Data Source: from January 1997 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares MSCI Spain ETF (EWP)

In the last 25 Years, the iShares MSCI Spain ETF (EWP) ETF obtained a 4.28% compound annual return, with a 24.27% standard deviation.

In 2021, the ETF granted a 3.22% 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.

Historical Returns as of Aug 31, 2022

Historical returns and stats of iShares MSCI Spain ETF (EWP) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES MSCI SPAIN ETF (EWP) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 1997 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Aug 2022
-5.10
-5.07
-5.10
Aug 2022 - Aug 2022
0 - 1
3M
-15.83
-16.93
-15.83
Jun 2022 - Aug 2022
0 - 3
6M
-13.62
-17.25
-15.83
Jun 2022 - Aug 2022
1 - 5
YTD
-15.89
-20.82
-16.24
Feb 2022 - Aug 2022
2 - 6
1Y
-20.02
-26.12
18.21
-20.47
Nov 2021 - Aug 2022
4 - 8
33% pos
3Y(*)
-3.55
-8.06
25.69
-29.74
Jan 2020 - Mar 2020
19 - 17
53% pos
5Y(*)
-5.36
-8.84
22.22
-38.72
Feb 2018 - Mar 2020
30 - 30
50% pos
10Y(*)
1.72
-0.80
20.80
-41.58
Jul 2014 - Mar 2020
62 - 58
52% pos
15Y(*)
-2.16
-4.44
26.27
-58.63
Dec 2007 - May 2012
91 - 89
51% pos
20Y(*)
4.63
2.08
24.34
-58.63
Dec 2007 - May 2012
134 - 106
56% pos
25Y(*)
4.28
1.76
24.27
-58.63
Dec 2007 - May 2012
168 - 132
56% pos
MAX(*)
01 Jan 1997
4.59
2.08
24.11
-58.63
Dec 2007 - May 2012
172 - 136
56% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54%

Correlations as of Aug 31, 2022

Monthly correlations of iShares MSCI Spain ETF (EWP) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES MSCI SPAIN ETF (EWP) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs EWP
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1997
US Total Stock Market
VTI
0.52
0.69
0.63
0.70
US Large Cap
SPY
0.54
0.69
0.62
0.69
US Small Cap
IJR
0.53
0.72
0.57
0.63
US REITs
VNQ
0.47
0.59
0.43
0.50
US Technology
QQQ
0.33
0.52
0.51
0.54
Preferred Stocks
PFF
0.60
0.56
0.48
0.37
EAFE Stocks
EFA
0.77
0.88
0.86
0.84
World All Countries
VT
0.62
0.79
0.76
0.79
Emerging Markets
EEM
0.78
0.75
0.70
0.70
Europe
VGK
0.81
0.89
0.88
0.87
Pacific
VPL
0.62
0.78
0.71
0.64
Latin America
FLLA
0.52
0.74
0.66
0.66
US Total Bond Market
BND
0.28
0.16
0.14
0.09
Long Term Treasuries
TLT
-0.02
-0.23
-0.19
-0.18
US Cash
BIL
-0.22
-0.22
-0.16
0.02
TIPS
TIP
0.23
0.21
0.22
0.11
Investment Grade Bonds
LQD
0.39
0.42
0.37
0.26
High Yield Bonds
HYG
0.53
0.61
0.59
0.61
International Bond Market
BNDX
0.07
0.14
0.12
0.11
Emerging Market Bonds
EMB
0.59
0.64
0.58
0.57
Gold
GLD
0.19
0.09
0.03
0.10
Commodities
DBC
0.72
0.65
0.47
0.32

Capital Growth as of Aug 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 Spain ETF (EWP) ETF: Dividend Yield page.

An investment of 1000$, since September 1997, now would be worth 2851.20$, with a total return of 185.12% (4.28% annualized).

The Inflation Adjusted Capital now would be 1548.00$, with a net total return of 54.80% (1.76% annualized).
An investment of 1000$, since January 1997, now would be worth 3167.95$, with a total return of 216.79% (4.59% annualized).

The Inflation Adjusted Capital now would be 1696.44$, with a net total return of 69.64% (2.08% annualized).

Drawdowns

Worst drawdowns since September 1997.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-58.63% Dec 2007 May 2012 54 in progress 123 177
-41.76% 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
-6.41% Mar 2005 Apr 2005 2 Aug 2005 4 6
-4.08% Oct 2005 Nov 2005 2 Jan 2006 2 4
-2.92% May 2006 May 2006 1 Jul 2006 2 3
-2.81% 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

Worst drawdowns since January 1997.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-58.63% Dec 2007 May 2012 54 in progress 123 177
-41.76% 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
-6.41% Mar 2005 Apr 2005 2 Aug 2005 4 6
-5.30% 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
-2.81% 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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.92 76.14
Apr 1997 - Mar 1998
-48.65
Mar 2008 - Feb 2009
46.80%
2 Years
5.65 47.86
Jun 2012 - May 2014
-25.55
Mar 2007 - Feb 2009
45.61%
3 Years
4.71 36.77
Oct 2002 - Sep 2005
-15.86
Dec 2007 - Nov 2010
41.39%
5 Years
4.76 33.47
Oct 2002 - Sep 2007
-14.05
Jun 2007 - May 2012
31.33%
7 Years
5.02 21.27
Oct 2002 - Sep 2009
-4.91
Dec 2009 - Nov 2016
25.78%
10 Years
4.86 16.08
Nov 1997 - Oct 2007
-2.78
Dec 2006 - Nov 2016
22.75%
15 Years
4.44 9.40
Oct 2002 - Sep 2017
-2.16
Sep 2007 - Aug 2022
7.75%
20 Years
4.63 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

iShares MSCI Spain ETF (EWP) 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 %
-0.10
54%
-0.17
54%
0.58
54%
2.70
77%
-0.58
50%
-0.56
46%
0.77
50%
-1.36
42%
0.27
56%
2.14
68%
1.13
56%
2.78
64%
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 - Aug 2022

Monthly/Yearly Returns

iShares MSCI Spain ETF (EWP) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
172 Positive Months (56%) - 136 Negative Months (44%)
Jan 1997 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-15.89 -20.82 0.4 -3.0 -0.5 -3.5 6.8 -9.8 -1.6 -5.1
2021
+0.27 -6.32 -3.8 3.9 1.3 5.6 6.3 -6.2 -2.3 1.2 -4.1 4.8 -10.2 5.3
2020
-3.95 -5.24 -3.1 -6.1 -22.7 2.2 4.6 4.4 0.8 2.3 -6.0 -3.4 27.4 2.8
2019
+11.91 +9.41 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 -16.90 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 +24.36 3.7 -0.7 11.4 5.0 4.5 -0.6 3.9 -1.2 0.1 0.3 -0.6 -0.9
2016
-1.82 -3.81 -6.8 -5.0 8.5 6.1 -3.1 -8.7 5.1 0.9 1.2 2.3 -8.3 8.0
2015
-15.51 -16.12 -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 -6.99 -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 +29.91 3.7 -4.7 -5.4 10.2 -3.1 -6.7 13.0 -2.6 14.0 8.5 -0.2 4.1
2012
+5.43 +3.63 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 -12.67 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 -20.07 -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 +29.50 -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 -36.84 -10.1 0.3 7.0 2.1 -0.4 -11.5 -1.3 -6.3 -7.1 -23.7 -3.3 15.1
2007
+20.93 +16.19 2.8 -1.7 4.2 0.4 5.5 -2.8 0.4 -0.5 4.6 11.3 0.2 -4.4
2006
+49.25 +45.55 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 +1.11 -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 +26.02 2.1 4.4 -4.1 -2.4 0.8 2.1 -3.5 1.4 3.5 9.3 7.8 6.3
2003
+57.40 +54.50 3.0 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 -15.54 -5.6 1.1 3.3 2.5 0.1 -6.9 -9.6 2.4 -15.2 11.8 10.2 -5.2
2001
-9.26 -10.65 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 -14.87 -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 -4.04 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 +47.93 8.2 12.0 15.2 2.6 0.0 -0.4 3.6 -22.7 3.5 15.5 5.0 4.8
1997
+23.97 +21.89 -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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