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EWZ: iShares MSCI Brazil ETF (ETF)
Basic Info 28.18 0.18(0.64%) May 19
| Asset Class: | Latin America Stock |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 07/14/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 6.33% |
| Expenses | 0.59% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/14/2000 |
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(%) | 2.5 | 25.2 | -3.9 | 4.5 | 12.3 | 2.4 | -0.9 | 5.1 | 5.4 | -30.4 | 32.6 | 12.1 | -17.3 | -20.3 | 27.7 | -2.6 | 23.7 | 64.5 | -41.8 | -15.5 | -17.5 | 0.3 | -24.1 | 7.8 | 122.0 | -54.3 | 74.8 | 43.3 | 52.7 | 33.6 | 116.9 | -36.3 | -18.8 | -10.9 |
| Sharpe Ratio | NA | 2.77 | -0.43 | -0.02 | 0.32 | 0.01 | NA | NA | 0.11 | -1.67 | 1.1 | 0.31 | -0.55 | -0.32 | 0.99 | -0.12 | 0.75 | 1.61 | -1.18 | -0.49 | -0.82 | 0.01 | -0.75 | 0.26 | 2.74 | -0.73 | 1.74 | 1.15 | 1.63 | 0.99 | 3.98 | -0.74 | -0.5 | -0.79 |
| Draw Down(%) | NA | 13.0 | 24.2 | 31.4 | 32.2 | 57.0 | NA | NA | 77.3 | 30.7 | 17.4 | 32.2 | 32.0 | 57.0 | 18.6 | 34.0 | 19.0 | 18.5 | 44.6 | 37.4 | 27.1 | 28.9 | 35.2 | 24.6 | 21.1 | 73.1 | 26.5 | 32.1 | 17.1 | 33.3 | 20.3 | 61.8 | 52.7 | 29.2 |
| Standard Deviation(%) | NA | 27.7 | 25.2 | 27.8 | 30.6 | 36.2 | NA | NA | 38.0 | 22.2 | 26.0 | 35.0 | 31.6 | 64.8 | 26.5 | 33.0 | 31.0 | 39.8 | 35.5 | 31.3 | 21.4 | 22.5 | 32.2 | 29.7 | 44.6 | 75.8 | 41.5 | 34.9 | 31.0 | 32.9 | 29.2 | 50.3 | 43.0 | 33.4 |
| Treynor Ratio | NA | 0.76 | -0.1 | -0.01 | 0.09 | 0.0 | NA | NA | 0.04 | -0.35 | 0.25 | 0.09 | -0.15 | -0.18 | 0.23 | -0.03 | 0.18 | 0.54 | -0.33 | -0.12 | -0.17 | 0.0 | -0.24 | 0.07 | 1.18 | -0.54 | 0.64 | 0.36 | 0.41 | 0.28 | 1.16 | -0.42 | -0.24 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.05 | -0.01 | 0.01 | 0.0 | -0.02 | 0.04 | 0.03 | -0.03 | 0.07 | -0.02 | 0.0 | -0.02 | -0.02 | -0.02 | -0.03 | 0.05 | -0.04 | 0.05 | -0.01 | -0.04 | -0.03 | 0.12 | -0.05 | -0.1 | NA |
| Beta | NA | 1.01 | 1.06 | 1.12 | 1.12 | 1.17 | NA | NA | 1.1 | 1.06 | 1.14 | 1.15 | 1.18 | 1.14 | 1.14 | 1.16 | 1.31 | 1.19 | 1.26 | 1.24 | 1.03 | 1.12 | 1.02 | 1.09 | 1.03 | 1.02 | 1.12 | 1.13 | 1.22 | 1.16 | 1.0 | 0.9 | 0.89 | NA |
| RSquared | NA | 0.89 | 0.83 | 0.89 | 0.89 | 0.92 | NA | NA | 0.8 | 0.78 | 0.9 | 0.91 | 0.89 | 0.95 | 0.92 | 0.9 | 0.92 | 0.93 | 0.91 | 0.94 | 0.88 | 0.91 | 0.94 | 0.95 | 0.96 | 0.95 | 0.95 | 0.91 | 0.83 | 0.64 | 0.47 | 0.28 | 0.04 | 0.0 |
| Yield(%) | N/A | 0.0 | 6.3 | 7.6 | 9.3 | 4.3 | 2.6 | 6.8 | N/A | 5.8 | 7.6 | 12.9 | 7.6 | 1.3 | 3.0 | 2.7 | 2.0 | 3.0 | 2.4 | 3.2 | 2.5 | 2.6 | 1.9 | 3.6 | 7.4 | 2.7 | 2.6 | 2.7 | 2.7 | 2.7 | 3.7 | 0.8 | 3.8 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | 1.5 | 62.8 | 145.2 | -5.8 | N/A | N/A | N/A | 1.5 | -43.9 | 27.1 | 337.8 | -47.5 | 9.0 | 59.7 | 14.8 | -28.6 | -38.9 | -4.2 | -8.2 | 4.3 | -46.4 | 3.0 | 26.0 | 79.8 | 27.9 | 61.2 | 26.5 | 54.7 | 170.9 | -82.8 | 72.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2000
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See Latin America Stock Asset Class Trend Rankings |
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Best ETFs
- EWZS (iShares MSCI Brazil Small-Cap ETF) 0.88% (86%)
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- EWZ (iShares MSCI Brazil ETF) 0.64% (52%)
- FBZ (First Trust Brazil AlphaDEX Fund) 0.62% (33%)
- ILF (iShares Latin America 40 ETF) 0.50% (10%)
- GML (SPDR S&P Emerging Latin America ETF) (5%)
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