iShares VII PLC - iShares Dow Jones Indust Avg ETF USD Acc EUR

10-Year Study

SXRU.XETRA · · DE · ETF

Executive Summary: iShares VII PLC - iShares Dow Jones Indust Avg ETF USD Acc EUR has compounded at 11.6% annually over the last 10 years, with a maximum drawdown of 20.0% and an annualized volatility of 12.8%.

1Y CAGR
+12.9%
3Y CAGR
+11.8%
5Y CAGR
+9.4%
10Y CAGR
+11.6%

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 →
20.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.59
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.89
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
14.3%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +31.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -2.5%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-0.71.5-4.23.7————————0.1%
20255.7-3.1-7.5-7.84.61.03.60.21.34.8-0.10.32.1%
20244.01.72.3-3.1-1.04.23.3-1.11.51.910.7-4.221.2%
20230.5-0.7-1.21.10.22.42.40.3-1.2-2.05.54.211.7%
2022-3.9-2.44.71.0-3.5-4.39.0-1.2-5.110.8-1.1-5.1-2.5%
20210.43.99.5-0.20.43.21.52.0-1.75.0-0.75.131.9%
20200.2-10.7-10.49.22.00.6-2.77.60.0-4.69.30.4-1.6%
20197.25.01.12.7-5.14.34.7-1.43.1-2.25.70.628.2%
20181.7-1.2-5.73.43.9-0.03.73.22.1-2.50.8-8.9-0.5%
2017-2.67.3-1.3-0.7-2.50.3-0.6-0.32.66.11.22.512.0%
2016———-0.94.10.43.00.2-1.01.89.93.822.8%

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 12.8%. The dominant macroeconomic risk driver is VTV.US, accounting for 34.4% of variance. Idiosyncratic stock-specific factors contribute 7.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019912.626138321437
2016-05-0110315.653458035933
2016-06-0110359.955697760275
2016-07-0110671.301993600788
2016-08-0110688.530642382477
2016-09-0110579.005660841744
2016-10-0110767.905488555254
2016-11-0111831.159241939453
2016-12-0112280.950036918532
2017-01-0111960.989416687176
2017-02-0112834.112724587743
2017-03-0112671.055870046763
2017-04-0112585.52793502338
2017-05-0112265.567314792026
2017-06-0112296.9480679301
2017-07-0112223.111001722864
2017-08-0112183.115924193944
2017-09-0112501.84592665518
2017-10-0113266.059561900072
2017-11-0113426.039872015752
2017-12-0113760.152596603495
2018-01-0113992.124046271229
2018-02-0113829.067191730248
2018-03-0113041.471818853062
2018-04-0113481.417671671179
2018-05-0114010.583312823035
2018-06-0114009.045040610386
2018-07-0114530.519320698992
2018-08-0114988.924440068913
2018-09-0115299.655427024365
2018-10-0114921.24046271228
2018-11-0115035.072606448437
2018-12-0113693.699237016983
2019-01-0114684.346541964067
2019-02-0115419.640659611123
2019-03-0115595.003691853308
2019-04-0116022.643366970216
2019-05-0115207.35909426532
2019-06-0115865.739601279842
2019-07-0116613.339896628106
2019-08-0116376.44597587989
2019-09-0116877.922717204037
2019-10-0116511.813930593158
2019-11-0117447.083435884815
2019-12-0117551.685946345064
2020-01-0117588.604479448684
2020-02-0115705.759291164162
2020-03-0114072.114201329065
2020-04-0115361.186315530394
2020-05-0115674.99384691115
2020-06-0115770.366724095495
2020-07-0115348.880137829188
2020-08-0116514.89047501846
2020-09-0116514.89047501846
2020-10-0115748.830913118383
2020-11-0117210.189515136597
2020-12-0117274.79694806793
2021-01-0117345.55746984986
2021-02-0118019.320698990894
2021-03-0119723.726310607926
2021-04-0119680.654688653703
2021-05-0119766.797932562145
2021-06-0120400.566084174257
2021-07-0120711.29707112971
2021-08-0121126.63056854541
2021-09-0120772.827959635735
2021-10-0121815.776519812945
2021-11-0121665.025842973173
2021-12-0122778.734924932316
2022-01-0121892.690130445484
2022-02-0121372.754122569528
2022-03-0122384.937238493723
2022-04-0122615.678070391335
2022-05-0121821.929608663548
2022-06-0120883.58355894659
2022-07-0122766.428747231108
2022-08-0122501.84592665518
2022-09-0121351.218311592416
2022-10-0123658.626630568542
2022-11-0123409.426532119123
2022-12-0122215.72729510214
2023-01-0122323.406349987694
2023-02-0122172.655673147918
2023-03-0121904.99630814669
2023-04-0122141.890228894907
2023-05-0122188.03839527443
2023-06-0122717.204036426283
2023-07-0123255.599310854046
2023-08-0123332.512921486585
2023-09-0123055.62392320945
2023-10-0122584.912626138324
2023-11-0123827.836573960125
2023-12-0124824.63696775781
2024-01-0125821.437361555498
2024-02-0126255.23012552301
2024-03-0126864.385921732708
2024-04-0126021.412749200095
2024-05-0125753.753384198866
2024-06-0126830.543933054392
2024-07-0127719.665271966525
2024-08-0127402.78119616047
2024-09-0127802.731971449666
2024-10-0128344.203790302727
2024-11-0131380.753138075313
2024-12-0130076.298301747476
2025-01-0131799.16317991631
2025-02-0130808.51587496923
2025-03-0128485.7248338666
2025-04-0126276.765936500124
2025-05-0127495.07752891952
2025-06-0127768.88998277135
2025-07-0128774.92000984494
2025-08-0128833.37435392567
2025-09-0129221.018951513655
2025-10-0130633.152842727046
2025-11-0130605.463942899332
2025-12-0130700.836820083678
2026-01-0130500.86143243908
2026-02-0130950.036918533104
2026-03-0129648.658626630568
2026-04-0130731.602264336692
Annual Return Matrix
YearAnnual Return
20170.12044691617816516
2018-0.004829405714796731
20190.2817344416984946
2020-0.015775635407537236
20210.3186108637577916
2022-0.024716369529983684
20230.1174352582744771
20240.21155037798983778
20250.020765139116202924
20260.0010021044192805029
Total Factor Risk
0.12813978614545132
VTI.US Exposure
0.17245168810688977
VEA.US Exposure
-0.054840903336930445
VWO.US Exposure
0.0007652801533242622
QQQ.US Exposure
-0.00040793514552119644
VTV.US Exposure
0.3444416166357947
IJR.US Exposure
0.07652614637280562
QUAL.US Exposure
0.008009343538753443
SHV.US Exposure
0.10165726965700916
TLT.US Exposure
-0.008651449769062696
LQD.US Exposure
0.04038634482429131
HYG.US Exposure
-0.003115443519749418
GLD.US Exposure
0.00418491035083116
USO.US Exposure
-0.0019674584967281808
VNQ.US Exposure
-0.012812811596646573
BTC-USD.CC Exposure
-0.005118627371413038
CPER.US Exposure
0.00038785447589175594
VIX.INDX Exposure
0.02560136164897808
UUP.US Exposure
0.19584981493753253
TIP.US Exposure
0.04488535245531873
Idiosyncratic Exposure
0.07176764607863105
Value Score
42.2
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
12.8%

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 →19.5x
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$345.1B
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 →
-0.3%
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 →
+3.6%
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 →
3.4% 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 Dow Jones Indust Avg ETF USD Acc EUR a high-risk investment?

iShares VII PLC - iShares Dow Jones Indust Avg ETF USD Acc EUR (SXRU.XETRA) has an annualized volatility of 12.8% and experienced a maximum drawdown of 20.0% over the last 10 years. Its primary macro risk driver is VTV.US.

What is the 10-year return of SXRU.XETRA?

Over the past 10 years, SXRU.XETRA has generated a Compound Annual Growth Rate (CAGR) of 11.6%. It has had a positive return in 70% 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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