Data Source: from January 2016 to July 2022
Consolidated Returns as of 31 Jul 2022
Category: Stocks
ETF: iShares MSCI Saudi Arabia ETF (KSA)

In the last 5 Years, the iShares MSCI Saudi Arabia ETF (KSA) ETF obtained a 13.53% compound annual return, with a 18.79% standard deviation.

In 2021, the ETF granted a 2.03% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Saudi Arabia ETF (KSA) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

Historical Returns as of Jul 31, 2022

Historical returns and stats of iShares MSCI Saudi Arabia ETF (KSA) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES MSCI SAUDI ARABIA ETF (KSA) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 2016 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
6.48
6.49
0.00
1 - 0
3M
-12.38
-14.50
-17.71
May 2022 - Jun 2022
1 - 2
6M
-2.49
-7.47
-17.71
May 2022 - Jun 2022
4 - 2
YTD
8.57
2.17
-17.71
May 2022 - Jun 2022
5 - 2
1Y
12.46
3.63
22.64
-17.71
May 2022 - Jun 2022
9 - 3
75% pos
3Y(*)
12.70
7.42
20.77
-25.56
Aug 2019 - Mar 2020
26 - 10
72% pos
5Y(*)
13.53
9.27
18.79
-30.48
May 2019 - Mar 2020
41 - 19
68% pos
MAX(*)
01 Jan 2016
11.94
8.17
19.47
-30.48
May 2019 - Mar 2020
52 - 27
66% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89%

Correlations as of Jul 31, 2022

Monthly correlations of iShares MSCI Saudi Arabia ETF (KSA) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES MSCI SAUDI ARABIA ETF (KSA) ETF
Monthly correlations as of 31 Jul 2022
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Correlation vs KSA
 
Asset Class 1 Year 5 Years Since
Jan 2016
US Total Stock Market
VTI
0.20
0.50
0.44
US Large Cap
SPY
0.20
0.50
0.43
US Small Cap
IJR
0.18
0.48
0.47
US REITs
VNQ
0.29
0.47
0.37
US Technology
QQQ
0.06
0.35
0.23
Preferred Stocks
PFF
0.07
0.43
0.32
EAFE Stocks
EFA
0.32
0.57
0.45
World All Countries
VT
0.25
0.54
0.45
Emerging Markets
EEM
0.30
0.49
0.34
Europe
VGK
0.33
0.59
0.46
Pacific
VPL
0.28
0.51
0.39
Latin America
FLLA
0.31
0.53
0.41
US Total Bond Market
BND
-0.19
-0.09
-0.16
Long Term Treasuries
TLT
-0.30
-0.35
-0.37
US Cash
BIL
-0.39
-0.30
-0.26
TIPS
TIP
0.20
0.16
0.06
Investment Grade Bonds
LQD
-0.12
0.14
0.07
High Yield Bonds
HYG
0.29
0.47
0.39
International Bond Market
BNDX
-0.04
0.04
-0.06
Emerging Market Bonds
EMB
0.14
0.38
0.26
Gold
GLD
0.16
0.01
-0.06
Commodities
DBC
0.62
0.62
0.55

Capital Growth as of Jul 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 Saudi Arabia ETF (KSA) ETF: Dividend Yield page.

An investment of 1000$, since August 2017, now would be worth 1885.68$, with a total return of 88.57% (13.53% annualized).

The Inflation Adjusted Capital now would be 1557.97$, with a net total return of 55.80% (9.27% annualized).
An investment of 1000$, since January 2016, now would be worth 2100.89$, with a total return of 110.09% (11.94% annualized).

The Inflation Adjusted Capital now would be 1677.19$, with a net total return of 67.72% (8.17% annualized).

Drawdowns

Worst drawdowns since August 2017.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-30.48% May 2019 Mar 2020 11 Mar 2021 12 23
-17.71% May 2022 Jun 2022 2 in progress 1 3
-9.02% Jul 2018 Nov 2018 5 Jan 2019 2 7
-8.90% Nov 2021 Nov 2021 1 Jan 2022 2 3
-3.75% Feb 2018 Feb 2018 1 Mar 2018 1 2
-3.60% Oct 2017 Oct 2017 1 Dec 2017 2 3
-0.41% Feb 2019 Feb 2019 1 Mar 2019 1 2

Worst drawdowns since January 2016.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-30.48% May 2019 Mar 2020 11 Mar 2021 12 23
-17.71% May 2022 Jun 2022 2 in progress 1 3
-13.29% Jan 2016 Jan 2016 1 Apr 2016 3 4
-12.99% May 2016 Sep 2016 5 Nov 2016 2 7
-9.02% Jul 2018 Nov 2018 5 Jan 2019 2 7
-8.90% Nov 2021 Nov 2021 1 Jan 2022 2 3
-7.08% Jul 2017 Oct 2017 4 Jan 2018 3 7
-3.75% Feb 2018 Feb 2018 1 Mar 2018 1 2
-2.63% Feb 2017 Feb 2017 1 Jun 2017 4 5
-0.41% Feb 2019 Feb 2019 1 Mar 2019 1 2

Rolling Returns ( more details)

iShares MSCI Saudi Arabia ETF (KSA) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
16.58 54.59
Nov 2020 - Oct 2021
-26.61
Apr 2019 - Mar 2020
13.24%
2 Years
13.68 43.38
Apr 2020 - Mar 2022
-7.54
Apr 2018 - Mar 2020
8.93%
3 Years
11.06 18.08
Feb 2016 - Jan 2019
1.07
Apr 2017 - Mar 2020
0.00%
5 Years
13.87 17.69
Oct 2016 - Sep 2021
7.70
Jan 2016 - Dec 2020
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 Saudi Arabia ETF (KSA) ETF: Rolling Returns page.

Seasonality

iShares MSCI Saudi Arabia ETF (KSA) 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 %
1.62
71%
-1.45
43%
3.22
86%
5.48
100%
-1.76
43%
1.39
86%
-0.18
43%
-0.50
50%
0.30
83%
-0.83
33%
2.39
67%
3.45
83%
Best
Year
11.3
2022
3.2
2021
11.8
2021
9.1
2016
4.5
2020
10.5
2017
6.5
2022
7.5
2020
2.9
2020
5.7
2016
14.8
2016
6.6
2019
Worst
Year
-13.3
2016
-9.4
2020
-11.5
2020
0.5
2017
-8.3
2019
-10.9
2022
-4.6
2017
-6.9
2019
-4.4
2016
-5.4
2019
-8.9
2021
-0.1
2020
Statistics calculated for the period Jan 2016 - Jul 2022

Monthly/Yearly Returns

iShares MSCI Saudi Arabia ETF (KSA) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
52 Positive Months (66%) - 27 Negative Months (34%)
Jan 2016 - Jul 2022
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Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
+8.57 +2.17 11.3 2.3 1.9 6.8 -7.7 -10.9 6.5
2021
+33.56 +24.78 0.1 3.2 11.8 5.1 2.0 3.2 0.8 3.7 1.4 3.4 -8.9 4.5
2020
+2.63 +1.25 -3.4 -9.4 -11.5 6.9 4.5 0.1 2.0 7.5 2.9 -4.6 10.3 -0.1
2019
+9.30 +6.86 10.5 -0.4 4.7 5.6 -8.3 3.3 -1.5 -6.9 0.6 -5.4 1.8 6.6
2018
+13.07 +10.95 5.9 -3.8 9.8 4.4 1.5 2.0 -0.5 -5.5 1.2 -0.4 -4.0 2.8
2017
+6.15 +3.96 0.2 -2.6 0.8 0.5 -0.6 10.5 -4.6 0.9 0.1 -3.6 0.3 5.0
2016
+7.61 +5.42 -13.3 0.6 5.1 9.1 -3.8 1.4 -4.1 -2.8 -4.4 5.7 14.8 2.0
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