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EFA: iShares MSCI EAFE (ETF)


Basic Info     63.08 0.21(0.33%) September 25

Asset Class:Foreign Large Blend
MyPlanIQ Rating: Not Rated
Start Date:09/03/2020
Last Dividend Date:-
12-Mo. Yield 1.99%
Expenses 0.33%
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Performance Analytics (As of 09/25/2020)

Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr Inception** 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
AR(%) -3.1 -2.1 3.4 1.7 5.3 5.2 -2.1 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 22.5 44.6 -12.3 -4.8
SR NA -1.78 -0.61 -0.98 -0.93 -0.84 -1.78 -0.11 -2.5 0.77 -1.77 -1.16 -1.99 0.21 0.02 -1.02 -0.43 0.26 -1.29 -0.66 0.23 -0.66 0.2 1.51 -1.3 -1.95
DD(%) NA 4.2 33.9 34.2 34.2 34.2 4.2 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 28.2 20.4
SD(%) NA 16.9 30.4 20.4 18.5 18.9 16.9 11.2 14.2 7.7 18.5 16.9 12.4 13.6 17.7 30.2 24.3 31.7 46.8 18.4 14.9 11.6 14.9 16.8 24.6 21.5
TR NA -0.29 -0.18 -0.2 -0.17 -0.15 -0.29 -0.01 -0.34 0.06 -0.31 -0.18 -0.23 0.03 0.0 -0.28 -0.09 0.08 -0.54 -0.12 0.03 -0.07 0.03 0.26 -0.34 -0.44
Alpha(%) NA 0.01 0.0 0.0 0.0 0.0 0.01 0.0 0.01 0.0 0.0 0.01 0.0 0.0 0.0 0.01 0.0 -0.01 0.04 -0.01 0.01 0.0 0.01 0.03 0.01 0.0
Beta(%) NA 1.02 1.01 1.02 1.02 1.05 1.02 1.02 1.04 1.01 1.04 1.07 1.08 1.05 1.06 1.09 1.13 1.09 1.11 1.02 1.06 1.06 0.98 0.96 0.95 0.96
RS NA 0.98 0.98 0.97 0.97 0.97 0.98 0.93 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 0.81 0.64 0.58 0.79

*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/2020

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