Data Source: from January 2011 to September 2021

Last Update: 30 Sep 2021

Category: Stocks
ETF: iShares MSCI Russia ETF (ERUS)

In the last 10 years, the iShares MSCI Russia ETF (ERUS) ETF obtained a 6.47% compound annual return, with a 26.75% standard deviation.

In 2020, the portfolio granted a 3.83% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Russia ETF (ERUS) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Telecom
  • Industry: Broad Telecom

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 Russia ETF (ERUS) ETF: Dividend Yield page.

Time Range:
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+5.62%
0.00%
1 - 0
3M
+7.86%
-0.61%
Jul 2021 - Jul 2021
2 - 1
6M
+22.59%
-0.61%
Jul 2021 - Jul 2021
4 - 2
YTD
+29.72%
-2.65%
Jan 2021 - Jan 2021
6 - 3
1Y
+54.19%
23.03%
-8.29%
Oct 2020 - Oct 2020
8 - 4
3Y
+17.37%
annualized
26.99%
-34.97%
Jan 2020 - Mar 2020
20 - 16
5Y
+15.80%
annualized
24.11%
-34.97%
Jan 2020 - Mar 2020
34 - 26
10Y
+6.47%
annualized
26.75%
-51.82%
Mar 2012 - Jan 2015
63 - 57
MAX
01 Jan 2011
+2.82%
annualized
27.53%
-59.05%
May 2011 - Jan 2015
69 - 60
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares MSCI Russia ETF (ERUS) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+2.98% +56.20%
Feb 2016 - Jan 2017
-44.67%
Jan 2014 - Dec 2014
50.00%
2 Years
+2.12% +34.54%
Feb 2016 - Jan 2018
-29.13%
Feb 2013 - Jan 2015
41.51%
3 Years
+1.66% +22.74%
Feb 2015 - Jan 2018
-19.95%
Feb 2013 - Jan 2016
46.81%
5 Years
+2.30% +18.36%
Jan 2015 - Dec 2019
-14.76%
Mar 2011 - Feb 2016
48.57%
7 Years
+1.11% +9.80%
Oct 2014 - Sep 2021
-5.53%
May 2011 - Apr 2018
41.30%
10 Years
+1.12% +6.47%
Oct 2011 - Sep 2021
-0.65%
May 2011 - Apr 2021
40.00%

* 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 Russia ETF (ERUS) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Russia ETF (ERUS) 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 %
2.75
55%
0.56
45%
-1.02
55%
1.99
45%
-1.34
45%
1.98
64%
0.36
64%
-1.28
45%
-0.18
64%
1.76
40%
1.25
60%
-0.08
60%
Best
Year
14.5
2019
21.3
2015
14.0
2016
16.8
2015
11.8
2014
9.5
2019
4.1
2013
7.6
2017
9.4
2013
23.0
2011
19.5
2020
11.7
2016
Worst
Year
-11.0
2014
-12.7
2020
-23.6
2020
-8.6
2018
-19.0
2012
-3.1
2017
-8.9
2014
-14.6
2011
-24.4
2011
-8.3
2020
-11.4
2014
-19.2
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 Russia ETF (ERUS) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+29.72% -2.7 3.3 5.3 0.0 9.6 3.8 -0.6 2.8 5.6
2020
-8.68% -2.6 -12.7 -23.6 12.4 10.2 -1.7 3.9 1.0 -7.6 -8.3 19.5 8.4
2019
+49.33% 14.5 -3.3 1.1 3.6 2.3 9.5 -0.8 -3.4 3.1 7.3 -0.3 8.8
2018
-3.86% 12.1 -0.5 -2.5 -8.6 1.1 0.6 3.7 -7.7 8.7 -4.3 -0.7 -3.8
2017
+3.93% 0.5 -6.8 2.3 -0.3 -6.4 -3.1 3.9 7.6 4.5 -1.6 2.4 2.0
2016
+54.57% -0.5 1.6 14.0 9.6 -7.5 3.2 2.5 1.8 4.3 -0.1 5.6 11.7
2015
+0.73% -1.9 21.3 -4.6 16.8 -4.3 -2.6 -7.4 -0.3 -6.8 4.8 0.2 -9.7
2014
-44.67% -11.0 -5.5 0.2 -6.1 11.8 4.8 -8.9 -0.7 -5.6 -2.3 -11.4 -19.2
2013
-4.57% 3.1 -6.7 -3.4 -3.0 -5.2 -2.4 4.1 -1.2 9.4 3.4 -4.8 3.2
2012
+16.16% 14.3 9.3 -4.7 -3.7 -19.0 9.2 1.2 0.8 6.9 -4.3 0.6 9.2
2011
-20.15% 4.4 6.1 4.6 1.1 -7.4 0.5 2.3 -14.6 -24.4 23.0 1.5 -11.2
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