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CEUG.L vs. RR.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CEUG.L vs. RR.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI EMU UCITS ETF GBP Hedged (Dist) (CEUG.L) and Rolls-Royce Holdings PLC (RR.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CEUG.L is traded in GBP, while RR.L is traded in GBp. To make them comparable, the RR.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with CEUG.L having a 9.89% return and RR.L slightly higher at 10.33%.


CEUG.L

1D
0.43%
1M
4.93%
YTD
9.89%
6M
11.74%
1Y
20.38%
3Y*
17.97%
5Y*
12.03%
10Y*

RR.L

1D
0.40%
1M
5.09%
YTD
10.33%
6M
16.29%
1Y
42.96%
3Y*
105.84%
5Y*
64.29%
10Y*
21.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CEUG.L vs. RR.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CEUG.L
iShares MSCI EMU UCITS ETF GBP Hedged (Dist)
9.89%26.75%10.82%20.52%-10.51%22.89%-0.23%26.22%-13.84%
RR.L
Rolls-Royce Holdings PLC
10.33%104.79%89.72%221.57%-24.15%10.45%-52.55%-15.32%0.01%

Correlation

The correlation between CEUG.L and RR.L is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.48

Correlation (5Y)
Calculated over the trailing 5-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Jun 5, 2018

0.50

The correlation between CEUG.L and RR.L has been stable across timeframes, ranging from 0.48 to 0.55 - a consistent structural relationship.

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Return for Risk

CEUG.L vs. RR.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CEUG.L
CEUG.L Risk / Return Rank: 4343
Overall Rank
CEUG.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
CEUG.L Sortino Ratio Rank: 4343
Sortino Ratio Rank
CEUG.L Omega Ratio Rank: 4343
Omega Ratio Rank
CEUG.L Calmar Ratio Rank: 4242
Calmar Ratio Rank
CEUG.L Martin Ratio Rank: 4646
Martin Ratio Rank

RR.L
RR.L Risk / Return Rank: 7575
Overall Rank
RR.L Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
RR.L Sortino Ratio Rank: 7272
Sortino Ratio Rank
RR.L Omega Ratio Rank: 7070
Omega Ratio Rank
RR.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
RR.L Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CEUG.L vs. RR.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU UCITS ETF GBP Hedged (Dist) (CEUG.L) and Rolls-Royce Holdings PLC (RR.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CEUG.LRR.LDifference
Sharpe ratioReturn per unit of total volatility

+0.25

Sortino ratioReturn per unit of downside risk

+0.28

Omega ratioGain probability vs. loss probability

1.27

1.22

+0.05

Calmar ratioReturn relative to maximum drawdown

2.03

2.25

-0.21

Martin ratioReturn relative to average drawdown

7.54

6.29

+1.25

CEUG.L vs. RR.L - Sharpe Ratio Comparison

The current CEUG.L Sharpe Ratio is 1.44, which is comparable to the RR.L Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of CEUG.L and RR.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CEUG.LRR.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.44

1.19

+0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

1.53

-0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.34

+0.24

Drawdowns

CEUG.L vs. RR.L - Drawdown Comparison

The maximum CEUG.L drawdown since its inception was -38.52%, smaller than the maximum RR.L drawdown of -89.20%. Use the drawdown chart below to compare losses from any high point for CEUG.L and RR.L.


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Drawdown Indicators


CEUG.LRR.LDifference

Max Drawdown

Largest peak-to-trough decline

-38.52%

-89.20%

+50.68%

Max Drawdown (1Y)

Largest decline over 1 year

-9.98%

-19.04%

+9.06%

Max Drawdown (3Y)

Largest decline over 3 years

-15.34%

-21.78%

+6.44%

Max Drawdown (5Y)

Largest decline over 5 years

-24.07%

-55.09%

+31.02%

Max Drawdown (10Y)

Largest decline over 10 years

-89.20%

Current Drawdown

Current decline from peak

-0.12%

-6.91%

+6.79%

Average Drawdown

Average peak-to-trough decline

-5.52%

-22.66%

+17.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.70%

6.81%

-4.11%

Volatility

CEUG.L vs. RR.L - Volatility Comparison

The current volatility for iShares MSCI EMU UCITS ETF GBP Hedged (Dist) (CEUG.L) is 5.01%, while Rolls-Royce Holdings PLC (RR.L) has a volatility of 13.28%. This indicates that CEUG.L experiences smaller price fluctuations and is considered to be less risky than RR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CEUG.LRR.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.01%

13.28%

-8.27%

Volatility (6M)

Calculated over the trailing 6-month period

11.39%

30.84%

-19.45%

Volatility (1Y)

Calculated over the trailing 1-year period

14.07%

35.95%

-21.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.17%

42.02%

-25.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.04%

48.57%

-30.53%

Dividends

CEUG.L vs. RR.L - Dividend Comparison

CEUG.L's dividend yield for the trailing twelve months is around 2.35%, more than RR.L's 0.75% yield.


PositionTTM20252024202320222021202020192018201720162015
CEUG.L
iShares MSCI EMU UCITS ETF GBP Hedged (Dist)
2.35%2.53%2.80%2.73%2.84%1.81%1.77%3.05%0.38%0.00%0.00%0.00%
RR.L
Rolls-Royce Holdings PLC
0.75%0.91%0.00%0.00%0.00%0.00%0.00%1.71%1.43%3.07%1.83%4.31%

Frequently Asked Questions


CEUG.L and RR.L have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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