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EWU: iShares MSCI United Kingdom ETF (ETF)
Basic Info 34.83 0.27(0.78%) April 26
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | (77%) |
Start Date: | 03/18/1996 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 4.20% |
Expenses | 0.50% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.0 | 5.4 | 8.6 | 6.3 | 4.7 | 2.3 | 6.8 | 4.2 | 4.5 | 12.4 | -4.4 | 18.2 | -11.8 | 21.3 | -14.3 | 21.5 | -1.2 | -7.0 | -7.6 | 19.5 | 15.3 | -3.9 | 10.2 | 36.2 | -46.5 | 6.4 | 30.4 | 5.9 | 18.3 | 34.7 | -15.3 | -14.0 | -13.6 | 4.9 | 16.0 | 14.2 | 24.7 |
Sharpe Ratio | NA | 0.07 | -0.01 | 0.13 | 0.09 | 0.05 | NA | NA | 0.12 | 0.6 | -0.25 | 1.24 | -0.33 | 1.58 | -1.05 | 2.52 | -0.06 | -0.38 | -0.57 | 1.57 | 0.89 | -0.13 | 0.41 | 1.06 | -0.96 | 0.16 | 1.87 | 0.32 | 1.19 | 1.63 | -0.6 | -0.71 | -0.69 | 0.08 | 0.46 | 0.45 | 1.88 |
Draw Down(%) | NA | 4.3 | 10.0 | 24.9 | 42.5 | 43.3 | NA | NA | 64.0 | 10.0 | 24.9 | 7.1 | 42.4 | 11.2 | 21.1 | 3.6 | 15.5 | 18.0 | 17.5 | 9.0 | 14.1 | 22.9 | 20.4 | 30.3 | 55.1 | 13.4 | 12.7 | 8.4 | 7.3 | 15.1 | 25.0 | 29.0 | 18.4 | 14.2 | 25.6 | 10.3 | 6.3 |
Standard Deviation(%) | NA | 11.1 | 12.6 | 17.2 | 22.1 | 19.4 | NA | NA | 22.9 | 13.8 | 22.9 | 14.7 | 36.8 | 12.6 | 14.8 | 8.3 | 23.2 | 18.6 | 13.4 | 12.4 | 17.4 | 29.6 | 24.8 | 34.1 | 49.2 | 21.5 | 14.6 | 11.6 | 14.6 | 20.9 | 27.2 | 23.5 | 25.5 | 21.9 | 27.7 | 23.6 | 15.2 |
Treynor Ratio | NA | 0.02 | 0.0 | 0.03 | 0.03 | 0.01 | NA | NA | 0.03 | 0.13 | -0.08 | 0.24 | -0.13 | 0.26 | -0.24 | 0.32 | -0.01 | -0.07 | -0.09 | 0.21 | 0.13 | -0.03 | 0.08 | 0.33 | -0.43 | 0.03 | 0.25 | 0.05 | 0.21 | 0.39 | -0.23 | -0.26 | -0.29 | 0.04 | 0.14 | 0.24 | 1.01 |
Alpha | NA | -0.02 | -0.04 | 0.0 | -0.03 | -0.03 | NA | NA | -0.01 | -0.02 | 0.04 | -0.01 | -0.11 | -0.01 | -0.05 | 0.03 | -0.06 | -0.03 | -0.08 | -0.03 | -0.01 | -0.02 | -0.02 | 0.03 | -0.04 | 0.01 | 0.05 | 0.01 | 0.04 | 0.04 | 0.01 | -0.03 | -0.03 | -0.02 | -0.02 | 0.0 | 0.08 |
Beta | NA | 0.49 | 0.68 | 0.69 | 0.83 | 0.85 | NA | NA | 0.89 | 0.65 | 0.7 | 0.75 | 0.94 | 0.77 | 0.64 | 0.66 | 1.39 | 0.98 | 0.89 | 0.92 | 1.17 | 1.18 | 1.23 | 1.08 | 1.09 | 1.14 | 1.08 | 0.73 | 0.82 | 0.86 | 0.72 | 0.64 | 0.62 | 0.47 | 0.89 | 0.44 | 0.28 |
RSquared | NA | 0.26 | 0.4 | 0.49 | 0.64 | 0.61 | NA | NA | 0.56 | 0.38 | 0.55 | 0.45 | 0.79 | 0.59 | 0.55 | 0.28 | 0.64 | 0.66 | 0.58 | 0.67 | 0.74 | 0.87 | 0.8 | 0.75 | 0.82 | 0.72 | 0.55 | 0.41 | 0.39 | 0.49 | 0.47 | 0.34 | 0.29 | 0.15 | 0.43 | 0.12 | 0.04 |
Yield(%) | N/A | 0.0 | 4.1 | 4.0 | 3.6 | 3.4 | 5.6 | 4.1 | N/A | 4.5 | 3.1 | 4.9 | 2.1 | 4.8 | 4.1 | 4.5 | 3.8 | 3.7 | 6.6 | 2.7 | 3.9 | 3.1 | 2.5 | 3.4 | 3.4 | 3.6 | 4.3 | 3.2 | 2.2 | 6.1 | 1.9 | 2.7 | 4.3 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 30.5 | 7.2 | -26.3 | 19.8 | N/A | N/A | N/A | 30.5 | -27.6 | 98.6 | -48.2 | -4.1 | 5.0 | 14.8 | -7.6 | -51.8 | 176.8 | -23.3 | 20.6 | 27.4 | 0.0 | -48.1 | -4.1 | 3.7 | 40.5 | 68.1 | -54.3 | 164.9 | -40.0 | -49.5 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/1996
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