(SX5E) Invesco EURO STOXX 50 EUR - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: EUR • Type: Etf • ISIN: IE00B60SWX25 • Eurozone Large-Cap Equity
SX5E: European, Stocks, Large-Cap, Equities, Indices
The Invesco EURO STOXX 50 UCITS ETF EUR (SW:SX5E) is designed to offer exposure to the 50 largest companies in the Eurozone, providing a diversified portfolio of blue-chip stocks. This ETF is an efficient tool for investors seeking broad market exposure in the Eurozone, tracking the Morningstar Developed Europe Total Market ex Norway Index.
Structured as a physically replicated ETF, it holds the actual securities of the index, enhancing tracking accuracy. Listed on the SIX Swiss Exchange, a major European exchange, it offers liquidity and accessibility. The ETF comes with a competitive total expense ratio of 0.20%, making it a cost-effective choice for investors.
Investors should consider the ETFs total expense ratio of 0.20%, which is relatively low for Eurozone exposure. However, currency risk is a factor for non-EUR investors due to the ETFs EUR denomination. While the fund aims to minimize tracking error, deviations can occur due to fees and replication challenges. Counterparty risk is limited as the ETF is physically replicated, reducing reliance on derivatives.
With an AUM of 1044.74M EUR, the ETF falls under the Eurozone Large-Cap Equity category, offering a straightforward way to invest in the regions largest companies. Its SW ticker symbol on the Swiss exchange underscores its accessibility for international investors.
Additional Sources for SX5E ETF
SX5E ETF Overview
Market Cap in USD | 1,153m |
Category | Eurozone Large-Cap Equity |
TER | 0.05% |
IPO / Inception | 2009-03-19 |
SX5E ETF Ratings
Growth Rating | 73.9 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | -2.24 |
Analysts | - |
Fair Price Momentum | 129.99 EUR |
Fair Price DCF | - |
SX5E Dividends
No Dividends PaidSX5E Growth Ratios
Growth Correlation 3m | -57.1% |
Growth Correlation 12m | 43.1% |
Growth Correlation 5y | 90.7% |
CAGR 5y | 15.79% |
CAGR/Max DD 5y | 0.66 |
Sharpe Ratio 12m | 0.50 |
Alpha | -2.90 |
Beta | 0.534 |
Volatility | 23.24% |
Current Volume | 0k |
Average Volume 20d | 1.3k |
As of May 02, 2025, the stock is trading at EUR 129.62 with a total of 0 shares traded.
Over the past week, the price has changed by +1.65%, over one month by -2.31%, over three months by +0.25% and over the past year by +7.96%.
Yes. Based on ValueRay Analyses, Invesco EURO STOXX 50 EUR (SW:SX5E) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 73.85 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SX5E as of May 2025 is 129.99. This means that SX5E is currently overvalued and has a potential downside of 0.29%.
Invesco EURO STOXX 50 EUR has no consensus analysts rating.
According to ValueRays Forecast Model, SX5E Invesco EURO STOXX 50 EUR will be worth about 145.4 in May 2026. The stock is currently trading at 129.62. This means that the stock has a potential upside of +12.14%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 145.4 | 12.1% |