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EPOL: iShares MSCI Poland ETF (ETF)
Basic Info 24.27 0.42(1.76%) May 03
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | (29%) |
Start Date: | 05/26/2010 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.58% |
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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 | Since 05/26/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 7.2 | 41.9 | 8.9 | 3.4 | -0.0 | 2.4 | 50.7 | -24.6 | 12.2 | -8.4 | -6.1 | -13.8 | 52.4 | 2.4 | -23.2 | -16.3 | 3.7 | 41.6 | -32.0 | 37.3 |
Sharpe Ratio | NA | 0.59 | 1.47 | 0.22 | 0.03 | -0.04 | 0.05 | 1.72 | -0.65 | 0.57 | -0.21 | -0.43 | -0.63 | 2.91 | 0.08 | -0.96 | -0.79 | 0.15 | 1.5 | -0.73 | 2.06 |
Draw Down(%) | NA | 9.3 | 21.8 | 54.2 | 54.2 | 61.4 | 63.7 | 21.8 | 53.2 | 17.1 | 43.1 | 17.8 | 29.6 | 6.3 | 19.5 | 34.5 | 21.0 | 19.4 | 23.5 | 44.6 | 15.9 |
Standard Deviation(%) | NA | 24.0 | 26.6 | 30.7 | 31.1 | 27.0 | 28.8 | 27.3 | 40.2 | 21.5 | 40.2 | 17.5 | 24.0 | 17.9 | 26.1 | 24.1 | 20.6 | 24.3 | 28.0 | 44.1 | 33.6 |
Treynor Ratio | NA | 0.17 | 0.35 | 0.06 | 0.01 | -0.01 | 0.01 | 0.42 | -0.23 | 0.15 | -0.1 | -0.1 | -0.18 | 0.48 | 0.02 | -0.27 | -0.17 | 0.03 | 0.26 | -0.2 | 0.45 |
Alpha | NA | 0.0 | 0.05 | 0.01 | -0.03 | -0.04 | -0.04 | 0.07 | 0.0 | -0.03 | -0.09 | -0.1 | -0.04 | 0.09 | -0.03 | -0.1 | -0.11 | -0.12 | 0.05 | -0.14 | 0.04 |
Beta | NA | 0.83 | 1.12 | 1.07 | 0.96 | 0.94 | 1.1 | 1.11 | 1.13 | 0.82 | 0.9 | 0.75 | 0.83 | 1.08 | 1.11 | 0.85 | 0.97 | 1.32 | 1.64 | 1.61 | 1.55 |
RSquared | NA | 0.16 | 0.24 | 0.37 | 0.43 | 0.38 | 0.44 | 0.28 | 0.47 | 0.25 | 0.6 | 0.28 | 0.35 | 0.16 | 0.31 | 0.3 | 0.29 | 0.36 | 0.56 | 0.73 | 0.67 |
Yield(%) | N/A | 0.0 | 3.7 | 2.2 | 1.9 | 1.6 | N/A | 4.1 | 1.9 | 1.4 | 1.3 | 2.3 | 1.2 | 2.8 | 2.2 | 1.9 | 2.9 | 3.3 | 4.1 | 3.7 | 1.5 |
Dividend Growth(%) | N/A | -100.0 | 58.5 | 17.5 | -14.7 | N/A | N/A | 58.5 | 46.4 | 0.0 | -47.2 | 60.6 | -35.3 | 30.8 | -15.2 | -44.6 | -14.4 | 5.4 | -25.8 | 244.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2010
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