Find A Portfolio/Ticker
Comparison Box
EFG: iShares MSCI EAFE Growth ETF (ETF)
Basic Info 101.81 0.7(0.69%) December 02
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 08/05/2005 |
| Last Dividend Date: | 06/11/2024 |
| 12-Mo. Yield | 1.68% |
| Expenses | 0.36% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/05/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | 6.0 | 12.2 | -0.5 | 5.1 | 5.6 | 5.9 | 5.4 | 17.6 | -23.1 | 11.0 | 17.8 | 27.5 | -12.9 | 28.9 | -3.1 | 3.7 | -5.9 | 21.6 | 18.3 | -12.9 | 13.0 | 24.2 | -40.2 | 15.0 | 21.8 | 11.0 |
| Sharpe Ratio | NA | -0.08 | 0.32 | -0.26 | 0.13 | 0.23 | NA | 0.2 | 0.95 | -0.99 | 0.79 | 0.6 | 2.32 | -0.97 | 3.74 | -0.19 | 0.23 | -0.49 | 1.65 | 1.09 | -0.44 | 0.55 | 0.83 | -0.9 | 0.64 | 1.26 | 2.43 |
| Draw Down(%) | NA | 10.0 | 10.0 | 34.4 | 35.8 | 35.8 | NA | 58.4 | 15.3 | 34.3 | 7.8 | 29.9 | 6.5 | 20.7 | 3.1 | 11.4 | 14.9 | 13.5 | 9.8 | 15.6 | 25.8 | 18.8 | 27.1 | 53.5 | 12.1 | 16.4 | 5.2 |
| Standard Deviation(%) | NA | 14.7 | 14.5 | 18.6 | 20.4 | 17.4 | NA | 21.0 | 14.1 | 24.9 | 14.0 | 29.2 | 11.2 | 14.6 | 7.6 | 17.0 | 15.9 | 12.1 | 13.0 | 16.9 | 29.3 | 23.4 | 29.0 | 45.4 | 18.8 | 14.8 | 11.1 |
| Treynor Ratio | NA | -0.01 | 0.06 | -0.07 | 0.03 | 0.05 | NA | 0.05 | 0.18 | -0.35 | 0.18 | 0.2 | 0.37 | -0.19 | 0.4 | -0.04 | 0.04 | -0.06 | 0.23 | 0.19 | -0.13 | 0.12 | 0.25 | -0.41 | 0.13 | 0.2 | 0.32 |
| Alpha | NA | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | NA | -0.01 | 0.02 | -0.01 | 0.04 | -0.1 | 0.02 | -0.02 | 0.0 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.05 | 0.03 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 0.83 | 0.83 | 0.72 | 0.76 | 0.78 | NA | 0.89 | 0.73 | 0.7 | 0.6 | 0.89 | 0.7 | 0.73 | 0.71 | 0.91 | 0.95 | 0.92 | 0.92 | 0.96 | 1.01 | 1.05 | 0.96 | 0.99 | 0.94 | 0.92 | 0.84 |
| RSquared | NA | 0.85 | 0.84 | 0.85 | 0.84 | 0.85 | NA | 0.89 | 0.81 | 0.88 | 0.71 | 0.88 | 0.82 | 0.87 | 0.73 | 0.9 | 0.91 | 0.9 | 0.89 | 0.95 | 0.95 | 0.95 | 0.93 | 0.93 | 0.95 | 0.86 | 0.78 |
| Yield(%) | N/A | 0.9 | 1.7 | 1.3 | 1.6 | 1.9 | 2.3 | N/A | 1.9 | 1.0 | 1.7 | 1.0 | 2.1 | 1.7 | 2.0 | 2.1 | 1.8 | 2.2 | 2.2 | 2.6 | 2.1 | 1.9 | 2.5 | 1.7 | 1.1 | 1.2 | 0.5 |
| Dividend Growth(%) | N/A | -43.5 | 40.7 | 19.8 | -0.8 | N/A | N/A | N/A | 48.6 | -37.6 | 97.9 | -41.2 | 6.9 | 8.7 | -10.1 | 18.8 | -23.7 | 16.1 | -3.4 | 6.7 | 18.6 | -5.8 | -12.6 | 81.2 | 5.8 | 197.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2005
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 Growth Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Growth
Best Mutual Funds
- PRITX (T. ROWE PRICE INTERNATIONAL STOCK FUND T. ROWE PRICE INTERNATIONAL STOCK FUND) (100%)
- AIGIX (ALGER INTERNATIONAL GROWTH FUND ALGER INTERNATIONAL GROWTH FUND CLASS I) (97%)
- JIGFX (JANUS OVERSEAS FUND CLASS I) (96%)
- JAIGX (OVERSEAS PORTFOLIO INSTITUTIONAL SHARES) (96%)
- TGVIX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND - CLASS I) (94%)
- AIEVX (INVESCO INTERNATIONAL GROWTH FUND CLASS R5) (93%)
- OIGYX (Oppenheimer International Growth Y) (92%)
- MQGIX (MFS INTERNATIONAL GROWTH FUND I) (91%)
- CIGIX (CALAMOS INTERNATIONAL GROWTH FUND CLASS I) (90%)
- MIEDX (MASSMUTUAL PREMIER INTERNATIONAL EQUITY FUND CLASS R5) (90%)
Best ETFs
- DNL (WisdomTree Global ex-U.S. Quality Dividend Growth Fund) 0.94% (99%)
- EFG (iShares MSCI EAFE Growth ETF) 0.69% (99%)
- PIZ (Invesco DWA Developed Markets Momentum ETF) 0.98% (98%)
- AADR (AdvisorShares Dorsey Wright ADR ETF) 1.20% (25%)
Latest Articles Related to EFG
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
