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:
Swipe left to see all data
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

Drawdowns

Drawdonws Chart:

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
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.

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 %
-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
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