Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPU (iShares MSCI Peru and Global Exposure ETF) | 8.58% | 64.70% | 42.33% | 24.91% | 13.36% | 7.96% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPU (iShares MSCI Peru and Global Exposure ETF) | 06/22/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.41 | 64.70 | 42.33 | 24.91 | 13.36 | 7.96 | NA | … | … | 8.58 | 90.54 | 21.72 | 25.32 | 2.07 | -11.80 | -4.31 | 7.31 | -12.16 | 29.69 | 64.01 | -35.88 | -3.56 | -25.42 | 23.89 | -21.80 | 57.71 | 34.33 |
| Sharpe Ratio | NA | 2.91 | 1.88 | 0.94 | 0.56 | NA | NA | … | … | 1.29 | 3.85 | 0.91 | 1.18 | 0.02 | -0.42 | -0.13 | 0.46 | -0.85 | 2.04 | 2.51 | -1.80 | -0.24 | -1.33 | 1.54 | -0.62 | 2.57 | 2.98 |
| Standard Deviation(%) | NA | 29.38 | 23.98 | 25.15 | 23.58 | NA | NA | … | … | 38.22 | 23.27 | 19.99 | 18.56 | 28.04 | 28.11 | 35.25 | 12.75 | 15.94 | 14.27 | 25.47 | 19.98 | 15.01 | 19.10 | 15.57 | 35.40 | 22.46 | 24.88 |
| Draw Down(%) | NA | 20.85 | 20.85 | 35.59 | 50.96 | NA | NA | … | … | 20.85 | 14.81 | 12.42 | 14.98 | 35.59 | 38.07 | 43.23 | 16.45 | 22.54 | 12.14 | 11.29 | 36.78 | 18.19 | 35.19 | 14.57 | 31.86 | 17.30 | 9.75 |
| Yield(%) | 0.00 | 2.42 | 5.31 | 4.67 | 3.65 | 2.60 | 3.34 | … | … | 0.00 | 2.95 | 6.73 | 4.94 | 5.30 | 2.64 | 1.78 | 2.78 | 1.30 | 4.08 | 1.39 | 1.21 | 1.57 | 1.24 | 3.88 | 2.14 | 2.55 | 0.54 |
Data as of 06/05/2026, Common starting date is 06/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPU (iShares MSCI Peru and Global Exposure ETF) |
-23.76%
Jan 2013 – Jan 2016 |
-14.88%
Dec 2010 – Dec 2015 |
-3.43%
Sep 2012 – Sep 2022 |
4.21%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPU (iShares MSCI Peru and Global Exposure ETF) |
53.97%
Feb 2023 – Feb 2026 |
26.24%
May 2021 – May 2026 |
19.77%
Jan 2016 – Jan 2026 |
7.65%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart