Data Source: from January 1997 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares MSCI Hong Kong ETF (EWH)

In the last 25 Years, the iShares MSCI Hong Kong ETF (EWH) ETF obtained a 4.31% compound annual return, with a 23.98% standard deviation.

In 2021, the ETF granted a 2.63% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Hong Kong ETF (EWH) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Developed Asia Pacific
  • Country: Developed Asia Pacific ex-Japan

Historical Returns as of Aug 31, 2022

Historical returns and stats of iShares MSCI Hong Kong ETF (EWH) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES MSCI HONG KONG ETF (EWH) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 1997 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
-3.81
-3.78
-3.81
Aug 2022 - Aug 2022
0 - 1
3M
-6.40
-7.63
-7.93
Jul 2022 - Aug 2022
1 - 2
6M
-8.51
-12.36
-8.51
Mar 2022 - Aug 2022
2 - 4
YTD
-10.52
-15.77
-12.48
Feb 2022 - Aug 2022
3 - 5
1Y
-18.57
-24.79
12.25
-18.57
Sep 2021 - Aug 2022
5 - 7
42% pos
3Y(*)
-1.12
-5.74
17.09
-24.27
Jun 2021 - Aug 2022
18 - 18
50% pos
5Y(*)
-0.75
-4.41
17.01
-24.27
Jun 2021 - Aug 2022
31 - 29
52% pos
10Y(*)
4.93
2.32
16.26
-24.27
Jun 2021 - Aug 2022
69 - 51
58% pos
15Y(*)
3.85
1.43
20.69
-57.02
Nov 2007 - Feb 2009
102 - 78
57% pos
20Y(*)
8.02
5.38
19.61
-57.02
Nov 2007 - Feb 2009
147 - 93
61% pos
25Y(*)
4.31
1.79
23.98
-62.37
Oct 1997 - Aug 1998
173 - 127
58% pos
MAX(*)
01 Jan 1997
4.14
1.63
24.09
-65.56
Aug 1997 - Aug 1998
177 - 131
57% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54%

Correlations as of Aug 31, 2022

Monthly correlations of iShares MSCI Hong Kong ETF (EWH) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES MSCI HONG KONG ETF (EWH) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs EWH
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1997
US Total Stock Market
VTI
0.17
0.61
0.58
0.66
US Large Cap
SPY
0.20
0.59
0.57
0.64
US Small Cap
IJR
0.04
0.64
0.52
0.60
US REITs
VNQ
0.10
0.44
0.42
0.43
US Technology
QQQ
0.10
0.50
0.53
0.56
Preferred Stocks
PFF
0.21
0.39
0.37
0.31
EAFE Stocks
EFA
0.31
0.70
0.71
0.70
World All Countries
VT
0.24
0.68
0.68
0.72
Emerging Markets
EEM
0.58
0.78
0.79
0.83
Europe
VGK
0.39
0.70
0.67
0.64
Pacific
VPL
0.04
0.67
0.72
0.70
Latin America
FLLA
0.25
0.47
0.51
0.69
US Total Bond Market
BND
0.13
0.12
0.17
0.06
Long Term Treasuries
TLT
0.11
-0.22
-0.10
-0.16
US Cash
BIL
0.02
-0.14
-0.13
-0.05
TIPS
TIP
-0.19
0.12
0.25
0.12
Investment Grade Bonds
LQD
0.16
0.29
0.32
0.21
High Yield Bonds
HYG
-0.05
0.41
0.43
0.46
International Bond Market
BNDX
-0.07
0.06
0.12
0.19
Emerging Market Bonds
EMB
0.24
0.47
0.49
0.56
Gold
GLD
0.08
0.08
0.11
0.21
Commodities
DBC
0.21
0.47
0.33
0.33

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 Hong Kong ETF (EWH) ETF: Dividend Yield page.

An investment of 1000$, since September 1997, now would be worth 2871.93$, with a total return of 187.19% (4.31% annualized).

The Inflation Adjusted Capital now would be 1559.26$, with a net total return of 55.93% (1.79% annualized).
An investment of 1000$, since January 1997, now would be worth 2831.19$, with a total return of 183.12% (4.14% annualized).

The Inflation Adjusted Capital now would be 1516.11$, with a net total return of 51.61% (1.63% annualized).

Drawdowns

Worst drawdowns since September 1997.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-62.37% Oct 1997 Aug 1998 11 Dec 1999 16 27
-57.02% Nov 2007 Feb 2009 16 Jan 2013 47 63
-48.85% Jan 2000 Mar 2003 39 Jul 2005 28 67
-24.27% Jun 2021 Aug 2022 15 in progress 15
-23.05% May 2019 May 2020 13 Feb 2021 9 22
-22.64% May 2015 Jan 2016 9 Apr 2017 15 24
-18.38% Feb 2018 Oct 2018 9 Mar 2019 5 14
-8.32% May 2013 Jun 2013 2 Sep 2013 3 5
-7.59% Aug 2014 Sep 2014 2 Mar 2015 6 8
-7.18% Jan 2014 Jan 2014 1 May 2014 4 5
-7.00% Oct 2005 Oct 2005 1 Jan 2006 3 4
-6.36% May 2006 May 2006 1 Oct 2006 5 6
-4.15% Feb 2007 Feb 2007 1 May 2007 3 4
-2.22% Feb 2013 Mar 2013 2 Apr 2013 1 3
-1.34% Feb 2006 Feb 2006 1 Mar 2006 1 2
-0.91% Aug 2005 Aug 2005 1 Sep 2005 1 2
-0.04% Oct 2017 Oct 2017 1 Nov 2017 1 2

Worst drawdowns since January 1997.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-65.56% Aug 1997 Aug 1998 13 Mar 2006 91 104
-57.02% Nov 2007 Feb 2009 16 Jan 2013 47 63
-24.27% Jun 2021 Aug 2022 15 in progress 15
-23.05% May 2019 May 2020 13 Feb 2021 9 22
-22.64% May 2015 Jan 2016 9 Apr 2017 15 24
-18.38% Feb 2018 Oct 2018 9 Mar 2019 5 14
-12.20% Jan 1997 Mar 1997 3 May 1997 2 5
-8.32% May 2013 Jun 2013 2 Sep 2013 3 5
-7.59% Aug 2014 Sep 2014 2 Mar 2015 6 8
-7.18% Jan 2014 Jan 2014 1 May 2014 4 5
-6.36% May 2006 May 2006 1 Oct 2006 5 6
-4.15% Feb 2007 Feb 2007 1 May 2007 3 4
-2.22% Feb 2013 Mar 2013 2 Apr 2013 1 3
-0.04% Oct 2017 Oct 2017 1 Nov 2017 1 2

Rolling Returns ( more details)

iShares MSCI Hong Kong ETF (EWH) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.96 119.19
Sep 1998 - Aug 1999
-59.95
Sep 1997 - Aug 1998
38.38%
2 Years
7.22 60.23
Sep 1998 - Aug 2000
-22.70
Sep 2000 - Aug 2002
27.37%
3 Years
6.70 32.09
Nov 2004 - Oct 2007
-18.95
Apr 2000 - Mar 2003
21.61%
5 Years
6.93 28.73
Nov 2002 - Oct 2007
-12.05
Oct 1997 - Sep 2002
11.24%
7 Years
7.47 16.37
Apr 2003 - Mar 2010
-4.61
Aug 1997 - Jul 2004
4.44%
10 Years
7.75 14.52
May 2003 - Apr 2013
2.47
May 1999 - Apr 2009
0.00%
15 Years
7.63 12.38
May 2003 - Apr 2018
2.76
Aug 1997 - Jul 2012
0.00%
20 Years
6.99 10.68
Sep 1998 - Aug 2018
4.21
Jan 1997 - Dec 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 Hong Kong ETF (EWH) ETF: Rolling Returns page.

Seasonality

iShares MSCI Hong Kong ETF (EWH) 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 %
0.00
54%
0.46
54%
-0.31
54%
2.82
81%
-0.45
46%
0.39
62%
1.34
62%
-1.97
42%
0.21
48%
1.57
68%
1.62
56%
1.37
64%
Best
Year
9.6
2019
9.9
1998
12.2
1999
23.7
1999
19.5
2009
13.8
1999
11.6
2009
11.2
2003
25.8
1998
38.4
1998
10.7
2020
10.1
2000
Worst
Year
-9.3
2016
-7.7
2008
-13.2
2020
-9.6
1998
-16.9
1998
-11.5
2008
-8.7
1999
-18.6
1998
-18.8
2011
-28.1
1997
-8.2
2000
-7.0
2016
Statistics calculated for the period Jan 1997 - Aug 2022

Monthly/Yearly Returns

iShares MSCI Hong Kong ETF (EWH) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
177 Positive Months (57%) - 131 Negative Months (43%)
Jan 1997 - Aug 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
-10.52 -15.77 2.2 -4.3 -0.5 -5.3 3.7 1.7 -4.3 -3.8
2021
-3.48 -9.82 1.7 5.0 1.0 2.6 3.0 -3.6 -2.4 -1.2 -6.9 2.3 -5.1 0.7
2020
+4.19 +2.79 -5.8 0.3 -13.2 6.1 -6.2 9.8 -1.2 7.5 -3.4 -1.9 10.7 4.5
2019
+10.71 +8.24 9.6 4.6 1.4 1.0 -6.9 6.9 -4.0 -8.1 -0.6 4.8 -1.0 4.2
2018
-8.73 -10.44 4.6 -3.8 -1.1 1.6 1.1 -5.4 2.3 -2.5 -1.0 -10.7 8.0 -1.1
2017
+36.50 +33.68 8.0 2.8 3.0 2.9 3.3 0.8 3.6 1.7 0.0 0.0 4.0 1.9
2016
+1.35 -0.71 -9.3 0.7 9.3 0.1 -0.2 1.1 6.7 0.6 4.7 -2.0 -1.9 -7.0
2015
-1.17 -1.89 5.5 0.2 1.0 8.5 -0.5 -3.5 -1.5 -13.3 -0.8 7.3 -2.0 -0.3
2014
+3.25 +2.48 -7.2 5.5 -2.0 2.5 4.7 0.9 5.4 -0.7 -6.9 6.3 0.3 -4.4
2013
+9.52 +7.90 4.5 -0.8 -1.4 3.1 -3.7 -4.8 4.4 -1.7 6.5 1.6 1.9 0.2
2012
+29.36 +27.15 9.2 8.0 -4.4 0.6 -9.3 5.4 2.1 1.4 7.1 1.6 3.3 2.3
2011
-16.21 -18.62 1.4 -2.7 1.4 2.3 0.5 -3.5 1.5 -6.1 -18.8 13.0 -1.2 -2.2
2010
+24.11 +22.28 -6.6 5.5 5.6 -3.9 -5.6 1.7 7.9 0.3 13.4 3.3 0.9 1.1
2009
+55.11 +51.00 -3.4 -4.0 5.7 16.7 19.5 -1.8 11.6 -6.0 7.6 0.1 2.1 0.1
2008
-50.29 -50.34 -8.8 -7.7 -2.8 8.4 -0.2 -11.5 -1.4 -5.0 -16.7 -21.1 -1.3 4.6
2007
+39.40 +33.93 2.4 -4.1 2.2 1.6 3.1 1.1 5.4 2.8 14.0 13.8 -5.3 -1.6
2006
+29.30 +26.10 6.3 -1.3 2.0 6.1 -6.4 0.9 1.6 3.3 -0.4 3.6 5.5 5.8
2005
+7.29 +3.74 -4.7 3.4 -3.4 4.7 0.0 3.1 6.1 -0.9 4.0 -7.0 2.0 0.7
2004
+23.63 +19.74 8.9 3.7 -6.1 -7.5 2.5 0.7 0.1 7.9 1.6 0.1 8.4 2.5
2003
+38.55 +35.99 0.7 -1.9 -6.9 1.5 9.8 0.5 6.5 11.2 4.5 6.1 -1.1 3.6
2002
-17.43 -19.35 -0.9 -4.6 6.0 7.6 -3.8 -6.5 -5.8 -6.6 -8.8 6.7 5.3 -5.5
2001
-18.21 -19.46 5.7 -1.7 -10.6 0.7 -1.0 -5.2 -2.8 -6.0 -12.3 1.3 10.2 4.3
2000
-17.60 -20.30 -8.8 2.4 2.8 -8.2 -7.5 7.0 6.0 3.9 -10.2 -5.7 -8.2 10.1
1999
+56.63 +52.53 -7.3 0.0 12.2 23.7 -6.2 13.8 -8.7 2.6 -3.7 5.5 8.9 10.1
1998
-9.07 -10.51 -7.5 9.9 0.0 -9.6 -16.9 -6.8 -8.1 -18.6 25.8 38.4 -1.9 -0.2
1997
-26.02 -27.26 -0.4 -2.9 -9.2 5.6 11.4 7.1 3.7 -14.0 6.4 -28.1 -1.7 -0.2
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