Last Update: 31 Aug 2021

Category: Fixed Income
ETF: iShares JP Morgan USD Em Mkts Bd (EMB)

In the last 10 years, the iShares JP Morgan USD Em Mkts Bd (EMB) ETF obtained a 4.9% compound annual return, with a 8.80% standard deviation.

In the last 20 years, a 8.51% compound annual return, with a 11.30% standard deviation.

In 2020, the portfolio granted a 4.00% dividend yield. If you are interested in getting periodic income, please refer to the iShares JP Morgan USD Em Mkts Bd (EMB): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Bond
  • Region: Emerging Markets
  • Country: Broad Emerging Markets
  • Bond - Duration: All-Term

The iShares JP Morgan USD Em Mkts Bd (EMB) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Robo Advisor 80 Betterment 3.6%
Robo Advisor 90 Betterment 1.7%
Robo Advisor 10 Betterment 2.9%
Robo Advisor 20 Betterment 5.9%
Robo Advisor 50 Betterment 10.7%
Late Sixties and Beyond Burton Malkiel 9.5%
Late Thirties to Early Forties Burton Malkiel 5.0%
Mid-Fifties Burton Malkiel 7.5%
Mid-Twenties Burton Malkiel 4.0%
Dynamic 40/60 Income 20.0%
High Yield Bonds Income 25.0%
All Country World 80/20 3.0%
All Country World 60/40 6.0%
All Country World 40/60 9.0%
All Country World 20/80 12.0%
All Country World Bonds 15.0%

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 JP Morgan USD Em Mkts Bd (EMB): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.90%
0.00%
1 - 0
3M
+2.33%
0.00%
3 - 0
6M
+5.03%
-0.73%
Mar 2021 - Mar 2021
5 - 1
YTD
+0.02%
-5.47%
Jan 2021 - Mar 2021
5 - 3
1Y
+3.79%
6.87%
-5.47%
Jan 2021 - Mar 2021
7 - 5
3Y
+7.09%
annualized
11.70%
-16.03%
Feb 2020 - Mar 2020
25 - 11
5Y
+3.99%
annualized
9.82%
-16.03%
Feb 2020 - Mar 2020
38 - 22
10Y
+4.90%
annualized
8.80%
-16.03%
Feb 2020 - Mar 2020
77 - 43
MAX
01 Jan 1998
+9.01%
annualized
12.82%
-31.43%
May 1998 - Aug 1998
196 - 88

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares JP Morgan USD Em Mkts Bd (EMB) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+10.09% +47.27%
Nov 2008 - Oct 2009
-24.31%
Nov 2007 - Oct 2008
17.58%
2 Years
+10.06% +31.82%
Sep 1998 - Aug 2000
-9.36%
Nov 2006 - Oct 2008
3.83%
3 Years
+9.96% +27.31%
Sep 1998 - Aug 2001
-2.93%
Nov 2005 - Oct 2008
2.01%
5 Years
+9.80% +25.13%
Sep 1998 - Aug 2003
+1.89%
Apr 2015 - Mar 2020
0.00%
7 Years
+9.42% +22.19%
Sep 1998 - Aug 2005
+1.95%
Apr 2013 - Mar 2020
0.00%
10 Years
+9.15% +17.37%
Sep 1998 - Aug 2008
+4.07%
Apr 2010 - Mar 2020
0.00%
15 Years
+9.17% +13.67%
Sep 1998 - Aug 2013
+5.67%
Apr 2005 - Mar 2020
0.00%
20 Years
+9.72% +11.36%
Sep 1998 - Aug 2018
+8.51%
Sep 2001 - Aug 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares JP Morgan USD Em Mkts Bd (EMB) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares JP Morgan USD Em Mkts Bd (EMB) 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.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.12
58%
0.96
67%
0.64
75%
1.60
88%
-0.03
50%
0.47
63%
0.91
75%
0.49
79%
0.41
57%
0.61
70%
1.21
61%
2.19
87%
Best
Year
4.8
2019
5.9
2000
6.8
1999
8.3
1999
6.3
2020
4.7
2000
4.1
2010
8.2
2002
7.8
1998
8.4
2002
9.5
2008
17.7
2008
Worst
Year
-7.0
2009
-5.6
2009
-15.0
2020
-7.2
2004
-6.3
1999
-7.0
2002
-6.9
2002
-27.9
1998
-7.2
2008
-19.4
2008
-4.4
2010
-2.7
2014

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

Investing in iShares JP Morgan USD Em Mkts Bd (EMB) 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
+0.02% -1.8 -3.1 -0.7 2.4 1.0 0.9 0.6 0.9
2020
+5.42% 1.2 -1.3 -15.0 4.4 6.3 3.0 3.9 0.7 -2.1 -0.5 4.2 2.2
2019
+15.48% 4.8 0.4 1.5 0.2 0.5 3.5 0.7 1.6 -1.1 0.6 -1.0 3.0
2018
-5.47% -0.6 -2.2 0.6 -2.1 -0.8 -1.5 2.6 -2.3 2.0 -2.5 -0.5 1.9
2017
+10.28% 1.7 1.7 0.5 1.7 0.8 -0.7 1.2 2.0 -0.2 0.2 -0.3 1.2
2016
+9.26% 0.0 1.8 3.3 1.6 -0.2 4.2 1.4 1.3 0.4 -1.7 -4.3 1.5
2015
+1.04% 1.9 1.0 0.0 1.2 -0.3 -1.8 0.2 -1.1 -1.1 2.4 0.3 -1.5
2014
+6.05% -0.8 3.5 1.2 1.1 3.5 0.0 -0.3 1.3 -2.2 2.0 -0.4 -2.7
2013
-7.79% -2.9 0.3 -0.9 3.6 -4.9 -4.4 0.2 -2.4 3.2 2.5 -2.0 0.3
2012
+16.92% 1.1 2.5 -0.1 1.8 -2.8 4.1 3.7 1.2 1.8 0.6 1.2 0.7
2011
+7.64% -1.0 -0.1 1.6 1.7 1.5 0.6 2.0 0.5 -4.8 5.2 -1.3 1.9
2010
+10.83% -0.5 1.3 2.6 0.5 -1.8 2.4 4.1 2.6 1.6 1.9 -4.4 0.4
2009
+15.38% -7.0 -5.6 5.1 7.7 2.9 1.0 3.1 2.4 5.2 -0.5 0.8 0.2
2008
-2.14% 1.0 -0.4 0.1 1.2 0.1 -2.0 0.8 0.7 -7.2 -19.4 9.5 17.7
2007
+5.61% -0.8 1.7 1.3 1.3 0.0 -1.9 -1.3 0.8 3.2 1.7 -0.6 0.3
2006
+9.78% 1.2 2.3 -2.2 0.1 -2.3 0.2 3.4 2.4 0.4 1.5 1.6 0.9
2005
+11.75% 0.8 0.7 -2.9 2.0 3.1 1.7 -0.2 2.3 1.8 -1.9 1.7 2.2
2004
+12.24% 1.1 -0.4 2.5 -7.2 -0.8 1.8 2.7 5.0 1.7 1.7 1.0 3.0
2003
+32.55% 2.3 4.2 3.7 6.5 4.1 -0.4 -4.0 3.1 3.7 0.9 1.8 3.0
2002
+12.81% 2.5 4.6 0.2 1.3 -1.2 -7.0 -6.9 8.2 -4.3 8.4 3.7 4.1
2001
+28.20% 4.3 -0.4 0.8 0.6 2.3 3.1 0.8 5.1 -3.6 4.2 5.4 3.0
2000
+14.59% -2.2 5.9 2.5 -1.9 -1.9 4.7 2.4 3.5 -1.3 -1.7 0.5 3.6
1999
+26.59% -3.5 2.0 6.8 8.3 -6.3 3.0 -0.6 -0.2 4.5 3.2 2.7 4.7
1998
-11.76% 0.1 2.9 3.0 0.3 -3.2 -3.3 1.5 -27.9 7.8 5.2 8.0 -1.2

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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