Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares MSCI South Africa ETF (EZA)

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.

Capital Growth:
Swipe left to see all data
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

Drawdonws Chart:

Rolling Returns ( more details)

iShares MSCI South Africa ETF (EZA) ETF: annualized rolling and average returns

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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.

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 %
-1.40
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

Swipe left to see all data
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
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