Data Source: from January 2015 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares MSCI Qatar ETF (QAT)

In the last 5 Years, the iShares MSCI Qatar ETF (QAT) ETF obtained a 10.48% compound annual return, with a 16.36% standard deviation.

In 2021, the ETF granted a 2.61% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Qatar ETF (QAT) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: Middle East
  • Country: Qatar

Historical Returns as of Aug 31, 2022

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

ISHARES MSCI QATAR ETF (QAT) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 2015 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
1.71
1.74
0.00
1 - 0
3M
3.00
1.65
-4.83
Jun 2022 - Jun 2022
2 - 1
6M
1.92
-2.36
-10.46
May 2022 - Jun 2022
4 - 2
YTD
13.71
7.04
-10.46
May 2022 - Jun 2022
6 - 2
1Y
19.07
9.98
13.65
-10.46
May 2022 - Jun 2022
9 - 3
75% pos
3Y(*)
12.68
7.41
14.99
-19.04
Feb 2020 - Mar 2020
25 - 11
69% pos
5Y(*)
10.48
6.41
16.36
-22.38
Feb 2019 - Mar 2020
39 - 21
65% pos
MAX(*)
01 Jan 2015
3.05
-0.02
17.42
-36.44
Mar 2015 - Nov 2017
53 - 39
58% pos
(*) Returns over 1 year are annualized

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

Correlations as of Aug 31, 2022

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

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

ISHARES MSCI QATAR ETF (QAT) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs QAT
 
Asset Class 1 Year 5 Years Since
Jan 2015
US Total Stock Market
VTI
0.30
0.46
0.42
US Large Cap
SPY
0.30
0.47
0.42
US Small Cap
IJR
0.25
0.39
0.31
US REITs
VNQ
0.31
0.44
0.36
US Technology
QQQ
0.25
0.38
0.37
Preferred Stocks
PFF
0.12
0.37
0.32
EAFE Stocks
EFA
0.27
0.45
0.42
World All Countries
VT
0.31
0.48
0.45
Emerging Markets
EEM
0.20
0.47
0.47
Europe
VGK
0.23
0.45
0.42
Pacific
VPL
0.32
0.42
0.39
Latin America
FLLA
0.42
0.51
0.50
US Total Bond Market
BND
-0.07
0.04
0.06
Long Term Treasuries
TLT
-0.06
-0.16
-0.12
US Cash
BIL
-0.13
-0.20
-0.11
TIPS
TIP
0.30
0.23
0.23
Investment Grade Bonds
LQD
0.00
0.20
0.21
High Yield Bonds
HYG
0.31
0.40
0.42
International Bond Market
BNDX
0.13
0.09
0.07
Emerging Market Bonds
EMB
0.17
0.35
0.34
Gold
GLD
0.21
0.18
0.25
Commodities
DBC
0.47
0.34
0.35

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 Qatar ETF (QAT) ETF: Dividend Yield page.

An investment of 1000$, since September 2017, now would be worth 1645.90$, with a total return of 64.59% (10.48% annualized).

The Inflation Adjusted Capital now would be 1364.41$, with a net total return of 36.44% (6.41% annualized).
An investment of 1000$, since January 2015, now would be worth 1259.44$, with a total return of 25.94% (3.05% annualized).

The Inflation Adjusted Capital now would be 998.52$, with a net total return of -0.15% (-0.02% annualized).

Drawdowns

Worst drawdowns since September 2017.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-22.38% Feb 2019 Mar 2020 14 Dec 2020 9 23
-15.24% Sep 2017 Nov 2017 3 Jan 2018 2 5
-10.46% May 2022 Jun 2022 2 in progress 2 4
-5.93% Feb 2018 Feb 2018 1 Apr 2018 2 3
-3.88% Dec 2018 Dec 2018 1 Jan 2019 1 2
-3.59% Feb 2021 Feb 2021 1 Mar 2021 1 2
-2.29% Jun 2018 Jun 2018 1 Jul 2018 1 2
-1.84% Nov 2021 Nov 2021 1 Jan 2022 2 3
-1.52% May 2021 Jul 2021 3 Aug 2021 1 4

Worst drawdowns since January 2015.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-36.44% Mar 2015 Nov 2017 33 Apr 2021 41 74
-10.46% May 2022 Jun 2022 2 in progress 2 4
-3.93% Jan 2015 Jan 2015 1 Feb 2015 1 2
-1.84% Nov 2021 Nov 2021 1 Jan 2022 2 3
-1.52% May 2021 Jul 2021 3 Aug 2021 1 4

Rolling Returns ( more details)

iShares MSCI Qatar ETF (QAT) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
4.38 45.80
Dec 2017 - Nov 2018
-21.13
Jun 2015 - May 2016
43.21%
2 Years
3.70 31.98
Apr 2020 - Mar 2022
-13.33
Nov 2015 - Oct 2017
30.43%
3 Years
3.35 13.47
Dec 2017 - Nov 2020
-9.96
Mar 2015 - Feb 2018
28.07%
5 Years
2.91 10.48
Sep 2017 - Aug 2022
-5.27
Apr 2015 - Mar 2020
30.30%
7 Years
3.17 4.15
Apr 2015 - Mar 2022
1.47
Jan 2015 - Dec 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 Qatar ETF (QAT) ETF: Rolling Returns page.

Seasonality

iShares MSCI Qatar ETF (QAT) 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 %
1.11
75%
-1.11
50%
0.91
63%
2.48
75%
-2.11
25%
-1.47
38%
3.65
63%
0.80
75%
-0.66
57%
-0.34
57%
-2.87
29%
3.98
86%
Best
Year
7.8
2022
6.8
2016
6.9
2016
9.4
2020
2.2
2018
3.7
2016
8.6
2018
4.4
2021
2.7
2021
3.0
2018
6.2
2020
16.7
2017
Worst
Year
-8.8
2016
-11.8
2020
-8.2
2020
-2.0
2017
-7.1
2016
-9.8
2017
-3.9
2015
-7.0
2017
-4.1
2017
-5.1
2020
-13.2
2015
-3.9
2018
Statistics calculated for the period Jan 2015 - Aug 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
53 Positive Months (58%) - 39 Negative Months (42%)
Jan 2015 - 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
+13.71 +7.04 7.8 3.5 4.6 0.5 -5.9 -4.8 6.4 1.7
2021
+14.42 +6.90 1.1 -3.6 4.6 4.3 -1.3 -0.1 -0.2 4.4 2.7 2.2 -1.8 1.6
2020
+6.85 +5.42 1.2 -11.8 -8.2 9.4 0.8 2.4 5.2 4.1 2.5 -5.1 6.2 2.2
2019
-0.33 -2.55 5.2 -5.7 0.8 2.4 -3.4 1.3 -1.4 -2.0 1.6 0.1 -0.4 1.7
2018
+20.06 +17.81 4.6 -5.9 4.1 3.1 2.2 -2.3 8.6 1.4 0.2 3.0 4.3 -3.9
2017
-11.57 -13.40 1.8 1.6 -0.9 -2.0 -1.3 -9.8 7.6 -7.0 -4.1 -3.7 -8.3 16.7
2016
+2.41 +0.33 -8.8 6.8 6.9 -2.0 -7.1 3.7 6.8 3.4 -3.9 -1.7 -6.9 7.2
2015
-16.40 -17.01 -3.9 6.2 -4.7 4.1 -0.8 -2.1 -3.9 0.4 -3.6 2.9 -13.2 2.3
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