Invesco European Banks Sector UCITS ETF (X7PP.L)
X7PP.L is a passive ETF by Invesco tracking the investment results of the MSCI World/Financials NR USD. X7PP.L launched on Jul 7, 2009 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00B5MTWD60 |
|---|---|
| WKN | A0RPR1 |
| Issuer | Invesco |
| Inception Date | Jul 7, 2009 |
| Category | Financials Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Financials NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
X7PP.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: X7PP.L vs. CB5.L, X7PP.L vs. XDNS.L, X7PP.L vs. XDN0.L, X7PP.L vs. SMGB.L, X7PP.L vs. XUFB.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Invesco European Banks 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 Banks Sector UCITS ETF had a return of 24.54% year-to-date (YTD) and 34.65% in the last 12 months. Over the past 10 years, Invesco European Banks Sector UCITS ETF had an annualized return of 5.11%, while the S&P 500 had an annualized return of 11.43%, indicating that Invesco European Banks Sector UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.54% | 25.82% |
| 1 month | 0.96% | 3.20% |
| 6 months | 0.80% | 14.94% |
| 1 year | 34.65% | 35.92% |
| 5 years (annualized) | 12.10% | 14.22% |
| 10 years (annualized) | 5.11% | 11.43% |
Monthly Returns
The table below presents the monthly returns of X7PP.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 | -0.39% | 2.65% | 11.47% | 3.92% | 5.00% | -5.47% | 5.51% | -1.41% | -0.04% | 1.88% | 24.54% | ||
| 2023 | 13.29% | 5.43% | -13.09% | 3.08% | -4.35% | 7.57% | 5.43% | -2.91% | 3.13% | -4.71% | 6.96% | 4.06% | 23.27% |
| 2022 | 5.58% | -9.81% | -2.05% | -3.17% | 7.85% | -9.84% | -1.17% | 2.14% | -1.86% | 7.32% | 9.54% | 3.18% | 5.53% |
| 2021 | -4.72% | 13.37% | 5.19% | 5.86% | 4.63% | -4.51% | -1.05% | 3.44% | 4.57% | 3.85% | -6.90% | 4.37% | 29.78% |
| 2020 | -5.95% | -6.32% | -28.57% | 0.69% | 5.24% | 6.75% | -6.18% | 5.68% | -11.37% | -0.85% | 31.50% | -0.07% | -18.50% |
| 2019 | 2.60% | 3.35% | -3.87% | 7.75% | -8.19% | 3.06% | -1.18% | -6.96% | 7.61% | -0.23% | 1.57% | 3.97% | 8.33% |
| 2018 | 3.42% | -2.28% | -7.03% | 2.74% | -7.77% | -0.01% | 5.44% | -7.67% | 1.44% | -8.58% | -0.89% | -6.42% | -25.45% |
| 2017 | 2.61% | -2.01% | 6.17% | 1.65% | 2.41% | 1.53% | 4.62% | -0.13% | -0.04% | -1.93% | -1.48% | 1.39% | 15.44% |
| 2016 | -11.97% | -2.57% | 0.02% | 5.24% | -1.19% | -11.03% | 6.99% | 9.85% | -1.46% | 12.63% | -2.02% | 8.52% | 10.08% |
| 2015 | -4.40% | 7.46% | 5.33% | 0.64% | 0.66% | -3.42% | 3.89% | -6.29% | -6.96% | 0.84% | -1.22% | -1.12% | -5.55% |
| 2014 | -3.41% | 4.66% | 0.54% | -2.56% | 3.27% | -6.17% | -4.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of X7PP.L is 60, 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 European Banks Sector UCITS ETF (X7PP.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 European Banks 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 Banks Sector UCITS ETF was 56.28%, occurring on Apr 21, 2020. Recovery took 709 trading sessions.
The current Invesco European Banks Sector UCITS ETF drawdown is 2.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.28% | Jan 30, 2018 | 563 | Apr 21, 2020 | 709 | Feb 16, 2023 | 1272 |
| -36.91% | Jun 4, 2015 | 270 | Jun 27, 2016 | 179 | Mar 10, 2017 | 449 |
| -18.74% | Mar 7, 2023 | 14 | Mar 24, 2023 | 177 | Dec 6, 2023 | 191 |
| -14.28% | Sep 9, 2014 | 89 | Jan 14, 2015 | 49 | Mar 24, 2015 | 138 |
| -9.84% | May 21, 2024 | 55 | Aug 6, 2024 | 52 | Oct 18, 2024 | 107 |
Volatility
Volatility Chart
The current Invesco European Banks Sector UCITS ETF volatility is 4.11%, 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.