iShares Core EURO STOXX 50 UCITS ETF (ISX5.L)
iShares Core EURO STOXX 50 UCITS ETF is an exchange traded fund launched by BlackRock Asset Management Ireland Limited. It is managed by BlackRock Advisors (UK) Limited. The fund invests in the public equity markets of the Euro zone. It seeks to invest in stocks of companies operating across diversified sectors. It invests in the stocks of large-cap companies. The fund seeks to replicate the performance of the EURO STOXX 50 Index, by investing in the stocks of companies as per their weightings in the index. It was formerly known as iShares EURO STOXX 50 - B UCITS ETF (Acc). iShares Core EURO STOXX 50 UCITS ETF was formed on January 26, 2010 and is domiciled in Ireland.
ETF Info
| ISIN | IE00B53L3W79 |
|---|---|
| Issuer | iShares |
| Inception Date | Jan 26, 2010 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EMU NR EUR |
| Asset Class | Equity |
Expense Ratio
ISX5.L has an expense ratio of 0.00%, indicating no management fees are charged.
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 Core 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 Core EURO STOXX 50 UCITS ETF had a return of 7.43% year-to-date (YTD) and 19.80% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.43% | 13.39% |
| 1 month | 2.89% | 4.02% |
| 6 months | -1.09% | 5.56% |
| 1 year | 19.80% | 21.51% |
| 5 years (annualized) | 9.35% | 12.69% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns
The table below presents the monthly returns of ISX5.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% | 4.89% | 4.23% | -3.39% | 3.64% | -2.93% | 0.80% | 4.08% | 7.43% | ||||
| 2023 | 11.29% | -0.40% | 4.28% | 3.21% | -5.54% | 7.23% | 2.89% | -5.29% | -5.20% | -3.08% | 11.81% | 4.92% | 26.91% |
| 2022 | -4.39% | -5.11% | -1.55% | -7.27% | 2.90% | -10.94% | 4.87% | -6.26% | -8.13% | 10.21% | 14.42% | -0.30% | -13.81% |
| 2021 | -3.05% | 3.74% | 5.04% | 4.47% | 4.55% | -2.75% | 0.73% | 1.74% | -4.78% | 5.08% | -6.70% | 6.35% | 14.17% |
| 2020 | -3.50% | -9.17% | -16.10% | 4.18% | 7.22% | 7.65% | 3.89% | 4.67% | -4.56% | -8.13% | 21.21% | 4.52% | 6.81% |
| 2019 | 5.20% | 3.95% | 0.20% | 5.16% | -5.57% | 8.40% | -2.43% | -2.40% | 3.59% | 3.69% | 1.35% | 2.71% | 25.61% |
| 2018 | 6.52% | -6.24% | -1.33% | 3.80% | -5.34% | -0.22% | 4.33% | -4.71% | 0.60% | -8.25% | -0.96% | -3.80% | -15.55% |
| 2017 | 1.43% | 1.11% | 6.16% | 4.22% | 4.56% | -1.79% | 3.83% | 0.10% | 4.18% | 1.29% | -0.64% | -0.96% | 25.74% |
| 2016 | 1.01% | 7.08% | 8.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ISX5.L is 55, 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 Core EURO STOXX 50 UCITS ETF (ISX5.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Core 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 Core EURO STOXX 50 UCITS ETF was 38.62%, occurring on Mar 18, 2020. Recovery took 171 trading sessions.
The current iShares Core EURO STOXX 50 UCITS ETF drawdown is 4.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.62% | Jan 29, 2018 | 541 | Mar 18, 2020 | 171 | Nov 24, 2020 | 712 |
| -34.86% | Nov 9, 2021 | 222 | Sep 29, 2022 | 178 | Jun 16, 2023 | 400 |
| -13.68% | Jul 17, 2023 | 74 | Oct 27, 2023 | 34 | Dec 14, 2023 | 108 |
| -9.45% | May 16, 2024 | 58 | Aug 6, 2024 | — | — | — |
| -7.93% | Jun 17, 2021 | 23 | Jul 19, 2021 | 32 | Sep 2, 2021 | 55 |
Volatility
Volatility Chart
The current iShares Core EURO STOXX 50 UCITS ETF volatility is 4.02%, 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.