Last Update: 31 Dec 2020

Category: Stocks
ETF: iShares MSCI Poland ETF (EPOL)

In the last 10 years, the iShares MSCI Poland ETF (EPOL) ETF obtained a -2.95% compound annual return, with a 26.37% standard deviation.

In 2020, the portfolio granted a 1.30% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Poland ETF (EPOL): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • 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 Poland ETF (EPOL): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+9.25%
0.00%
1 - 0
3M
+16.16%
-15.43%
Oct 2020 - Oct 2020
2 - 1
6M
+15.11%
-23.26%
Sep 2020 - Oct 2020
4 - 2
YTD
-8.37%
43.80%
-34.82%
Jan 2020 - Mar 2020
7 - 5
1Y
-8.37%
43.80%
-34.82%
Jan 2020 - Mar 2020
7 - 5
3Y
-9.49%
annualized
30.46%
-51.32%
Feb 2018 - Mar 2020
17 - 19
5Y
+2.97%
annualized
27.23%
-51.32%
Feb 2018 - Mar 2020
34 - 26
10Y
-2.95%
annualized
26.37%
-55.28%
May 2011 - Mar 2020
59 - 61
MAX
01 Jan 2011
-2.95%
annualized
26.37%
-55.28%
May 2011 - Mar 2020
59 - 61

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

iShares MSCI Poland ETF (EPOL) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
-1.75% +59.47%
Dec 2016 - Nov 2017
-42.73%
Jun 2011 - May 2012
59.63%
2 Years
-1.01% +34.64%
Feb 2016 - Jan 2018
-24.55%
Apr 2018 - Mar 2020
56.70%
3 Years
-1.25% +15.09%
Feb 2016 - Jan 2019
-18.11%
Nov 2017 - Oct 2020
51.76%
5 Years
-2.37% +5.68%
Jun 2012 - May 2017
-11.63%
Jun 2011 - May 2016
70.49%
7 Years
-1.51% +3.54%
Jun 2012 - May 2019
-8.58%
Nov 2013 - Oct 2020
67.57%
10 Years
-2.95% -2.95%
Jan 2011 - Dec 2020
-2.95%
Jan 2011 - Dec 2020
100.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares MSCI Poland ETF (EPOL) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 1.9 -1.1 -1.2 3.1 -3.4 0.3 1.6 -0.5 -2.4 0.1 1.0 1.2
Best 17.0
2012
10.4
2014
16.1
2016
10.7
2011
10.3
2020
15.4
2012
11.8
2018
6.0
2017
8.0
2012
15.3
2011
25.7
2020
10.4
2012
Worst -6.7
2016
-14.8
2020
-19.5
2020
-6.4
2016
-16.4
2012
-7.0
2013
-6.1
2014
-13.0
2011
-23.6
2011
-15.4
2020
-9.1
2015
-8.6
2014
Gain
Frequency
50 60 30 70 30 40 50 60 50 50 40 60

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-8.37% -5.0 -14.8 -19.5 8.2 10.3 2.3 5.9 3.1 -9.3 -15.4 25.7 9.3
2019
-6.14% 5.7 -4.1 -2.0 1.6 -4.0 6.6 -5.9 -7.7 0.1 6.1 -4.2 2.8
2018
-13.78% 8.3 -10.4 -4.5 -1.1 -8.7 -3.9 11.8 -0.9 -1.2 -10.0 8.4 0.3
2017
+52.43% 11.4 4.1 2.7 10.1 0.4 2.2 6.4 6.0 -3.1 2.0 -1.3 3.0
2016
+2.42% -6.7 3.3 16.1 -6.4 -8.1 -2.3 3.6 2.4 1.3 2.0 -7.8 7.8
2015
-23.19% -3.6 1.4 -0.6 9.8 -5.7 -4.8 -1.9 -3.1 -4.0 -2.0 -9.1 -1.4
2014
-16.33% -5.9 10.4 -2.5 0.9 -1.0 -1.4 -6.1 1.3 1.7 -3.3 -1.9 -8.6
2013
+3.74% -4.0 -5.3 -4.6 0.5 2.2 -7.0 10.0 1.3 5.7 7.8 2.1 -3.5
2012
+41.63% 17.0 3.8 -1.2 -3.7 -16.4 15.4 -2.4 5.0 8.0 -1.5 5.6 10.4
2011
-32.16% 1.3 0.8 4.4 10.7 -3.0 -3.7 -5.0 -13.0 -23.6 15.3 -8.1 -8.1
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