iShares VII PLC - iShares Core EURO STOXX 50 ETF EUR Acc

10-Year Study

CS51.LSE · · GB · ETF

Executive Summary: iShares VII PLC - iShares Core EURO STOXX 50 ETF EUR Acc has compounded at 11.4% annually over the last 10 years, with a maximum drawdown of 22.5% and an annualized volatility of 16.9%.

1Y CAGR
+17.2%
3Y CAGR
+15.7%
5Y CAGR
+11.2%
10Y CAGR
+11.4%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
22.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.53
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.87
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
15.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +28.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -10.7%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
80%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20262.14.8-9.86.5————————2.7%
20259.12.0-2.30.44.30.81.30.74.13.20.01.828.2%
20240.95.44.4-2.72.2-2.1-0.81.6-0.2-2.2-1.61.66.2%
20238.81.12.41.6-4.34.51.6-3.8-1.6-2.57.24.219.9%
2022-3.7-5.10.4-2.92.6-7.64.7-2.3-3.86.810.2-1.2-3.3%
2021-3.52.36.04.21.9-0.40.23.1-2.62.9-3.44.215.5%
2020-3.8-6.2-14.13.19.36.8-1.93.5-1.7-8.117.82.02.7%
20192.32.72.35.2-2.57.61.4-2.12.7-1.71.71.022.2%
20181.4-3.5-3.05.8-2.00.64.9-3.70.1-6.2-1.0-3.9-10.7%
2017-0.72.25.40.84.9-2.42.32.50.02.3-2.4-1.014.5%
2016———0.50.12.65.12.60.86.0-5.78.621.9%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 16.9%. The dominant macroeconomic risk driver is VEA.US, accounting for 87.7% of variance. Idiosyncratic stock-specific factors contribute 8.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110048.059149722736
2016-05-0110062.846580406655
2016-06-0110327.5415896488
2016-07-0110852.495378927912
2016-08-0111138.632162661737
2016-09-0111231.053604436229
2016-10-0111903.142329020333
2016-11-0111221.441774491683
2016-12-0112190.757855822552
2017-01-0112109.426987060999
2017-02-0112377.818853974122
2017-03-0113042.513863216265
2017-04-0113151.940850277264
2017-05-0113791.497227356745
2017-06-0113457.301293900186
2017-07-0113767.09796672828
2017-08-0114108.687615526802
2017-09-0114112.38447319778
2017-10-0114442.144177449167
2017-11-0114102.03327171904
2017-12-0113954.898336414048
2018-01-0114147.13493530499
2018-02-0113656.192236598892
2018-03-0113245.101663585952
2018-04-0114017.744916820702
2018-05-0113739.001848428836
2018-06-0113815.896487985214
2018-07-0114494.63955637708
2018-08-0113957.855822550831
2018-09-0113968.946395563771
2018-10-0113106.099815157117
2018-11-0112973.012939001848
2018-12-0112460.628465804066
2019-01-0112753.419593345656
2019-02-0113100.18484288355
2019-03-0113399.630314232902
2019-04-0114090.9426987061
2019-05-0113736.044362292052
2019-06-0114783.73382624769
2019-07-0114997.412199630313
2019-08-0114680.961182994453
2019-09-0115074.306839186691
2019-10-0114822.920517560075
2019-11-0115069.870609981515
2019-12-0115222.181146025878
2020-01-0114643.253234750462
2020-02-0113732.347504621071
2020-03-0111801.84842883549
2020-04-0112172.273567467653
2020-05-0113299.81515711645
2020-06-0114207.763401109058
2020-07-0113935.674676524954
2020-08-0114417.005545286507
2020-09-0114167.837338262476
2020-10-0113017.375231053606
2020-11-0115333.086876155268
2020-12-0115633.271719038818
2021-01-0115089.094269870611
2021-02-0115441.035120147875
2021-03-0116369.685767097966
2021-04-0117061.73752310536
2021-05-0117390.018484288354
2021-06-0117327.911275415896
2021-07-0117367.837338262478
2021-08-0117901.66358595194
2021-09-0117432.90203327172
2021-10-0117946.025878003697
2021-11-0117327.911275415896
2021-12-0118053.974121996303
2022-01-0117385.58225508318
2022-02-0116507.20887245841
2022-03-0116579.667282809613
2022-04-0116096.118299445472
2022-05-0116507.20887245841
2022-06-0115254.713493530498
2022-07-0115965.988909426987
2022-08-0115606.654343807764
2022-09-0115009.242144177448
2022-10-0116034.011090573013
2022-11-0117672.458410351202
2022-12-0117459.519408502772
2023-01-0118998.890942698705
2023-02-0119208.87245841035
2023-03-0119662.846580406655
2023-04-0119986.69131238447
2023-05-0119133.456561922365
2023-06-0119994.085027726433
2023-07-0120314.972273567466
2023-08-0119543.068391866913
2023-09-0119235.489833641404
2023-10-0118759.334565619225
2023-11-0120102.03327171904
2023-12-0120941.959334565618
2024-01-0121122.365988909427
2024-02-0122260.998151571166
2024-03-0123236.968576709794
2024-04-0122607.024029574863
2024-05-0123095.009242144177
2024-06-0122607.024029574863
2024-07-0122423.659889094273
2024-08-0122778.558225508317
2024-09-0122734.19593345656
2024-10-0122229.944547134935
2024-11-0121876.52495378928
2024-12-0122232.90203327172
2025-01-0124251.386321626618
2025-02-0124740.850277264322
2025-03-0124177.449168207022
2025-04-0124269.13123844732
2025-05-0125313.12384473198
2025-06-0125517.190388170056
2025-07-0125860.258780036966
2025-08-0126049.53789279113
2025-09-0127129.020332717188
2025-10-0127995.563770794823
2025-11-0128000
2025-12-0128504.251386321626
2026-01-0129107.57855822551
2026-02-0130495.378927911275
2026-03-0127504.621072088725
2026-04-0129279.112754158967
Annual Return Matrix
YearAnnual Return
20170.14471130519165443
2018-0.1070785207163294
20190.22162226309855804
20200.027006022925976314
20210.1548429814604615
2022-0.032926529609304644
20230.19945794867451516
20240.06164383561643838
20250.2820751579647489
20260.027184063083627308
Total Factor Risk
0.16860776383845089
VTI.US Exposure
0.051592250769389475
VEA.US Exposure
0.8774534568975967
VWO.US Exposure
-0.05159903311809182
QQQ.US Exposure
-0.1297300273762616
VTV.US Exposure
-0.12743904731666786
IJR.US Exposure
0.024908908166961348
QUAL.US Exposure
0.2786020355349079
SHV.US Exposure
0.07514945220262033
TLT.US Exposure
0.0266166917135726
LQD.US Exposure
-0.02214983109520994
HYG.US Exposure
-0.023987407974409753
GLD.US Exposure
-0.012669293978115772
USO.US Exposure
-0.0025424821607120023
VNQ.US Exposure
-0.04794460699857175
BTC-USD.CC Exposure
-0.001470132287087389
CPER.US Exposure
0.03374087353495766
VIX.INDX Exposure
-0.014584215638212342
UUP.US Exposure
-0.02724364584352194
TIP.US Exposure
0.007206175207538581
Idiosyncratic Exposure
0.08608987975931756
Value Score
44
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
16.9%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →14.9x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$114.1B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+1.7%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+5.5%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
4.0% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is iShares VII PLC - iShares Core EURO STOXX 50 ETF EUR Acc a high-risk investment?

iShares VII PLC - iShares Core EURO STOXX 50 ETF EUR Acc (CS51.LSE) has an annualized volatility of 16.9% and experienced a maximum drawdown of 22.5% over the last 10 years. Its primary macro risk driver is VEA.US.

What is the 10-year return of CS51.LSE?

Over the past 10 years, CS51.LSE has generated a Compound Annual Growth Rate (CAGR) of 11.4%. It has had a positive return in 80% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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