.64% |
| 2015 | 6.63% | 7.47% | 2.80% | -1.96% | 0.23% | -4.04% | 5.48% | -9.03% | -5.22% | 10.38% | 2.68% | -6.73% | 6.80% |
| 2014 | -3.18% | 4.30% | 0.60% | 1.69% | 3.01% | -0.24% | -3.36% | 1.64% | 1.96% | -3.50% | 4.58% | -2.94% | 4.13% |
| 2013 | 3.06% | -2.66% | -0.45% | 4.24% | 3.41% | -5.84% | 6.48% | -1.56% | 6.37% | 6.08% | 0.83% | 1.13% | 22.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EUEA.AS is 25, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares EURO STOXX 50 UCITS ETF (EUEA.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares EURO STOXX 50 UCITS ETF provided a 1.74% dividend yield over the last twelve months, with an annual payout of €0.84 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €0.84 | €1.39 | €1.13 | €0.90 | €0.78 | €1.17 | €1.12 | €1.01 | €1.13 | €0.98 | €0.91 | €0.79 |
Dividend yield | 1.74% | 3.03% | 2.94% | 2.06% | 2.17% | 3.09% | 3.66% | 2.84% | 3.39% | 2.96% | 2.86% | 2.51% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares EURO STOXX 50 UCITS ETF. 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 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €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 | €1.17 |
| 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 | €0.91 |
| 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares EURO STOXX 50 UCITS ETF. 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 EURO STOXX 50 UCITS ETF was 61.19%, occurring on Mar 12, 2003. Recovery took 3065 trading sessions.
The current iShares EURO STOXX 50 UCITS ETF drawdown is 7.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.19% | Jan 18, 2001 | 538 | Mar 12, 2003 | 3065 | Mar 20, 2015 | 3603 |
| -38.22% | Feb 20, 2020 | 20 | Mar 18, 2020 | 249 | Mar 9, 2021 | 269 |
| -28.02% | Apr 14, 2015 | 215 | Feb 11, 2016 | 303 | Apr 24, 2017 | 518 |
| -23.36% | Nov 17, 2021 | 225 | Sep 29, 2022 | 98 | Feb 15, 2023 | 323 |
| -17.74% | Nov 2, 2017 | 293 | Dec 27, 2018 | 128 | Jul 1, 2019 | 421 |
Volatility
Volatility Chart
The current iShares EURO STOXX 50 UCITS ETF volatility is 4.59%, 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.