Find A Portfolio/Ticker
Comparison Box
EZU: iShares MSCI Eurozone ETF (ETF)
Basic Info 51.12 0.29(0.57%) October 11
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 07/31/2000 |
| Last Dividend Date: | 06/11/2024 |
| 12-Mo. Yield | 3.37% |
| Expenses | 0.51% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/11/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/31/2000 |
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(%) | -0.0 | 10.0 | 23.3 | 5.2 | 8.1 | 6.4 | 4.7 | 5.3 | 3.7 | 23.4 | -17.2 | 13.9 | 7.6 | 23.3 | -16.7 | 27.9 | 1.9 | -1.6 | -9.9 | 27.1 | 23.9 | -18.2 | -3.1 | 26.5 | -45.9 | 18.4 | 35.5 | 8.8 | 20.7 | 42.9 | -21.5 | -22.7 | -6.7 |
| Sharpe Ratio | NA | 0.39 | 1.13 | 0.07 | 0.24 | 0.23 | NA | NA | 0.09 | 1.19 | -0.65 | 0.95 | 0.2 | 1.68 | -1.1 | 2.53 | 0.07 | -0.08 | -0.62 | 1.64 | 0.97 | -0.46 | -0.1 | 0.72 | -0.95 | 0.74 | 2.07 | 0.5 | 1.2 | 1.79 | -0.71 | -1.01 | -0.9 |
| Draw Down(%) | NA | 9.2 | 9.2 | 36.0 | 38.7 | 41.4 | NA | NA | 65.3 | 14.7 | 34.8 | 8.1 | 38.7 | 8.9 | 26.0 | 2.7 | 13.4 | 15.8 | 19.2 | 8.7 | 22.7 | 36.3 | 28.1 | 34.7 | 58.7 | 13.7 | 15.1 | 8.6 | 13.0 | 20.1 | 35.7 | 41.3 | 17.0 |
| Standard Deviation(%) | NA | 14.9 | 14.9 | 21.0 | 23.7 | 20.8 | NA | NA | 25.0 | 16.3 | 28.9 | 14.6 | 36.4 | 13.0 | 16.4 | 10.8 | 22.5 | 20.0 | 16.0 | 16.5 | 24.8 | 39.2 | 31.4 | 36.5 | 48.9 | 20.8 | 15.6 | 13.1 | 16.4 | 23.6 | 31.8 | 25.2 | 21.6 |
| Treynor Ratio | NA | 0.05 | 0.15 | 0.01 | 0.05 | 0.04 | NA | NA | 0.02 | 0.18 | -0.17 | 0.14 | 0.07 | 0.2 | -0.16 | 0.24 | 0.02 | -0.01 | -0.08 | 0.24 | 0.2 | -0.15 | -0.03 | 0.25 | -0.44 | 0.15 | 0.33 | 0.07 | 0.23 | 0.41 | -0.23 | -0.26 | -0.21 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.03 | -0.02 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | -0.03 |
| Beta | NA | 1.13 | 1.11 | 1.12 | 1.08 | 1.08 | NA | NA | 1.08 | 1.1 | 1.12 | 1.02 | 1.08 | 1.08 | 1.1 | 1.15 | 1.04 | 1.1 | 1.19 | 1.15 | 1.23 | 1.22 | 1.21 | 1.07 | 1.06 | 1.03 | 1.0 | 0.97 | 0.84 | 1.04 | 0.97 | 0.96 | 0.93 |
| RSquared | NA | 0.92 | 0.93 | 0.95 | 0.94 | 0.92 | NA | NA | 0.87 | 0.95 | 0.96 | 0.88 | 0.97 | 0.92 | 0.91 | 0.87 | 0.9 | 0.88 | 0.93 | 0.92 | 0.94 | 0.96 | 0.94 | 0.94 | 0.94 | 0.88 | 0.83 | 0.62 | 0.47 | 0.6 | 0.69 | 0.75 | 0.56 |
| Yield(%) | N/A | 2.2 | 3.3 | 2.8 | 2.9 | 3.0 | 2.7 | 3.5 | N/A | 3.0 | 2.2 | 2.7 | 2.2 | 3.4 | 2.8 | 2.4 | 3.1 | 2.1 | 2.7 | 2.7 | 3.2 | 3.3 | 2.4 | 3.4 | 4.0 | 2.8 | 2.3 | 1.8 | 2.1 | 2.0 | 0.8 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | -14.0 | 35.1 | 45.4 | 9.8 | -8.7 | N/A | N/A | N/A | 10.3 | -8.3 | 27.5 | -21.0 | -2.2 | 46.9 | -22.1 | 39.1 | -29.1 | 17.0 | 1.1 | -21.8 | 26.6 | -11.8 | -55.7 | 59.0 | 59.9 | 40.2 | 1.7 | 43.7 | 100.9 | -32.7 | 9457.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2000
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 EUROPE STOCK Asset Class Trend Rankings |
Top Rated Funds in EUROPE STOCK
Best Mutual Funds
- VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) 0.54% (89%)
- MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) 0.23% (82%)
- DFCSX (CONTINENTAL SMALL COMPANY PORTFOLIO CONTINENTAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) 0.47% (80%)
- PRESX (T. ROWE PRICE EUROPEAN STOCK FUND T. ROWE PRICE EUROPEAN STOCK FUND) 0.61% (77%)
- JFEIX (JPMORGAN INTREPID EUROPEAN FUND CLASS L) 0.72% (75%)
- JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) 0.71% (73%)
- EUGDX (MORGAN STANLEY EUROPEAN EQUITY FUND INC. I) 0.15% (70%)
- VESIX (VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES) 0.54% (68%)
- VEUSX (VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES) 0.54% (66%)
- MAEFX (BlackRock EuroFd I) 0.77% (64%)
Best ETFs
- EZU (iShares MSCI Eurozone ETF) 0.57% (100%)
- FEZ (SPDR® EURO STOXX 50 ETF) 0.63% (98%)
- VGK (Vanguard FTSE Europe Index Fund ETF Shares) 0.62% (95%)
- IEV (iShares Europe ETF) 0.60% (93%)
- DFE (WisdomTree Europe SmallCap Dividend Fund) 0.51% (86%)
- FDD (First Trust STOXX® European Select Dividend Index Fund) 0.42% (84%)
- FEP (First Trust Europe AlphaDEX® Fund) 0.53% (52%)
- HEDJ (WisdomTree Europe Hedged Equity Fund) 0.29% (9%)
Best Closed End Funds
* Day change on 10/11/2024.Latest Articles Related to EZU
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
