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EFA: iShares MSCI EAFE ETF (ETF)
Basic Info 84.64 0.01(0.01%) March 18
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/27/2001 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 3.11% |
| Expenses | 0.33% |
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Performance Analytics (As of 03/18/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/27/2001 |
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(%) | 3.0 | 11.9 | 10.6 | 10.1 | 13.1 | 5.9 | 5.9 | 5.2 | 5.7 | 3.5 | 18.4 | -14.4 | 11.4 | 7.6 | 22.0 | -13.8 | 25.1 | 1.4 | -1.0 | -6.2 | 21.4 | 18.8 | -12.2 | 8.2 | 26.9 | -41.0 | 9.9 | 25.8 | 13.3 | 18.9 | 40.3 | -15.4 | -7.0 |
| Sharpe Ratio | NA | 4.35 | 0.22 | 0.33 | 0.56 | 0.24 | NA | NA | 0.21 | -0.24 | 1.05 | -0.71 | 0.89 | 0.23 | 1.84 | -1.07 | 3.2 | 0.06 | -0.06 | -0.5 | 1.57 | 1.06 | -0.41 | 0.33 | 0.85 | -0.89 | 0.38 | 1.52 | 0.96 | 1.24 | 2.4 | -0.68 | -0.96 |
| Draw Down(%) | NA | 2.7 | 10.1 | 24.5 | 29.5 | 34.2 | NA | NA | 61.0 | 9.8 | 11.6 | 28.7 | 7.0 | 33.9 | 8.1 | 22.1 | 2.3 | 12.5 | 16.4 | 14.0 | 10.2 | 16.6 | 25.9 | 20.2 | 30.2 | 53.6 | 11.6 | 15.8 | 7.2 | 9.8 | 15.6 | 28.3 | 20.2 |
| Standard Deviation(%) | NA | 14.7 | 13.5 | 16.3 | 18.5 | 17.4 | NA | NA | 21.0 | 12.8 | 13.5 | 22.4 | 12.8 | 31.6 | 11.2 | 14.2 | 7.7 | 18.5 | 16.8 | 12.4 | 13.6 | 17.7 | 30.2 | 24.3 | 31.7 | 46.8 | 18.4 | 14.9 | 11.7 | 14.6 | 16.5 | 24.2 | 22.0 |
| Treynor Ratio | NA | 0.6 | 0.03 | 0.05 | 0.11 | 0.04 | NA | NA | 0.04 | -0.03 | 0.14 | -0.15 | 0.11 | 0.07 | 0.2 | -0.15 | 0.24 | 0.01 | -0.01 | -0.06 | 0.2 | 0.18 | -0.11 | 0.07 | 0.25 | -0.38 | 0.07 | 0.21 | 0.11 | 0.18 | 0.42 | -0.17 | -0.22 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.02 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | -0.01 |
| Beta | NA | 1.06 | 1.03 | 1.02 | 0.95 | 0.96 | NA | NA | 1.04 | 1.01 | 1.03 | 1.03 | 0.99 | 1.02 | 1.04 | 1.04 | 1.01 | 1.04 | 1.07 | 1.08 | 1.05 | 1.06 | 1.1 | 1.13 | 1.09 | 1.11 | 1.02 | 1.07 | 1.06 | 0.98 | 0.95 | 0.95 | 0.96 |
| RSquared | NA | 0.97 | 0.97 | 0.98 | 0.81 | 0.79 | NA | NA | 0.87 | 0.97 | 0.97 | 0.98 | 0.97 | 0.98 | 0.96 | 0.97 | 0.94 | 0.98 | 0.96 | 0.96 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.94 | 0.87 | 0.91 | 0.86 | 0.84 | 0.66 | 0.59 | 0.8 |
| Yield(%) | N/A | 0.0 | 3.1 | 2.9 | 4.5 | 3.1 | 3.4 | 3.4 | N/A | 3.3 | 3.4 | 2.2 | 3.6 | 2.2 | 3.7 | 2.8 | 3.1 | 3.1 | 2.7 | 3.4 | 3.0 | 3.5 | 2.9 | 2.5 | 3.2 | 2.4 | 2.7 | 2.5 | 2.1 | 1.8 | 2.0 | 1.6 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 9.3 | 2.2 | 13.8 | 19.1 | N/A | N/A | N/A | 9.3 | 27.0 | -32.5 | 68.6 | -27.9 | 8.0 | 10.4 | 1.9 | 9.4 | -28.4 | 32.7 | -3.1 | 2.9 | 22.4 | -3.1 | -22.1 | -7.6 | 30.5 | 38.1 | 38.2 | 18.2 | 8.3 | 659.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2001
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