In the last 30 Years, the iShares MSCI Emerging Markets (EEM) ETF obtained a 6.21% compound annual return, with a 23.30% standard deviation.
In 2021, the ETF granted a 1.89% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Emerging Markets (EEM) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- Region: Emerging Markets
- Country: Broad Emerging Markets
The iShares MSCI Emerging Markets (EEM) ETF is part of the following Lazy Portfolios:
Historical Returns as of Apr 30, 2022
Historical returns and stats of iShares MSCI Emerging Markets (EEM) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-6.14
|
-6.45
|
-6.14
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
-13.23
|
-15.25
|
-13.23
Feb 2022 - Apr 2022
|
0 - 3
|
|
6M
|
-15.52
|
-19.05
|
-15.52
Nov 2021 - Apr 2022
|
1 - 5
|
|
YTD
|
-13.24
|
-15.81
|
-13.24
Jan 2022 - Apr 2022
|
0 - 4
|
|
1Y
|
-19.96
|
-26.04
|
10.58
|
-22.00
Jul 2021 - Apr 2022
|
5 - 7
42% pos
|
3Y(*)
|
0.94
|
-3.13
|
18.01
|
-23.94
Jan 2020 - Mar 2020
|
20 - 16
56% pos
|
5Y(*)
|
3.28
|
-0.12
|
16.94
|
-29.69
Feb 2018 - Mar 2020
|
33 - 27
55% pos
|
10Y(*)
|
2.15
|
-0.18
|
16.21
|
-30.19
Sep 2014 - Feb 2016
|
63 - 57
53% pos
|
15Y(*)
|
2.35
|
0.07
|
21.77
|
-60.44
Nov 2007 - Feb 2009
|
91 - 89
51% pos
|
20Y(*)
|
7.55
|
5.02
|
21.30
|
-60.44
Nov 2007 - Feb 2009
|
134 - 106
56% pos
|
25Y(*)
|
5.21
|
2.75
|
23.12
|
-60.44
Nov 2007 - Feb 2009
|
166 - 134
55% pos
|
30Y(*)
|
6.21
|
3.67
|
23.30
|
-60.44
Nov 2007 - Feb 2009
|
202 - 158
56% pos
|
MAX(*)
01 Mar 1987
|
8.07
|
5.20
|
26.13
|
-60.44
Nov 2007 - Feb 2009
|
239 - 183
57% pos
|
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 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 Emerging Markets (EEM) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 2945.02$, with a net total return of 194.50% (3.67% annualized).
The Inflation Adjusted Capital now would be 5940.87$, with a net total return of 494.09% (5.20% annualized).
Drawdowns
Worst drawdowns since May 1992.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-60.44% | Nov 2007 | Feb 2009 | 16 | Oct 2017 | 104 | 120 |
-54.22% | Feb 1994 | Aug 1998 | 55 | Jan 2004 | 65 | 120 |
-29.69% | Feb 2018 | Mar 2020 | 26 | Nov 2020 | 8 | 34 |
-23.01% | Jun 1992 | Dec 1992 | 7 | Apr 1993 | 4 | 11 |
-22.00% | Jul 2021 | Apr 2022 | 10 | in progress | 10 | |
-11.25% | Apr 2004 | Jul 2004 | 4 | Oct 2004 | 3 | 7 |
-11.14% | May 2006 | May 2006 | 1 | Nov 2006 | 6 | 7 |
-9.06% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
-6.34% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
-5.91% | May 1993 | May 1993 | 1 | Jun 1993 | 1 | 2 |
-3.85% | Feb 2006 | Feb 2006 | 1 | Apr 2006 | 2 | 3 |
-3.24% | Feb 2007 | Feb 2007 | 1 | Mar 2007 | 1 | 2 |
-2.61% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
-1.11% | Sep 1993 | Sep 1993 | 1 | Oct 1993 | 1 | 2 |
-0.73% | Mar 2021 | Mar 2021 | 1 | Apr 2021 | 1 | 2 |
-0.53% | Jan 2005 | Jan 2005 | 1 | Feb 2005 | 1 | 2 |
-0.39% | Nov 2017 | Nov 2017 | 1 | Dec 2017 | 1 | 2 |
Worst drawdowns since March 1987.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-60.44% | Nov 2007 | Feb 2009 | 16 | Oct 2017 | 104 | 120 |
-55.33% | Mar 1987 | Dec 1987 | 10 | Sep 1989 | 21 | 31 |
-54.22% | Feb 1994 | Aug 1998 | 55 | Jan 2004 | 65 | 120 |
-34.47% | Aug 1990 | Sep 1990 | 2 | Feb 1991 | 5 | 7 |
-29.69% | Feb 2018 | Mar 2020 | 26 | Nov 2020 | 8 | 34 |
-23.01% | Jun 1992 | Dec 1992 | 7 | Apr 1993 | 4 | 11 |
-22.00% | Jul 2021 | Apr 2022 | 10 | in progress | 10 | |
-11.25% | Apr 2004 | Jul 2004 | 4 | Oct 2004 | 3 | 7 |
-11.14% | May 2006 | May 2006 | 1 | Nov 2006 | 6 | 7 |
-10.62% | Jan 1990 | Apr 1990 | 4 | Jun 1990 | 2 | 6 |
-9.06% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
-7.61% | Jun 1991 | Jun 1991 | 1 | Aug 1991 | 2 | 3 |
-7.45% | Nov 1991 | Nov 1991 | 1 | Dec 1991 | 1 | 2 |
-6.34% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
-6.02% | Feb 1992 | Mar 1992 | 2 | May 1992 | 2 | 4 |
-5.91% | May 1993 | May 1993 | 1 | Jun 1993 | 1 | 2 |
-4.49% | Oct 1989 | Oct 1989 | 1 | Nov 1989 | 1 | 2 |
-3.85% | Feb 2006 | Feb 2006 | 1 | Apr 2006 | 2 | 3 |
-3.24% | Feb 2007 | Feb 2007 | 1 | Mar 2007 | 1 | 2 |
-2.61% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
Rolling Returns ( more details)
iShares MSCI Emerging Markets (EEM) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
13.88 |
111.70 Jan 1991 - Dec 1991 |
-54.34 Dec 2007 - Nov 2008 |
34.55% |
2 Years |
12.11 |
64.67 Jan 1988 - Dec 1989 |
-25.90 Sep 1996 - Aug 1998 |
34.34% |
3 Years |
11.28 |
60.25 Jan 1989 - Dec 1991 |
-15.31 Sep 1995 - Aug 1998 |
26.10% |
5 Years |
10.43 |
49.02 Jan 1989 - Dec 1993 |
-10.37 Feb 1994 - Jan 1999 |
21.49% |
7 Years |
9.24 |
36.13 Nov 1987 - Oct 1994 |
-6.71 Oct 1994 - Sep 2001 |
13.27% |
10 Years |
8.53 |
22.76 Jan 1988 - Dec 1997 |
-0.12 Apr 1993 - Mar 2003 |
0.66% |
15 Years |
9.02 |
14.74 Oct 1990 - Sep 2005 |
1.89 Feb 1994 - Jan 2009 |
0.00% |
20 Years |
9.10 |
18.64 Jan 1988 - Dec 2007 |
4.57 Feb 1994 - Jan 2014 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the iShares MSCI Emerging Markets (EEM) ETF: Rolling Returns page.
Seasonality
iShares MSCI Emerging Markets (EEM) 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 % |
1.90 54% |
0.46 54% |
-0.42 44% |
2.64 72% |
0.40 54% |
0.40 54% |
1.93 63% |
-1.06 54% |
-0.31 49% |
1.04 66% |
0.37 49% |
3.91 66% |
Best Year |
20.8 1988 |
13.7 1991 |
16.9 2009 |
15.6 2009 |
15.9 2009 |
16.1 1988 |
18.4 1987 |
16.9 1989 |
13.4 1989 |
21.3 1990 |
9.9 2004 |
32.8 1991 |
Worst Year |
-10.7 1995 |
-13.6 1994 |
-21.6 1987 |
-9.8 2004 |
-12.5 1998 |
-14.6 1992 |
-8.5 2002 |
-26.1 1998 |
-17.9 2011 |
-36.0 1987 |
-9.8 2000 |
-8.1 1994 |
Monthly/Yearly Returns
iShares MSCI Emerging Markets (EEM) 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 |
-13.24 | -15.81 | 0.0 | -4.3 | -3.4 | -6.1 | ||||||||
2021 |
-3.61 | -10.00 | 3.2 | 0.8 | -0.7 | 1.2 | 1.6 | 0.9 | -6.4 | 1.6 | -3.9 | 1.1 | -4.1 | 1.5 |
2020 |
+17.03 | +15.56 | -6.2 | -3.8 | -15.8 | 7.4 | 3.0 | 6.6 | 8.3 | 2.9 | -1.0 | 1.4 | 9.0 | 7.1 |
2019 |
+18.20 | +15.58 | 10.3 | -1.5 | 1.1 | 2.4 | -7.3 | 6.2 | -2.7 | -3.8 | 1.7 | 4.2 | -0.1 | 7.7 |
2018 |
-15.31 | -16.90 | 8.3 | -5.9 | 0.5 | -2.8 | -2.6 | -4.5 | 3.5 | -3.8 | -0.6 | -8.8 | 4.9 | -3.5 |
2017 |
+37.28 | +34.42 | 6.7 | 1.7 | 3.7 | 1.7 | 2.8 | 0.9 | 5.8 | 2.4 | 0.0 | 3.3 | -0.4 | 3.8 |
2016 |
+10.87 | +8.64 | -5.0 | -0.8 | 13.0 | 0.4 | -3.7 | 4.6 | 5.4 | 0.9 | 2.5 | -0.8 | -4.4 | -0.2 |
2015 |
-16.18 | -16.71 | -0.7 | 4.4 | -1.5 | 6.9 | -4.1 | -2.9 | -6.3 | -8.8 | -3.1 | 6.4 | -2.5 | -3.8 |
2014 |
-3.93 | -4.55 | -8.6 | 3.4 | 3.9 | 0.8 | 3.0 | 2.4 | 1.4 | 2.8 | -7.8 | 1.4 | -1.5 | -4.0 |
2013 |
-3.69 | -5.13 | -0.3 | -2.3 | -1.0 | 1.2 | -4.8 | -5.3 | 1.3 | -2.5 | 7.2 | 4.2 | -0.3 | -0.4 |
2012 |
+19.10 | +17.04 | 11.0 | 5.3 | -3.1 | -1.7 | -10.7 | 5.1 | 0.0 | 0.4 | 5.2 | -0.4 | 1.6 | 6.8 |
2011 |
-18.82 | -21.23 | -3.8 | 0.0 | 6.3 | 2.7 | -2.9 | -0.9 | -1.0 | -9.3 | -17.9 | 16.3 | -2.0 | -4.3 |
2010 |
+16.51 | +14.86 | -7.8 | 1.8 | 8.1 | -0.2 | -9.4 | -1.4 | 10.9 | -3.2 | 11.8 | 3.0 | -2.9 | 7.3 |
2009 |
+68.93 | +64.31 | -9.3 | -6.3 | 16.9 | 15.6 | 15.9 | -2.3 | 11.0 | -1.3 | 10.2 | -3.4 | 7.9 | 3.3 |
2008 |
-48.88 | -48.87 | -8.9 | 2.0 | -3.8 | 9.1 | 3.2 | -9.3 | -5.5 | -6.3 | -14.7 | -25.6 | -9.8 | 10.3 |
2007 |
+33.31 | +28.05 | 0.1 | -3.2 | 5.3 | 3.7 | 5.1 | 3.7 | 0.7 | 1.0 | 11.6 | 11.9 | -7.6 | -1.4 |
2006 |
+31.19 | +27.96 | 14.2 | -3.8 | 2.2 | 6.5 | -11.1 | 0.2 | 2.3 | 1.6 | -0.9 | 7.1 | 6.0 | 5.4 |
2005 |
+32.62 | +28.33 | -0.5 | 9.7 | -7.9 | -1.2 | 3.2 | 4.0 | 7.7 | 1.3 | 8.7 | -6.3 | 5.8 | 6.1 |
2004 |
+24.63 | +20.60 | 2.4 | 4.0 | 0.6 | -9.8 | 1.2 | 0.9 | -3.6 | 3.5 | 7.0 | 2.8 | 9.9 | 4.7 |
2003 |
+57.65 | +54.50 | 0.1 | -3.8 | -2.0 | 8.8 | 6.4 | 5.9 | 7.0 | 6.4 | 0.8 | 9.1 | 1.1 | 7.8 |
2002 |
-7.43 | -9.67 | 2.9 | 2.7 | 4.5 | 0.3 | -0.4 | -8.2 | -8.5 | 1.4 | -10.7 | 6.6 | 7.1 | -3.3 |
2001 |
-2.88 | -4.41 | 11.8 | -8.7 | -10.4 | 9.3 | 1.5 | -2.1 | -6.7 | -1.0 | -15.6 | 6.6 | 9.3 | 7.7 |
2000 |
-27.56 | -29.96 | -4.9 | 3.5 | -0.9 | -7.5 | -5.3 | 6.3 | -5.2 | 1.5 | -6.1 | -7.6 | -9.8 | 6.0 |
1999 |
+61.57 | +57.36 | -2.9 | 2.2 | 11.7 | 15.4 | -4.2 | 7.9 | -3.4 | -1.0 | -0.5 | 3.8 | 8.1 | 14.3 |
1998 |
-18.12 | -19.42 | -8.0 | 11.9 | 3.6 | -1.0 | -12.5 | -9.3 | 1.8 | -26.1 | 9.4 | 15.4 | 6.3 | -3.1 |
1997 |
-16.82 | -18.21 | 5.1 | 3.0 | -3.2 | -1.6 | 4.5 | 3.9 | 1.5 | -15.1 | 5.2 | -18.1 | -1.4 | 1.3 |
1996 |
+15.83 | +12.04 | 10.2 | -1.6 | 1.5 | 2.7 | 1.5 | 0.0 | -6.7 | 3.1 | 2.3 | -1.5 | 3.5 | 0.6 |
1995 |
+0.56 | -1.93 | -10.7 | 0.4 | -1.0 | 5.2 | 7.7 | -0.5 | 2.9 | -2.4 | 0.2 | -4.3 | 0.4 | 4.1 |
1994 |
-20.17 | -22.19 | 6.3 | -13.6 | -14.2 | 6.9 | 2.7 | -2.6 | 4.8 | 10.2 | -4.2 | 2.5 | -9.1 | -8.1 |
1993 |
+100.42 | +94.94 | 14.7 | 0.7 | 10.5 | 3.4 | -5.9 | 11.1 | 5.7 | 6.5 | -1.1 | 12.9 | -2.6 | 18.8 |
1992 |
-10.90 | -13.46 | 2.3 | -5.5 | -0.6 | 4.1 | 15.7 | -14.6 | 6.8 | -6.9 | -5.2 | 1.9 | -0.8 | -5.5 |
1991 |
+111.70 | +105.57 | 6.8 | 13.7 | -2.4 | 3.3 | 14.3 | -7.6 | 2.2 | 14.7 | 3.2 | 10.2 | -7.5 | 32.8 |
1990 |
-1.92 | -7.69 | -5.7 | -1.7 | -1.8 | -1.8 | 9.2 | 5.0 | 16.0 | -21.4 | -16.6 | 21.3 | 1.0 | 2.7 |
1989 |
+98.20 | +89.41 | 12.7 | 8.5 | -6.5 | 8.3 | 10.3 | -4.7 | 1.3 | 16.9 | 13.4 | -4.5 | 4.9 | 13.4 |
1988 |
+36.81 | +31.03 | 20.8 | 3.5 | -6.7 | 1.9 | -1.8 | 16.1 | -3.1 | -3.2 | 3.3 | 0.5 | 0.0 | 3.7 |
1987 |
- | - | -21.6 | -11.5 | -1.4 | 18.4 | -4.4 | -36.0 | -7.3 | -2.8 |
ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.