Find A Portfolio/Ticker
Comparison Box
EFA: iShares MSCI EAFE (ETF)
Basic Info 72.23 0.42(0.58%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/27/2001 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 2.40% |
| Expenses | 0.33% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 10.0 | 7.7 | 8.6 | 4.1 | 5.1 | 2.8 | 5.2 | -12.0 | 11.5 | 7.6 | 22.0 | -13.8 | 25.1 | 1.4 | -1.0 | -6.2 | 21.4 | 18.8 | -12.2 | 8.1 | 26.9 | -41.0 | 9.9 | 25.8 | 13.3 | 18.9 | 40.3 | -15.4 | -7.0 |
| SR | NA | 1.6 | 0.26 | 0.48 | 0.16 | 0.26 | NA | 0.2 | -0.6 | 0.89 | 0.23 | 1.83 | -1.07 | 3.2 | 0.06 | -0.06 | -0.5 | 1.57 | 1.07 | -0.41 | 0.33 | 0.85 | -0.89 | 0.38 | 1.52 | 0.96 | 1.24 | 2.4 | -0.68 | -0.96 |
| DD(%) | NA | 7.3 | 17.9 | 27.7 | 33.9 | 34.2 | NA | 61.0 | 27.1 | 7.0 | 33.9 | 8.1 | 22.1 | 2.3 | 12.5 | 16.4 | 14.0 | 10.2 | 16.6 | 25.8 | 20.2 | 30.2 | 53.6 | 11.6 | 15.8 | 7.2 | 9.8 | 15.6 | 28.3 | 20.2 |
| SD(%) | NA | 14.2 | 19.5 | 17.8 | 19.9 | 17.4 | NA | 21.5 | 22.3 | 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 |
| TR | NA | 0.22 | 0.05 | 0.08 | 0.03 | 0.04 | NA | 0.04 | -0.13 | 0.12 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 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 | 1.03 | 1.0 | 1.02 | 1.02 | 1.03 | NA | 1.06 | 1.02 | 0.97 | 1.02 | 1.04 | 1.04 | 1.01 | 1.04 | 1.07 | 1.08 | 1.05 | 1.06 | 1.09 | 1.13 | 1.09 | 1.11 | 1.02 | 1.07 | 1.06 | 0.98 | 0.95 | 0.95 | 0.96 |
| RS | NA | 0.97 | 0.96 | 0.97 | 0.98 | 0.97 | NA | 0.92 | 0.97 | 0.96 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (Oakmark International I) 0.23% (100%)
- HAINX (Harbor International Instl) 0.39% (99%)
- DODFX (Dodge & Cox International Stock) 0.02% (99%)
- PIPDX (PIMCO International StocksPLUS TR Str D) 0.13% (99%)
- BJBIX (Artio International Equity A) 0.32% (99%)
- FDIVX (Fidelity Diversified International) 0.25% (98%)
- VTMGX (Vanguard Tax-Managed Intl Adm) 0.20% (98%)
- LLINX (Longleaf Partners International) 0.39% (97%)
- SGOIX (First Eagle Overseas I) 0.04% (96%)
- MIERX (MainStay International Equity R1) 0.25% (96%)
Best ETFs
- EFA (iShares MSCI EAFE) 0.58% (100%)
- PID (PowerShares Intl Div Achiev ETF) 0.39% (100%)
- ACWX (iShares MSCI ACWI ex US) 0.47% (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) 0.39% (97%)
- VEA (Vanguard FTSE Developed Markets ETF) 0.63% (97%)
- VEU (Vanguard FTSE All-World ex-US ETF) 0.46% (97%)
- SCHF (Schwab International Equity ETF) 0.59% (33%)
- VXUS (Vanguard Total International Stock ETF) 0.45% (29%)
- DBEF (Deutsche X-trackers MSCI EAFE Hedged Eq) 0.66% (28%)
- EFAV (iShares MSCI EAFE Minimum Volatility) 0.39% (27%)
Best Closed End Funds
* Day change on 06/05/2023.Latest Articles Related to EFA
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
