Data Source: from January 2009 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares MSCI Israel ETF (EIS)

In the last 10 Years, the iShares MSCI Israel ETF (EIS) ETF obtained a 7.80% compound annual return, with a 16.44% standard deviation.

In 2021, the ETF granted a 1.27% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Israel ETF (EIS) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Middle East
  • Country: Israel

Historical Returns as of Aug 31, 2022

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

ISHARES MSCI ISRAEL ETF (EIS) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 2009 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
3.53
3.56
0.00
1 - 0
3M
2.46
1.12
-8.59
Jun 2022 - Jun 2022
2 - 1
6M
-9.75
-13.55
-19.50
Apr 2022 - Jun 2022
3 - 3
YTD
-14.05
-19.09
-23.31
Jan 2022 - Jun 2022
4 - 4
1Y
-6.35
-13.50
17.68
-23.31
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
9.11
4.01
20.48
-23.47
Feb 2020 - Mar 2020
23 - 13
64% pos
5Y(*)
7.93
3.95
19.27
-23.47
Feb 2020 - Mar 2020
37 - 23
62% pos
10Y(*)
7.80
5.13
16.44
-23.47
Feb 2020 - Mar 2020
72 - 48
60% pos
MAX(*)
01 Jan 2009
7.89
5.22
18.62
-36.55
Jan 2011 - Jun 2012
96 - 68
59% 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 Israel ETF (EIS) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES MSCI ISRAEL ETF (EIS) ETF
Monthly correlations as of 31 Aug 2022
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Correlation vs EIS
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 2009
US Total Stock Market
VTI
0.83
0.90
0.81
0.78
US Large Cap
SPY
0.81
0.89
0.80
0.77
US Small Cap
IJR
0.80
0.87
0.75
0.73
US REITs
VNQ
0.75
0.76
0.57
0.55
US Technology
QQQ
0.79
0.81
0.70
0.71
Preferred Stocks
PFF
0.68
0.73
0.64
0.53
EAFE Stocks
EFA
0.68
0.78
0.73
0.75
World All Countries
VT
0.80
0.88
0.80
0.80
Emerging Markets
EEM
0.53
0.69
0.58
0.69
Europe
VGK
0.63
0.77
0.70
0.73
Pacific
VPL
0.73
0.77
0.69
0.71
Latin America
FLLA
0.35
0.55
0.45
0.57
US Total Bond Market
BND
0.49
0.29
0.20
0.08
Long Term Treasuries
TLT
0.50
-0.09
-0.12
-0.31
US Cash
BIL
0.08
-0.19
-0.13
-0.13
TIPS
TIP
0.66
0.44
0.31
0.20
Investment Grade Bonds
LQD
0.57
0.51
0.40
0.32
High Yield Bonds
HYG
0.67
0.76
0.64
0.60
International Bond Market
BNDX
0.46
0.28
0.21
0.16
Emerging Market Bonds
EMB
0.70
0.65
0.53
0.51
Gold
GLD
0.28
0.15
0.02
0.11
Commodities
DBC
0.06
0.47
0.30
0.42

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 Israel ETF (EIS) ETF: Dividend Yield page.

An investment of 1000$, since September 2012, now would be worth 2119.88$, with a total return of 111.99% (7.80% annualized).

The Inflation Adjusted Capital now would be 1648.97$, with a net total return of 64.90% (5.13% annualized).
An investment of 1000$, since January 2009, now would be worth 2824.85$, with a total return of 182.49% (7.89% annualized).

The Inflation Adjusted Capital now would be 2005.14$, with a net total return of 100.51% (5.22% annualized).

Drawdowns

Worst drawdowns since September 2012.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-23.47% Feb 2020 Mar 2020 2 Nov 2020 8 10
-23.31% Jan 2022 Jun 2022 6 in progress 2 8
-16.01% Aug 2015 Feb 2016 7 Jun 2017 16 23
-14.32% Sep 2018 Dec 2018 4 Nov 2019 11 15
-11.04% Jul 2017 Aug 2017 2 Jan 2018 5 7
-11.02% Apr 2014 Jan 2015 10 Jun 2015 5 15
-8.80% Feb 2018 Apr 2018 3 Jul 2018 3 6
-5.49% Apr 2013 Aug 2013 5 Sep 2013 1 6
-1.73% Jan 2014 Jan 2014 1 Feb 2014 1 2
-1.35% Dec 2012 Dec 2012 1 Jan 2013 1 2
-0.84% Nov 2021 Nov 2021 1 Dec 2021 1 2
-0.78% Sep 2021 Sep 2021 1 Oct 2021 1 2
-0.71% Dec 2019 Dec 2019 1 Jan 2020 1 2
-0.36% Jan 2021 Jan 2021 1 Feb 2021 1 2

Worst drawdowns since January 2009.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-36.55% Jan 2011 Jun 2012 18 Jul 2015 37 55
-23.47% Feb 2020 Mar 2020 2 Nov 2020 8 10
-23.31% Jan 2022 Jun 2022 6 in progress 2 8
-21.02% Apr 2010 Jun 2010 3 Dec 2010 6 9
-16.01% Aug 2015 Feb 2016 7 Jun 2017 16 23
-14.32% Sep 2018 Dec 2018 4 Nov 2019 11 15
-11.04% Jul 2017 Aug 2017 2 Jan 2018 5 7
-8.80% Feb 2018 Apr 2018 3 Jul 2018 3 6
-1.21% Jan 2009 Jan 2009 1 Feb 2009 1 2
-1.04% Aug 2009 Aug 2009 1 Sep 2009 1 2
-0.84% Nov 2021 Nov 2021 1 Dec 2021 1 2
-0.78% Sep 2021 Sep 2021 1 Oct 2021 1 2
-0.74% Jan 2010 Jan 2010 1 Feb 2010 1 2
-0.71% Dec 2019 Dec 2019 1 Jan 2020 1 2
-0.36% Jan 2021 Jan 2021 1 Feb 2021 1 2

Rolling Returns ( more details)

iShares MSCI Israel ETF (EIS) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.18 86.15
Mar 2009 - Feb 2010
-32.72
Jan 2011 - Dec 2011
28.76%
2 Years
5.84 44.56
Jan 2009 - Dec 2010
-14.47
Jan 2011 - Dec 2012
24.82%
3 Years
4.69 18.50
Jan 2019 - Dec 2021
-5.61
Apr 2010 - Mar 2013
19.38%
5 Years
4.99 13.69
Mar 2009 - Feb 2014
-1.86
Mar 2011 - Feb 2016
12.38%
7 Years
4.63 9.74
Jan 2009 - Dec 2015
-0.45
May 2011 - Apr 2018
3.70%
10 Years
4.83 8.86
Jan 2012 - Dec 2021
-0.47
Apr 2010 - Mar 2020
2.22%
(*) 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 Israel ETF (EIS) ETF: Rolling Returns page.

Seasonality

iShares MSCI Israel ETF (EIS) 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 %
0.54
43%
0.61
64%
1.56
79%
1.34
64%
-0.87
43%
-0.80
50%
3.77
79%
-2.03
43%
0.98
54%
1.33
62%
1.93
69%
1.18
54%
Best
Year
11.3
2019
6.9
2014
8.7
2009
12.2
2020
13.9
2009
5.0
2019
14.5
2009
5.7
2018
11.0
2010
11.7
2011
12.4
2020
10.6
2010
Worst
Year
-6.3
2016
-6.3
2020
-18.3
2020
-6.8
2022
-13.4
2012
-8.6
2022
-2.4
2011
-14.2
2011
-12.4
2011
-6.6
2018
-7.9
2011
-11.3
2018
Statistics calculated for the period Jan 2009 - Aug 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
96 Positive Months (59%) - 68 Negative Months (41%)
Jan 2009 - 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
-14.05 -19.09 -5.1 0.4 0.0 -6.8 -5.5 -8.6 8.3 3.5
2021
+22.84 +14.77 -0.4 0.5 0.4 6.1 0.4 1.6 1.7 1.9 -0.8 5.9 -0.8 4.5
2020
+12.01 +10.51 2.3 -6.3 -18.3 12.2 4.8 -1.7 6.4 2.5 -7.1 -0.1 12.4 8.9
2019
+20.94 +18.24 11.3 0.9 -0.5 4.3 -7.6 5.0 1.4 -3.9 2.7 2.3 5.2 -0.7
2018
-4.83 -6.62 4.7 -4.6 -3.4 -1.1 6.0 0.6 3.2 5.7 -1.0 -6.6 4.5 -11.3
2017
+12.79 +10.46 3.8 4.5 1.8 1.0 1.7 3.9 -1.6 -9.6 3.4 -1.0 0.8 4.3
2016
-3.99 -5.94 -6.3 -0.7 4.4 1.0 -1.0 -1.3 5.1 0.0 -2.5 -3.3 0.7 0.2
2015
+7.79 +7.01 -1.3 3.3 6.1 2.1 -0.2 0.9 7.3 -8.9 -4.5 4.9 0.4 -1.5
2014
-1.69 -2.42 -1.7 6.9 3.8 -2.3 1.2 0.8 -0.8 -1.9 0.3 -4.0 -0.8 -2.6
2013
+18.29 +16.54 1.5 2.8 3.4 -1.3 -0.9 -1.7 2.9 -4.5 9.7 0.2 3.9 1.6
2012
+8.74 +6.88 6.6 -3.8 6.1 1.4 -13.4 -1.4 0.7 -0.2 9.5 2.7 3.4 -1.4
2011
-32.72 -34.66 -6.0 -0.3 4.1 0.3 -3.4 -2.9 -2.4 -14.2 -12.4 11.7 -7.9 -2.8
2010
+15.31 +13.61 -0.7 3.5 5.3 -6.5 -8.3 -7.9 6.2 2.2 11.0 3.8 -2.4 10.6
2009
+81.24 +76.44 -1.2 1.3 8.7 8.5 13.9 1.5 14.5 -1.0 4.5 0.8 5.8 5.3
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