Find A Portfolio/Ticker
Comparison Box
EPOL: iShares MSCI Poland ETF (ETF)
Basic Info 23.31 0.13(0.56%) April 19
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | (29%) |
Start Date: | 05/26/2010 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.58% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/26/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 2.9 | 40.5 | 8.6 | 1.7 | -0.2 | 2.1 | 50.7 | -24.6 | 12.2 | -8.4 | -6.1 | -13.8 | 52.4 | 2.4 | -23.2 | -16.3 | 3.7 | 41.6 | -32.0 | 37.3 |
Sharpe Ratio | NA | 0.24 | 1.6 | 0.22 | 0.01 | -0.06 | 0.05 | 1.72 | -0.65 | 0.57 | -0.21 | -0.43 | -0.63 | 2.91 | 0.08 | -0.96 | -0.79 | 0.15 | 1.5 | -0.73 | 2.06 |
Draw Down(%) | NA | 9.3 | 21.8 | 54.2 | 54.2 | 61.4 | 63.7 | 21.8 | 53.2 | 17.1 | 43.1 | 17.8 | 29.6 | 6.3 | 19.5 | 34.5 | 21.0 | 19.4 | 23.5 | 44.6 | 15.9 |
Standard Deviation(%) | NA | 23.7 | 26.5 | 30.6 | 31.0 | 27.0 | 28.8 | 27.3 | 40.2 | 21.5 | 40.2 | 17.5 | 24.0 | 17.9 | 26.1 | 24.1 | 20.6 | 24.3 | 28.0 | 44.1 | 33.6 |
Treynor Ratio | NA | 0.06 | 0.37 | 0.06 | 0.0 | -0.02 | 0.01 | 0.42 | -0.23 | 0.15 | -0.1 | -0.1 | -0.18 | 0.48 | 0.02 | -0.27 | -0.17 | 0.03 | 0.26 | -0.2 | 0.45 |
Alpha | NA | -0.05 | 0.05 | 0.01 | -0.03 | -0.04 | -0.04 | 0.07 | 0.0 | -0.03 | -0.09 | -0.1 | -0.04 | 0.09 | -0.03 | -0.1 | -0.11 | -0.12 | 0.05 | -0.14 | 0.04 |
Beta | NA | 0.9 | 1.16 | 1.08 | 0.96 | 0.94 | 1.1 | 1.11 | 1.13 | 0.82 | 0.9 | 0.75 | 0.83 | 1.08 | 1.11 | 0.85 | 0.97 | 1.32 | 1.64 | 1.61 | 1.55 |
RSquared | NA | 0.19 | 0.26 | 0.37 | 0.44 | 0.38 | 0.44 | 0.28 | 0.47 | 0.25 | 0.6 | 0.28 | 0.35 | 0.16 | 0.31 | 0.3 | 0.29 | 0.36 | 0.56 | 0.73 | 0.67 |
Yield(%) | N/A | 0.0 | 3.8 | 2.3 | 1.8 | 1.6 | N/A | 4.1 | 1.9 | 1.4 | 1.3 | 2.3 | 1.2 | 2.8 | 2.2 | 1.9 | 2.9 | 3.3 | 4.1 | 3.7 | 1.5 |
Dividend Growth(%) | N/A | -100.0 | 58.5 | 17.5 | -14.7 | N/A | N/A | 58.5 | 46.4 | 0.0 | -47.2 | 60.6 | -35.3 | 30.8 | -15.2 | -44.6 | -14.4 | 5.4 | -25.8 | 244.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2010
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 Miscellaneous Region Asset Class Trend Rankings |
Top Rated Funds in Miscellaneous Region
Best Mutual Funds
- FICDX (FIDELITY CANADA FUND FIDELITY CANADA FUND) 0.33% (53%)
- FNORX (FIDELITY NORDIC FUND FIDELITY NORDIC FUND) 0.20% (52%)
- DFUKX (UNITED KINGDOM SMALL COMPANY PORTFOLIO UNITED KINGDOM SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) 0.81% (50%)
- TREMX (T. ROWE PRICE EMERGING EUROPE FUND T. ROWE PRICE EMERGING EUROPE FUND) 0.43% (48%)
- FICCX (FIDELITY CANADA FUND FIDELITY ADVISOR CANADA FUND: CLASS I) 0.33% (47%)
- TRAMX (T. ROWE PRICE AFRICA & MIDDLE EAST FUND T. ROWE PRICE AFRICA & MIDDLE EAST FUND) 0.0% (45%)
- CNZLX (COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND) 0.48% (39%)
- CAFRX (AFRICA FUND AFRICA FUND) 0.15% (5%)
- TPCIX (TIMOTHY ISRAEL COMMON VALUES FUND CLASS C) 0.05% (3%)
Best ETFs
- THD (iShares MSCI Thailand ETF) 1.63% (89%)
- EWC (iShares MSCI Canada ETF) 0.71% (87%)
- EWQ (iShares MSCI France ETF) 0.25% (85%)
- EWN (iShares MSCI Netherlands ETF) 0.85% (84%)
- EWG (iShares MSCI Germany ETF) 0.10% (82%)
- EWL (iShares MSCI Switzerland ETF) 1.15% (81%)
- EWI (iShares MSCI Italy ETF) 0.80% (79%)
- EWU (iShares MSCI United Kingdom ETF) 0.48% (77%)
- EWK (iShares MSCI Belgium ETF) 0.44% (76%)
- EWO (iShares MSCI Austria ETF) 0.23% (74%)
Best Closed End Funds
- IAF (Aberdeen Australia EF Inc) 0.0% (100%)
- CEE (Central Europe Russia & Turkey Fund) 0.42% (98%)
- KF (Korea Closed Fund) 1.08% (97%)
- MXE (Mexico Equity and Income Closed Fund) 0.47% (95%)
- MXF (Mexico Closed Fund) 0.17% (94%)
- GF (New Germany Closed Fund) 0.24% (92%)
- SWZ (Swiss Helvetia Closed Fund) 0.53% (90%)