Last Update: 31 Mar 2020
ETF: iShares MSCI Emerging Markets (EEM)
In the last 10 years, the iShares MSCI Emerging Markets (EEM) ETF obtained a -0.03% compound annual return, with a 18.73% standard deviation.
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 present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Robo Advisor 90 | Betterment | 14.0% |
| Robo Advisor 80 | Betterment | 12.8% |
| Edge Select Aggressive | Merrill Lynch | 9.0% |
| Edge Select Moderately Aggressive | Merrill Lynch | 7.0% |
| Edge Select Moderate | Merrill Lynch | 5.0% |
| Edge Select Moderately Conservative | Merrill Lynch | 3.0% |
| Edge Select Conservative | Merrill Lynch | 1.0% |
| Ultimate Buy&Hold | FundAdvice | 6.0% |
| Emerging Markets | 100.0% | |
| Lazy Portfolio | David Swensen | 5.0% |
| Yale Endowment | David Swensen | 5.0% |
| Dimensional 2030 Retirement Income | DFA | 5.2% |
| Larry Portfolio | Larry Swedroe | 7.5% |
| Coward's Portfolio | Bill Bernstein | 5.0% |
| Pinwheel | 10.0% | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 10.0% |
| Sandwich Portfolio | Bob Clyatt | 6.0% |
| 7Twelve Portfolio | Craig Israelsen | 8.3% |
| Family Taxable Portfolio | Ted Aronson | 10.0% |
| Robo Advisor 10 | Betterment | 1.9% |
| Robo Advisor 20 | Betterment | 3.7% |
| Robo Advisor 50 | Betterment | 9.0% |
| Robo Advisor 100 | Betterment | 15.0% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).
ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
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| Period | Returns Mar 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-15.77%
|
-15.77%
Mar 2020 - Mar 2020
|
0 - 1 | |
|
3M
|
-23.94%
|
-23.94%
Jan 2020 - Mar 2020
|
0 - 3 | |
|
6M
|
-14.72%
|
-23.94%
Jan 2020 - Mar 2020
|
2 - 4 | |
|
YTD
|
-23.94%
|
-23.94%
Jan 2020 - Mar 2020
|
0 - 3 | |
|
1Y
|
-18.18%
|
21.78%
|
-23.94%
Jan 2020 - Mar 2020
|
5 - 7 |
|
3Y
|
-2.42%
annualized
|
17.94%
|
-29.72%
Feb 2018 - Mar 2020
|
18 - 18 |
|
5Y
|
-1.00%
annualized
|
17.74%
|
-29.72%
Feb 2018 - Mar 2020
|
29 - 31 |
|
10Y
|
-0.03%
annualized
|
18.73%
|
-32.70%
May 2011 - Feb 2016
|
56 - 64 |
|
MAX
01 Jan 1995
|
+4.87%
annualized
|
23.02%
|
-60.44%
Nov 2007 - Feb 2009
|
168 - 135 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
iShares MSCI Emerging Markets (EEM) ETF: annualized rolling and average returns
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| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+9.15% |
+86.53% Mar 2009 - Feb 2010 |
-54.34% Dec 2007 - Nov 2008 |
37.33% |
| 2 Years |
+7.28% |
+49.17% Mar 2003 - Feb 2005 |
-25.91% Sep 1996 - Aug 1998 |
43.21% |
| 3 Years |
+6.85% |
+45.77% Apr 2003 - Mar 2006 |
-15.31% Sep 1995 - Aug 1998 |
35.07% |
| 5 Years |
+7.04% |
+38.98% Nov 2002 - Oct 2007 |
-8.82% Aug 1997 - Jul 2002 |
24.59% |
| 7 Years |
+7.53% |
+23.59% Dec 2000 - Nov 2007 |
-4.75% Apr 1996 - Mar 2003 |
13.64% |
| 10 Years |
+8.65% |
+17.56% Sep 1998 - Aug 2008 |
-0.03% Apr 2010 - Mar 2020 |
0.54% |
| 15 Years |
+8.62% |
+12.28% Apr 2003 - Mar 2018 |
+4.79% Apr 2005 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
-23.94% | -6.2 | -3.8 | -15.8 | |||||||||
| 2019 |
+18.20% | 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% | 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% | 6.7 | 1.7 | 3.7 | 1.7 | 2.9 | 0.9 | 5.8 | 2.4 | 0.0 | 3.3 | -0.4 | 3.8 |
| 2016 |
+10.87% | -5.0 | -0.8 | 13.0 | 0.4 | -3.7 | 4.6 | 5.4 | 0.9 | 2.5 | -0.8 | -4.4 | -0.3 |
| 2015 |
-16.18% | -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% | -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% | -0.3 | -2.3 | -1.0 | 1.2 | -4.8 | -5.4 | 1.3 | -2.5 | 7.2 | 4.2 | -0.3 | -0.4 |
| 2012 |
+19.10% | 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% | -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% | -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% | -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% | -8.9 | 2.0 | -3.8 | 9.1 | 3.2 | -9.3 | -5.5 | -6.3 | -14.7 | -25.6 | -9.8 | 10.4 |
| 2007 |
+33.31% | 0.1 | -3.2 | 5.3 | 3.7 | 5.1 | 3.7 | 0.7 | 1.0 | 11.6 | 11.9 | -7.7 | -1.4 |
| 2006 |
+31.19% | 14.2 | -3.9 | 2.2 | 6.5 | -11.1 | 0.2 | 2.3 | 1.6 | -0.9 | 7.1 | 6.0 | 5.4 |
| 2005 |
+32.62% | -0.5 | 9.7 | -7.9 | -1.3 | 3.2 | 4.0 | 7.7 | 1.3 | 8.7 | -6.3 | 5.8 | 6.1 |
| 2004 |
+24.63% | 2.4 | 4.0 | 0.6 | -9.8 | 1.2 | 0.9 | -3.6 | 3.5 | 7.0 | 2.9 | 10.0 | 4.7 |
| 2003 |
+57.65% | 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% | 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% | 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% | -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% | -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% | -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% | 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% | 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% | -10.7 | 0.4 | -1.0 | 5.2 | 7.7 | -0.6 | 2.9 | -2.4 | 0.2 | -4.3 | 0.4 | 4.1 |
ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.