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

The iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (SW:SX7EEX) is a financial product that provides investors with exposure to the European banking sector. This ETF is managed by iShares, a well-established investment firm that offers a wide range of exchange-traded funds (ETFs) that track various market indexes. To learn more about the company, you can visit their website at http://www.iShares.de.

The ETF is domiciled in Germany, which means it is registered and regulated by the relevant authorities in Germany, providing a certain level of investor protection and adherence to local laws and regulations. This can be beneficial for investors who value the security and stability that come with investing in a well-established and regulated market.

The ETF tracks the Morningstar Gbl Fin Svc TME NR USD index, which focuses on the global financial services sector, providing investors with a diversified portfolio of financial companies. This index is calculated and maintained by Morningstar, a reputable provider of investment research and analysis. By tracking this index, the ETF aims to provide investors with a broad exposure to the financial sector, allowing them to benefit from the performance of the sector as a whole.

It's worth noting that the ETF is a UCITS-compliant product, which means it adheres to the Undertaking for Collective Investment in Transferable Accounts (UCITS) directive, a set of regulations that aim to ensure investor protection and transparency in the European fund market. This can provide investors with an additional layer of security and confidence in the product.

Drawdown (Underwater) Chart

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

SX7EEX ETF Overview

Market Cap in USD 7,024,825m
Category Sector Equity Financial Services
TER 0.00%
IPO / Inception 2001-04-25

SX7EEX ETF Ratings

Growth 5y 60.5
Fundamental -
Dividend 0.00
Rel. Performance vs Sector 0.08
Analysts -
Fair Price Momentum 13.18 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 31.86%
Growth Correlation 12m 86%
Growth Correlation 3m -55%
CAGR 5y 11.79%
CAGR/Mean DD 5y 0.80
Sharpe Ratio 12m 1.41
Alpha vs SP500 12m 10.13
Beta vs SP500 5y weekly 0.93
ValueRay RSI 45.49
Volatility GJR Garch 1y 21.88%
Price / SMA 50 -0.29%
Price / SMA 200 5.5%
Current Volume 0k
Average Volume 20d 7.7k

External Links for SX7EEX ETF

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What is the price of SX7EEX stocks?
As of September 08, 2024, the stock is trading at EUR 13.63 with a total of 0 shares traded.
Over the past week, the price has changed by -1.22%, over one month by +8.45%, over three months by -5.56% and over the past year by +32.94%.
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 14.6 in September 2025. The stock is currently trading at 13.63. This means that the stock has a potential upside of +7.34%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 14.6 7.34

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.