iShares MSCI Sweden ETF (EWD): Historical Returns

Data Source: from January 1997 to September 2021

Last Update: 30 Sep 2021

Category: Stocks

ETF: iShares MSCI Sweden ETF (EWD)

In the last 10 years, the iShares MSCI Sweden ETF (EWD) ETF obtained a 10.64% compound annual return, with a 17.61% standard deviation.

In 2020, the portfolio granted a 1.19% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Sweden ETF (EWD) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

Asset Class: Equity
Size: Large Cap
Style: Blend
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 Sweden ETF (EWD) ETF: Dividend Yield page.

Time Range:

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Period	Returns Sep 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-6.39%		-6.39% Sep 2021 - Sep 2021	0 - 1
3M	-3.34%		-7.35% Aug 2021 - Sep 2021	1 - 2
6M	+2.99%		-7.35% Aug 2021 - Sep 2021	3 - 3
YTD	+15.31%		-7.35% Aug 2021 - Sep 2021	6 - 3
1Y	+30.95%	18.52%	-7.35% Aug 2021 - Sep 2021	8 - 4
3Y	+13.90% annualized	21.64%	-22.22% Jan 2020 - Mar 2020	22 - 14
5Y	+12.52% annualized	18.36%	-22.27% Feb 2018 - Mar 2020	34 - 26
10Y	+10.64% annualized	17.61%	-22.27% Feb 2018 - Mar 2020	67 - 53
20Y	+10.47% annualized	23.53%	-63.07% May 2007 - Feb 2009	135 - 105
MAX 01 Jan 1997	+8.22% annualized	24.69%	-69.57% Mar 2000 - Sep 2002	165 - 132

* 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
-63.07%	May 2007	Feb 2009	22	Mar 2011	25	47
-40.04%	Jan 2002	Sep 2002	9	Oct 2003	13	22
-33.40%	May 2011	Sep 2011	5	Jul 2013	22	27
-22.27%	Feb 2018	Mar 2020	26	Jul 2020	4	30
-20.56%	Jun 2014	Jan 2016	20	May 2017	16	36
-8.19%	May 2006	Jul 2006	3	Oct 2006	3	6
-7.35%	Aug 2021	Sep 2021	2	in progress		2
-6.26%	Jul 2004	Jul 2004	1	Sep 2004	2	3
-5.37%	Oct 2005	Oct 2005	1	Dec 2005	2	3
-5.34%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-5.20%	Dec 2004	Jan 2005	2	Feb 2005	1	3
-4.77%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-4.66%	Mar 2005	Apr 2005	2	Jul 2005	3	5
-4.57%	Oct 2017	Dec 2017	3	Jan 2018	1	4
-4.15%	Feb 2007	Feb 2007	1	Mar 2007	1	2
-3.47%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-2.64%	Mar 2004	Apr 2004	2	Jun 2004	2	4
-2.04%	Jun 2021	Jun 2021	1	Jul 2021	1	2
-0.88%	Feb 2006	Feb 2006	1	Mar 2006	1	2
-0.18%	Oct 2013	Oct 2013	1	Nov 2013	1	2

Worst drawdowns since January 1997.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-69.57%	Mar 2000	Sep 2002	31	Mar 2006	42	73
-63.07%	May 2007	Feb 2009	22	Mar 2011	25	47
-33.40%	May 2011	Sep 2011	5	Jul 2013	22	27
-25.85%	Jun 1998	Sep 1998	4	Jul 1999	10	14
-22.27%	Feb 2018	Mar 2020	26	Jul 2020	4	30
-20.56%	Jun 2014	Jan 2016	20	May 2017	16	36
-11.38%	Oct 1997	Dec 1997	3	Mar 1998	3	6
-8.19%	May 2006	Jul 2006	3	Oct 2006	3	6
-7.35%	Aug 2021	Sep 2021	2	in progress		2
-6.83%	Aug 1997	Aug 1997	1	Sep 1997	1	2
-5.34%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-4.96%	Apr 1997	Apr 1997	1	May 1997	1	2
-4.77%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-4.57%	Oct 2017	Dec 2017	3	Jan 2018	1	4
-4.15%	Feb 2007	Feb 2007	1	Mar 2007	1	2
-3.47%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-3.18%	Jan 2000	Jan 2000	1	Feb 2000	1	2
-2.04%	Jun 2021	Jun 2021	1	Jul 2021	1	2
-0.92%	Aug 1999	Aug 1999	1	Sep 1999	1	2
-0.72%	Feb 1997	Feb 1997	1	Mar 1997	1	2

Rolling Returns ( more details)

iShares MSCI Sweden ETF (EWD) ETF: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+12.06%	+94.27% Mar 2009 - Feb 2010	-54.42% Mar 2008 - Feb 2009	37.41%
2 Years	+9.00%	+63.29% Mar 2009 - Feb 2011	-37.17% Oct 2000 - Sep 2002	28.83%
3 Years	+7.70%	+43.20% Apr 2003 - Mar 2006	-29.44% Apr 2000 - Mar 2003	27.86%
5 Years	+6.99%	+37.07% Oct 2002 - Sep 2007	-10.30% Oct 1997 - Sep 2002	17.65%
7 Years	+7.64%	+19.00% Oct 2002 - Sep 2009	+0.47% Apr 2013 - Mar 2020	0.00%
10 Years	+7.76%	+16.46% Apr 2003 - Mar 2013	+0.12% Mar 1999 - Feb 2009	0.00%
15 Years	+7.75%	+13.67% Oct 2002 - Sep 2017	+3.96% Apr 2000 - Mar 2015	0.00%
20 Years	+6.62%	+10.47% Oct 2001 - Sep 2021	+2.59% 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 Sweden ETF (EWD) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Sweden ETF (EWD) 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 %	0.41 60%	1.75 56%	0.68 64%	4.35 72%	-0.61 48%	-0.34 32%	1.89 60%	-1.81 40%	-0.41 60%	0.27 50%	2.34 67%	2.57 58%
Best Year	9.3 2001	21.7 2000	10.8 2009	23.4 2009	10.6 2009	11.8 1999	18.8 2009	5.4 2020	19.4 2010	15.5 2011	18.7 2002	17.1 1999
Worst Year	-15.6 2009	-13.3 2001	-21.2 2001	-9.0 2002	-14.0 2010	-16.2 2008	-15.9 2002	-15.6 1998	-17.3 2002	-25.6 2008	-17.4 2000	-13.6 2002

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 Sweden ETF (EWD) ETF:

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+15.31%	2.2	3.3	6.0	4.2	4.4	-2.0	4.3	-1.0	-6.4
2020	+22.26%	-2.7	-5.1	-15.8	7.2	10.0	3.2	9.0	5.4	-1.1	-4.3	15.2	3.1
2019	+21.74%	5.6	1.1	0.2	6.6	-9.4	9.1	-5.3	-3.1	4.0	7.0	0.6	5.0
2018	-12.76%	6.3	-5.8	-1.3	-1.9	-1.3	-1.5	6.0	-1.4	3.0	-10.5	-0.7	-3.1
2017	+21.88%	6.2	-0.6	4.2	4.9	2.8	1.9	0.7	1.7	3.3	-0.8	-3.7	-0.1
2016	+2.37%	-6.2	0.3	7.3	2.7	-2.3	-3.8	2.5	1.9	1.8	-5.3	-0.2	4.5
2015	-4.54%	2.4	7.0	-3.6	1.6	-0.2	-3.2	0.9	-5.3	-4.3	3.9	0.4	-3.5
2014	-8.41%	-4.8	7.0	0.4	0.7	0.3	-1.9	-3.3	-0.2	-2.8	-0.5	1.9	-4.9
2013	+23.48%	6.2	0.9	0.5	2.0	-1.2	-5.9	11.0	-3.5	7.2	-0.2	0.6	4.8
2012	+24.57%	6.8	9.5	-1.4	-2.3	-13.4	8.8	5.8	-0.1	3.9	-2.1	3.4	5.6
2011	-16.73%	3.2	-0.8	2.6	8.9	-2.4	-5.7	-5.7	-10.8	-14.1	15.5	-4.0	-1.5
2010	+35.89%	-3.3	4.8	6.6	4.5	-14.0	2.3	14.2	-7.0	19.4	0.8	-2.8	10.1
2009	+55.33%	-15.6	-4.0	10.8	23.4	10.6	-0.4	18.8	4.2	1.1	1.3	3.2	-2.8
2008	-46.95%	-9.4	4.1	3.8	4.4	1.9	-16.2	-1.0	-4.2	-15.9	-25.6	-6.3	9.3
2007	-1.31%	1.6	-4.2	6.7	10.6	-1.3	-1.5	-0.9	-3.2	6.9	-2.6	-8.3	-3.6
2006	+43.72%	5.7	-0.9	8.3	5.8	-7.1	-0.1	-1.1	3.5	4.9	6.2	4.3	8.5
2005	+10.32%	-5.0	5.7	-3.3	-1.4	1.7	-1.0	5.9	2.0	3.3	-5.4	0.8	7.6
2004	+35.31%	4.1	4.9	-2.3	-0.4	2.1	3.8	-6.3	2.6	8.9	0.9	13.9	-0.2
2003	+67.37%	-0.7	-0.3	-2.4	20.6	5.5	-0.9	4.9	2.5	3.4	8.8	3.1	10.2
2002	-29.47%	-7.8	1.6	3.4	-9.0	0.1	-3.0	-15.9	0.8	-17.3	14.7	18.7	-13.6
2001	-23.04%	9.3	-13.3	-21.2	13.5	-5.0	-5.9	2.6	-7.7	-14.3	4.7	16.1	3.0
2000	-22.30%	-3.2	21.7	-1.6	-3.1	-2.1	-4.1	-4.0	0.9	-11.2	-4.9	-17.4	8.9
1999	+63.15%	5.2	-1.5	0.0	3.4	-2.7	11.8	2.2	-0.9	1.1	7.8	8.3	17.1
1998	+12.00%	2.4	9.1	7.4	6.9	2.2	-1.6	-3.5	-15.6	-7.6	6.0	8.4	0.4
1997	+10.40%	1.8	-0.7	1.8	-5.0	5.2	9.2	5.5	-6.8	12.7	-9.2	0.7	-3.1