EPP: iShares MSCI Pacific ex-Japan ETF (ETF)
Basic Info 50.24 0.16(0.32%) July 25
| Asset Class: | PACIFIC/ASIA EX-JAPAN STK |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 10/26/2001 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 2.25% |
| Expenses | 0.48% |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/26/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 14.7 | 19.6 | 9.2 | 8.0 | 5.7 | 5.7 | 6.4 | 8.6 | 4.8 | 5.7 | -6.6 | 4.2 | 6.0 | 18.3 | -10.8 | 26.1 | 7.2 | -8.6 | -1.9 | 3.4 | 26.6 | -13.6 | 17.7 | 63.5 | -47.6 | 29.2 | 32.3 | 13.6 | 28.6 | 44.8 | -5.1 | 7.9 |
| Sharpe Ratio | NA | 1.16 | 0.85 | 0.32 | 0.34 | 0.22 | NA | NA | 0.32 | -0.12 | 0.09 | -0.37 | 0.3 | 0.15 | 1.33 | -0.82 | 2.61 | 0.37 | -0.42 | -0.15 | 0.21 | 1.52 | -0.43 | 0.64 | 1.73 | -0.88 | 0.96 | 1.88 | 0.88 | 1.55 | 3.16 | -0.36 | 3.69 |
| Draw Down(%) | NA | 16.6 | 19.3 | 19.3 | 26.3 | 39.3 | NA | NA | 66.0 | 9.4 | 18.1 | 24.2 | 11.2 | 39.3 | 10.4 | 17.8 | 3.0 | 12.7 | 25.6 | 15.7 | 17.2 | 14.7 | 28.8 | 23.0 | 25.4 | 62.1 | 17.6 | 15.0 | 8.6 | 16.9 | 9.0 | 18.7 | 3.2 |
| Standard Deviation(%) | NA | 21.3 | 19.5 | 18.1 | 17.5 | 19.9 | NA | NA | 23.4 | 15.5 | 16.2 | 21.6 | 14.0 | 38.0 | 12.7 | 14.8 | 9.8 | 19.0 | 20.4 | 13.1 | 16.0 | 17.6 | 31.6 | 27.5 | 36.7 | 54.7 | 27.5 | 15.5 | 13.0 | 17.9 | 14.0 | 17.0 | 14.5 |
| Treynor Ratio | NA | 0.26 | 0.18 | 0.06 | 0.06 | 0.05 | NA | NA | 0.07 | -0.02 | 0.02 | -0.09 | 0.05 | 0.05 | 0.16 | -0.12 | 0.25 | 0.06 | -0.08 | -0.02 | 0.03 | 0.27 | -0.12 | 0.16 | 0.52 | -0.39 | 0.25 | 0.27 | 0.11 | 0.25 | 0.52 | -0.07 | 0.38 |
| Alpha | NA | -0.03 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.03 | 0.01 | 0.04 | -0.02 | -0.03 | 0.02 | 0.02 | 0.0 | -0.01 | -0.02 | 0.03 | 0.01 | 0.01 | 0.04 | -0.05 | -0.13 | 0.17 | -0.03 | -0.03 | 0.02 | 0.01 | -0.02 | -0.04 | -0.05 |
| Beta | NA | 0.96 | 0.94 | 0.96 | 0.93 | 0.93 | NA | NA | 1.06 | 0.87 | 1.0 | 0.91 | 0.84 | 1.13 | 1.07 | 0.98 | 1.02 | 1.11 | 1.04 | 1.05 | 1.09 | 1.0 | 1.1 | 1.13 | 1.22 | 1.22 | 1.04 | 1.06 | 1.07 | 1.09 | 0.84 | 0.85 | 1.4 |
| RSquared | NA | 0.8 | 0.82 | 0.85 | 0.82 | 0.62 | NA | NA | 0.72 | 0.78 | 0.86 | 0.86 | 0.77 | 0.85 | 0.69 | 0.78 | 0.69 | 0.77 | 0.79 | 0.73 | 0.75 | 0.87 | 0.91 | 0.9 | 0.86 | 0.8 | 0.71 | 0.6 | 0.6 | 0.71 | 0.34 | 0.24 | 0.41 |
| Yield(%) | N/A | 0.0 | 2.3 | 3.3 | 3.9 | 4.0 | 4.4 | 5.3 | N/A | 3.9 | 4.2 | 3.9 | 4.5 | 2.3 | 4.5 | 4.2 | 4.9 | 4.1 | 4.3 | 4.1 | 4.0 | 4.9 | 3.6 | 3.6 | 5.4 | 1.2 | 5.8 | 5.2 | 4.1 | 4.1 | 1.4 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -42.0 | -22.9 | -9.1 | -3.2 | N/A | N/A | N/A | -6.3 | -4.7 | -14.5 | 100.5 | -39.4 | -11.6 | 2.6 | 26.6 | -16.6 | -1.3 | -0.2 | -3.8 | 15.5 | 10.6 | 8.5 | 126.8 | -74.1 | 40.2 | 40.5 | 22.7 | 316.7 | -18.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/26/2001
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See PACIFIC/ASIA EX-JAPAN STK Asset Class Trend Rankings |
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