iShares MSCI Spain ETF (EWP): Historical Returns

Data Source: from January 1997 to September 2021

Last Update: 30 Sep 2021

Category: Stocks

ETF: iShares MSCI Spain ETF (EWP)

In the last 10 years, the iShares MSCI Spain ETF (EWP) ETF obtained a 2.39% compound annual return, with a 22.84% standard deviation.

In 2020, the portfolio granted a 2.41% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Spain ETF (EWP) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

Asset Class: Equity
Size: Large Cap
Style: Value
Region: Developed Europe
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 Spain ETF (EWP) ETF: Dividend Yield page.

Time Range:

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Period	Returns Sep 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-4.06%		-4.06% Sep 2021 - Sep 2021	0 - 1
3M	-5.10%		-5.10% Jul 2021 - Sep 2021	1 - 2
6M	-0.12%		-11.01% Jun 2021 - Sep 2021	3 - 3
YTD	+1.17%		-11.01% Jun 2021 - Sep 2021	5 - 4
1Y	+27.93%	29.43%	-11.01% Jun 2021 - Sep 2021	7 - 5
3Y	+0.13% annualized	24.88%	-29.74% Jan 2020 - Mar 2020	20 - 16
5Y	+3.46% annualized	22.15%	-38.71% Feb 2018 - Mar 2020	33 - 27
10Y	+2.39% annualized	22.84%	-41.56% Jul 2014 - Mar 2020	63 - 57
20Y	+5.40% annualized	24.22%	-58.63% Dec 2007 - May 2012	137 - 103
MAX 01 Jan 1997	+5.54% annualized	24.24%	-58.63% Dec 2007 - May 2012	168 - 129

* Annualized St.Dev. of monthly returns

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Drawdowns

Drawdonws Chart:

Worst drawdowns since October 2001.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-58.63%	Dec 2007	May 2012	54	in progress	112	166
-26.88%	Jun 2002	Sep 2002	4	May 2003	8	12
-7.17%	Mar 2004	Jul 2004	5	Oct 2004	3	8
-6.40%	Mar 2005	Apr 2005	2	Aug 2005	4	6
-5.84%	Dec 2001	Jan 2002	2	Apr 2002	3	5
-4.08%	Oct 2005	Nov 2005	2	Jan 2006	2	4
-2.92%	May 2006	May 2006	1	Jul 2006	2	3
-2.80%	Jun 2007	Aug 2007	3	Sep 2007	1	4
-1.72%	Feb 2007	Feb 2007	1	Mar 2007	1	2
-1.61%	Jan 2005	Jan 2005	1	Feb 2005	1	2
-1.45%	Aug 2003	Sep 2003	2	Oct 2003	1	3

Worst drawdowns since January 1997.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-58.63%	Dec 2007	May 2012	54	in progress	112	166
-41.77%	Feb 1999	Sep 2002	44	Dec 2003	15	59
-22.70%	Aug 1998	Aug 1998	1	Dec 1998	4	5
-8.33%	Oct 1997	Oct 1997	1	Jan 1998	3	4
-7.17%	Mar 2004	Jul 2004	5	Oct 2004	3	8
-6.97%	Jul 1997	Aug 1997	2	Sep 1997	1	3
-6.40%	Mar 2005	Apr 2005	2	Aug 2005	4	6
-5.29%	Jan 1997	Feb 1997	2	Apr 1997	2	4
-4.08%	Oct 2005	Nov 2005	2	Jan 2006	2	4
-2.92%	May 2006	May 2006	1	Jul 2006	2	3
-2.80%	Jun 2007	Aug 2007	3	Sep 2007	1	4
-1.72%	Feb 2007	Feb 2007	1	Mar 2007	1	2
-1.61%	Jan 2005	Jan 2005	1	Feb 2005	1	2
-0.42%	Jun 1998	Jun 1998	1	Jul 1998	1	2

Rolling Returns ( more details)

iShares MSCI Spain ETF (EWP) ETF: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+8.37%	+76.14% Apr 1997 - Mar 1998	-48.65% Mar 2008 - Feb 2009	45.80%
2 Years	+5.69%	+47.86% Jun 2012 - May 2014	-25.55% Mar 2007 - Feb 2009	46.35%
3 Years	+4.93%	+36.77% Oct 2002 - Sep 2005	-15.86% Dec 2007 - Nov 2010	40.46%
5 Years	+4.99%	+33.47% Oct 2002 - Sep 2007	-14.04% Jun 2007 - May 2012	30.25%
7 Years	+5.35%	+21.27% Oct 2002 - Sep 2009	-4.91% Dec 2009 - Nov 2016	22.43%
10 Years	+4.99%	+16.08% Nov 1997 - Oct 2007	-2.78% Dec 2006 - Nov 2016	24.16%
15 Years	+4.95%	+9.40% Oct 2002 - Sep 2017	+0.44% Nov 2005 - Oct 2020	0.00%
20 Years	+4.59%	+6.90% Apr 1997 - Mar 2017	+1.97% Apr 2000 - 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 Spain ETF (EWP) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Spain ETF (EWP) 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 %	-0.12 52%	-0.06 56%	0.62 56%	2.95 80%	-0.88 48%	-0.19 48%	0.86 52%	-1.22 44%	0.27 56%	2.02 67%	1.61 58%	2.67 63%
Best Year	14.0 2011	12.0 1998	15.2 1998	15.6 2009	14.8 2009	19.5 2012	24.0 2010	14.0 2012	14.0 2013	15.5 1998	27.4 2020	15.1 2008
Worst Year	-17.2 2009	-11.5 2009	-22.7 2020	-11.1 2012	-18.0 2012	-11.5 2008	-9.6 2002	-22.7 1998	-15.2 2002	-23.7 2008	-19.5 2010	-7.6 2014

Statistics calculated for the period Jan 1997 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of iShares MSCI Spain ETF (EWP) ETF:

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+1.17%	-3.8	3.9	1.3	5.6	6.3	-6.2	-2.3	1.2	-4.1
2020	-3.95%	-3.2	-6.1	-22.7	2.2	4.6	4.4	0.8	2.3	-6.0	-3.5	27.4	2.8
2019	+11.91%	6.9	1.5	-1.6	4.8	-6.1	4.2	-5.1	-2.6	4.2	2.7	-0.8	4.3
2018	-15.32%	8.7	-7.8	-1.0	2.3	-8.3	1.0	4.0	-5.9	-0.4	-6.5	2.9	-4.1
2017	+26.99%	3.7	-0.7	11.4	5.0	4.5	-0.7	3.9	-1.2	0.1	0.3	-0.6	-0.9
2016	-1.82%	-6.8	-5.0	8.6	6.1	-3.1	-8.7	5.1	0.9	1.2	2.4	-8.3	8.0
2015	-15.51%	-5.8	7.2	-0.5	3.3	-3.1	-2.1	2.1	-6.5	-7.4	6.0	-3.2	-5.4
2014	-6.28%	-1.8	4.8	2.8	2.9	2.0	1.4	-4.5	-1.0	-4.0	-2.8	2.1	-7.6
2013	+31.86%	3.7	-4.8	-5.4	10.2	-3.1	-6.7	13.0	-2.6	14.0	8.5	-0.2	4.1
2012	+5.43%	2.2	0.8	-6.0	-11.1	-18.0	19.5	-7.6	14.0	6.1	2.5	1.9	7.2
2011	-10.08%	14.0	0.4	0.9	8.0	-5.6	-0.6	-8.1	-7.2	-10.0	9.0	-6.7	-1.5
2010	-18.87%	-10.3	-6.0	4.3	-6.2	-15.2	-2.4	24.0	-6.7	10.4	5.6	-19.5	9.5
2009	+33.02%	-17.2	-11.5	8.4	15.6	14.8	3.1	12.5	5.5	4.8	-3.1	5.5	-3.7
2008	-36.78%	-10.1	0.3	7.0	2.1	-0.5	-11.5	-1.3	-6.3	-7.1	-23.7	-3.3	15.1
2007	+20.93%	2.8	-1.7	4.2	0.4	5.5	-2.8	0.5	-0.5	4.6	11.3	0.2	-4.4
2006	+49.25%	6.4	3.4	2.5	4.8	-2.9	2.0	2.8	3.3	4.7	7.3	5.1	1.7
2005	+4.56%	-1.6	2.9	-3.6	-3.0	0.2	1.7	4.3	1.0	5.0	-3.2	-0.9	2.0
2004	+30.13%	2.1	4.4	-4.1	-2.5	0.8	2.1	-3.5	1.4	3.5	9.3	7.8	6.3
2003	+57.40%	3.1	0.8	-1.5	13.8	5.3	2.9	1.7	-0.9	-0.6	5.8	5.5	11.5
2002	-13.53%	-5.6	1.1	3.4	2.5	0.1	-6.9	-9.6	2.4	-15.2	11.8	10.2	-5.2
2001	-9.26%	11.1	-4.1	-6.5	4.9	-5.7	-6.0	-1.0	2.5	-12.6	3.0	7.5	-0.2
2000	-11.98%	-8.2	9.4	0.9	-7.0	-1.9	-0.5	-1.2	-1.7	0.3	-3.6	-9.3	12.3
1999	-1.46%	0.0	-2.7	-6.0	1.4	-2.3	2.8	-7.0	2.2	-1.5	2.3	5.1	5.1
1998	+50.32%	8.2	12.0	15.2	2.6	0.0	-0.4	3.6	-22.7	3.5	15.5	5.0	4.9
1997	+23.97%	-1.4	-3.9	3.7	5.0	9.6	5.6	-5.6	-1.4	13.1	-8.3	4.9	2.6