Data Source: from January 2011 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares MSCI Poland ETF (EPOL)

In the last 10 Years, the iShares MSCI Poland ETF (EPOL) ETF obtained a -4.27% compound annual return, with a 24.90% standard deviation.

In 2021, the ETF granted a 1.48% 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.

Historical Returns as of Aug 31, 2022

Historical returns and stats of iShares MSCI Poland ETF (EPOL) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES MSCI POLAND ETF (EPOL) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 2011 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Aug 2022
-12.91
-12.88
-12.91
Aug 2022 - Aug 2022
0 - 1
3M
-23.29
-24.29
-23.29
Jun 2022 - Aug 2022
0 - 3
6M
-29.29
-32.26
-33.38
Apr 2022 - Aug 2022
2 - 4
YTD
-39.86
-43.39
-39.86
Jan 2022 - Aug 2022
2 - 6
1Y
-44.59
-48.82
28.06
-44.97
Nov 2021 - Aug 2022
4 - 8
33% pos
3Y(*)
-13.52
-17.56
33.33
-44.97
Nov 2021 - Aug 2022
18 - 18
50% pos
5Y(*)
-12.83
-16.04
28.81
-53.81
Feb 2018 - Aug 2022
27 - 33
45% pos
10Y(*)
-4.27
-6.65
24.90
-53.81
Feb 2018 - Aug 2022
58 - 62
48% pos
MAX(*)
01 Jan 2011
-5.76
-8.16
26.70
-57.57
May 2011 - Aug 2022
67 - 73
48% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54%

Correlations as of Aug 31, 2022

Monthly correlations of iShares MSCI Poland ETF (EPOL) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

ISHARES MSCI POLAND ETF (EPOL) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs EPOL
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 2011
US Total Stock Market
VTI
0.71
0.73
0.62
0.67
US Large Cap
SPY
0.73
0.73
0.63
0.67
US Small Cap
IJR
0.59
0.64
0.51
0.57
US REITs
VNQ
0.62
0.59
0.42
0.49
US Technology
QQQ
0.63
0.64
0.57
0.61
Preferred Stocks
PFF
0.75
0.60
0.51
0.59
EAFE Stocks
EFA
0.83
0.85
0.76
0.81
World All Countries
VT
0.77
0.79
0.72
0.77
Emerging Markets
EEM
0.74
0.72
0.70
0.76
Europe
VGK
0.83
0.86
0.79
0.83
Pacific
VPL
0.65
0.76
0.64
0.68
Latin America
FLLA
0.51
0.67
0.63
0.67
US Total Bond Market
BND
0.43
0.31
0.26
0.18
Long Term Treasuries
TLT
0.27
-0.03
-0.05
-0.22
US Cash
BIL
-0.15
-0.19
-0.12
-0.11
TIPS
TIP
0.29
0.34
0.28
0.23
Investment Grade Bonds
LQD
0.57
0.51
0.44
0.39
High Yield Bonds
HYG
0.55
0.59
0.55
0.60
International Bond Market
BNDX
0.29
0.23
0.17
0.13
Emerging Market Bonds
EMB
0.75
0.69
0.62
0.62
Gold
GLD
0.12
0.26
0.23
0.31
Commodities
DBC
0.47
0.51
0.42
0.49

Capital Growth as of Aug 31, 2022

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.

An investment of 1000$, since September 2012, now would be worth 646.09$, with a total return of -35.39% (-4.27% annualized).

The Inflation Adjusted Capital now would be 502.56$, with a net total return of -49.74% (-6.65% annualized).
An investment of 1000$, since January 2011, now would be worth 500.44$, with a total return of -49.96% (-5.76% annualized).

The Inflation Adjusted Capital now would be 370.35$, with a net total return of -62.97% (-8.16% annualized).

Drawdowns

Worst drawdowns since September 2012.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-53.81% Feb 2018 Aug 2022 55 in progress 55
-42.27% Mar 2014 Jan 2016 23 Jan 2018 24 47
-17.07% Jan 2013 Jun 2013 6 Oct 2013 4 10
-9.20% Dec 2013 Jan 2014 2 Feb 2014 1 3
-1.52% Oct 2012 Oct 2012 1 Nov 2012 1 2

Worst drawdowns since January 2011.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-57.57% May 2011 Aug 2022 136 in progress 136

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
0.02 68.42
Nov 2020 - Oct 2021
-44.59
Sep 2021 - Aug 2022
55.81%
2 Years
-0.92 34.64
Feb 2016 - Jan 2018
-24.55
Apr 2018 - Mar 2020
53.85%
3 Years
-2.02 15.09
Feb 2016 - Jan 2019
-18.11
Nov 2017 - Oct 2020
57.14%
5 Years
-1.55 7.35
Jun 2016 - May 2021
-12.83
Sep 2017 - Aug 2022
62.96%
7 Years
-1.92 3.54
Jun 2012 - May 2019
-8.58
Nov 2013 - Oct 2020
77.19%
10 Years
-1.55 2.10
Oct 2011 - Sep 2021
-4.27
Sep 2012 - Aug 2022
76.19%
(*) 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

iShares MSCI Poland ETF (EPOL) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
1.23
42%
-2.02
50%
-0.72
33%
1.94
67%
-1.32
42%
-0.97
33%
1.35
50%
-1.03
58%
-2.67
45%
0.65
55%
-0.23
36%
1.46
64%
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
-17.0
2022
-16.4
2012
-10.6
2022
-6.1
2014
-13.0
2011
-23.6
2011
-15.4
2020
-12.1
2021
-8.6
2014
Statistics calculated for the period Jan 2011 - Aug 2022

Monthly/Yearly Returns

iShares MSCI Poland ETF (EPOL) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
67 Positive Months (48%) - 73 Negative Months (52%)
Jan 2011 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-39.86 -43.39 -2.5 -12.8 6.1 -17.0 4.6 -10.6 -1.5 -12.9
2021
+12.22 +4.84 -1.3 -0.5 -3.1 9.6 13.6 -4.5 1.5 6.0 -5.1 6.1 -12.1 4.1
2020
-8.37 -9.60 -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 -8.24 5.7 -4.1 -2.0 1.6 -4.0 6.5 -5.9 -7.7 0.0 6.1 -4.2 2.8
2018
-13.78 -15.40 8.3 -10.4 -4.5 -1.1 -8.7 -3.9 11.8 -0.9 -1.2 -10.0 8.4 0.2
2017
+52.43 +49.28 11.4 4.1 2.7 10.1 0.4 2.1 6.4 6.0 -3.1 2.0 -1.3 3.0
2016
+2.42 +0.34 -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 -23.75 -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 -16.96 -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 +2.21 -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 +39.21 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 -34.11 1.3 0.8 4.4 10.7 -3.0 -3.7 -5.0 -13.0 -23.6 15.3 -8.1 -8.1
Share this page