iShares MSCI Australia ETF (EWA): Historical Returns

Data Source: from January 1997 to September 2021

Last Update: 30 Sep 2021

Category: Stocks

ETF: iShares MSCI Australia ETF (EWA)

In the last 10 years, the iShares MSCI Australia ETF (EWA) ETF obtained a 6.9% compound annual return, with a 18.82% standard deviation.

In 2020, the portfolio granted a 2.15% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Australia ETF (EWA) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

Asset Class: Equity
Size: Large Cap
Style: Blend
Region: Developed Asia Pacific
Country: Australia

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 MSCI Australia ETF (EWA) ETF: Dividend Yield page.

Time Range:

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Period	Returns Sep 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-4.24%		-4.24% Sep 2021 - Sep 2021	0 - 1
3M	-4.46%		-4.46% Jul 2021 - Sep 2021	1 - 2
6M	+1.51%		-5.89% Jun 2021 - Sep 2021	3 - 3
YTD	+5.08%		-5.89% Jun 2021 - Sep 2021	5 - 4
1Y	+28.69%	16.33%	-5.89% Jun 2021 - Sep 2021	8 - 4
3Y	+7.97% annualized	21.19%	-31.36% Jan 2020 - Mar 2020	24 - 12
5Y	+7.87% annualized	17.42%	-31.36% Jan 2020 - Mar 2020	39 - 21
10Y	+6.90% annualized	18.82%	-31.36% Jan 2020 - Mar 2020	75 - 45
20Y	+10.63% annualized	21.71%	-63.81% Nov 2007 - Feb 2009	148 - 92
MAX 01 Jan 1997	+7.51% annualized	21.95%	-63.81% Nov 2007 - Feb 2009	177 - 120

* Annualized St.Dev. of monthly returns

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Drawdowns

Drawdonws Chart:

Worst drawdowns since October 2001.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-63.81%	Nov 2007	Feb 2009	16	Feb 2013	48	64
-31.36%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-30.84%	Sep 2014	Feb 2016	18	Dec 2017	22	40
-17.87%	Jun 2002	Sep 2002	4	Apr 2003	7	11
-17.75%	May 2013	Jun 2013	2	Jul 2014	13	15
-14.26%	Feb 2018	Dec 2018	11	Jun 2019	6	17
-7.53%	Apr 2004	Apr 2004	1	Sep 2004	5	6
-5.89%	Jun 2021	Sep 2021	4	in progress		4
-5.61%	Oct 2005	Oct 2005	1	Jan 2006	3	4
-5.58%	Mar 2005	May 2005	3	Jul 2005	2	5
-5.43%	May 2006	Jun 2006	2	Oct 2006	4	6
-3.82%	Jul 2019	Aug 2019	2	Nov 2019	3	5
-2.65%	Feb 2006	Feb 2006	1	Apr 2006	2	3
-1.86%	Jul 2007	Aug 2007	2	Sep 2007	1	3
-1.26%	Jul 2003	Jul 2003	1	Aug 2003	1	2
-0.84%	Jan 2021	Jan 2021	1	Feb 2021	1	2
-0.75%	Jan 2004	Jan 2004	1	Feb 2004	1	2
-0.63%	Feb 2002	Feb 2002	1	Mar 2002	1	2
-0.08%	Nov 2003	Nov 2003	1	Dec 2003	1	2

Worst drawdowns since January 1997.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-63.81%	Nov 2007	Feb 2009	16	Feb 2013	48	64
-31.36%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-30.84%	Sep 2014	Feb 2016	18	Dec 2017	22	40
-30.61%	Jul 1997	Aug 1998	14	Apr 1999	8	22
-27.74%	May 1999	Sep 2001	29	May 2003	20	49
-17.75%	May 2013	Jun 2013	2	Jul 2014	13	15
-14.26%	Feb 2018	Dec 2018	11	Jun 2019	6	17
-7.53%	Apr 2004	Apr 2004	1	Sep 2004	5	6
-5.89%	Jun 2021	Sep 2021	4	in progress		4
-5.61%	Oct 2005	Oct 2005	1	Jan 2006	3	4
-5.58%	Mar 2005	May 2005	3	Jul 2005	2	5
-5.43%	May 2006	Jun 2006	2	Oct 2006	4	6
-4.55%	Jan 1997	Jan 1997	1	May 1997	4	5
-3.82%	Jul 2019	Aug 2019	2	Nov 2019	3	5
-2.65%	Feb 2006	Feb 2006	1	Apr 2006	2	3
-1.86%	Jul 2007	Aug 2007	2	Sep 2007	1	3
-1.26%	Jul 2003	Jul 2003	1	Aug 2003	1	2
-0.84%	Jan 2021	Jan 2021	1	Feb 2021	1	2
-0.75%	Jan 2004	Jan 2004	1	Feb 2004	1	2
-0.08%	Nov 2003	Nov 2003	1	Dec 2003	1	2

Rolling Returns ( more details)

iShares MSCI Australia ETF (EWA) ETF: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+10.32%	+103.51% Mar 2009 - Feb 2010	-54.85% Dec 2007 - Nov 2008	32.87%
2 Years	+8.84%	+57.62% Mar 2009 - Feb 2011	-28.54% Mar 2007 - Feb 2009	27.37%
3 Years	+8.52%	+36.59% Oct 2002 - Sep 2005	-12.83% Mar 2006 - Feb 2009	22.52%
5 Years	+8.88%	+35.75% Nov 2002 - Oct 2007	-3.18% Mar 2011 - Feb 2016	8.82%
7 Years	+9.15%	+25.22% Nov 2000 - Oct 2007	-3.13% Apr 2013 - Mar 2020	0.93%
10 Years	+9.16%	+17.21% Nov 1997 - Oct 2007	+0.35% Apr 2010 - Mar 2020	0.00%
15 Years	+9.10%	+12.02% Sep 1998 - Aug 2013	+4.13% Apr 2005 - Mar 2020	0.00%
20 Years	+8.51%	+10.63% Oct 2001 - Sep 2021	+6.79% Apr 2000 - Mar 2020	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 MSCI Australia ETF (EWA) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Australia ETF (EWA) 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 %	0.11 52%	0.89 52%	0.61 64%	3.64 80%	-1.39 52%	1.52 64%	0.75 44%	-1.05 52%	-0.17 52%	1.62 67%	0.94 67%	2.37 71%
Best Year	9.2 2012	8.3 2014	19.3 2009	13.3 2001	12.1 2009	14.6 2000	13.5 2010	7.1 2009	13.8 2007	18.3 2011	14.9 2020	11.0 2003
Worst Year	-17.1 2009	-9.6 2020	-22.8 2020	-7.5 2004	-14.2 2010	-9.6 2008	-8.6 2002	-16.0 1998	-17.6 2011	-27.0 2008	-8.9 2008	-5.0 2011

Statistics calculated for the period Jan 1997 - Sep 2021

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

Monthly Returns of iShares MSCI Australia ETF (EWA) ETF:

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+5.08%	-0.8	3.2	1.1	4.4	3.3	-1.5	-0.8	0.6	-4.2
2020	+8.26%	-1.7	-9.6	-22.8	9.7	6.0	8.3	3.3	4.4	-5.2	0.3	14.9	6.3
2019	+22.41%	7.0	3.4	1.1	1.2	0.1	5.5	-0.6	-3.3	2.6	1.3	1.3	1.2
2018	-12.02%	2.6	-4.0	-3.5	0.8	1.7	2.1	1.4	-1.9	-1.7	-6.9	1.0	-3.9
2017	+19.93%	5.0	3.3	3.0	-0.7	-4.3	3.1	4.7	-0.2	-0.9	1.2	0.3	4.3
2016	+11.11%	-7.0	-2.0	11.8	3.2	-2.4	1.4	7.4	-3.2	3.4	-3.0	0.8	1.6
2015	-9.96%	-1.1	8.0	-3.5	2.0	-3.3	-4.4	-0.5	-10.9	-3.9	5.6	0.9	2.1
2014	-4.66%	-5.5	8.3	3.7	2.2	0.4	-0.1	1.8	2.1	-11.9	6.2	-7.1	-3.1
2013	+1.77%	3.9	2.9	0.6	3.9	-13.1	-5.3	3.0	1.0	7.6	5.5	-4.9	-1.4
2012	+24.11%	9.2	1.4	-1.0	1.4	-12.9	7.5	6.1	1.3	1.4	3.3	1.6	4.3
2011	-11.65%	-2.2	5.0	2.0	6.2	-5.5	-0.8	-3.2	-3.5	-17.6	18.3	-2.0	-5.0
2010	+15.30%	-7.6	4.9	8.5	-2.4	-14.2	-4.7	13.5	-2.3	12.7	3.1	-3.9	10.9
2009	+68.13%	-17.1	-3.4	19.3	9.7	12.1	2.3	12.7	7.1	11.5	-3.0	6.4	0.7
2008	-47.95%	-6.7	-1.3	-2.9	7.8	5.4	-9.6	-6.0	-4.3	-13.8	-27.0	-8.9	9.8
2007	+28.24%	1.8	2.8	5.5	4.4	3.0	2.0	-1.5	-0.4	13.8	9.2	-8.8	-4.8
2006	+30.84%	8.5	-2.7	0.8	9.6	-5.2	-0.2	1.0	2.8	-1.6	8.6	4.3	2.5
2005	+16.67%	0.8	5.4	-4.4	-0.7	-0.5	5.6	1.9	2.7	6.1	-5.6	1.8	3.4
2004	+29.40%	-0.8	5.2	0.9	-7.5	1.5	1.7	-1.3	2.3	7.2	6.5	7.5	4.0
2003	+55.17%	4.0	-1.6	3.2	6.7	5.9	2.5	-1.3	3.6	3.6	8.0	-0.1	11.0
2002	-1.18%	1.5	-0.6	3.9	0.0	6.3	-4.9	-8.6	3.4	-8.6	6.1	5.0	-3.0
2001	+1.89%	4.4	-4.7	-12.2	13.3	0.6	2.4	-3.5	2.0	-17.5	13.9	6.0	1.9
2000	-11.87%	-4.0	-2.9	-4.2	0.6	-5.0	14.6	-6.4	0.4	-4.4	-5.3	0.7	5.2
1999	+19.26%	5.3	-0.6	1.9	13.0	-8.7	7.2	-1.7	-7.0	3.1	-2.4	2.5	7.4
1998	+4.20%	8.1	-0.6	3.1	-0.6	-7.9	0.0	-2.0	-16.0	9.0	7.5	7.0	-0.5
1997	-12.15%	-4.6	2.4	-0.6	2.9	2.3	3.3	-0.5	-7.0	4.8	-12.6	-3.9	2.1