Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares MSCI Italy ETF (EWI)

In the last 10 years, the iShares MSCI Italy ETF (EWI) ETF obtained a 4.86% compound annual return, with a 23.28% standard deviation.

In the last 20 years, a 2.67% compound annual return, with a 24.05% standard deviation.

In 2020, the portfolio granted a 1.66% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Italy ETF (EWI): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Value
  • Region: Developed Europe
  • Country: U.S.

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 Italy ETF (EWI): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.42%
0.00%
1 - 0
3M
-0.47%
-2.16%
Jun 2021 - Jun 2021
2 - 1
6M
+11.47%
-2.16%
Jun 2021 - Jun 2021
5 - 1
YTD
+13.29%
-3.70%
Jan 2021 - Jan 2021
6 - 2
1Y
+30.64%
27.54%
-11.38%
Sep 2020 - Oct 2020
8 - 4
3Y
+9.78%
annualized
25.38%
-29.59%
Jan 2020 - Mar 2020
24 - 12
5Y
+11.02%
annualized
22.99%
-33.29%
Feb 2018 - Mar 2020
38 - 22
10Y
+4.86%
annualized
23.28%
-35.53%
May 2014 - Jun 2016
68 - 52
MAX
01 Jan 1997
+4.60%
annualized
24.23%
-66.06%
Nov 2007 - May 2012
169 - 127

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares MSCI Italy ETF (EWI) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.93% +86.90%
Jun 1997 - May 1998
-57.86%
Mar 2008 - Feb 2009
42.46%
2 Years
+4.02% +42.25%
Jan 1997 - Dec 1998
-36.92%
Mar 2007 - Feb 2009
40.66%
3 Years
+2.92% +30.28%
Oct 2002 - Sep 2005
-22.97%
Jun 2007 - May 2010
46.74%
5 Years
+2.17% +24.96%
Oct 2002 - Sep 2007
-19.26%
Jun 2007 - May 2012
40.51%
7 Years
+2.01% +12.18%
Mar 1997 - Feb 2004
-8.99%
Jan 2008 - Dec 2014
31.92%
10 Years
+0.95% +15.25%
May 1997 - Apr 2007
-7.54%
Dec 2006 - Nov 2016
37.29%
15 Years
+0.99% +4.51%
Oct 2002 - Sep 2017
-2.87%
Apr 2005 - Mar 2020
28.21%
20 Years
+1.83% +4.02%
Jun 1997 - May 2017
-0.48%
Apr 2000 - Mar 2020
5.26%

* 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 Italy ETF (EWI) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Italy ETF (EWI) 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 %
0.05
52%
-0.65
52%
1.03
60%
2.60
76%
-0.72
48%
-0.13
40%
0.97
56%
-1.34
52%
-0.16
54%
0.72
63%
1.82
67%
3.42
67%
Best
Year
11.0
2018
15.0
2000
19.4
1998
18.8
2009
14.0
2009
14.5
2012
18.2
2010
11.3
2012
16.2
1997
13.6
2011
25.2
2020
15.6
1999
Worst
Year
-16.7
2009
-13.9
2009
-23.8
2020
-8.3
2012
-15.7
2012
-11.3
2008
-10.3
2011
-16.2
1998
-15.0
2001
-23.5
2008
-15.6
2010
-8.0
2014

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

Investing in iShares MSCI Italy ETF (EWI) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+13.29% -3.7 5.5 5.3 0.3 6.0 -2.2 0.3 1.4
2020
+1.67% -2.4 -5.4 -23.8 1.8 6.2 8.3 2.7 4.1 -5.3 -6.4 25.2 3.9
2019
+26.97% 8.1 3.7 2.4 1.8 -8.3 9.9 -1.9 -0.4 2.5 4.7 0.1 2.8
2018
-17.20% 11.0 -6.1 1.4 4.4 -9.8 -2.0 3.4 -9.3 2.1 -9.4 1.4 -3.4
2017
+28.73% -1.9 -0.4 8.8 2.8 5.4 1.6 7.1 1.8 3.5 -1.3 0.2 -1.3
2016
-8.56% -12.2 -6.6 8.2 4.2 -4.4 -8.2 3.1 0.9 -2.4 2.4 -3.6 12.3
2015
+3.12% 0.8 8.5 -0.5 3.2 1.9 -2.6 4.0 -4.4 -3.2 3.4 -2.8 -4.2
2014
-10.92% -0.3 6.8 6.7 1.9 -2.0 -0.3 -6.0 -2.3 -1.8 -5.0 -0.1 -8.0
2013
+19.05% 5.6 -12.4 -5.1 11.4 1.2 -9.5 10.1 0.3 8.3 11.0 -2.2 2.4
2012
+15.44% 8.0 3.2 -2.2 -8.3 -15.7 14.5 -6.8 11.3 2.6 3.7 2.3 6.0
2011
-24.10% 10.7 2.1 0.4 8.5 -7.5 -3.4 -10.3 -13.8 -12.7 13.6 -5.6 -4.7
2010
-14.22% -9.3 -4.1 7.4 -8.1 -14.8 -1.8 18.2 -8.9 13.1 6.6 -15.6 9.1
2009
+22.02% -16.7 -13.9 7.5 18.8 14.0 -3.9 8.4 8.5 6.9 -6.0 2.9 -0.1
2008
-46.83% -7.7 -1.9 -0.9 5.9 0.9 -11.3 -3.2 -4.7 -13.3 -23.5 -5.8 8.5
2007
+3.74% 1.2 -1.7 2.3 6.6 -0.6 -2.5 -3.7 0.6 3.0 3.9 -2.2 -2.6
2006
+32.47% 5.4 1.1 2.4 5.3 -1.2 0.7 0.6 4.1 -0.5 3.5 5.9 1.5
2005
+1.89% -1.8 2.8 -0.2 -5.0 -0.9 1.4 3.8 1.5 1.4 -6.1 1.1 4.4
2004
+33.10% 3.0 1.0 -3.7 1.1 1.1 4.2 -3.5 0.3 5.3 6.2 7.5 7.3
2003
+41.82% 0.2 2.7 -7.3 13.4 11.7 -1.5 -0.8 -3.5 4.1 5.0 7.0 6.5
2002
-6.98% -2.8 0.2 6.1 0.4 -0.8 -0.5 -8.9 0.2 -12.6 6.2 10.0 -2.4
2001
-27.61% 1.0 -9.5 -6.3 4.7 -7.8 -4.2 2.5 -1.6 -15.0 3.6 1.7 1.3
2000
+9.86% -6.5 15.0 -7.0 -6.5 5.4 5.6 -3.9 -1.6 -5.0 2.4 4.0 10.4
1999
+0.79% -4.4 -3.1 3.2 -1.7 -4.7 0.8 -5.9 2.5 2.0 -2.0 0.0 15.6
1998
+47.96% 7.8 4.1 19.4 -1.9 5.7 -6.3 9.6 -16.2 -3.1 7.5 10.5 7.5
1997
+36.76% 8.3 -8.1 1.3 0.0 0.8 9.8 5.6 -4.4 16.2 -6.5 2.1 9.3
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