Last Update: 31 Aug 2021
In the last 10 years, the iShares MSCI South Africa ETF (EZA) ETF obtained a 0.76% compound annual return, with a 24.15% standard deviation.
In 2020, the portfolio granted a 4.99% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI South Africa ETF (EZA): 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.
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 South Africa ETF (EZA): Dividend Yield page.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.09%
|
0.00%
|
1 - 0 | |
|
3M
|
-6.06%
|
-7.97%
Jun 2021 - Jul 2021
|
1 - 2 | |
|
6M
|
+7.84%
|
-7.97%
Jun 2021 - Jul 2021
|
3 - 3 | |
|
YTD
|
+13.76%
|
-7.97%
Jun 2021 - Jul 2021
|
5 - 3 | |
|
1Y
|
+39.77%
|
18.07%
|
-7.97%
Jun 2021 - Jul 2021
|
8 - 4 |
|
3Y
|
+3.56%
annualized
|
28.87%
|
-44.44%
Feb 2019 - Mar 2020
|
18 - 18 |
|
5Y
|
+3.92%
annualized
|
25.31%
|
-53.98%
Feb 2018 - Mar 2020
|
32 - 28 |
|
10Y
|
+0.76%
annualized
|
24.15%
|
-53.98%
Feb 2018 - Mar 2020
|
64 - 56 |
|
MAX
01 Jan 2004
|
+6.91%
annualized
|
26.64%
|
-57.08%
Nov 2007 - Feb 2009
|
119 - 93 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
iShares MSCI South Africa ETF (EZA) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+9.25% |
+84.57% Apr 2020 - Mar 2021 |
-52.86% Nov 2007 - Oct 2008 |
40.30% |
| 2 Years |
+6.20% |
+55.72% Mar 2009 - Feb 2011 |
-30.49% Apr 2018 - Mar 2020 |
38.10% |
| 3 Years |
+5.01% |
+38.45% May 2004 - Apr 2007 |
-15.09% Apr 2017 - Mar 2020 |
35.03% |
| 5 Years |
+4.35% |
+18.87% Mar 2009 - Feb 2014 |
-11.63% Apr 2015 - Mar 2020 |
28.76% |
| 7 Years |
+4.48% |
+20.04% May 2004 - Apr 2011 |
-7.18% Apr 2013 - Mar 2020 |
20.93% |
| 10 Years |
+4.30% |
+13.10% May 2004 - Apr 2014 |
-3.71% Apr 2010 - Mar 2020 |
11.83% |
| 15 Years |
+4.56% |
+8.36% May 2004 - Apr 2019 |
+1.88% Apr 2005 - Mar 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 South Africa ETF (EZA) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the iShares MSCI South Africa ETF (EZA) 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
-1.40 44% |
0.25 61% |
1.91 56% |
2.89 67% |
-1.80 39% |
-0.12 56% |
2.70 72% |
-1.16 44% |
-0.05 47% |
0.66 65% |
2.36 53% |
4.33 71% |
| Best Year |
17.0 2006 |
8.3 2005 |
21.5 2009 |
10.8 2008 |
18.4 2009 |
8.4 2016 |
15.2 2010 |
7.5 2005 |
15.1 2010 |
15.4 2007 |
13.4 2004 |
14.3 2010 |
| Worst Year |
-13.9 2009 |
-9.8 2020 |
-29.5 2020 |
-14.8 2004 |
-15.6 2006 |
-10.1 2008 |
-5.5 2019 |
-10.3 2018 |
-17.9 2011 |
-29.6 2008 |
-8.1 2016 |
-11.0 2015 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in iShares MSCI South Africa ETF (EZA) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+13.76% | 0.2 | 5.3 | 6.8 | -0.1 | 7.6 | -7.1 | -0.9 | 2.1 | ||||
| 2020 |
-5.19% | -9.0 | -9.8 | -29.5 | 10.4 | 7.2 | 6.9 | 6.5 | -1.0 | -0.7 | 0.3 | 10.9 | 11.1 |
| 2019 |
+9.62% | 14.2 | -6.8 | -2.5 | 8.2 | -6.6 | 6.0 | -5.5 | -7.4 | -0.9 | 4.5 | -0.1 | 8.9 |
| 2018 |
-25.23% | 3.1 | -1.1 | -3.7 | -4.2 | -5.5 | -6.1 | 6.3 | -10.3 | -2.2 | -10.0 | 9.5 | -2.5 |
| 2017 |
+36.04% | 4.8 | 0.2 | 0.4 | 6.0 | 1.7 | -3.8 | 6.1 | 3.9 | -6.0 | 2.0 | 6.9 | 10.4 |
| 2016 |
+16.75% | -1.9 | -2.3 | 18.3 | 5.1 | -9.8 | 8.4 | 9.2 | -9.1 | 6.7 | -1.4 | -8.1 | 4.1 |
| 2015 |
-26.03% | 4.3 | 1.3 | -2.1 | 5.5 | -8.0 | 1.5 | -4.8 | -7.7 | -6.6 | 6.1 | -6.3 | -11.0 |
| 2014 |
+2.75% | -10.5 | 7.7 | 6.5 | 1.3 | 0.9 | 2.5 | 0.6 | 2.1 | -9.1 | 6.6 | -0.5 | -3.6 |
| 2013 |
-7.51% | -7.5 | -2.6 | -1.0 | 0.6 | -8.2 | 0.3 | 2.0 | -2.3 | 8.6 | 3.8 | -2.2 | 2.0 |
| 2012 |
+21.06% | 8.9 | 4.8 | -1.2 | -0.5 | -9.2 | 4.3 | 0.9 | 0.5 | 3.0 | -1.7 | -1.5 | 12.5 |
| 2011 |
-15.73% | -12.2 | 5.8 | 5.1 | 5.4 | -5.2 | -1.3 | -1.8 | -1.4 | -17.9 | 12.1 | 2.2 | -4.1 |
| 2010 |
+36.94% | -6.0 | 1.3 | 13.4 | -1.1 | -5.8 | -6.0 | 15.2 | -3.7 | 15.1 | 0.8 | -1.5 | 14.3 |
| 2009 |
+51.55% | -13.9 | -7.6 | 21.5 | 9.0 | 18.4 | 0.7 | 5.3 | 4.8 | 5.0 | -5.3 | 8.1 | 1.9 |
| 2008 |
-37.70% | -9.8 | 1.0 | -4.5 | 10.8 | 3.4 | -10.1 | 1.2 | -4.4 | -10.9 | -29.6 | 2.3 | 12.0 |
| 2007 |
+15.49% | 0.6 | 0.2 | 4.7 | 7.6 | -1.6 | -2.5 | -2.1 | 1.9 | 6.3 | 15.4 | -8.0 | -5.8 |
| 2006 |
+19.70% | 17.0 | -6.7 | 7.3 | 4.9 | -15.6 | -3.8 | 1.5 | -0.7 | -7.6 | 11.6 | 7.6 | 7.4 |
| 2005 |
+25.86% | -6.5 | 8.3 | -9.1 | -2.0 | -3.5 | 4.8 | 8.6 | 7.5 | 8.8 | -9.2 | 7.4 | 11.7 |
| 2004 |
+43.63% | -1.0 | 5.5 | 4.0 | -14.8 | 7.5 | 3.2 | 0.3 | 4.2 | 7.7 | 5.2 | 13.4 | 4.2 |