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EFG: iShares MSCI EAFE Growth (ETF)
Basic Info 106.14 0.59(0.56%) April 16
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 08/05/2005 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.86% |
| Expenses | 0.40% |
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Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.6 | 5.2 | 45.1 | 11.0 | 11.6 | 7.3 | 5.6 | 6.6 | 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 | 1.25 | 2.66 | 0.51 | 0.63 | 0.39 | NA | 0.27 | 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 | 7.8 | 7.8 | 29.9 | 29.9 | 29.9 | NA | 58.4 | 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 | 15.5 | 16.9 | 19.9 | 17.3 | 18.0 | NA | 21.7 | 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 | 0.35 | 0.67 | 0.13 | 0.13 | 0.08 | NA | 0.06 | 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 | -0.01 | -0.03 | -0.02 | -0.01 | NA | -0.01 | -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 | 0.55 | 0.67 | 0.8 | 0.81 | 0.88 | NA | 0.94 | 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 | 0.77 | 0.75 | 0.85 | 0.85 | 0.89 | NA | 0.91 | 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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