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EWZS: iShares MSCI Brazil Small-Cap ETF (ETF)
Basic Info 13.16 0.09(0.68%) April 24
Asset Class: | Latin America Stock |
MyPlanIQ Rating: | (86%) |
Start Date: | 09/29/2010 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 1.14% |
Expenses | 0.58% |
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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 09/29/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | -12.6 | 14.8 | -4.8 | -0.0 | -0.6 | -2.0 | 32.7 | -11.2 | -14.1 | -20.9 | 50.6 | -6.8 | 54.3 | 65.8 | -50.3 | -26.1 | -27.5 | 28.4 | -23.8 | 16.3 |
Sharpe Ratio | NA | -1.73 | 0.47 | -0.2 | -0.04 | -0.05 | -0.08 | 0.98 | -0.31 | -0.38 | -0.31 | 1.96 | -0.24 | 1.71 | 1.82 | -1.61 | -0.97 | -1.22 | 1.4 | -0.76 | 3.57 |
Draw Down(%) | NA | 15.0 | 22.1 | 44.2 | 63.1 | 71.9 | 79.2 | 22.1 | 36.4 | 38.0 | 63.1 | 18.1 | 37.5 | 19.6 | 20.7 | 51.6 | 37.5 | 34.8 | 24.3 | 34.4 | 8.2 |
Standard Deviation(%) | NA | 24.3 | 25.9 | 34.6 | 42.3 | 37.5 | 34.7 | 29.3 | 40.7 | 36.9 | 66.9 | 25.1 | 33.3 | 31.4 | 36.0 | 31.4 | 26.8 | 22.6 | 20.5 | 31.4 | 22.4 |
Treynor Ratio | NA | -0.36 | 0.11 | -0.06 | -0.01 | -0.02 | -0.03 | 0.25 | -0.11 | -0.12 | -0.19 | 0.51 | -0.07 | 0.44 | 0.7 | -0.52 | -0.27 | -0.29 | 0.35 | -0.26 | 0.91 |
Alpha | NA | -0.07 | 0.0 | -0.04 | 0.01 | 0.0 | 0.0 | -0.02 | -0.08 | 0.02 | -0.02 | 0.12 | 0.01 | 0.07 | 0.1 | -0.13 | -0.07 | -0.07 | 0.08 | -0.03 | 0.12 |
Beta | NA | 1.18 | 1.14 | 1.19 | 1.12 | 1.08 | 1.05 | 1.15 | 1.19 | 1.2 | 1.1 | 0.96 | 1.08 | 1.23 | 0.94 | 0.97 | 0.95 | 0.95 | 0.83 | 0.92 | 0.87 |
RSquared | NA | 0.72 | 0.73 | 0.71 | 0.76 | 0.75 | 0.74 | 0.71 | 0.71 | 0.68 | 0.84 | 0.72 | 0.76 | 0.8 | 0.71 | 0.69 | 0.75 | 0.67 | 0.6 | 0.81 | 0.65 |
Yield(%) | N/A | 0.0 | 3.6 | 3.0 | 2.9 | 2.3 | N/A | 3.9 | 4.1 | 3.7 | 0.9 | 2.5 | 4.1 | 4.9 | 6.1 | 2.1 | 2.3 | 1.3 | 3.2 | 1.9 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | -22.2 | 23.6 | -10.0 | N/A | N/A | -22.2 | -11.5 | 205.0 | -47.4 | -44.9 | 23.2 | 40.0 | 33.3 | -31.8 | 18.9 | -50.0 | 29.8 | 470.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2010
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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) 0.68% (86%)
- BRF (VanEck Brazil Small-Cap ETF) 0.73% (76%)
- FLN (First Trust Latin America AlphaDEX® Fund) 0.87% (62%)
- EWZ (iShares MSCI Brazil ETF) 0.55% (52%)
- FBZ (First Trust Brazil AlphaDEX® Fund) 1.49% (33%)
- ILF (iShares Latin America 40 ETF) 0.65% (10%)
- GML (SPDR S&P Emerging Latin America ETF) (5%)