Invesco EURO STOXX Optimised Banks UCITS ETF (S7XE.DE)
S7XE.DE is a passive ETF by Invesco tracking the investment results of the EURO STOXX® Optimised Banks. S7XE.DE launched on Apr 11, 2011 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00B3Q19T94 |
|---|---|
| WKN | A1JFG7 |
| Issuer | Invesco |
| Inception Date | Apr 11, 2011 |
| Category | Financials Equities |
| Index Tracked | EURO STOXX® Optimised Banks |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
S7XE.DE has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco EURO STOXX Optimised Banks 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
Invesco EURO STOXX Optimised Banks UCITS ETF had a return of 28.76% year-to-date (YTD) and 51.50% in the last 12 months. Over the past 10 years, Invesco EURO STOXX Optimised Banks UCITS ETF had an annualized return of 3.58%, while the S&P 500 had an annualized return of 10.84%, indicating that Invesco EURO STOXX Optimised Banks UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 28.76% | 10.00% |
| 1 month | 9.63% | 2.41% |
| 6 months | 35.24% | 16.70% |
| 1 year | 51.50% | 26.85% |
| 5 years (annualized) | 13.69% | 12.81% |
| 10 years (annualized) | 3.58% | 10.84% |
Monthly Returns
The table below presents the monthly returns of S7XE.DE, 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 | 2.57% | 0.63% | 14.86% | 3.72% | 28.76% | ||||||||
| 2023 | 15.84% | 5.86% | -13.51% | 3.06% | -2.78% | 9.17% | 6.07% | -1.76% | -0.12% | -3.42% | 8.32% | 1.99% | 28.83% |
| 2022 | 6.47% | -12.12% | -3.43% | -3.94% | 9.40% | -13.03% | -0.46% | -0.70% | -0.62% | 11.93% | 9.16% | 1.36% | 0.46% |
| 2021 | -5.76% | 19.61% | 5.32% | 4.23% | 7.24% | -4.57% | -0.94% | 4.39% | 4.05% | 4.04% | -8.57% | 7.35% | 39.15% |
| 2020 | -5.77% | -8.57% | -35.40% | 2.18% | 4.74% | 9.34% | -6.46% | 6.11% | -12.06% | -2.30% | 38.11% | 0.24% | -23.11% |
| 2019 | 5.87% | 7.74% | -4.95% | 9.25% | -12.79% | 2.22% | -2.23% | -5.98% | 8.72% | 2.99% | 4.20% | 4.31% | 18.12% |
| 2018 | 7.77% | -4.64% | -6.51% | 4.17% | -13.96% | -0.13% | 6.01% | -10.81% | 2.33% | -8.65% | -0.25% | -10.52% | -32.15% |
| 2017 | 0.59% | -3.20% | 12.07% | 4.88% | -1.19% | 1.51% | 3.54% | -3.19% | 5.13% | -1.02% | -2.90% | -1.25% | 14.80% |
| 2016 | -17.72% | -4.12% | -0.50% | 6.67% | -0.61% | -21.09% | 9.47% | 6.35% | -3.80% | 12.73% | 0.69% | 12.32% | -6.24% |
| 2015 | -2.44% | 14.63% | 6.74% | -2.02% | 0.78% | -2.20% | 4.96% | -9.14% | -8.11% | 5.05% | 0.25% | -6.96% | -1.03% |
| 2014 | 3.96% | 5.69% | 1.16% | -0.48% | 0.32% | -4.79% | -1.24% | 1.62% | 2.94% | -5.25% | 2.21% | -6.49% | -1.13% |
| 2013 | 12.46% | -8.07% | -10.83% | 10.37% | 5.68% | -13.49% | 12.73% | 2.73% | 8.58% | 11.02% | 0.57% | 0.39% | 31.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of S7XE.DE is 94, placing it in the top 6% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
S7XE.DE (Invesco EURO STOXX Optimised Banks UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco EURO STOXX Optimised Banks UCITS ETF (S7XE.DE) 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco EURO STOXX Optimised Banks 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 Invesco EURO STOXX Optimised Banks UCITS ETF was 65.33%, occurring on Apr 21, 2020. Recovery took 984 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.33% | Jul 21, 2015 | 1196 | Apr 21, 2020 | 984 | Mar 4, 2024 | 2180 |
| -53.66% | May 18, 2011 | 234 | Jul 24, 2012 | 353 | Jan 8, 2014 | 587 |
| -21.67% | Jun 11, 2014 | 147 | Jan 9, 2015 | 52 | Mar 24, 2015 | 199 |
| -11.86% | Jun 29, 2015 | 7 | Jul 7, 2015 | 7 | Jul 16, 2015 | 14 |
| -10.6% | Apr 7, 2014 | 26 | May 15, 2014 | 17 | Jun 9, 2014 | 43 |
Volatility
Volatility Chart
The current Invesco EURO STOXX Optimised Banks UCITS ETF volatility is 5.12%, 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.