Data Source: from January 2001 to June 2022
Consolidated Returns as of 30 Jun 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
Category: Stocks
ETF: iShares MSCI Brazil ETF (EWZ)
ETF • LIVE PERFORMANCE (USD currency)
2.99%
1 Day
Jul 05 2022, 03:00PM Eastern Time
4.13%
Current Month
July 2022

In the last 20 Years, the iShares MSCI Brazil ETF (EWZ) ETF obtained a 8.71% compound annual return, with a 35.52% standard deviation.

In 2021, the ETF granted a 7.56% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Brazil ETF (EWZ) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Latin America
  • Country: Brazil

Historical Returns as of Jun 30, 2022

Historical returns and stats of iShares MSCI Brazil ETF (EWZ) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES MSCI BRAZIL ETF (EWZ) ETF
Consolidated returns as of 30 Jun 2022
Data Source: from January 2001 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-18.60
-18.60
-18.60
Jun 2022 - Jun 2022
0 - 1
3M
-24.11
-25.09
-24.11
Apr 2022 - Jun 2022
1 - 2
6M
2.22
-1.76
-24.11
Apr 2022 - Jun 2022
4 - 2
YTD
2.22
-1.76
-24.11
Apr 2022 - Jun 2022
4 - 2
1Y
-23.84
-29.20
35.29
-28.49
Jul 2021 - Nov 2021
5 - 7
42% pos
3Y(*)
-9.47
-13.37
39.91
-50.35
Jan 2020 - Mar 2020
19 - 17
53% pos
5Y(*)
0.07
-3.41
36.52
-50.35
Jan 2020 - Mar 2020
31 - 29
52% pos
10Y(*)
-2.76
-5.10
33.71
-61.64
Feb 2013 - Jan 2016
60 - 60
50% pos
15Y(*)
-1.75
-3.96
35.05
-73.67
Jun 2008 - Jan 2016
91 - 89
51% pos
20Y(*)
8.71
6.11
35.52
-73.67
Jun 2008 - Jan 2016
132 - 108
55% pos
MAX(*)
01 Jan 2001
5.71
3.22
35.87
-73.67
Jun 2008 - Jan 2016
138 - 120
53% pos
(*) Returns over 1 year are annualized

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% , 10Y: 2.46%

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 MSCI Brazil ETF (EWZ) ETF: Dividend Yield page.

An investment of 1000$, since July 2002, now would be worth 5316.86$, with a total return of 431.69% (8.71% annualized).

The Inflation Adjusted Capital now would be 3276.13$, with a net total return of 227.61% (6.11% annualized).
An investment of 1000$, since January 2001, now would be worth 3297.14$, with a total return of 229.71% (5.71% annualized).

The Inflation Adjusted Capital now would be 1975.07$, with a net total return of 97.51% (3.22% annualized).

Drawdowns

Worst drawdowns since July 2002.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-73.67% Jun 2008 Jan 2016 92 in progress 77 169
-40.31% Jul 2002 Sep 2002 3 Apr 2003 7 10
-16.82% Jan 2004 May 2004 5 Aug 2004 3 8
-16.50% May 2006 May 2006 1 Nov 2006 6 7
-12.81% Mar 2005 Apr 2005 2 Jul 2005 3 5
-9.34% Nov 2007 Jan 2008 3 Apr 2008 3 6
-5.22% Oct 2005 Oct 2005 1 Nov 2005 1 2
-3.36% Feb 2006 Mar 2006 2 Apr 2006 1 3
-3.22% Aug 2007 Aug 2007 1 Sep 2007 1 2
-3.15% Jan 2005 Jan 2005 1 Feb 2005 1 2
-3.03% Feb 2007 Feb 2007 1 Mar 2007 1 2
-0.09% Jun 2003 Jun 2003 1 Jul 2003 1 2

Worst drawdowns since January 2001.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-73.67% Jun 2008 Jan 2016 92 in progress 77 169
-67.43% Feb 2001 Sep 2002 20 Sep 2004 24 44
-16.50% May 2006 May 2006 1 Nov 2006 6 7
-12.81% Mar 2005 Apr 2005 2 Jul 2005 3 5
-9.34% Nov 2007 Jan 2008 3 Apr 2008 3 6
-5.22% Oct 2005 Oct 2005 1 Nov 2005 1 2
-3.36% Feb 2006 Mar 2006 2 Apr 2006 1 3
-3.22% Aug 2007 Aug 2007 1 Sep 2007 1 2
-3.15% Jan 2005 Jan 2005 1 Feb 2005 1 2
-3.03% Feb 2007 Feb 2007 1 Mar 2007 1 2

Rolling Returns ( more details)

iShares MSCI Brazil ETF (EWZ) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
15.08 129.55
Dec 2008 - Nov 2009
-56.84
Mar 2008 - Feb 2009
43.32%
2 Years
12.00 87.02
Mar 2003 - Feb 2005
-33.01
Feb 2001 - Jan 2003
47.66%
3 Years
11.70 82.36
Oct 2002 - Sep 2005
-27.34
Feb 2013 - Jan 2016
40.36%
5 Years
10.45 69.29
Oct 2002 - Sep 2007
-20.93
Jan 2011 - Dec 2015
36.68%
7 Years
7.71 45.47
Oct 2002 - Sep 2009
-11.78
Jun 2008 - May 2015
48.00%
10 Years
5.91 28.55
Oct 2002 - Sep 2012
-8.23
Apr 2010 - Mar 2020
45.32%
15 Years
7.38 17.22
Oct 2002 - Sep 2017
-1.75
Jul 2007 - Jun 2022
3.80%
20 Years
7.85 9.22
Oct 2001 - Sep 2021
5.93
Feb 2001 - Jan 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 MSCI Brazil ETF (EWZ) ETF: Rolling Returns page.

Seasonality

iShares MSCI Brazil ETF (EWZ) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
1.42
45%
1.11
55%
0.18
45%
3.36
64%
-1.14
41%
-0.61
50%
0.81
67%
-0.57
43%
-1.57
57%
3.84
67%
1.19
33%
4.26
76%
Best
Year
23.9
2006
18.2
2002
28.4
2016
21.0
2003
22.4
2009
19.5
2016
13.8
2010
15.3
2002
19.5
2007
28.3
2002
23.8
2020
17.2
2003
Worst
Year
-13.3
2010
-12.3
2020
-38.6
2020
-14.9
2004
-16.5
2006
-19.8
2002
-28.0
2002
-13.3
2015
-28.1
2002
-33.1
2008
-11.3
2016
-11.6
2014
Statistics calculated for the period Jan 2001 - Jun 2022

Monthly/Yearly Returns

iShares MSCI Brazil ETF (EWZ) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
138 Positive Months (53%) - 120 Negative Months (47%)
Jan 2001 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
+2.22 -1.76 12.6 4.0 15.0 -13.3 7.6 -18.6
2021
-17.27 -22.76 -7.8 -6.7 4.9 6.3 9.4 5.8 -7.7 -2.7 -11.7 -8.7 -1.1 4.2
2020
-20.33 -21.33 -7.8 -12.3 -38.6 4.7 10.2 7.1 13.1 -8.4 -7.2 -2.9 23.8 12.3
2019
+27.65 +24.83 18.8 -5.2 -4.7 1.0 0.6 6.3 1.8 -7.9 2.8 5.9 -4.8 13.4
2018
-2.57 -4.40 15.2 -2.4 -1.3 -5.7 -15.8 -8.6 12.6 -10.1 3.9 19.0 -0.9 -2.6
2017
+23.65 +21.08 10.6 2.3 -0.7 -0.8 -5.4 -2.1 10.7 5.8 4.2 -3.6 -3.7 5.6
2016
+64.47 +61.16 -4.1 3.3 28.4 12.2 -13.8 19.5 10.1 0.8 0.6 11.9 -11.3 0.8
2015
-41.74 -42.11 -6.2 3.1 -11.3 15.4 -10.9 3.5 -12.5 -13.3 -11.8 4.2 -1.5 -7.1
2014
-15.52 -16.07 -12.2 4.5 9.9 4.4 -1.2 4.8 1.5 10.7 -19.1 -0.5 -3.2 -11.6
2013
-17.52 -18.75 1.5 -2.9 -1.2 1.2 -7.7 -12.2 -0.8 -2.6 13.0 4.7 -6.4 -3.6
2012
+0.42 -1.32 14.3 5.5 -6.5 -6.8 -13.6 1.4 1.5 0.5 2.5 -1.3 -3.3 9.5
2011
-24.17 -26.42 -5.4 1.5 4.4 0.3 -3.2 -1.0 -3.8 -7.2 -20.6 19.9 -5.4 -2.1
2010
+7.74 +6.21 -13.3 5.7 7.7 -1.9 -12.1 -2.3 13.8 -3.7 13.6 0.1 -2.8 7.0
2009
+121.86 +115.79 1.5 -3.7 10.2 19.6 22.4 -3.3 8.7 1.1 16.2 1.8 11.1 0.7
2008
-54.30 -54.29 -5.2 9.2 -7.8 17.3 9.9 -9.4 -9.0 -9.7 -23.3 -33.1 -6.6 4.2
2007
+74.76 +67.87 0.9 -3.0 7.4 6.8 12.8 3.6 3.5 -3.2 19.5 16.4 -5.4 1.1
2006
+43.30 +39.78 23.9 -0.3 -3.1 10.8 -16.5 5.9 0.9 -0.8 -1.8 9.1 5.7 7.8
2005
+52.65 +47.72 -3.1 16.3 -9.1 -4.1 8.9 4.3 2.2 10.7 18.6 -5.2 7.0 0.4
2004
+33.61 +29.29 -6.1 4.6 0.6 -14.9 -1.1 4.0 7.1 8.1 8.9 1.3 11.0 8.9
2003
+116.89 +112.56 -1.4 -5.3 12.1 21.0 5.1 -0.1 2.9 12.3 3.5 10.1 5.7 17.2
2002
-36.31 -37.85 -9.1 18.2 -3.1 -1.4 -7.3 -19.8 -28.0 15.3 -28.1 28.3 -1.6 10.6
2001
-18.81 -20.09 13.6 -12.0 -9.2 1.8 -3.4 -2.4 -11.7 -8.0 -17.0 3.3 18.8 12.5
Share this page