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HEFA: iShares Currency Hedged MSCI EAFE ETF (ETF)
Basic Info 36.8 0.52(1.43%) May 02
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 02/14/2014 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.14% |
| Expenses | 0.35% |
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Performance Analytics (As of 04/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/14/2014 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 5.9 | 9.7 | 12.8 | 14.4 | 8.0 | 9.0 | 13.7 | 20.3 | -4.9 | 19.6 | 2.1 | 24.8 | -9.3 | 16.7 | 6.4 | 4.3 | 6.1 |
| Sharpe Ratio | NA | 0.3 | 0.09 | 0.55 | 0.83 | 0.36 | 0.43 | 0.64 | 1.47 | -0.37 | 1.75 | 0.06 | 2.04 | -0.77 | 1.88 | 0.34 | 0.23 | 0.43 |
| Draw Down(%) | NA | 14.3 | 14.3 | 14.3 | 14.8 | 32.4 | 32.4 | 9.8 | 6.8 | 14.8 | 5.6 | 32.4 | 6.9 | 15.5 | 2.9 | 15.1 | 16.0 | 9.5 |
| Standard Deviation(%) | NA | 23.6 | 16.7 | 14.2 | 14.5 | 16.8 | 16.7 | 11.2 | 11.1 | 16.8 | 11.2 | 31.5 | 11.5 | 13.9 | 8.5 | 18.1 | 18.4 | 16.2 |
| Treynor Ratio | NA | 0.07 | 0.02 | 0.1 | 0.15 | 0.07 | 0.09 | 0.09 | 0.23 | -0.09 | 0.24 | 0.03 | 0.24 | -0.12 | 0.19 | 0.07 | 0.04 | 0.07 |
| Alpha | NA | -0.08 | -0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.03 | 0.02 | 0.02 | 0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | 0.03 | 0.08 |
| Beta | NA | 0.99 | 0.91 | 0.75 | 0.79 | 0.81 | 0.81 | 0.78 | 0.7 | 0.71 | 0.8 | 0.69 | 0.97 | 0.93 | 0.83 | 0.93 | 1.04 | 0.97 |
| RSquared | NA | 0.81 | 0.78 | 0.75 | 0.8 | 0.62 | 0.62 | 0.75 | 0.67 | 0.83 | 0.82 | 0.35 | 0.81 | 0.79 | 0.52 | 0.81 | 0.75 | 0.68 |
| Yield(%) | N/A | 0.0 | 3.1 | 8.8 | 8.4 | 5.6 | N/A | 3.4 | 3.5 | 19.0 | 3.5 | 2.1 | 6.3 | 4.0 | 2.9 | 3.3 | 3.6 | 3.5 |
| Dividend Growth(%) | N/A | -100.0 | 13.1 | 162.2 | 98.6 | N/A | N/A | 13.1 | -86.0 | 527.1 | 69.1 | -60.9 | 38.4 | 56.5 | -8.7 | -7.7 | 5.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/14/2014
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See Foreign Large Blend Asset Class Trend Rankings |
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