iShares STOXX Europe 50 UCITS (EUN.L)
EUN.L is a passive ETF by iShares tracking the investment results of the MSCI Europe NR EUR. EUN.L launched on Apr 3, 2000 and has a 0.35% expense ratio.
ETF Info
| ISIN | IE0008470928 |
|---|---|
| Issuer | iShares |
| Inception Date | Apr 3, 2000 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Europe NR EUR |
| Asset Class | Equity |
Expense Ratio
EUN.L features an expense ratio of 0.35%, 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 STOXX Europe 50 UCITS, 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 STOXX Europe 50 UCITS had a return of 1.59% year-to-date (YTD) and 6.35% in the last 12 months. Over the past 10 years, iShares STOXX Europe 50 UCITS had an annualized return of 7.16%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares STOXX Europe 50 UCITS did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.59% | 25.48% |
| 1 month | -6.17% | 2.14% |
| 6 months | -8.57% | 12.76% |
| 1 year | 6.35% | 33.14% |
| 5 years (annualized) | 7.05% | 13.96% |
| 10 years (annualized) | 7.16% | 11.39% |
Monthly Returns
The table below presents the monthly returns of EUN.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 | 0.71% | 2.08% | 4.10% | -0.27% | 2.41% | -0.42% | -0.60% | 1.76% | -3.35% | -1.83% | 1.59% | ||
| 2023 | 4.71% | 0.23% | 2.21% | 2.88% | -4.49% | 2.14% | 1.20% | -2.00% | 0.25% | -2.50% | 3.70% | 3.89% | 12.45% |
| 2022 | -2.54% | -2.01% | 3.30% | -0.23% | 0.73% | -4.81% | 3.52% | -1.00% | -3.31% | 4.13% | 8.05% | -0.92% | 4.23% |
| 2021 | -2.46% | -0.37% | 5.09% | 4.57% | 1.68% | 1.46% | 0.57% | 2.23% | -2.61% | 3.33% | -1.07% | 4.37% | 17.70% |
| 2020 | -2.18% | -6.73% | -7.69% | 2.58% | 5.83% | 4.56% | -3.01% | 1.08% | -0.32% | -7.98% | 13.05% | 1.86% | -1.02% |
| 2019 | 2.06% | 2.96% | 3.86% | 2.94% | -1.21% | 6.24% | 1.62% | -2.00% | 1.97% | -2.01% | 1.17% | 1.48% | 20.48% |
| 2018 | -0.51% | -3.93% | -2.78% | 4.55% | -0.12% | 0.76% | 4.87% | -3.46% | 0.64% | -4.16% | -0.41% | -4.55% | -9.23% |
| 2017 | 0.08% | 2.77% | 3.55% | -0.31% | 5.31% | -2.27% | 0.66% | 2.32% | -0.37% | 1.48% | -1.50% | 1.45% | 13.71% |
| 2016 | -3.12% | -1.03% | 2.00% | 1.79% | 0.36% | 5.47% | 3.51% | 0.93% | 1.16% | 3.16% | -4.92% | 7.10% | 16.97% |
| 2015 | 2.79% | 2.81% | 1.51% | 1.19% | -0.67% | -5.58% | 4.18% | -5.91% | -3.53% | 4.56% | 1.12% | -1.24% | 0.51% |
| 2014 | -3.55% | 4.40% | -0.89% | 1.80% | 1.87% | -1.82% | -2.34% | 2.29% | -0.47% | -1.99% | 4.64% | -4.24% | -0.78% |
| 2013 | 8.33% | 0.55% | 1.12% | 1.33% | 2.62% | -5.01% | 5.73% | -2.76% | 1.72% | 5.37% | -0.91% | 0.97% | 19.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EUN.L is 18, indicating that it is in the bottom 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares STOXX Europe 50 UCITS (EUN.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares STOXX Europe 50 UCITS provided a 3.16% dividend yield over the last twelve months, with an annual payout of £1.14 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 | £1.14 | £0.92 | £0.83 | £0.74 | £0.68 | £0.90 | £0.88 | £0.91 | £0.83 | £0.69 | £0.68 | £0.69 |
Dividend yield | 3.16% | 2.54% | 2.51% | 2.27% | 2.39% | 3.08% | 3.47% | 3.17% | 3.17% | 2.99% | 2.87% | 2.81% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares STOXX Europe 50 UCITS. 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 | £0.09 | £0.00 | £0.00 | £0.48 | £0.00 | £0.00 | £0.32 | £0.00 | £0.00 | £0.12 | £1.00 | |
| 2023 | £0.00 | £0.09 | £0.00 | £0.00 | £0.38 | £0.00 | £0.00 | £0.31 | £0.00 | £0.00 | £0.14 | £0.00 | £0.92 |
| 2022 | £0.00 | £0.07 | £0.00 | £0.00 | £0.33 | £0.00 | £0.00 | £0.29 | £0.00 | £0.00 | £0.14 | £0.00 | £0.83 |
| 2021 | £0.00 | £0.06 | £0.00 | £0.00 | £0.33 | £0.00 | £0.00 | £0.20 | £0.00 | £0.00 | £0.16 | £0.00 | £0.74 |
| 2020 | £0.00 | £0.07 | £0.00 | £0.00 | £0.28 | £0.00 | £0.00 | £0.25 | £0.00 | £0.00 | £0.08 | £0.00 | £0.68 |
| 2019 | £0.00 | £0.11 | £0.00 | £0.00 | £0.36 | £0.00 | £0.00 | £0.29 | £0.00 | £0.00 | £0.15 | £0.00 | £0.90 |
| 2018 | £0.00 | £0.10 | £0.00 | £0.00 | £0.35 | £0.00 | £0.00 | £0.29 | £0.00 | £0.00 | £0.14 | £0.00 | £0.88 |
| 2017 | £0.00 | £0.11 | £0.00 | £0.00 | £0.34 | £0.00 | £0.00 | £0.31 | £0.00 | £0.00 | £0.15 | £0.00 | £0.91 |
| 2016 | £0.00 | £0.09 | £0.00 | £0.00 | £0.31 | £0.00 | £0.00 | £0.26 | £0.00 | £0.00 | £0.17 | £0.00 | £0.83 |
| 2015 | £0.06 | £0.00 | £0.00 | £0.23 | £0.00 | £0.00 | £0.27 | £0.00 | £0.00 | £0.00 | £0.12 | £0.00 | £0.69 |
| 2014 | £0.09 | £0.00 | £0.00 | £0.20 | £0.00 | £0.00 | £0.28 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.68 |
| 2013 | £0.07 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.30 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.69 |
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 STOXX Europe 50 UCITS. 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 STOXX Europe 50 UCITS was 45.11%, occurring on Mar 6, 2009. Recovery took 875 trading sessions.
The current iShares STOXX Europe 50 UCITS drawdown is 8.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.11% | Dec 10, 2007 | 282 | Mar 6, 2009 | 875 | Feb 20, 2013 | 1157 |
| -32.47% | Jul 22, 2002 | 15 | Mar 6, 2003 | 276 | Jun 15, 2005 | 291 |
| -26.13% | Feb 12, 2020 | 24 | Mar 16, 2020 | 265 | Apr 6, 2021 | 289 |
| -20.32% | Apr 13, 2015 | 213 | Feb 11, 2016 | 126 | Aug 11, 2016 | 339 |
| -13.27% | Aug 9, 2018 | 98 | Dec 27, 2018 | 97 | May 17, 2019 | 195 |
Volatility
Volatility Chart
The current iShares STOXX Europe 50 UCITS volatility is 2.70%, 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.