Find A Portfolio/Ticker
Comparison Box
EWY: iShares MSCI South Korea ETF (ETF)
Basic Info 57.71 2.11(3.79%) May 02
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | (68%) |
Start Date: | 05/12/2000 |
Last Dividend Date: | 12/17/2024 |
12-Mo. Yield | 2.01% |
Expenses | 0.59% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/02/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/12/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.4 | 13.4 | -8.3 | -2.8 | 4.9 | 1.3 | 2.4 | 4.7 | 5.7 | -20.5 | 19.1 | -26.6 | -7.6 | 39.4 | 8.0 | -20.4 | 45.0 | 8.4 | -8.0 | -13.5 | 3.6 | 21.9 | -13.5 | 29.5 | 71.8 | -56.0 | 31.7 | 11.1 | 53.9 | 17.2 | 37.8 | 3.6 | 45.7 | -37.8 |
Sharpe Ratio | NA | 1.41 | -0.57 | -0.29 | 0.09 | -0.01 | NA | NA | 0.13 | -1.19 | 0.67 | -1.02 | -0.35 | 0.95 | 0.35 | -0.93 | 2.9 | 0.37 | -0.42 | -0.92 | 0.18 | 1.05 | -0.37 | 1.07 | 1.61 | -0.8 | 0.89 | 0.31 | 2.29 | 0.57 | 1.1 | 0.06 | 0.91 | -1.06 |
Draw Down(%) | NA | 16.3 | 27.4 | 31.0 | 49.7 | 49.7 | NA | NA | 74.2 | 24.4 | 19.5 | 40.6 | 21.3 | 39.2 | 21.6 | 28.1 | 8.2 | 12.0 | 29.0 | 18.5 | 22.8 | 15.9 | 34.7 | 20.4 | 32.8 | 70.3 | 18.9 | 23.2 | 12.2 | 28.0 | 25.6 | 32.4 | 31.7 | 45.8 |
Standard Deviation(%) | NA | 30.5 | 25.9 | 24.9 | 24.3 | 24.8 | NA | NA | 32.4 | 22.8 | 22.3 | 27.4 | 21.9 | 41.2 | 18.8 | 23.4 | 15.4 | 22.0 | 19.3 | 14.6 | 19.2 | 21.1 | 36.4 | 27.5 | 44.6 | 70.5 | 32.4 | 25.1 | 22.5 | 28.4 | 33.6 | 40.9 | 48.5 | 53.4 |
Treynor Ratio | NA | 0.5 | -0.16 | -0.08 | 0.02 | 0.0 | NA | NA | 0.04 | -0.25 | 0.14 | -0.34 | -0.08 | 0.41 | 0.07 | -0.22 | 0.41 | 0.07 | -0.1 | -0.22 | 0.03 | 0.17 | -0.1 | 0.24 | 0.53 | -0.4 | 0.17 | 0.05 | 0.44 | 0.11 | 0.34 | 0.03 | 0.36 | -0.63 |
Alpha | NA | 0.19 | -0.08 | -0.05 | -0.03 | -0.03 | NA | NA | 0.0 | -0.18 | -0.02 | -0.05 | -0.12 | 0.08 | -0.07 | -0.07 | 0.07 | -0.01 | -0.03 | -0.09 | -0.1 | 0.01 | -0.06 | 0.04 | 0.11 | -0.01 | 0.09 | -0.04 | 0.16 | 0.02 | 0.03 | 0.12 | 0.25 | -0.21 |
Beta | NA | 0.85 | 0.89 | 0.91 | 0.89 | 0.95 | NA | NA | 1.15 | 1.08 | 1.05 | 0.83 | 0.98 | 0.96 | 0.96 | 0.97 | 1.1 | 1.19 | 0.82 | 0.61 | 1.05 | 1.29 | 1.36 | 1.22 | 1.35 | 1.42 | 1.69 | 1.72 | 1.17 | 1.43 | 1.09 | 0.87 | 1.21 | 0.9 |
RSquared | NA | 0.61 | 0.44 | 0.45 | 0.43 | 0.5 | NA | NA | 0.47 | 0.36 | 0.38 | 0.53 | 0.35 | 0.66 | 0.41 | 0.5 | 0.23 | 0.51 | 0.43 | 0.23 | 0.36 | 0.61 | 0.77 | 0.64 | 0.67 | 0.65 | 0.69 | 0.48 | 0.29 | 0.32 | 0.31 | 0.31 | 0.29 | 0.11 |
Yield(%) | N/A | 0.0 | 2.0 | 1.8 | 2.4 | 2.0 | 2.0 | 2.8 | N/A | 2.0 | 3.0 | 0.9 | 1.9 | 1.0 | 2.3 | 1.0 | 4.0 | 1.3 | 2.2 | 1.1 | 1.4 | 0.7 | 1.1 | 0.9 | 1.1 | 1.3 | 0.8 | 0.7 | 0.9 | 0.4 | 1.3 | 0.0 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -21.4 | 0.8 | -2.7 | 134.7 | N/A | N/A | N/A | -21.4 | 136.9 | -58.5 | 166.5 | -51.8 | 65.5 | -63.7 | 237.2 | -46.3 | 81.2 | -26.1 | 146.3 | -47.9 | 58.5 | 40.2 | -60.7 | 117.0 | 10.6 | 28.2 | 161.1 | -57.9 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/2000
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) 1.24% (52%)
- FNORX (FIDELITY NORDIC FUND FIDELITY NORDIC FUND) 2.60% (50%)
- DFUKX (UNITED KINGDOM SMALL COMPANY PORTFOLIO UNITED KINGDOM SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) 1.21% (48%)
- TREMX (T. ROWE PRICE EMERGING EUROPE FUND T. ROWE PRICE EMERGING EUROPE FUND) 1.42% (47%)
- FICCX (FIDELITY CANADA FUND FIDELITY ADVISOR CANADA FUND: CLASS I) 1.25% (45%)
- TRAMX (T. ROWE PRICE AFRICA & MIDDLE EAST FUND T. ROWE PRICE AFRICA & MIDDLE EAST FUND) 0.92% (43%)
- CNZLX (COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND) 2.18% (37%)
- CAFRX (AFRICA FUND AFRICA FUND) 1.88% (5%)
- TPCIX (TIMOTHY ISRAEL COMMON VALUES FUND CLASS C) 0.86% (3%)
Best ETFs
- THD (iShares MSCI Thailand ETF) 1.87% (88%)
- EWC (iShares MSCI Canada ETF) 1.25% (87%)
- EWQ (iShares MSCI France ETF) 1.92% (85%)
- EWN (iShares MSCI Netherlands ETF) 3.05% (83%)
- EWG (iShares MSCI Germany ETF) 2.23% (82%)
- EWL (iShares MSCI Switzerland ETF) 1.78% (80%)
- EWI (iShares MSCI Italy ETF) 1.65% (78%)
- EWU (iShares MSCI United Kingdom ETF) 1.90% (77%)
- EWK (iShares MSCI Belgium ETF) 1.38% (75%)
- EWO (iShares MSCI Austria ETF) 0.83% (73%)
Best Closed End Funds
- IAF (Aberdeen Australia EF Inc) 2.17% (100%)
- CEE (Central Europe Russia & Turkey Fund) 0.96% (98%)
- KF (Korea Closed Fund) 2.98% (97%)
- MXE (Mexico Equity and Income Closed Fund) 0.64% (95%)
- MXF (Mexico Closed Fund) 0.0% (93%)
- GF (New Germany Closed Fund) 1.41% (92%)
- SWZ (Swiss Helvetia Closed Fund) 1.90% (90%)