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EWL: iShares MSCI Switzerland ETF (ETF)
Basic Info 46.23 0.54(1.18%) May 03
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | (81%) |
Start Date: | 04/01/1996 |
Last Dividend Date: | 06/07/2023 |
12-Mo. Yield | 2.18% |
Expenses | 0.50% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/01/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -4.2 | -2.7 | 1.6 | 7.1 | 5.0 | 9.3 | 7.8 | 6.3 | 17.7 | -18.9 | 20.2 | 11.8 | 31.6 | -9.2 | 23.4 | -2.5 | 0.3 | -1.7 | 25.7 | 21.8 | -7.9 | 14.4 | 22.1 | -27.2 | 5.5 | 30.0 | 13.0 | 17.3 | 33.4 | -11.2 | -24.8 | 7.2 | -5.9 | 10.1 | 28.6 | -4.5 |
Sharpe Ratio | NA | -1.46 | -0.44 | -0.05 | 0.29 | 0.25 | NA | NA | 0.22 | 1.02 | -0.93 | 1.67 | 0.39 | 2.88 | -0.79 | 2.69 | -0.17 | 0.02 | -0.15 | 1.95 | 1.38 | -0.3 | 0.62 | 0.77 | -0.73 | 0.15 | 1.73 | 0.83 | 0.94 | 1.41 | -0.39 | -1.04 | 0.12 | -0.42 | 0.22 | 1.11 | -0.55 |
Draw Down(%) | NA | 7.4 | 13.0 | 29.0 | 29.0 | 29.0 | NA | NA | 53.4 | 13.0 | 28.8 | 9.0 | 27.8 | 4.6 | 17.3 | 3.9 | 10.6 | 15.4 | 13.2 | 9.3 | 14.0 | 25.5 | 19.6 | 29.8 | 45.4 | 11.1 | 14.9 | 7.2 | 11.0 | 22.9 | 30.2 | 39.1 | 15.4 | 17.1 | 38.1 | 15.5 | 7.5 |
Standard Deviation(%) | NA | 12.3 | 12.4 | 16.3 | 18.9 | 16.2 | NA | NA | 21.2 | 13.3 | 21.8 | 12.1 | 29.2 | 10.5 | 13.4 | 8.5 | 16.2 | 15.3 | 11.6 | 13.2 | 16.0 | 26.6 | 23.1 | 28.4 | 38.2 | 17.3 | 15.5 | 13.0 | 17.4 | 23.2 | 31.4 | 26.4 | 24.9 | 21.5 | 31.3 | 22.6 | 17.0 |
Treynor Ratio | NA | -0.42 | -0.09 | -0.01 | 0.08 | 0.06 | NA | NA | 0.07 | 0.21 | -0.29 | 0.35 | 0.15 | 0.5 | -0.17 | 0.34 | -0.03 | 0.0 | -0.02 | 0.32 | 0.22 | -0.08 | 0.14 | 0.25 | -0.34 | 0.03 | 0.25 | 0.18 | 0.21 | 0.61 | -0.17 | -0.44 | 0.09 | -0.26 | 0.08 | 0.61 | -0.63 |
Alpha | NA | -0.1 | -0.07 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.03 | 0.02 | -0.01 | 0.04 | -0.03 | 0.03 | -0.05 | 0.0 | -0.04 | 0.0 | 0.02 | -0.04 | 0.0 | 0.0 | 0.03 | 0.0 | 0.05 | 0.04 | 0.04 | 0.07 | 0.04 | -0.08 | 0.04 | -0.05 | -0.04 | 0.05 | -0.04 |
Beta | NA | 0.42 | 0.61 | 0.67 | 0.71 | 0.7 | NA | NA | 0.73 | 0.65 | 0.71 | 0.58 | 0.76 | 0.6 | 0.6 | 0.68 | 0.97 | 0.63 | 0.71 | 0.81 | 1.01 | 0.96 | 1.04 | 0.87 | 0.83 | 0.84 | 1.06 | 0.59 | 0.78 | 0.54 | 0.74 | 0.62 | 0.35 | 0.35 | 0.87 | 0.41 | 0.15 |
RSquared | NA | 0.16 | 0.34 | 0.51 | 0.65 | 0.6 | NA | NA | 0.44 | 0.42 | 0.61 | 0.41 | 0.81 | 0.51 | 0.59 | 0.28 | 0.62 | 0.41 | 0.49 | 0.47 | 0.65 | 0.7 | 0.67 | 0.69 | 0.79 | 0.6 | 0.47 | 0.22 | 0.25 | 0.16 | 0.38 | 0.26 | 0.1 | 0.09 | 0.32 | 0.11 | 0.01 |
Yield(%) | N/A | 0.0 | 2.1 | 2.0 | 2.3 | 2.3 | 4.1 | 3.9 | N/A | 2.4 | 1.6 | 2.0 | 1.6 | 2.4 | 2.3 | 2.5 | 2.6 | 2.5 | 2.5 | 2.2 | 2.7 | 2.2 | 1.4 | 1.6 | 1.8 | 1.1 | 0.9 | 0.7 | 0.6 | 0.7 | 0.2 | 0.5 | 1.9 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 18.6 | 26.8 | 6.1 | 129.4 | N/A | N/A | N/A | 18.6 | -5.5 | 42.2 | -14.7 | -7.4 | 11.0 | -9.9 | 1.2 | 1.3 | 31.7 | -4.8 | 14.5 | 71.9 | 6.7 | -34.8 | 64.3 | 47.4 | 58.3 | 33.3 | 12.5 | 166.7 | -66.7 | -71.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/1996
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