SX7EEX - iShares EURO STOXX Banks 30-15

Exchange: SIX Swiss Exchange • Country: Switzerland • Currency: EUR • Type: Etf • ISIN: DE0006289309 • Sector Equity Financial Services

Banking, Financial, Investment

iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (SW:SX7EEX) is an investment fund that lets you tap into the European banking sector's potential. This ETF is managed by iShares, a reputable name in the investment world, and you can find out more about it on their website, http://www.iShares.de.

As its domicile, or home base, is Germany, this fund is subject to German regulatory rules and standards, which can provide a sense of security for investors.

The ETF tracks the performance of the Morningstar Global Financial Service Index, specifically the Total Market Exposure Net Return USD version. This means it's designed to follow the ups and downs of the global financial services sector, which includes banks, insurance companies, and other financial institutions. By investing in this ETF, you'll get exposure to a diversified portfolio of financial companies, giving you the potential to benefit from their growth and income.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for SX7EEX - iShares EURO STOXX Banks 30-15

SX7EEX ETF Overview

Market Cap in USD 6,764,957m
Category Sector Equity Financial Services
TER 0.00%
IPO / Inception 2001-04-25

SX7EEX ETF Ratings

Growth 5y 52.7
Fundamental -
Dividend -
Rel. Performance vs Sector 0.38
Analysts -
Fair Price Momentum 13.52 EUR
Fair Price DCF -

SX7EEX Dividends

Dividend Yield 12m 0.00%
Yield on Cost 5y 0.00%
Dividends CAGR 5y 0.00%
Payout Consistency 0.0%

SX7EEX Growth Ratios

Growth 12m 29.76%
Growth Correlation 12m 74%
Growth Correlation 3m -2%
CAGR 5y 11.48%
CAGR/Mean DD 5y 0.77
Sharpe Ratio 12m 1.41
Alpha vs SP500 12m 7.31
Beta vs SP500 5y weekly 0.92
ValueRay RSI 5.90
Volatility GJR Garch 1y 37.18%
Price / SMA 50 -3.64%
Price / SMA 200 10.78%
Current Volume 12.3k
Average Volume 20d 7.6k

External Links for SX7EEX ETF

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What is the price of SX7EEX stocks?
As of July 19, 2024, the stock is trading at EUR 13.77 with a total of 12,335 shares traded.
Over the past week, the price has changed by -3.91%, over one month by -0.13%, over three months by +1.28% and over the past year by +28.28%.
What are the forecast for SX7EEX stock price target?
According to ValueRays Forecast Model, SX7EEX iShares EURO STOXX Banks 30-15 will be worth about 15 in July 2025. The stock is currently trading at 13.77. This means that the stock has a potential upside of +9.08%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 15 9.08

The Comprehensive Guide to iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (SW:SX7EEX)

History and Overview

The iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR, trading under the ticker SW:SX7EEX, represents a specialized investment vehicle focusing on the banking sector within the Eurozone. This Exchange-Traded Fund (ETF) aims to track the performance of the EURO STOXX Banks 30-15 Index, which is composed of leading bank stocks in the Eurozone. The inception of this ETF marked an opportunity for investors to diversify their portfolios with exposure to a specific and pivotal sector in the European economy.

Core and Side Business

The fundamental objective of the iShares EURO STOXX Banks 30-15 UCITS ETF (DE) is investment in the banking sector, directly tapping into the performance of high-caliber banking institutions within the Euro area. It primarily focuses on replicating the index it follows, hence its core business revolves around managing a portfolio of bank stocks that are constituents of the EURO STOXX Banks 30-15 Index.

While the ETF's main business lies in providing investors with exposure to the banking sector, it also indirectly involves in activities that enhance its value proposition such as risk management, dividend reinvestment, and providing liquidity to its investors. These can be thought of as side businesses since they support the ETF's primary investment strategy and help in optimizing the returns for investors.

Current Market Status

As of the most recent data available in 2023, the iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (SW:SX7EEX) continues to be an active player in the market, providing investors with an opportunity to invest in the banking sector of the Eurozone. The performance of the ETF intricately mirrors the economic and regulatory changes impacting the banking sector, making it a dynamic investment option. The market status of this ETF is subject to fluctuations driven by various factors including economic policies, interest rates, and the overall health of the European banking sector.

Potential investors are encouraged to conduct their due diligence and consider the ETF's performance history, current market trends, and the broader economic environment before investing. Given its focused exposure on the banking sector, the iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR represents a unique proposition for those looking to diversify their investment portfolio with holdings in financial institutions.