iShares VII PLC - iShares FTSE 100 ETF GBP Acc

10-Year Study

CUKX.LSE · · GB · ETF

Executive Summary: iShares VII PLC - iShares FTSE 100 ETF GBP Acc has compounded at 9.5% annually over the last 10 years, with a maximum drawdown of 23.9% and an annualized volatility of 13.0%.

1Y CAGR
+26.8%
3Y CAGR
+16.7%
5Y CAGR
+12.6%
10Y CAGR
+9.5%

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 →
23.9%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.48
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.67
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
12.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +25.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -11.3%
% 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.
20263.36.9-6.24.3————————8.0%
20256.31.8-1.9-0.83.7-0.04.41.21.84.30.32.425.8%
2024-1.20.14.82.92.1-1.02.40.8-1.6-1.62.6-1.29.3%
20234.11.8-2.13.3-4.81.02.7-2.42.3-3.82.33.77.7%
20221.30.41.60.71.0-5.63.4-1.2-5.02.97.2-1.35.0%
2021-1.11.54.43.91.2-0.20.12.1-0.52.5-2.44.817.5%
2020-3.4-8.8-13.64.03.12.2-4.11.3-1.4-4.612.43.5-11.3%
20193.72.43.32.4-3.14.02.3-4.43.4-1.81.72.417.2%
2018-2.3-3.2-2.06.63.1-0.41.7-3.51.3-4.9-1.9-3.5-9.0%
20170.13.20.9-1.44.9-2.81.01.6-0.92.1-1.85.312.5%
2016———1.60.14.63.51.92.00.8-2.35.518.8%

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 13.0%. The dominant macroeconomic risk driver is VEA.US, accounting for 64.5% of variance. Idiosyncratic stock-specific factors contribute 8.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110157.307269677867
2016-05-0110170.030651784165
2016-06-0110637.325776415477
2016-07-0111009.195535249552
2016-08-0111215.661326701751
2016-09-0111434.850500260252
2016-10-0111527.96252385634
2016-11-0111267.13319067723
2016-12-0111882.482216181828
2017-01-0111892.892256086981
2017-02-0112270.545370423919
2017-03-0112385.634144930887
2017-04-0112207.506795442716
2017-05-0112802.035741137008
2017-06-0112438.26268000694
2017-07-0112567.23150772078
2017-08-0112774.275634723266
2017-09-0112659.765195766584
2017-10-0112923.486206697125
2017-11-0112689.83864438147
2017-12-0113362.442889364409
2018-01-0113056.503383262969
2018-02-0112643.571800358568
2018-03-0112394.887513735468
2018-04-0113208.027297437975
2018-05-0113619.802209241803
2018-06-0113563.125325313747
2018-07-0113794.459545428257
2018-08-0113316.754380891793
2018-09-0113491.411717078248
2018-10-0112834.422531953038
2018-11-0112592.678271933375
2018-12-0112153.143253715805
2019-01-0112608.871667341393
2019-02-0112910.762824590827
2019-03-0113330.634434098665
2019-04-0113655.659013359551
2019-05-0113235.787403851715
2019-06-0113767.856110115088
2019-07-0114083.627320571395
2019-08-0113467.121623966224
2019-09-0113926.320050893528
2019-10-0113678.792435371004
2019-11-0113915.910010988375
2019-12-0114246.717945752125
2020-01-0113756.289399109362
2020-02-0112549.881441212192
2020-03-0110838.008212364814
2020-04-0111274.651552830952
2020-05-0111625.701231854722
2020-06-0111880.168873980683
2020-07-0111397.83702504193
2020-08-0111551.674281418078
2020-09-0111390.896998438493
2020-10-0110865.768318778555
2020-11-0112214.446822046151
2020-12-0112640.10178705685
2021-01-0112496.674570585852
2021-02-0112688.681973280898
2021-03-0113248.510785958011
2021-04-0113771.326123416808
2021-05-0113935.573419698108
2021-06-0113907.813313284367
2021-07-0113926.320050893528
2021-08-0114215.487826036666
2021-09-0114150.714244404602
2021-10-0114509.282285582094
2021-11-0114166.90763981262
2021-12-0114849.343589150425
2022-01-0115041.350991845467
2022-02-0115108.437915678676
2022-03-0115351.338846798912
2022-04-0115455.439245850443
2022-05-0115617.3731999306
2022-06-0114747.556532300041
2022-07-0115247.238447747382
2022-08-0115064.48441385692
2022-09-0114305.708171881326
2022-10-0114724.42311028859
2022-11-0115786.247180614193
2022-12-0115587.299751315713
2023-01-0116218.842172228327
2023-02-0116506.853276270893
2023-03-0116163.321959400844
2023-04-0116693.077323463072
2023-05-0115886.877566364004
2023-06-0116038.401480539009
2023-07-0116466.369787750853
2023-08-0116077.728297958476
2023-09-0116445.549707940547
2023-10-0115818.633971430225
2023-11-0116186.455381412296
2023-12-0116790.237695911168
2024-01-0116586.6635822104
2024-02-0116602.856977618416
2024-03-0117407.90006361691
2024-04-0117912.208663466543
2024-05-0118293.910126655486
2024-06-0118101.90272396044
2024-07-0118541.437742178012
2024-08-0118687.178300850155
2024-09-0118396.853854606445
2024-10-0118104.216066161585
2024-11-0118581.92123069805
2024-12-0118351.743681684115
2025-01-0119515.354808860102
2025-02-0119866.982823434155
2025-03-0119481.811346943497
2025-04-0119330.28743276849
2025-05-0120054.36354172691
2025-06-0120049.73685732462
2025-07-0120924.18020935747
2025-08-0121167.081140477705
2025-09-0121548.78260366665
2025-10-0122464.866115320106
2025-11-0122534.26638135446
2025-12-0123082.52848302585
2026-01-0123838.9913828003
2026-02-0125493.03105661905
2026-03-0123908.39164883465
2026-04-0124926.2622173385
Annual Return Matrix
YearAnnual Return
20170.1245497907135209
2018-0.09049989179831208
20190.17226610830874645
2020-0.11277096695623934
20210.17478038067349932
20220.04969621436360794
20230.07717423567824278
20240.09300082667401477
20250.2577839405017017
20260.07987572659851683
Total Factor Risk
0.13015716613822828
VTI.US Exposure
0.015519188531832618
VEA.US Exposure
0.6445030290453031
VWO.US Exposure
0.06266436424067086
QQQ.US Exposure
-0.0598399826041181
VTV.US Exposure
0.03542755440007738
IJR.US Exposure
-0.028425883880593833
QUAL.US Exposure
-0.0273296870806935
SHV.US Exposure
0.21451029276538208
TLT.US Exposure
0.03609355318281976
LQD.US Exposure
-0.03590512401623922
HYG.US Exposure
0.006311702683314517
GLD.US Exposure
0.00802882327636562
USO.US Exposure
-0.0017640505297365165
VNQ.US Exposure
-0.002495632713230676
BTC-USD.CC Exposure
-0.0016938622417330866
CPER.US Exposure
-0.0025955548764803778
VIX.INDX Exposure
0.027450155681370512
UUP.US Exposure
0.017610544623695518
TIP.US Exposure
0.004202504765766753
Idiosyncratic Exposure
0.0877280647462265
Value Score
50
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
13.0%

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 →N/A
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$0
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 →
+2.3%
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 →
+10.4%
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 →
2.2% 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 FTSE 100 ETF GBP Acc a high-risk investment?

iShares VII PLC - iShares FTSE 100 ETF GBP Acc (CUKX.LSE) has an annualized volatility of 13.0% and experienced a maximum drawdown of 23.9% over the last 10 years. Its primary macro risk driver is VEA.US.

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

Over the past 10 years, CUKX.LSE has generated a Compound Annual Growth Rate (CAGR) of 9.5%. 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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