Data Source: from January 2013 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares MSCI Denmark ETF (EDEN)

In the last 5 Years, the iShares MSCI Denmark ETF (EDEN) ETF obtained a 6.59% compound annual return, with a 17.24% standard deviation.

In 2021, the ETF granted a 0.84% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Denmark ETF (EDEN) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Developed Europe
  • Country: U.S.

Historical Returns as of Aug 31, 2022

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

ISHARES MSCI DENMARK ETF (EDEN) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 2013 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Aug 2022
-8.26
-8.23
-8.26
Aug 2022 - Aug 2022
0 - 1
3M
-8.24
-9.44
-8.26
Aug 2022 - Aug 2022
1 - 2
6M
-11.17
-14.91
-13.49
Apr 2022 - Aug 2022
2 - 4
YTD
-21.55
-26.15
-21.55
Jan 2022 - Aug 2022
2 - 6
1Y
-24.10
-29.89
20.43
-24.10
Sep 2021 - Aug 2022
4 - 8
33% pos
3Y(*)
13.34
8.05
19.48
-24.10
Sep 2021 - Aug 2022
24 - 12
67% pos
5Y(*)
6.59
2.67
17.24
-24.10
Sep 2021 - Aug 2022
37 - 23
62% pos
MAX(*)
01 Jan 2013
12.37
9.45
15.74
-24.10
Sep 2021 - Aug 2022
72 - 44
62% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82%

Correlations as of Aug 31, 2022

Monthly correlations of iShares MSCI Denmark ETF (EDEN) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

ISHARES MSCI DENMARK ETF (EDEN) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs EDEN
 
Asset Class 1 Year 5 Years Since
Jan 2013
US Total Stock Market
VTI
0.91
0.84
0.72
US Large Cap
SPY
0.91
0.83
0.72
US Small Cap
IJR
0.89
0.71
0.57
US REITs
VNQ
0.93
0.70
0.54
US Technology
QQQ
0.83
0.79
0.72
Preferred Stocks
PFF
0.85
0.73
0.65
EAFE Stocks
EFA
0.89
0.84
0.81
World All Countries
VT
0.91
0.86
0.78
Emerging Markets
EEM
0.49
0.67
0.60
Europe
VGK
0.89
0.85
0.84
Pacific
VPL
0.81
0.78
0.70
Latin America
FLLA
0.33
0.51
0.44
US Total Bond Market
BND
0.56
0.45
0.39
Long Term Treasuries
TLT
0.39
0.09
0.07
US Cash
BIL
-0.25
-0.28
-0.17
TIPS
TIP
0.72
0.59
0.46
Investment Grade Bonds
LQD
0.67
0.63
0.54
High Yield Bonds
HYG
0.76
0.75
0.65
International Bond Market
BNDX
0.54
0.40
0.32
Emerging Market Bonds
EMB
0.75
0.71
0.64
Gold
GLD
0.35
0.32
0.19
Commodities
DBC
0.26
0.43
0.32

Capital Growth as of Aug 31, 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 Denmark ETF (EDEN) ETF: Dividend Yield page.

An investment of 1000$, since September 2017, now would be worth 1375.87$, with a total return of 37.59% (6.59% annualized).

The Inflation Adjusted Capital now would be 1140.56$, with a net total return of 14.06% (2.67% annualized).
An investment of 1000$, since January 2013, now would be worth 3087.14$, with a total return of 208.71% (12.37% annualized).

The Inflation Adjusted Capital now would be 2393.25$, with a net total return of 139.32% (9.45% annualized).

Drawdowns

Worst drawdowns since September 2017.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-24.10% Sep 2021 Aug 2022 12 in progress 12
-17.03% Feb 2018 Dec 2018 11 Dec 2019 12 23
-13.26% Feb 2020 Mar 2020 2 May 2020 2 4
-4.00% Jan 2021 Jan 2021 1 Apr 2021 3 4
-2.97% Nov 2017 Nov 2017 1 Jan 2018 2 3
-2.52% Oct 2020 Oct 2020 1 Nov 2020 1 2

Worst drawdowns since January 2013.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-24.10% Sep 2021 Aug 2022 12 in progress 12
-17.03% Feb 2018 Dec 2018 11 Dec 2019 12 23
-15.60% Jun 2016 Nov 2016 6 Apr 2017 5 11
-13.26% Feb 2020 Mar 2020 2 May 2020 2 4
-11.58% Jul 2014 Dec 2014 6 Apr 2015 4 10
-6.24% Aug 2015 Feb 2016 7 Mar 2016 1 8
-4.00% Jan 2021 Jan 2021 1 Apr 2021 3 4
-3.46% Jun 2013 Jun 2013 1 Jul 2013 1 2
-2.97% Nov 2017 Nov 2017 1 Jan 2018 2 3
-2.77% Mar 2014 Mar 2014 1 May 2014 2 3
-2.52% Oct 2020 Oct 2020 1 Nov 2020 1 2
-1.76% Jun 2015 Jun 2015 1 Jul 2015 1 2
-0.72% Feb 2013 Mar 2013 2 Apr 2013 1 3

Rolling Returns ( more details)

iShares MSCI Denmark ETF (EDEN) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
15.20 62.17
Apr 2020 - Mar 2021
-24.10
Sep 2021 - Aug 2022
20.00%
2 Years
13.53 38.51
Sep 2019 - Aug 2021
-4.42
Apr 2018 - Mar 2020
5.38%
3 Years
11.91 27.09
Nov 2018 - Oct 2021
2.30
Jan 2016 - Dec 2018
0.00%
5 Years
11.27 18.76
Dec 2016 - Nov 2021
4.58
Jun 2014 - May 2019
0.00%
7 Years
12.08 14.80
Jan 2015 - Dec 2021
8.49
Sep 2015 - Aug 2022
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 Denmark ETF (EDEN) ETF: Rolling Returns page.

Seasonality

iShares MSCI Denmark ETF (EDEN) 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 %
0.80
70%
1.20
40%
0.93
70%
3.12
80%
1.85
70%
-0.82
50%
4.22
80%
-0.35
50%
-1.01
44%
-0.42
56%
0.62
56%
2.56
78%
Best
Year
8.8
2013
11.6
2014
6.8
2016
9.3
2020
9.8
2020
4.5
2019
9.1
2013
5.3
2020
7.3
2013
6.3
2021
10.4
2020
7.2
2020
Worst
Year
-9.5
2022
-5.4
2020
-8.3
2020
-4.6
2022
-4.9
2019
-7.9
2022
-3.7
2019
-8.3
2022
-6.7
2021
-10.3
2018
-7.5
2016
-4.1
2014
Statistics calculated for the period Jan 2013 - Aug 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
72 Positive Months (62%) - 44 Negative Months (38%)
Jan 2013 - Aug 2022
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Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-21.55 -26.15 -9.5 -2.4 2.7 -4.6 -1.2 -7.9 8.6 -8.3
2021
+14.80 +7.26 -4.0 0.7 2.7 7.0 4.2 0.8 3.7 2.5 -6.7 6.3 -6.3 4.2
2020
+42.55 +40.63 0.6 -5.4 -8.3 9.3 9.8 2.7 8.2 5.3 0.8 -2.5 10.4 7.2
2019
+24.37 +21.59 4.2 4.9 1.6 2.0 -4.9 4.5 -3.7 1.2 0.0 3.1 4.0 5.7
2018
-14.42 -16.02 3.2 -2.1 0.7 -2.6 -1.3 -1.8 6.2 -0.4 -4.5 -10.3 0.8 -2.4
2017
+35.40 +32.61 5.7 -0.7 3.5 7.4 5.2 1.4 5.1 2.8 0.3 0.8 -3.0 2.7
2016
-7.62 -9.49 -3.1 -2.3 6.8 1.3 2.3 -4.4 3.4 -1.5 -1.5 -4.8 -7.5 4.4
2015
+20.62 +19.75 0.7 7.8 2.9 5.0 0.8 -1.8 4.9 -4.3 -1.7 -0.1 4.1 1.3
2014
+5.24 +4.45 1.5 11.6 -2.8 2.7 3.4 1.7 -3.4 -1.5 -3.2 0.7 -0.5 -4.1
2013
+42.27 +40.16 8.8 -0.2 -0.5 3.7 0.2 -3.5 9.1 0.7 7.3 3.1 3.6 4.1
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