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BKF: iShares MSCI BRIC (ETF)
Basic Info 46.59 1.34(2.80%) November 26
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 11/16/2007 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.79% |
| Expenses | 0.68% |
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Performance Analytics (As of 11/26/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.1 | -10.8 | -8.4 | 7.8 | 9.1 | 5.0 | 0.2 | 16.5 | 22.9 | -13.8 | 41.8 | 11.0 | -14.0 | -4.3 | -5.3 | 15.3 | -24.7 | 9.1 | 85.5 | -57.2 | 2.1 |
| SR | NA | -0.54 | -0.39 | 0.29 | 0.38 | 0.21 | 0.0 | 0.5 | 1.31 | -0.69 | 2.99 | 0.48 | -0.58 | -0.23 | -0.29 | 0.74 | -0.77 | 0.34 | 2.01 | -0.87 | 0.45 |
| DD(%) | NA | 22.5 | 22.5 | 30.9 | 33.3 | 39.4 | 70.3 | 30.9 | 12.2 | 27.9 | 6.9 | 16.4 | 30.2 | 20.8 | 21.4 | 22.8 | 36.0 | 19.9 | 26.9 | 69.3 | 10.4 |
| SD(%) | NA | 22.0 | 21.7 | 24.5 | 22.2 | 21.8 | 30.3 | 32.5 | 16.4 | 22.0 | 13.8 | 22.1 | 24.2 | 18.7 | 18.5 | 20.7 | 32.2 | 26.5 | 42.4 | 66.9 | 38.8 |
| TR | NA | -0.1 | -0.07 | 0.06 | 0.07 | 0.04 | 0.0 | 0.14 | 0.17 | -0.12 | 0.29 | 0.09 | -0.11 | -0.03 | -0.05 | 0.13 | -0.21 | 0.08 | 0.68 | -0.46 | 0.15 |
| Alpha(%) | NA | -0.06 | -0.07 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | -0.01 | 0.03 | -0.02 | 0.0 | -0.02 | -0.01 | -0.04 | -0.03 | 0.07 | 0.11 |
| Beta(%) | NA | 1.22 | 1.22 | 1.17 | 1.2 | 1.21 | 1.23 | 1.14 | 1.24 | 1.24 | 1.41 | 1.19 | 1.25 | 1.3 | 1.15 | 1.2 | 1.18 | 1.2 | 1.25 | 1.27 | 1.19 |
| RS | NA | 0.8 | 0.81 | 0.89 | 0.88 | 0.87 | 0.9 | 0.93 | 0.9 | 0.89 | 0.81 | 0.87 | 0.87 | 0.8 | 0.78 | 0.9 | 0.9 | 0.92 | 0.92 | 0.92 | 0.85 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (Vanguard Emerging Mkts Stock Idx) 0.0% (99%)
- GEMMX (GMO Emerging Markets VI) 3.45% (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) 3.32% (96%)
- DFEVX (DFA Emerging Markets Value I) 3.03% (96%)
- HIEMX (Virtus Emerging Markets Opportunities I) 2.62% (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) 3.20% (95%)
- DEMSX (DFA Emerging Markets Small Cap I) 2.56% (95%)
- RNWFX (American Funds New World R5) 2.46% (94%)
- DFCEX (DFA Emerging Markets Core Equity I) 2.86% (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 2.60% (94%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) 3.35% (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 3.05% (99%)
- BKF (iShares MSCI BRIC) 2.80% (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) 2.59% (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 2.56% (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 2.79% (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 2.92% (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) 2.62% (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) 2.93% (97%)
- SCHE (Schwab Emerging Markets Equity ETF) 3.13% (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 2.91% (100%)
- IHD (ING Emerging Market High Div. Equity) 2.45% (37%)
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