iShares VII PLC - iShares FTSE 100 ETF GBP Acc

10-Year Study

SXRW.XETRA · · DE · ETF

Executive Summary: iShares VII PLC - iShares FTSE 100 ETF GBP Acc has compounded at 8.4% annually over the last 10 years, with a maximum drawdown of 28.4% and an annualized volatility of 20.3%.

1Y CAGR
+25.6%
3Y CAGR
+15.8%
5Y CAGR
+12.2%
10Y CAGR
+8.4%

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 →
28.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.34
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.46
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
13.7%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +25.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -15.4%
% 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.
20263.95.4-5.73.3————————6.7%
20256.23.1-3.1-2.44.7-1.83.51.01.03.60.63.020.6%
20240.3-0.05.02.92.3-0.63.10.9-0.4-2.94.1-1.713.6%
20235.02.2-2.23.3-2.91.22.9-2.41.2-4.43.33.210.5%
20221.30.40.61.3-0.3-6.86.2-4.1-6.75.26.8-4.2-1.5%
2021-0.93.86.11.62.00.60.61.5-0.44.1-3.37.024.8%
2020-2.7-10.9-16.16.1-0.71.0-3.42.0-2.5-3.813.54.2-15.4%
20197.54.02.92.7-5.62.50.5-3.14.81.02.93.425.2%
2018-0.9-4.4-1.06.52.9-0.90.7-3.61.6-4.5-1.5-5.4-10.6%
2017-0.73.51.2-0.11.6-3.5-0.9-1.63.82.0-1.94.88.1%
2016————2.8-3.92.40.80.6-3.33.45.07.7%

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 20.3%. The dominant macroeconomic risk driver is VEA.US, accounting for 50.2% of variance. Idiosyncratic stock-specific factors contribute 5.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-04-0110000
2016-05-0110282.698157094292
2016-06-019882.805510824835
2016-07-0110123.456790123457
2016-08-0110200.393630345321
2016-09-0110265.700483091787
2016-10-019922.168545356952
2016-11-0110261.227410985864
2016-12-0110771.157631061013
2017-01-0110697.799248523885
2017-02-0111073.537305421363
2017-03-0111205.940239756665
2017-04-0111196.099481123636
2017-05-0111373.23313651816
2017-06-0110976.91894793344
2017-07-0110875.827518339596
2017-08-0110704.956163893363
2017-09-0111115.584183217034
2017-10-0111335.659330828412
2017-11-0111116.478797638218
2017-12-0111645.195920558237
2018-01-0111544.104490964393
2018-02-0111037.752728573983
2018-03-0110925.031311504743
2018-04-0111637.14439076758
2018-05-0111975.30864197531
2018-06-0111863.48183932725
2018-07-0111943.102522812667
2018-08-0111511.898371801753
2018-09-0111699.767400250492
2018-10-0111175.523349436393
2018-11-0111003.757380568975
2018-12-0110409.733404902487
2019-01-0111188.047951332976
2019-02-0111631.776704240472
2019-03-0111964.573268921094
2019-04-0112288.423689389874
2019-05-0111595.992127393094
2019-06-0111880.479513329756
2019-07-0111939.524065127931
2019-08-0111569.153694757559
2019-09-0112125.603864734298
2019-10-0112252.639112542494
2019-11-0112606.906423331544
2019-12-0113030.953658972981
2020-01-0112678.475577026302
2020-02-0111295.401681875112
2020-03-019481.123635713007
2020-04-0110062.623009482913
2020-05-019992.843084630524
2020-06-0110096.618357487923
2020-07-019749.507962068348
2020-08-019946.323134728933
2020-09-019694.041867954911
2020-10-019323.67149758454
2020-11-0110581.499373769904
2020-12-0111021.649668992664
2021-01-0110921.452853820005
2021-02-0111336.553945249596
2021-03-0112032.563964931116
2021-04-0112229.379137591695
2021-05-0112470.925031311506
2021-06-0112546.072642691002
2021-07-0112623.009482912863
2021-08-0112818.035426731078
2021-09-0112766.147790302379
2021-10-0113292.181069958848
2021-11-0112857.398461263196
2021-12-0113755.591340132403
2022-01-0113930.935766684557
2022-02-0113984.612631955626
2022-03-0114070.495616389337
2022-04-0114258.364644838075
2022-05-0114215.42315262122
2022-06-0113243.871891214885
2022-07-0114065.127929862228
2022-08-0113487.20701377706
2022-09-0112587.224906065483
2022-10-0113240.293433530149
2022-11-0114140.275541241725
2022-12-0113553.408480944712
2023-01-0114235.10466988728
2023-02-0114555.376632671318
2023-03-0114235.10466988728
2023-04-0114705.67185543031
2023-05-0114281.624619788869
2023-06-0114446.233673286812
2023-07-0114861.334764716408
2023-08-0114503.488996242619
2023-09-0114677.044193952406
2023-10-0114036.500268384327
2023-11-0114505.278225084987
2023-12-0114970.477724100912
2024-01-0115020.576131687241
2024-02-0115015.208445160135
2024-03-0115766.68455895509
2024-04-0116230.094829128646
2024-05-0116604.043657183753
2024-06-0116502.057613168727
2024-07-0117019.144748613347
2024-08-0117173.018429057076
2024-09-0117103.238504204688
2024-10-0116607.62211486849
2024-11-0117289.31830381106
2024-12-0117001.25246018966
2025-01-0118057.792091608517
2025-02-0118612.453032742887
2025-03-0118026.48058686706
2025-04-0117600.64412238325
2025-05-0118424.58400429415
2025-06-0118093.576668455895
2025-07-0118733.225979602794
2025-08-0118916.621935945604
2025-09-0119104.490964394347
2025-10-0119784.397924494544
2025-11-0119905.170871354447
2025-12-0120509.035605653964
2026-01-0121305.24244050814
2026-02-0122459.295043836108
2026-03-0121179.996421542313
2026-04-0121877.795670066203
Annual Return Matrix
YearAnnual Return
20170.0811461794019932
2018-0.10609203349466079
20190.2518047438982467
2020-0.15419469998626933
20210.24805194805194786
2022-0.014698231009365181
20230.10455445544554465
20240.13565196605712915
20250.2063249842138497
20260.06673936750272635
Total Factor Risk
0.2028229687660755
VTI.US Exposure
0.2693434851497163
VEA.US Exposure
0.5018257026872555
VWO.US Exposure
0.01662408596813174
QQQ.US Exposure
-0.09236231397370445
VTV.US Exposure
-0.005898300606032606
IJR.US Exposure
-0.03855998129092246
QUAL.US Exposure
-0.036958023886785416
SHV.US Exposure
0.041966706241273605
TLT.US Exposure
0.009440105480633254
LQD.US Exposure
0.03271001446678993
HYG.US Exposure
-0.010135019483856008
GLD.US Exposure
0.0037229665281048774
USO.US Exposure
0.007705531657948457
VNQ.US Exposure
0.0032181554385920315
BTC-USD.CC Exposure
0.000696286704024992
CPER.US Exposure
-0.000888738481993846
VIX.INDX Exposure
0.002871286215167818
UUP.US Exposure
0.09166270468652496
TIP.US Exposure
0.1450878505556275
Idiosyncratic Exposure
0.05792749594350384
Value Score
44.6
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
20.3%

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 →13.4x
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →No estimate availableN/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%
Squeeze RiskShort Squeeze RiskA situation where a sharp rise in the price of a stock forces short sellers to buy shares to cover their positions, further driving up the price.Click for full definition →Low
Market Cap$59.2B
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: distance from 50/200-Day SMA, 52-Week High proximity, Golden Cross trend signal, RSI momentum gauge, Fibonacci retracement levels, and Beta (market sensitivity).

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 →
+1.3%
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 →
+10.2%
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 →
2.6% 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
Trend SignalGolden Cross & Death CrossTechnical chart patterns that occur when a short-term moving average crosses over a long-term moving average.Click for full definition →
✦ Golden Cross
Bullish — 50 SMA above 200 SMA
RSI (14-Day)Relative Strength Index (RSI)A momentum oscillator that measures the speed and change of price movements to identify overbought or oversold conditions.Click for full definition →
61
OversoldNeutralOverbought
Neutral
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement+10.3%
50.0% retracement+15.0%
61.8% retracement+20.1%
% distance of current price from each 52-week Fibonacci support level.

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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 (SXRW.XETRA) has an annualized volatility of 20.3% and experienced a maximum drawdown of 28.4% over the last 10 years. Its primary macro risk driver is VEA.US.

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

Over the past 10 years, SXRW.XETRA has generated a Compound Annual Growth Rate (CAGR) of 8.4%. 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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