Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares MSCI Emerging Markets (EEM)

In the last 10 years, the iShares MSCI Emerging Markets (EEM) ETF obtained a 4.16% compound annual return, with a 18.10% standard deviation.

In the last 20 years, a 9.49% compound annual return, with a 21.65% standard deviation.

In 2020, the portfolio granted a 1.68% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Emerging Markets (EEM): 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 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 Stocks 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%
Big Rocks Portfolio Larry Swedroe 3.0%
Late Sixties and Beyond Burton Malkiel 10.0%
Late Thirties to Early Forties Burton Malkiel 16.3%
Mid-Fifties Burton Malkiel 14.0%
Mid-Twenties Burton Malkiel 17.5%
Gone Fishin' Portfolio Alexander Green 10.0%
Paul Boyer Permanent Portfolio Paul Boyer 12.5%
GAA Global Asset Allocation Meb Faber 4.5%

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 Emerging Markets (EEM): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2021		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+1.57%
0.00%
1 - 0
3M
-4.07%
-6.44%
Jul 2021 - Jul 2021
2 - 1
6M
-2.03%
-6.44%
Jul 2021 - Jul 2021
4 - 2
YTD
+1.87%
-6.44%
Jul 2021 - Jul 2021
6 - 2
1Y
+19.41%
12.88%
-6.44%
Jul 2021 - Jul 2021
9 - 3
3Y
+8.97%
annualized
18.92%
-23.94%
Jan 2020 - Mar 2020
22 - 14
5Y
+9.69%
annualized
16.64%
-29.72%
Feb 2018 - Mar 2020
36 - 24
10Y
+4.16%
annualized
18.10%
-30.19%
Sep 2014 - Feb 2016
64 - 56
MAX
01 Jan 1995
+6.39%
annualized
22.67%
-60.44%
Nov 2007 - Feb 2009
182 - 138

* Annualized St.Dev. of monthly returns

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Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares MSCI Emerging Markets (EEM) ETF: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +9.78% +86.53%
Mar 2009 - Feb 2010 		-54.34%
Dec 2007 - Nov 2008 		36.25%
2 Years
 +7.37% +49.17%
Mar 2003 - Feb 2005 		-25.91%
Sep 1996 - Aug 1998 		41.75%
3 Years
 +6.70% +45.77%
Apr 2003 - Mar 2006 		-15.31%
Sep 1995 - Aug 1998 		33.68%
5 Years
 +7.16% +38.98%
Nov 2002 - Oct 2007 		-8.82%
Aug 1997 - Jul 2002 		23.37%
7 Years
 +7.30% +23.59%
Dec 2000 - Nov 2007 		-4.75%
Apr 1996 - Mar 2003 		13.08%
10 Years
 +8.16% +17.56%
Sep 1998 - Aug 2008 		-0.03%
Apr 2010 - Mar 2020 		0.50%
15 Years
 +8.24% +12.28%
Apr 2003 - Mar 2018 		+4.79%
Apr 2005 - Mar 2020 		0.00%
20 Years
 +6.94% +9.90%
Sep 1998 - Aug 2018 		+4.60%
Feb 1996 - Jan 2016 		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 Emerging Markets (EEM) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Emerging Markets (EEM) 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.

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 %		 0.32
48% 		0.55
56% 		1.17
56% 		2.79
70% 		-0.69
52% 		0.47
59% 		0.57
56% 		-1.99
52% 		0.19
54% 		1.02
62% 		1.47
54% 		3.09
65%
Best
Year		 14.2
2006 		11.9
1998 		16.9
2009 		15.6
2009 		15.9
2009 		7.9
1999 		11.0
2009 		6.4
2003 		11.8
2010 		16.3
2011 		10.0
2004 		14.3
1999
Worst
Year		 -10.7
1995 		-8.7
2001 		-15.8
2020 		-9.8
2004 		-12.5
1998 		-9.3
1998 		-8.5
2002 		-26.1
1998 		-17.9
2011 		-25.6
2008 		-9.8
2000 		-4.3
2011

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

Investing in iShares MSCI Emerging Markets (EEM) ETF: detail of monthly returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
 +1.87% 3.2 0.8 -0.7 1.2 1.7 1.0 -6.4 1.6
2020
 +17.03% -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% 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.

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