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EWP: iShares MSCI Spain ETF (ETF)
Basic Info 31.77 0.13(0.41%) May 03
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | (58%) |
Start Date: | 03/18/1996 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 2.83% |
Expenses | 0.50% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/1996 |
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(%) | -1.4 | 3.8 | 16.6 | 6.0 | 4.7 | 0.6 | 3.6 | 4.5 | 6.3 | 30.2 | -5.2 | 0.3 | -3.9 | 11.9 | -15.3 | 27.0 | -1.8 | -15.5 | -6.3 | 31.9 | 5.4 | -9.8 | -18.8 | 33.1 | -36.8 | 20.9 | 49.2 | 4.6 | 30.1 | 57.4 | -13.5 | -9.3 | -12.0 | -5.4 | 44.4 | 17.0 | 32.2 |
Sharpe Ratio | NA | 0.89 | 0.8 | 0.25 | 0.14 | -0.01 | NA | NA | 0.18 | 1.5 | -0.25 | 0.02 | -0.1 | 0.79 | -0.9 | 1.76 | -0.07 | -0.68 | -0.31 | 1.39 | 0.16 | -0.24 | -0.47 | 0.91 | -0.76 | 0.87 | 2.92 | 0.18 | 1.56 | 2.83 | -0.48 | -0.43 | -0.61 | -0.34 | 1.28 | 0.55 | 2.58 |
Draw Down(%) | NA | 6.7 | 12.0 | 33.9 | 38.5 | 49.1 | NA | NA | 61.2 | 12.0 | 28.0 | 17.2 | 38.5 | 11.9 | 25.0 | 7.5 | 19.5 | 21.0 | 19.5 | 15.4 | 37.5 | 34.7 | 39.7 | 35.8 | 55.1 | 9.9 | 12.9 | 9.5 | 13.5 | 13.7 | 30.3 | 36.8 | 27.1 | 28.0 | 30.0 | 20.8 | 7.1 |
Standard Deviation(%) | NA | 15.0 | 15.8 | 20.3 | 24.7 | 22.9 | NA | NA | 27.0 | 17.5 | 26.1 | 16.2 | 40.2 | 13.4 | 18.5 | 15.0 | 28.1 | 22.8 | 19.9 | 22.9 | 33.8 | 41.1 | 40.6 | 36.2 | 49.2 | 20.8 | 15.8 | 13.6 | 18.7 | 20.0 | 30.5 | 27.6 | 26.2 | 25.1 | 32.0 | 24.3 | 15.0 |
Treynor Ratio | NA | 0.3 | 0.17 | 0.06 | 0.04 | 0.0 | NA | NA | 0.05 | 0.3 | -0.08 | 0.0 | -0.04 | 0.15 | -0.24 | 0.26 | -0.01 | -0.16 | -0.05 | 0.22 | 0.03 | -0.07 | -0.1 | 0.28 | -0.35 | 0.18 | 0.38 | 0.03 | 0.31 | 0.75 | -0.27 | -0.18 | -0.32 | -0.22 | 0.42 | 0.35 | 1.27 |
Alpha | NA | 0.02 | -0.01 | 0.0 | -0.02 | -0.03 | NA | NA | 0.0 | 0.03 | 0.05 | -0.07 | -0.07 | -0.03 | -0.05 | 0.02 | -0.06 | -0.07 | -0.08 | -0.04 | -0.07 | -0.03 | -0.16 | 0.01 | 0.03 | 0.06 | 0.09 | 0.0 | 0.07 | 0.11 | 0.01 | 0.0 | -0.03 | -0.05 | 0.06 | 0.02 | 0.11 |
Beta | NA | 0.45 | 0.74 | 0.79 | 0.88 | 0.91 | NA | NA | 0.95 | 0.86 | 0.8 | 0.72 | 0.97 | 0.71 | 0.69 | 1.02 | 1.51 | 0.95 | 1.25 | 1.43 | 1.83 | 1.48 | 1.86 | 1.18 | 1.07 | 1.03 | 1.23 | 0.81 | 0.96 | 0.76 | 0.55 | 0.65 | 0.51 | 0.39 | 0.99 | 0.38 | 0.3 |
RSquared | NA | 0.12 | 0.3 | 0.46 | 0.58 | 0.5 | NA | NA | 0.46 | 0.41 | 0.55 | 0.35 | 0.71 | 0.44 | 0.4 | 0.2 | 0.53 | 0.42 | 0.52 | 0.48 | 0.47 | 0.7 | 0.68 | 0.8 | 0.8 | 0.63 | 0.61 | 0.37 | 0.32 | 0.42 | 0.22 | 0.26 | 0.18 | 0.08 | 0.4 | 0.08 | 0.05 |
Yield(%) | N/A | 0.0 | 2.9 | 2.8 | 2.8 | 2.4 | 3.6 | 4.5 | N/A | 3.4 | 2.8 | 3.2 | 2.4 | 4.0 | 3.0 | 3.3 | 4.4 | 3.1 | 4.3 | 3.6 | 4.6 | 8.0 | 4.3 | 5.3 | 4.2 | 2.1 | 1.0 | 2.1 | 2.2 | 1.5 | 0.8 | 0.7 | 6.6 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 10.8 | -12.0 | -28.0 | -34.0 | N/A | N/A | N/A | 10.8 | -14.9 | 26.1 | -36.1 | 9.1 | 11.2 | -27.6 | 12.8 | -33.1 | 48.2 | -22.0 | -51.7 | 35.8 | 5.4 | -23.9 | 131.0 | 205.3 | -48.6 | 21.3 | 125.9 | 68.8 | 0.0 | -91.6 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/1996
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