Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares MSCI New Zealand ETF (ENZL)

In the last 10 years, the iShares MSCI New Zealand ETF (ENZL) ETF obtained a 11.47% compound annual return, with a 17.91% standard deviation.

In 2020, the portfolio granted a 1.97% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI New Zealand ETF (ENZL): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Developed Asia Pacific

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 New Zealand ETF (ENZL): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.98%
0.00%
1 - 0
3M
+3.89%
-1.04%
Jun 2021 - Jul 2021
1 - 2
6M
+2.39%
-5.54%
May 2021 - Jul 2021
2 - 4
YTD
-5.94%
-10.40%
Jan 2021 - Jul 2021
2 - 6
1Y
+6.85%
17.43%
-10.40%
Jan 2021 - Jul 2021
5 - 7
3Y
+11.95%
annualized
19.39%
-22.82%
Jan 2020 - Mar 2020
21 - 15
5Y
+9.93%
annualized
17.13%
-22.82%
Jan 2020 - Mar 2020
34 - 26
10Y
+11.47%
annualized
17.91%
-22.82%
Jan 2020 - Mar 2020
74 - 46
MAX
01 Jan 2011
+11.92%
annualized
17.68%
-22.82%
Jan 2020 - Mar 2020
79 - 49

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares MSCI New Zealand ETF (ENZL) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.95% +51.20%
Oct 2015 - Sep 2016
-16.77%
Sep 2014 - Aug 2015
15.38%
2 Years
+12.33% +26.88%
Jun 2012 - May 2014
-4.31%
Oct 2013 - Sep 2015
2.86%
3 Years
+11.73% +19.72%
Sep 2015 - Aug 2018
+3.07%
Feb 2013 - Jan 2016
0.00%
5 Years
+11.61% +18.08%
Feb 2016 - Jan 2021
+6.31%
Apr 2015 - Mar 2020
0.00%
7 Years
+11.38% +13.85%
Jul 2012 - Jun 2019
+6.94%
Apr 2013 - Mar 2020
0.00%
10 Years
+11.93% +13.45%
Jan 2011 - Dec 2020
+10.45%
Aug 2011 - Jul 2021
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 New Zealand ETF (ENZL) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI New Zealand ETF (ENZL) 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 %
1.88
64%
-0.18
45%
1.81
64%
2.75
91%
-1.80
45%
1.96
64%
2.43
73%
-0.87
55%
0.02
50%
1.21
70%
1.68
50%
2.07
70%
Best
Year
9.4
2017
6.2
2015
13.8
2016
9.2
2020
5.6
2020
11.1
2020
8.1
2016
5.0
2021
13.6
2013
13.6
2015
11.9
2020
6.8
2015
Worst
Year
-6.4
2016
-7.6
2021
-15.7
2020
-2.6
2018
-11.0
2013
-6.7
2015
-3.6
2014
-7.6
2015
-11.0
2011
-8.5
2016
-4.0
2013
-3.0
2018

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

Investing in iShares MSCI New Zealand ETF (ENZL) 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
-5.94% -0.5 -7.6 -0.4 3.7 -4.6 -0.6 -0.5 5.0
2020
+20.04% -2.8 -5.9 -15.7 9.2 5.6 11.1 3.7 3.2 -5.1 3.2 11.9 3.7
2019
+30.10% 5.6 1.7 5.8 0.1 -2.4 6.0 1.9 -5.2 0.6 1.2 6.5 5.6
2018
+0.35% 4.5 -2.8 1.2 -2.6 2.7 0.8 -0.2 1.6 -0.9 -6.8 6.6 -3.0
2017
+24.05% 9.4 -0.8 -2.1 0.9 3.7 6.7 3.0 -2.2 1.1 -3.3 -0.1 6.3
2016
+11.06% -6.4 3.0 13.8 1.7 0.4 3.8 8.1 0.6 0.1 -8.5 -1.5 -2.7
2015
-1.99% -3.6 6.2 -2.2 1.2 -6.0 -6.7 0.5 -7.6 -0.7 13.6 -1.6 6.8
2014
+12.60% 0.9 6.0 7.6 1.1 -2.5 1.9 -3.6 0.6 -5.7 3.4 0.6 2.7
2013
+12.55% 6.1 -1.1 2.6 6.3 -11.0 -2.8 4.9 -3.8 13.6 2.8 -4.0 0.4
2012
+31.77% 7.2 1.5 5.6 0.2 -9.3 3.0 4.7 2.3 8.3 2.5 1.2 2.0
2011
-0.02% 0.2 -2.3 3.7 8.6 3.6 -1.6 4.4 -4.2 -11.0 4.0 -2.7 -1.0
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