Data Source: from January 2011 to September 2021

Last Update: 30 Sep 2021

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

In the last 10 years, the iShares MSCI Poland ETF (EPOL) ETF obtained a 2.1% compound annual return, with a 25.29% 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) ETF: 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) ETF: Dividend Yield page.

Time Range:
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-5.11%
-5.11%
Sep 2021 - Sep 2021
0 - 1
3M
+2.10%
-5.11%
Sep 2021 - Sep 2021
2 - 1
6M
+21.43%
-5.11%
Sep 2021 - Sep 2021
4 - 2
YTD
+15.56%
-5.11%
Sep 2021 - Sep 2021
4 - 5
1Y
+34.23%
35.38%
-15.43%
Oct 2020 - Oct 2020
6 - 6
3Y
-0.94%
annualized
30.16%
-42.12%
Feb 2019 - Mar 2020
19 - 17
5Y
+5.78%
annualized
26.89%
-51.32%
Feb 2018 - Mar 2020
33 - 27
10Y
+2.10%
annualized
25.29%
-51.32%
Feb 2018 - Mar 2020
59 - 61
MAX
01 Jan 2011
-1.43%
annualized
26.10%
-55.28%
May 2011 - Mar 2020
63 - 66
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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
+0.36% +59.47%
Dec 2016 - Nov 2017
-42.73%
Jun 2011 - May 2012
55.93%
2 Years
-1.12% +34.64%
Feb 2016 - Jan 2018
-24.55%
Apr 2018 - Mar 2020
56.60%
3 Years
-1.50% +15.09%
Feb 2016 - Jan 2019
-18.11%
Nov 2017 - Oct 2020
53.19%
5 Years
-1.44% +7.35%
Jun 2016 - May 2021
-11.63%
Jun 2011 - May 2016
62.86%
7 Years
-1.76% +3.54%
Jun 2012 - May 2019
-8.58%
Nov 2013 - Oct 2020
73.91%
10 Years
-2.30% +2.10%
Oct 2011 - Sep 2021
-4.13%
May 2011 - Apr 2021
90.00%

* 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 Poland ETF (EPOL) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Poland ETF (EPOL) 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.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.57
45%
-1.04
55%
-1.34
27%
3.66
73%
-1.86
36%
-0.10
36%
1.61
55%
0.05
64%
-2.67
45%
0.11
50%
0.96
40%
1.19
60%
Best
Year
17.0
2012
10.4
2014
16.1
2016
10.7
2011
13.6
2021
15.4
2012
11.8
2018
6.0
2021
8.0
2012
15.3
2011
25.7
2020
10.4
2012
Worst
Year
-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
Statistics calculated for the period Jan 2011 - Sep 2021

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

Monthly Returns of iShares MSCI Poland ETF (EPOL) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+15.56% -1.3 -0.5 -3.1 9.6 13.6 -4.5 1.5 6.0 -5.1
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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