In the last 5 Years, the iShares Interest Rate Hdg Em Mkts Bd (EMBH) ETF obtained a -0.81% compound annual return, with a 10.71% standard deviation.
In 2021, the ETF granted a 2.52% dividend yield. If you are interested in getting periodic income, please refer to the iShares Interest Rate Hdg Em Mkts Bd (EMBH) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: Emerging Markets
- Country: Broad Emerging Markets
- Bond - Duration: Zero Duration
Historical Returns as of Jun 30, 2022
Historical returns and stats of iShares Interest Rate Hdg Em Mkts Bd (EMBH) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-4.60
|
-4.60
|
-4.60
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-7.07
|
-8.27
|
-7.07
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-10.66
|
-14.13
|
-10.66
Jan 2022 - Jun 2022
|
2 - 4
|
|
YTD
|
-10.66
|
-14.13
|
-10.66
Jan 2022 - Jun 2022
|
2 - 4
|
|
1Y
|
-11.12
|
-17.37
|
8.15
|
-11.13
Sep 2021 - Jun 2022
|
5 - 7
42% pos
|
3Y(*)
|
-3.17
|
-7.35
|
12.74
|
-21.30
Jan 2020 - Mar 2020
|
20 - 16
56% pos
|
5Y(*)
|
-0.81
|
-4.26
|
10.71
|
-21.30
Jan 2020 - Mar 2020
|
33 - 27
55% pos
|
MAX(*)
01 Jan 2016
|
1.49
|
-1.64
|
9.87
|
-21.30
Jan 2020 - Mar 2020
|
47 - 31
60% pos
|
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61%
Capital Growth as of Jun 30, 2022
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares Interest Rate Hdg Em Mkts Bd (EMBH) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 804.34$, with a net total return of -19.57% (-4.26% annualized).
The Inflation Adjusted Capital now would be 898.03$, with a net total return of -10.20% (-1.64% annualized).
Drawdowns
Worst drawdowns since July 2017.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-21.30% | Jan 2020 | Mar 2020 | 3 | in progress | 27 | 30 |
-5.54% | Feb 2018 | Dec 2018 | 11 | Jul 2019 | 7 | 18 |
-2.82% | Aug 2019 | Aug 2019 | 1 | Dec 2019 | 4 | 5 |
-0.05% | Nov 2017 | Nov 2017 | 1 | Dec 2017 | 1 | 2 |
Worst drawdowns since January 2016.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-21.30% | Jan 2020 | Mar 2020 | 3 | in progress | 27 | 30 |
-5.54% | Feb 2018 | Dec 2018 | 11 | Jul 2019 | 7 | 18 |
-4.37% | Jan 2016 | Jan 2016 | 1 | Mar 2016 | 2 | 3 |
-2.82% | Aug 2019 | Aug 2019 | 1 | Dec 2019 | 4 | 5 |
-0.83% | Oct 2016 | Nov 2016 | 2 | Dec 2016 | 1 | 3 |
-0.26% | Jun 2017 | Jun 2017 | 1 | Jul 2017 | 1 | 2 |
-0.05% | Nov 2017 | Nov 2017 | 1 | Dec 2017 | 1 | 2 |
Rolling Returns ( more details)
iShares Interest Rate Hdg Em Mkts Bd (EMBH) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
2.88 |
24.56 Apr 2020 - Mar 2021 |
-18.26 Apr 2019 - Mar 2020 |
32.84% |
2 Years |
2.06 |
12.98 Feb 2016 - Jan 2018 |
-9.36 Apr 2018 - Mar 2020 |
23.64% |
3 Years |
1.37 |
7.96 Feb 2016 - Jan 2019 |
-4.72 Apr 2017 - Mar 2020 |
34.88% |
5 Years |
2.41 |
4.86 Feb 2016 - Jan 2021 |
-0.81 Jul 2017 - Jun 2022 |
5.26% |
If you need a deeper detail about rolling returns, please refer to the iShares Interest Rate Hdg Em Mkts Bd (EMBH) ETF: Rolling Returns page.
Seasonality
iShares Interest Rate Hdg Em Mkts Bd (EMBH) ETF: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
-0.12 43% |
-0.88 43% |
-1.33 57% |
0.45 86% |
0.56 71% |
-0.15 43% |
1.65 83% |
-0.12 67% |
0.31 67% |
0.21 67% |
-0.22 17% |
2.03 83% |
Best Year |
4.4 2019 |
2.4 2016 |
3.7 2016 |
1.8 2020 |
7.1 2020 |
2.4 2019 |
3.2 2018 |
2.3 2020 |
3.4 2018 |
1.3 2017 |
3.7 2020 |
4.2 2019 |
Worst Year |
-4.4 2016 |
-4.9 2022 |
-16.1 2020 |
-3.1 2022 |
-2.4 2019 |
-4.6 2022 |
-0.8 2021 |
-3.1 2018 |
-1.9 2020 |
-1.8 2018 |
-2.3 2021 |
-0.8 2018 |
Monthly/Yearly Returns
iShares Interest Rate Hdg Em Mkts Bd (EMBH) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-10.66 | -14.13 | -1.3 | -4.9 | 2.4 | -3.1 | 0.5 | -4.6 | ||||||
2021 |
+1.28 | -5.43 | -0.4 | -0.4 | 1.5 | 1.1 | 0.5 | -0.6 | -0.8 | 0.9 | -1.0 | 0.2 | -2.3 | 2.7 |
2020 |
-2.67 | -3.90 | -2.1 | -4.2 | -16.1 | 1.8 | 7.1 | 2.4 | 3.0 | 2.3 | -1.9 | 0.8 | 3.7 | 2.7 |
2019 |
+8.41 | +6.01 | 4.4 | 0.8 | -0.7 | 0.8 | -2.4 | 2.4 | 0.8 | -2.8 | 0.3 | 0.9 | -0.1 | 4.2 |
2018 |
-4.08 | -5.88 | 1.5 | -1.2 | -0.7 | 0.5 | -2.1 | -1.2 | 3.2 | -3.1 | 3.4 | -1.8 | -1.7 | -0.8 |
2017 |
+9.32 | +7.04 | 1.3 | 1.3 | 0.7 | 0.8 | 0.2 | -0.3 | 0.8 | 0.6 | 0.9 | 1.3 | -0.1 | 1.2 |
2016 |
+9.96 | +7.75 | -4.4 | 2.4 | 3.7 | 1.2 | 0.0 | 0.9 | 3.1 | 1.4 | 0.2 | -0.1 | -0.7 | 2.2 |