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EWZS: iShares MSCI Brazil Small-Cap ETF (ETF)
Basic Info 12.59 0.11(0.88%) May 19
| Asset Class: | Latin America Stock |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 09/29/2010 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 3.33% |
| Expenses | 0.58% |
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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 | Since 09/29/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.5 | 36.1 | -4.2 | -0.2 | 10.5 | 4.2 | -1.9 | -35.9 | 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 | 3.43 | -0.36 | -0.16 | 0.22 | 0.05 | -0.09 | -1.54 | 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 | 12.4 | 30.8 | 37.6 | 48.8 | 63.1 | 79.2 | 36.2 | 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 | 35.1 | 31.8 | 32.6 | 35.5 | 37.8 | 34.5 | 27.6 | 29.3 | 40.7 | 37.0 | 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 | 0.99 | -0.09 | -0.04 | 0.07 | 0.02 | -0.03 | -0.34 | 0.25 | -0.11 | -0.12 | -0.19 | 0.51 | -0.08 | 0.44 | 0.7 | -0.52 | -0.27 | -0.29 | 0.35 | -0.26 | 0.91 |
| Alpha | NA | 0.05 | 0.0 | -0.03 | -0.02 | 0.01 | 0.0 | -0.03 | -0.01 | -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 | 1.22 | 1.23 | 1.18 | 1.17 | 1.1 | 1.06 | 1.23 | 1.15 | 1.19 | 1.21 | 1.1 | 0.96 | 1.08 | 1.23 | 0.94 | 0.97 | 0.95 | 0.95 | 0.83 | 0.92 | 0.87 |
| RSquared | NA | 0.8 | 0.71 | 0.72 | 0.72 | 0.75 | 0.74 | 0.65 | 0.72 | 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 | 3.3 | 3.2 | 4.6 | 3.8 | N/A | 3.2 | 3.8 | 4.1 | 3.8 | 0.9 | 2.5 | 4.1 | 4.9 | 6.0 | 2.1 | 2.3 | 1.3 | 3.2 | 1.9 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 10.4 | 18.9 | -4.3 | N/A | N/A | 10.4 | -23.2 | -12.9 | 224.1 | -49.2 | -45.6 | 24.2 | 40.1 | 32.8 | -31.4 | 16.9 | -49.1 | 27.7 | 457.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Latin America Stock Asset Class Trend Rankings |
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Best ETFs
- EWZS (iShares MSCI Brazil Small-Cap ETF) 0.88% (86%)
- BRF (VanEck Brazil Small-Cap ETF) 0.77% (76%)
- FLN (First Trust Latin America AlphaDEX Fund) 0.68% (62%)
- 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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* Day change on 05/19/2025.Latest Articles Related to EWZS
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