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EZU: iShares MSCI EMU (ETF)
Basic Info 43 0.46(1.06%) March 24
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 07/31/2000 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 2.43% |
| Expenses | 0.48% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.7 | 8.9 | 6.3 | 18.1 | 3.7 | 5.5 | 1.8 | 3.1 | -14.5 | 14.2 | 7.6 | 23.3 | -16.7 | 27.9 | 1.9 | -1.6 | -9.9 | 27.1 | 24.0 | -18.2 | -3.1 | 26.5 | -45.9 | 18.4 | 35.5 | 8.8 | 20.7 | 42.9 | -21.5 | -22.7 | -6.7 |
| SR | NA | 1.96 | 0.14 | 0.72 | 0.11 | 0.23 | NA | 0.08 | -0.55 | 0.97 | 0.2 | 1.68 | -1.1 | 2.53 | 0.07 | -0.08 | -0.62 | 1.63 | 0.98 | -0.46 | -0.1 | 0.72 | -0.95 | 0.74 | 2.07 | 0.5 | 1.2 | 1.79 | -0.71 | -1.01 | -0.9 |
| DD(%) | NA | 7.6 | 25.8 | 34.4 | 38.8 | 41.4 | NA | 65.3 | 33.2 | 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 |
| SD(%) | NA | 20.4 | 25.9 | 23.8 | 23.7 | 20.9 | NA | 25.6 | 28.8 | 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 |
| TR | NA | 0.35 | 0.03 | 0.16 | 0.02 | 0.04 | NA | 0.02 | -0.14 | 0.14 | 0.07 | 0.2 | -0.16 | 0.24 | 0.02 | -0.02 | -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 | 0.06 | 0.04 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 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 | 1.1 | 1.1 | 1.09 | 1.09 | NA | 1.08 | 1.12 | 1.02 | 1.08 | 1.08 | 1.1 | 1.15 | 1.04 | 1.11 | 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 |
| RS | NA | 0.97 | 0.96 | 0.94 | 0.95 | 0.93 | NA | 0.88 | 0.95 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2000
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Best ETFs
- EZU (iShares MSCI EMU) 1.06% (100%)
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- VGK (Vanguard FTSE Europe ETF) 0.78% (96%)
- IEV (iShares Europe) 0.68% (94%)
- FEU (SPDR STOXX Europe 50 ETF) 0.52% (92%)
- DFE (WisdomTree Europe SmallCap Dividend ETF) 1.02% (86%)
- FDD (First Trust STOXX European Sel Div ETF) 1.67% (84%)
- FEP (First Trust Europe AlphaDEX ETF) 1.61% (55%)
- HEDJ (WisdomTree Europe Hedged Equity ETF) 0.0% (16%)
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* Day change on 03/24/2023.Latest Articles Related to EZU
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