Data Source: from January 2010 to September 2021

Last Update: 30 Sep 2021

Category: Stocks
ETF: iShares MSCI Peru ETF (EPU)

In the last 10 years, the iShares MSCI Peru ETF (EPU) ETF obtained a -0.75% compound annual return, with a 23.20% standard deviation.

In 2020, the portfolio granted a 1.80% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Peru ETF (EPU) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: Latin America
  • Country: Peru

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 Peru ETF (EPU) ETF: Dividend Yield page.

Time Range:
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.93%
-1.93%
Sep 2021 - Sep 2021
0 - 1
3M
-9.29%
-9.28%
Jul 2021 - Sep 2021
1 - 2
6M
-21.79%
-21.78%
Apr 2021 - Sep 2021
2 - 4
YTD
-23.35%
-28.28%
Mar 2021 - Sep 2021
3 - 6
1Y
-9.40%
24.19%
-28.28%
Mar 2021 - Sep 2021
5 - 7
3Y
-8.73%
annualized
26.17%
-39.59%
Apr 2019 - Mar 2020
19 - 17
5Y
-2.34%
annualized
22.21%
-45.00%
May 2018 - Mar 2020
32 - 28
10Y
-0.75%
annualized
23.20%
-55.67%
Feb 2013 - Jan 2016
63 - 57
MAX
01 Jan 2010
+0.32%
annualized
24.00%
-56.53%
Jan 2011 - Jan 2016
74 - 67
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares MSCI Peru ETF (EPU) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+3.57% +80.49%
Feb 2016 - Jan 2017
-39.60%
Apr 2019 - Mar 2020
53.08%
2 Years
+0.75% +52.09%
Feb 2016 - Jan 2018
-24.81%
Apr 2018 - Mar 2020
58.47%
3 Years
+0.28% +26.98%
Feb 2016 - Jan 2019
-23.76%
Feb 2013 - Jan 2016
51.89%
5 Years
+0.57% +14.36%
Feb 2016 - Jan 2021
-14.85%
Jan 2011 - Dec 2015
41.46%
7 Years
+0.43% +4.23%
Feb 2010 - Jan 2017
-7.16%
Apr 2013 - Mar 2020
36.21%
10 Years
-0.30% +3.58%
Feb 2010 - Jan 2020
-2.53%
Aug 2011 - Jul 2021
68.18%

* 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 Peru ETF (EPU) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Peru ETF (EPU) 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 %
-0.02
42%
0.90
58%
-0.90
42%
1.34
50%
-1.68
42%
-0.88
50%
1.60
58%
-1.43
58%
-0.12
42%
2.86
64%
0.00
55%
1.89
73%
Best
Year
12.7
2012
11.9
2016
20.2
2016
18.8
2016
8.0
2020
7.8
2019
14.1
2011
6.2
2013
17.6
2010
12.3
2011
14.0
2020
8.9
2019
Worst
Year
-7.4
2010
-9.3
2020
-26.1
2020
-10.4
2013
-9.3
2013
-13.2
2011
-7.7
2015
-14.0
2015
-15.9
2011
-5.6
2018
-9.5
2013
-5.7
2015
Statistics calculated for the period Jan 2010 - Sep 2021

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

Monthly Returns of iShares MSCI Peru ETF (EPU) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-23.35% -1.0 8.0 -8.3 -6.7 3.7 -11.0 -7.6 0.1 -1.9
2020
-4.31% -7.0 -9.3 -26.1 9.5 8.0 5.9 7.3 3.2 -6.3 -0.7 14.0 4.4
2019
+7.31% 6.4 2.5 1.5 -3.0 -8.2 7.8 -3.2 -5.6 3.5 0.9 -2.9 8.9
2018
-12.16% 5.6 -3.1 1.6 2.8 -3.7 -6.0 3.5 -9.0 -0.1 -5.6 1.3 1.0
2017
+29.69% 6.8 -2.3 -0.5 -2.1 3.1 0.3 5.0 5.3 3.6 7.8 -1.9 1.8
2016
+64.01% -2.9 11.9 20.2 18.8 -6.8 6.6 11.1 -6.9 3.8 -1.1 -2.0 2.3
2015
-35.88% -6.9 0.3 -4.7 7.4 -3.3 -0.7 -7.7 -14.0 -4.4 3.7 -6.1 -5.7
2014
-3.56% -3.6 3.0 -3.4 7.0 1.3 2.6 1.4 0.8 -5.7 -3.3 0.8 -3.8
2013
-25.42% 1.0 -3.0 -1.1 -10.4 -9.3 -4.4 -5.9 6.2 -4.3 7.4 -9.5 6.5
2012
+24.16% 12.7 1.4 6.5 -1.6 -7.7 1.9 -4.6 0.9 8.6 0.1 0.6 4.8
2011
-21.80% -3.8 -1.8 -3.9 -8.3 5.1 -13.2 14.1 -2.6 -15.9 12.3 3.8 -5.5
2010
+57.71% -7.4 3.2 7.4 2.5 -2.2 -0.5 5.6 4.3 17.6 10.0 1.9 6.1
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