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EFG: iShares MSCI EAFE Growth (ETF)
Basic Info 77.14 3.21(4.34%) October 04
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 08/05/2005 |
| Last Dividend Date: | 06/09/2022 |
| 12-Mo. Yield | 0.32% |
| Expenses | 0.40% |
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Performance Analytics (As of 10/04/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 7.3 | -28.6 | -24.5 | 1.1 | 1.6 | 5.1 | 1.8 | 4.3 | 11.0 | 17.8 | 27.5 | -12.9 | 28.9 | -3.1 | 3.7 | -5.9 | 21.5 | 18.4 | -12.9 | 13.0 | 24.2 | -40.2 | 15.0 | 21.8 | 11.0 |
| SR | NA | -1.75 | -1.38 | -0.09 | -0.02 | 0.24 | NA | 0.15 | 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 |
| DD(%) | NA | 33.6 | 34.7 | 35.0 | 35.0 | 35.0 | NA | 58.4 | 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 |
| SD(%) | NA | 24.2 | 22.1 | 22.5 | 19.2 | 16.7 | NA | 21.6 | 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 |
| TR | NA | -0.62 | -0.55 | -0.03 | 0.0 | 0.05 | NA | 0.04 | 0.27 | 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 | -0.04 | -0.06 | -0.03 | -0.02 | -0.01 | NA | -0.01 | 0.02 | -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 | 0.68 | 0.56 | 0.69 | 0.7 | 0.75 | NA | 0.88 | 0.41 | 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 |
| RS | NA | 0.86 | 0.73 | 0.78 | 0.79 | 0.81 | NA | 0.88 | 0.54 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Growth Asset Class Trend Rankings |
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