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HEFA: iShares Currency Hedged MSCI EAFE ETF (ETF)
Basic Info 34.25 0.2(0.58%) April 25
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (2%) |
Start Date: | 02/14/2014 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.12% |
Expenses | 0.35% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/14/2014 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 8.7 | 18.1 | 10.6 | 10.4 | 8.8 | 8.8 | 20.3 | -4.9 | 19.6 | 2.1 | 24.8 | -9.3 | 16.7 | 6.4 | 4.3 | 6.1 |
Sharpe Ratio | NA | 2.98 | 1.24 | 0.6 | 0.47 | 0.46 | 0.46 | 1.47 | -0.37 | 1.75 | 0.06 | 2.04 | -0.76 | 1.88 | 0.34 | 0.23 | 0.43 |
Draw Down(%) | NA | 3.1 | 6.8 | 14.8 | 32.4 | 32.4 | 32.4 | 6.8 | 14.8 | 5.6 | 32.4 | 6.9 | 15.5 | 2.9 | 15.1 | 16.0 | 9.5 |
Standard Deviation(%) | NA | 7.7 | 9.7 | 13.0 | 18.1 | 16.7 | 16.7 | 11.1 | 16.8 | 11.2 | 31.5 | 11.5 | 13.9 | 8.5 | 18.1 | 18.4 | 16.2 |
Treynor Ratio | NA | 0.36 | 0.18 | 0.11 | 0.1 | 0.09 | 0.09 | 0.23 | -0.09 | 0.24 | 0.02 | 0.24 | -0.11 | 0.19 | 0.07 | 0.04 | 0.07 |
Alpha | NA | 0.08 | 0.03 | 0.03 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | -0.02 | 0.01 | 0.02 | -0.01 | 0.01 | 0.03 | 0.08 |
Beta | NA | 0.65 | 0.69 | 0.72 | 0.87 | 0.89 | 0.89 | 0.7 | 0.71 | 0.8 | 0.98 | 0.97 | 0.93 | 0.83 | 0.93 | 1.04 | 0.97 |
RSquared | NA | 0.76 | 0.72 | 0.79 | 0.85 | 0.81 | 0.81 | 0.67 | 0.83 | 0.82 | 0.91 | 0.81 | 0.79 | 0.52 | 0.81 | 0.75 | 0.68 |
Yield(%) | N/A | 0.0 | 3.2 | 8.7 | 7.4 | 6.3 | N/A | 3.5 | 19.0 | 3.5 | 2.1 | 6.3 | 4.0 | 2.9 | 3.3 | 3.6 | 3.5 |
Dividend Growth(%) | N/A | -100.0 | -86.0 | 154.6 | 145.4 | N/A | N/A | -86.0 | 527.8 | 68.8 | -61.0 | 39.0 | 55.3 | -8.4 | -7.8 | 5.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/14/2014
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