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EWD: iShares MSCI Sweden ETF (ETF)
Basic Info 39.08 0.32(0.83%) April 26
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | (61%) |
Start Date: | 03/18/1996 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 2.41% |
Expenses | 0.54% |
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Performance Analytics (As of 04/26/2024)
Last 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(%) | 2.1 | -1.0 | 11.0 | -2.9 | 7.4 | 4.4 | 9.1 | 7.6 | 7.2 | 25.1 | -27.8 | 22.8 | 22.3 | 21.7 | -12.8 | 21.9 | 2.4 | -4.5 | -8.4 | 23.5 | 24.4 | -16.8 | 35.9 | 55.4 | -46.9 | -1.3 | 43.7 | 10.3 | 35.3 | 67.4 | -29.5 | -23.0 | -22.6 | 52.8 | 6.6 | 5.8 | 22.9 |
Sharpe Ratio | NA | -0.38 | 0.37 | -0.2 | 0.21 | 0.15 | NA | NA | 0.19 | 0.98 | -0.86 | 1.21 | 0.56 | 1.26 | -0.79 | 1.79 | 0.09 | -0.23 | -0.52 | 1.28 | 0.99 | -0.39 | 1.03 | 1.09 | -0.83 | -0.16 | 1.76 | 0.53 | 1.58 | 2.62 | -0.69 | -0.58 | -0.75 | 1.98 | 0.09 | 0.09 | 1.51 |
Draw Down(%) | NA | 8.2 | 17.2 | 42.3 | 42.3 | 42.3 | NA | NA | 74.3 | 17.2 | 41.7 | 9.3 | 37.2 | 13.9 | 23.3 | 7.8 | 14.7 | 17.2 | 16.6 | 12.6 | 19.7 | 36.2 | 20.9 | 29.3 | 62.6 | 21.0 | 21.4 | 9.1 | 12.8 | 15.2 | 49.1 | 52.8 | 43.4 | 10.7 | 44.1 | 19.1 | 8.8 |
Standard Deviation(%) | NA | 17.7 | 19.2 | 25.6 | 27.5 | 23.2 | NA | NA | 30.3 | 21.5 | 34.2 | 18.8 | 39.0 | 16.2 | 17.9 | 11.9 | 22.9 | 19.9 | 16.2 | 18.4 | 24.9 | 43.4 | 34.6 | 50.5 | 57.5 | 26.8 | 23.1 | 15.3 | 21.7 | 25.4 | 44.2 | 44.0 | 35.6 | 25.0 | 35.1 | 24.5 | 17.3 |
Treynor Ratio | NA | -0.08 | 0.07 | -0.05 | 0.06 | 0.03 | NA | NA | 0.05 | 0.19 | -0.26 | 0.23 | 0.22 | 0.2 | -0.18 | 0.22 | 0.02 | -0.05 | -0.08 | 0.2 | 0.16 | -0.1 | 0.21 | 0.35 | -0.38 | -0.03 | 0.25 | 0.1 | 0.29 | 0.94 | -0.29 | -0.22 | -0.4 | 1.43 | 0.04 | 0.05 | 0.74 |
Alpha | NA | -0.08 | -0.05 | -0.04 | -0.02 | -0.03 | NA | NA | 0.0 | -0.01 | -0.03 | -0.01 | 0.02 | -0.03 | -0.04 | 0.01 | -0.04 | -0.02 | -0.08 | -0.04 | 0.0 | -0.07 | 0.04 | 0.05 | 0.0 | -0.02 | 0.07 | 0.03 | 0.08 | 0.14 | -0.01 | -0.02 | -0.06 | 0.14 | -0.04 | -0.03 | 0.07 |
Beta | NA | 0.81 | 1.02 | 1.1 | 1.03 | 1.01 | NA | NA | 1.1 | 1.11 | 1.11 | 0.98 | 0.99 | 1.01 | 0.8 | 0.96 | 1.33 | 0.93 | 1.03 | 1.19 | 1.56 | 1.66 | 1.68 | 1.58 | 1.24 | 1.31 | 1.6 | 0.82 | 1.2 | 0.71 | 1.04 | 1.15 | 0.66 | 0.35 | 0.81 | 0.44 | 0.35 |
RSquared | NA | 0.28 | 0.39 | 0.55 | 0.64 | 0.6 | NA | NA | 0.49 | 0.46 | 0.62 | 0.47 | 0.78 | 0.61 | 0.59 | 0.29 | 0.59 | 0.52 | 0.52 | 0.52 | 0.64 | 0.8 | 0.76 | 0.73 | 0.78 | 0.62 | 0.48 | 0.3 | 0.38 | 0.23 | 0.38 | 0.32 | 0.17 | 0.06 | 0.23 | 0.11 | 0.05 |
Yield(%) | N/A | 0.0 | 2.6 | 3.3 | 4.0 | 3.5 | 6.4 | 5.9 | N/A | 2.9 | 2.5 | 6.3 | 1.2 | 4.9 | 4.3 | 3.8 | 3.9 | 3.8 | 3.6 | 4.1 | 3.5 | 3.3 | 2.3 | 3.1 | 4.2 | 3.4 | 1.4 | 2.0 | 1.0 | 3.7 | 0.9 | 0.3 | 20.4 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -20.2 | 44.3 | 5.1 | 66.4 | N/A | N/A | N/A | -20.2 | -52.8 | 530.0 | -70.8 | -6.2 | 32.7 | -1.8 | -6.7 | -3.2 | 0.0 | 36.3 | -12.5 | 89.1 | 10.0 | -60.9 | 15.3 | 226.5 | -19.0 | 180.0 | -59.5 | 208.3 | 140.0 | -99.2 | 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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