Invesco European Financials Sector UCITS ETF (SC02.DE)
SC02.DE is a passive ETF by Invesco tracking the investment results of the STOXX® Europe 600 Optimised Financial Services. SC02.DE launched on Jul 7, 2009 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00B5MTYK77 |
|---|---|
| WKN | A0RPR5 |
| Issuer | Invesco |
| Inception Date | Jul 7, 2009 |
| Category | Financials Equities |
| Index Tracked | STOXX® Europe 600 Optimised Financial Services |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SC02.DE has a high expense ratio of 0.20%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco European Financials Sector 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 European Financials Sector UCITS ETF had a return of 7.69% year-to-date (YTD) and 28.90% in the last 12 months. Over the past 10 years, Invesco European Financials Sector UCITS ETF had an annualized return of 17.72%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.69% | 11.29% |
| 1 month | 3.42% | 4.87% |
| 6 months | 20.59% | 17.88% |
| 1 year | 28.90% | 29.16% |
| 5 years (annualized) | 14.67% | 13.20% |
| 10 years (annualized) | 17.72% | 10.97% |
Monthly Returns
The table below presents the monthly returns of SC02.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 | 0.38% | 0.91% | 4.67% | -4.51% | 7.69% | ||||||||
| 2023 | 7.32% | 3.05% | -4.62% | 2.16% | -1.60% | 1.03% | 5.10% | -0.36% | -0.19% | -5.37% | 12.21% | 7.31% | 27.60% |
| 2022 | -5.57% | -5.83% | 5.84% | -6.09% | 0.55% | -11.90% | 11.79% | -7.09% | -7.72% | 4.64% | 6.92% | -5.35% | -20.53% |
| 2021 | 0.40% | 4.45% | 0.66% | 2.51% | 2.86% | 2.52% | 3.42% | 1.79% | -5.44% | 8.27% | -2.15% | 3.28% | 24.27% |
| 2020 | 1.04% | -8.42% | -18.82% | 12.64% | 5.16% | 2.70% | 1.54% | 4.33% | -4.56% | -4.72% | 17.26% | 3.37% | 6.71% |
| 2019 | 11.26% | 0.56% | 3.14% | 8.06% | -1.92% | 3.21% | 3.67% | -2.60% | 7.85% | -0.02% | 4.36% | 3.69% | 48.72% |
| 2018 | 5.56% | -3.84% | -3.74% | 4.62% | 2.75% | -5.90% | 1.23% | 0.78% | 1.55% | -10.83% | -1.28% | -6.34% | -15.57% |
| 2017 | 3.39% | 1.89% | 2.72% | 7.85% | -0.06% | 0.88% | -1.04% | -3.03% | 3.43% | 2.91% | -2.01% | 0.91% | 18.83% |
| 2016 | -13.37% | -0.52% | 2.88% | 2.77% | 2.81% | -12.76% | 6.91% | 1.72% | 0.15% | -1.10% | 2.62% | 1.72% | -8.11% |
| 2015 | 8.23% | 9.88% | 2.93% | 0.94% | 3.32% | -5.81% | 5.13% | -8.55% | -2.59% | 11.05% | 2.60% | -4.03% | 23.14% |
| 2014 | -4.69% | 5.91% | -3.73% | 0.87% | 7.47% | -0.41% | -0.32% | -1.77% | 1.01% | 1.30% | 3.13% | 3.78% | 12.51% |
| 2013 | 11.73% | 4.26% | 1.26% | 0.62% | 6.82% | -3.37% | 0.96% | 1.87% | 6.92% | 4.33% | 1.67% | 4.22% | 48.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SC02.DE is 74, 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.
SC02.DE (Invesco European Financials Sector UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco European Financials Sector UCITS ETF (SC02.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 European Financials Sector 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 European Financials Sector UCITS ETF was 42.86%, occurring on Mar 23, 2020. Recovery took 149 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.86% | Feb 20, 2020 | 19 | Mar 23, 2020 | 149 | Jan 6, 2021 | 168 |
| -31.52% | Feb 15, 2011 | 97 | Nov 24, 2011 | 91 | Jan 28, 2013 | 188 |
| -29.68% | Nov 16, 2021 | 219 | Oct 12, 2022 | 351 | Feb 26, 2024 | 570 |
| -27.81% | Jul 24, 2015 | 129 | Jun 27, 2016 | 113 | Apr 24, 2017 | 242 |
| -20.69% | Jan 30, 2018 | 48 | Dec 27, 2018 | 23 | Jun 25, 2019 | 71 |
Volatility
Volatility Chart
The current Invesco European Financials Sector UCITS ETF volatility is 4.78%, 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.