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IEFA: iShares Core MSCI EAFE ETF (ETF)
Basic Info 79.89 1.4(1.78%) May 02
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 10/22/2012 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 3.40% |
| Expenses | 0.07% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/22/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 13.7 | 15.3 | 10.1 | 11.3 | 5.6 | 7.0 | 3.3 | 18.0 | -15.2 | 11.6 | 8.2 | 22.6 | -14.1 | 26.6 | 1.6 | 0.7 | -6.3 | 22.4 | 5.3 |
| Sharpe Ratio | NA | 1.52 | 0.34 | 0.26 | 0.54 | 0.21 | 0.33 | -0.26 | 1.02 | -0.74 | 0.89 | 0.25 | 1.89 | -1.08 | 3.43 | 0.07 | 0.04 | -0.52 | 1.69 | 2.77 |
| Draw Down(%) | NA | 13.8 | 13.8 | 19.8 | 30.4 | 34.8 | 34.8 | 9.9 | 11.9 | 29.2 | 7.3 | 34.5 | 8.0 | 22.7 | 2.1 | 12.5 | 15.8 | 14.1 | 10.1 | 4.5 |
| Standard Deviation(%) | NA | 24.2 | 17.6 | 17.3 | 17.1 | 17.7 | 16.9 | 12.8 | 13.6 | 22.4 | 13.0 | 31.6 | 11.2 | 14.3 | 7.6 | 18.5 | 16.4 | 12.2 | 13.3 | 11.8 |
| Treynor Ratio | NA | 0.33 | 0.06 | 0.04 | 0.09 | 0.04 | 0.06 | -0.03 | 0.13 | -0.16 | 0.11 | 0.1 | 0.2 | -0.15 | 0.26 | 0.01 | 0.01 | -0.06 | 0.22 | 0.37 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | 0.03 |
| Beta | NA | 1.11 | 1.07 | 1.04 | 1.04 | 0.97 | 0.98 | 1.03 | 1.03 | 1.03 | 1.01 | 0.79 | 1.04 | 1.05 | 1.0 | 1.04 | 1.05 | 1.06 | 1.03 | 0.88 |
| RSquared | NA | 0.97 | 0.97 | 0.98 | 0.98 | 0.8 | 0.82 | 0.98 | 0.98 | 0.98 | 0.97 | 0.46 | 0.96 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 0.97 | 0.85 |
| Yield(%) | N/A | 0.0 | 3.4 | 3.3 | 3.9 | 3.1 | N/A | 3.5 | 3.6 | 2.2 | 3.6 | 2.0 | 3.8 | 2.9 | 3.1 | 3.0 | 2.6 | 2.9 | 2.5 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 8.3 | 8.4 | 16.7 | N/A | N/A | 8.3 | 35.1 | -32.6 | 88.6 | -36.8 | 9.1 | 12.2 | 6.7 | 11.1 | -16.6 | 30.4 | 669.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2012
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