Invesco EURO STOXX 50 UCITS ETF (SX5S.L)
SX5S.L is a passive ETF by Invesco tracking the investment results of the MSCI EMU NR EUR. SX5S.L launched on Mar 19, 2009 and has a 0.05% expense ratio.
ETF Info
| ISIN | IE00B60SWX25 |
|---|---|
| WKN | A0RGCL |
| Issuer | Invesco |
| Inception Date | Mar 19, 2009 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EMU NR EUR |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SX5S.L has an expense ratio of 0.05%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SX5S.L vs. ACWX, SX5S.L vs. VXUS, SX5S.L vs. CIBR, SX5S.L vs. ^GSPC, SX5S.L vs. VYMI, SX5S.L vs. VOO, SX5S.L vs. SPY, SX5S.L vs. QQQ, SX5S.L vs. ^SP500TR, SX5S.L vs. S600.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Invesco 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
Invesco EURO STOXX 50 UCITS ETF had a return of 5.88% year-to-date (YTD) and 13.12% in the last 12 months. Over the past 10 years, Invesco EURO STOXX 50 UCITS ETF had an annualized return of 7.72%, while the S&P 500 had an annualized return of 10.88%, indicating that Invesco EURO STOXX 50 UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.88% | 18.10% |
| 1 month | -1.54% | 1.42% |
| 6 months | -2.37% | 9.39% |
| 1 year | 13.12% | 26.58% |
| 5 years (annualized) | 8.14% | 13.42% |
| 10 years (annualized) | 7.72% | 10.88% |
Monthly Returns
The table below presents the monthly returns of SX5S.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 | 0.74% | 5.64% | 4.11% | -2.48% | 2.10% | -2.21% | -0.84% | 1.70% | 5.88% | ||||
| 2023 | 8.84% | 1.21% | 2.26% | 1.53% | -4.02% | 4.40% | 1.66% | -3.95% | -1.61% | -2.44% | 7.18% | 4.15% | 19.91% |
| 2022 | -3.95% | -4.90% | 0.31% | -2.86% | 2.63% | -7.69% | 4.70% | -1.97% | -4.17% | 6.83% | 10.18% | -1.32% | -3.67% |
| 2021 | -3.52% | 2.20% | 6.07% | 4.25% | 1.84% | -0.11% | 0.04% | 2.82% | -2.70% | 3.01% | -3.19% | 4.07% | 15.21% |
| 2020 | -3.49% | -6.24% | -14.06% | 3.06% | 9.46% | 7.25% | -2.14% | 3.15% | -1.53% | -8.30% | 17.75% | 2.03% | 3.00% |
| 2019 | 2.30% | 2.75% | 2.24% | 5.17% | -2.39% | 7.53% | 1.46% | -2.11% | 2.60% | -1.41% | 1.34% | 0.75% | 21.67% |
| 2018 | 1.47% | -3.50% | -2.96% | 5.83% | -1.98% | 0.49% | 4.89% | -3.70% | 0.04% | -6.15% | -0.98% | -3.92% | -10.62% |
| 2017 | -0.67% | 2.20% | 5.38% | 0.89% | 4.68% | -2.41% | 2.34% | 2.46% | 0.09% | 2.33% | -2.38% | -1.09% | 14.35% |
| 2016 | -3.42% | -1.07% | 4.01% | 0.40% | 0.13% | 2.54% | 5.16% | 2.51% | 1.06% | 5.88% | -5.85% | 8.68% | 20.93% |
| 2015 | 3.12% | 3.57% | 2.92% | -0.96% | -1.62% | -4.83% | 4.55% | -5.74% | -4.46% | 6.52% | 1.22% | -2.31% | 1.10% |
| 2014 | -4.39% | 1.42% | 0.34% | -3.02% | 6.10% | -5.24% | -5.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SX5S.L is 44, 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 Invesco EURO STOXX 50 UCITS ETF (SX5S.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 Invesco 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 Invesco EURO STOXX 50 UCITS ETF was 32.54%, occurring on Mar 16, 2020. Recovery took 181 trading sessions.
The current Invesco EURO STOXX 50 UCITS ETF drawdown is 6.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.54% | Jan 20, 2020 | 41 | Mar 16, 2020 | 181 | Dec 2, 2020 | 222 |
| -21.71% | Nov 15, 2021 | 77 | Mar 7, 2022 | 212 | Jan 11, 2023 | 289 |
| -21.48% | Apr 14, 2015 | 212 | Feb 11, 2016 | 126 | Aug 11, 2016 | 338 |
| -16.8% | Nov 3, 2017 | 289 | Dec 27, 2018 | 126 | Jun 28, 2019 | 415 |
| -12.09% | Sep 9, 2014 | 28 | Oct 16, 2014 | 90 | Feb 24, 2015 | 118 |
Volatility
Volatility Chart
The current Invesco EURO STOXX 50 UCITS ETF volatility is 3.33%, 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.