Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares Core MSCI Emerging Markets (IEMG)

In 2020, the portfolio granted a 2.17% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core MSCI Emerging Markets (IEMG): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Broad Asia
  • Country: Broad Asia Pacific ex-Japan

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares Core MSCI Emerging Markets (IEMG): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.39%
0.00%
1 - 0
3M
-3.17%
-5.64%
Jul 2021 - Jul 2021
2 - 1
6M
-0.30%
-5.64%
Jul 2021 - Jul 2021
4 - 2
YTD
+4.03%
-5.64%
Jul 2021 - Jul 2021
6 - 2
1Y
+22.54%
12.65%
-5.64%
Jul 2021 - Jul 2021
9 - 3
3Y
+9.85%
annualized
19.06%
-24.73%
Jan 2020 - Mar 2020
23 - 13
5Y
+10.35%
annualized
16.58%
-30.13%
Feb 2018 - Mar 2020
39 - 21
MAX
01 Jan 2013
+4.77%
annualized
16.11%
-30.13%
Feb 2018 - Mar 2020
59 - 45

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares Core MSCI Emerging Markets (IEMG) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.89% +62.45%
Apr 2020 - Mar 2021
-22.84%
Sep 2014 - Aug 2015
39.78%
2 Years
+4.48% +31.38%
Feb 2016 - Jan 2018
-14.27%
Apr 2018 - Mar 2020
40.74%
3 Years
+4.35% +14.23%
Feb 2016 - Jan 2019
-8.58%
Feb 2013 - Jan 2016
20.29%
5 Years
+5.48% +14.75%
Mar 2016 - Feb 2021
-0.95%
Apr 2015 - Mar 2020
4.44%
7 Years
+4.16% +7.47%
Feb 2014 - Jan 2021
-0.80%
Apr 2013 - Mar 2020
4.76%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Core MSCI Emerging Markets (IEMG) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares Core MSCI Emerging Markets (IEMG) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.86
44%
-0.22
44%
0.20
56%
2.37
89%
-1.19
44%
0.92
67%
1.07
67%
-0.87
56%
0.04
50%
1.27
75%
0.77
50%
0.87
38%
Best
Year
9.6
2019
4.2
2015
12.6
2016
7.9
2020
3.2
2020
6.7
2020
8.6
2020
3.3
2014
7.2
2013
6.1
2015
9.6
2020
7.5
2019
Worst
Year
-8.0
2014
-5.7
2018
-16.9
2020
-2.7
2018
-7.0
2019
-5.6
2013
-6.6
2015
-9.4
2015
-7.3
2014
-8.7
2018
-4.1
2016
-4.2
2014

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares Core MSCI Emerging Markets (IEMG) ETF: detail of monthly returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+4.03% 2.9 1.4 -0.6 1.7 1.8 1.2 -5.6 1.4
2020
+17.88% -5.9 -3.7 -16.9 7.9 3.2 6.7 8.6 3.1 -0.9 1.3 9.6 7.1
2019
+17.79% 9.6 -1.1 1.2 2.2 -7.0 5.8 -2.5 -3.8 1.6 4.4 0.0 7.5
2018
-14.92% 8.0 -5.7 0.8 -2.7 -2.3 -4.7 3.0 -3.3 -1.0 -8.7 4.7 -3.0
2017
+37.40% 6.6 2.0 3.5 1.9 2.3 1.1 5.5 2.3 0.0 3.3 0.1 3.7
2016
+10.29% -5.2 -1.0 12.6 0.7 -3.4 4.3 5.1 1.0 2.7 -1.0 -4.1 -0.5
2015
-14.31% 0.0 4.2 -1.4 7.3 -3.7 -2.9 -6.6 -9.4 -2.0 6.1 -2.3 -3.5
2014
-3.44% -8.0 3.4 3.6 1.0 2.8 2.4 1.0 3.3 -7.3 0.8 -1.3 -4.2
2013
-2.81% -0.2 -1.5 -1.0 1.4 -4.4 -5.6 1.0 -2.5 7.2 4.1 -0.6 -0.2
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