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EWY: iShares MSCI South Korea ETF (ETF)
Basic Info 63.34 0.44(0.70%) April 26
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | (69%) |
Start Date: | 05/12/2000 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 2.55% |
Expenses | 0.59% |
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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 05/12/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.3 | -3.3 | 8.8 | -10.5 | 2.5 | 2.0 | 6.0 | 5.4 | 6.3 | 19.1 | -26.6 | -7.6 | 39.4 | 8.0 | -20.4 | 45.0 | 8.4 | -8.0 | -13.5 | 3.6 | 21.9 | -13.5 | 29.5 | 71.8 | -56.0 | 31.7 | 11.1 | 53.9 | 17.2 | 37.8 | 3.6 | 45.7 | -37.8 |
Sharpe Ratio | NA | -0.62 | 0.23 | -0.54 | 0.03 | 0.04 | NA | NA | 0.16 | 0.67 | -1.02 | -0.35 | 0.95 | 0.35 | -0.93 | 2.9 | 0.37 | -0.42 | -0.92 | 0.18 | 1.05 | -0.37 | 1.07 | 1.61 | -0.8 | 0.89 | 0.31 | 2.29 | 0.57 | 1.1 | 0.06 | 0.91 | -1.06 |
Draw Down(%) | NA | 12.3 | 19.5 | 48.6 | 49.7 | 49.7 | NA | NA | 74.2 | 19.5 | 40.6 | 21.3 | 39.2 | 21.6 | 28.1 | 8.2 | 12.0 | 29.0 | 18.5 | 22.8 | 15.9 | 34.7 | 20.4 | 32.8 | 70.3 | 18.9 | 23.2 | 12.2 | 28.0 | 25.6 | 32.4 | 31.7 | 45.8 |
Standard Deviation(%) | NA | 22.0 | 21.2 | 23.5 | 27.6 | 23.9 | NA | NA | 32.7 | 22.3 | 27.4 | 21.9 | 41.2 | 18.8 | 23.4 | 15.4 | 22.0 | 19.3 | 14.6 | 19.2 | 21.1 | 36.4 | 27.5 | 44.6 | 70.5 | 32.4 | 25.1 | 22.5 | 28.4 | 33.6 | 40.9 | 48.5 | 53.4 |
Treynor Ratio | NA | -0.11 | 0.04 | -0.14 | 0.01 | 0.01 | NA | NA | 0.04 | 0.14 | -0.34 | -0.08 | 0.41 | 0.07 | -0.22 | 0.41 | 0.07 | -0.1 | -0.22 | 0.03 | 0.17 | -0.1 | 0.24 | 0.53 | -0.4 | 0.17 | 0.05 | 0.44 | 0.11 | 0.34 | 0.03 | 0.36 | -0.63 |
Alpha | NA | -0.14 | -0.07 | -0.07 | -0.03 | -0.03 | NA | NA | 0.0 | -0.02 | -0.05 | -0.12 | 0.08 | -0.07 | -0.07 | 0.07 | -0.01 | -0.03 | -0.09 | -0.1 | 0.01 | -0.06 | 0.04 | 0.11 | -0.01 | 0.09 | -0.04 | 0.16 | 0.02 | 0.03 | 0.12 | 0.25 | -0.21 |
Beta | NA | 1.27 | 1.2 | 0.9 | 0.94 | 0.94 | NA | NA | 1.16 | 1.05 | 0.83 | 0.98 | 0.96 | 0.96 | 0.97 | 1.1 | 1.19 | 0.82 | 0.61 | 1.05 | 1.29 | 1.36 | 1.22 | 1.35 | 1.42 | 1.69 | 1.72 | 1.17 | 1.43 | 1.09 | 0.87 | 1.21 | 0.9 |
RSquared | NA | 0.45 | 0.44 | 0.44 | 0.53 | 0.49 | NA | NA | 0.47 | 0.38 | 0.53 | 0.35 | 0.66 | 0.41 | 0.5 | 0.23 | 0.51 | 0.43 | 0.23 | 0.36 | 0.61 | 0.77 | 0.64 | 0.67 | 0.65 | 0.69 | 0.48 | 0.29 | 0.32 | 0.31 | 0.31 | 0.29 | 0.11 |
Yield(%) | N/A | 0.0 | 2.8 | 1.4 | 2.0 | 1.8 | 3.0 | 2.8 | N/A | 3.0 | 0.9 | 1.9 | 1.0 | 2.3 | 1.0 | 4.0 | 1.3 | 2.2 | 1.1 | 1.4 | 0.7 | 1.1 | 0.9 | 1.1 | 1.3 | 0.8 | 0.7 | 0.9 | 0.4 | 1.2 | 0.0 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 135.7 | 47.6 | 8.9 | 150.5 | N/A | N/A | N/A | 135.7 | -58.3 | 166.7 | -51.9 | 65.8 | -63.8 | 235.4 | -45.8 | 81.8 | -26.7 | 150.0 | -48.6 | 59.1 | 41.9 | -61.3 | 116.2 | 12.1 | 26.9 | 160.0 | -56.5 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/2000
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