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

In the last 25 Years, the iShares MSCI Sweden ETF (EWD) ETF obtained a 6.25% compound annual return, with a 25.12% standard deviation.

In 2021, the ETF granted a 6.44% 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.

Historical Returns as of Aug 31, 2022

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

ISHARES MSCI SWEDEN ETF (EWD) 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
-11.56
-11.52
-11.56
Aug 2022 - Aug 2022
0 - 1
3M
-15.20
-16.31
-15.20
Jun 2022 - Aug 2022
1 - 2
6M
-18.16
-21.60
-20.33
Apr 2022 - Aug 2022
3 - 3
YTD
-33.19
-37.11
-33.19
Jan 2022 - Aug 2022
3 - 5
1Y
-33.37
-38.45
27.87
-33.37
Sep 2021 - Aug 2022
5 - 7
42% pos
3Y(*)
5.68
0.75
25.06
-34.06
Aug 2021 - Aug 2022
22 - 14
61% pos
5Y(*)
1.00
-2.72
22.17
-34.06
Aug 2021 - Aug 2022
31 - 29
52% pos
10Y(*)
4.77
2.17
18.25
-34.06
Aug 2021 - Aug 2022
67 - 53
56% pos
15Y(*)
2.90
0.50
23.88
-62.96
Oct 2007 - Feb 2009
97 - 83
54% pos
20Y(*)
9.14
6.48
23.72
-63.06
May 2007 - Feb 2009
133 - 107
55% pos
25Y(*)
6.25
3.68
25.12
-69.56
Mar 2000 - Sep 2002
165 - 135
55% pos
MAX(*)
01 Jan 1997
6.49
3.93
24.96
-69.56
Mar 2000 - Sep 2002
170 - 138
55% 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 Sweden ETF (EWD) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES MSCI SWEDEN ETF (EWD) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs EWD
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1997
US Total Stock Market
VTI
0.92
0.85
0.82
0.81
US Large Cap
SPY
0.93
0.86
0.82
0.79
US Small Cap
IJR
0.87
0.78
0.71
0.73
US REITs
VNQ
0.89
0.69
0.56
0.51
US Technology
QQQ
0.85
0.78
0.74
0.71
Preferred Stocks
PFF
0.92
0.73
0.65
0.39
EAFE Stocks
EFA
0.96
0.92
0.90
0.86
World All Countries
VT
0.94
0.89
0.88
0.86
Emerging Markets
EEM
0.64
0.73
0.69
0.75
Europe
VGK
0.96
0.93
0.91
0.88
Pacific
VPL
0.83
0.83
0.77
0.67
Latin America
FLLA
0.41
0.60
0.56
0.66
US Total Bond Market
BND
0.64
0.37
0.29
0.05
Long Term Treasuries
TLT
0.40
-0.07
-0.10
-0.20
US Cash
BIL
-0.26
-0.24
-0.16
-0.05
TIPS
TIP
0.70
0.48
0.39
0.08
Investment Grade Bonds
LQD
0.76
0.61
0.52
0.25
High Yield Bonds
HYG
0.85
0.80
0.76
0.64
International Bond Market
BNDX
0.61
0.37
0.29
0.10
Emerging Market Bonds
EMB
0.90
0.75
0.67
0.53
Gold
GLD
0.10
0.17
0.13
0.12
Commodities
DBC
0.26
0.53
0.44
0.31

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 Sweden ETF (EWD) ETF: Dividend Yield page.

An investment of 1000$, since September 1997, now would be worth 4549.63$, with a total return of 354.96% (6.25% annualized).

The Inflation Adjusted Capital now would be 2470.13$, with a net total return of 147.01% (3.68% annualized).
An investment of 1000$, since January 1997, now would be worth 5028.04$, with a total return of 402.80% (6.49% annualized).

The Inflation Adjusted Capital now would be 2692.52$, with a net total return of 169.25% (3.93% annualized).

Drawdowns

Worst drawdowns since September 1997.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-69.56% Mar 2000 Sep 2002 31 Mar 2006 42 73
-63.06% May 2007 Feb 2009 22 Mar 2011 25 47
-34.06% Aug 2021 Aug 2022 13 in progress 13
-33.41% May 2011 Sep 2011 5 Jul 2013 22 27
-25.84% Jun 1998 Sep 1998 4 Jul 1999 10 14
-22.26% Feb 2018 Mar 2020 26 Jul 2020 4 30
-20.56% Jun 2014 Jan 2016 20 May 2017 16 36
-11.37% Oct 1997 Dec 1997 3 Mar 1998 3 6
-8.18% May 2006 Jul 2006 3 Oct 2006 3 6
-5.35% Sep 2020 Oct 2020 2 Nov 2020 1 3
-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
-0.18% Oct 2013 Oct 2013 1 Nov 2013 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
-69.56% Mar 2000 Sep 2002 31 Mar 2006 42 73
-63.06% May 2007 Feb 2009 22 Mar 2011 25 47
-34.06% Aug 2021 Aug 2022 13 in progress 13
-33.41% May 2011 Sep 2011 5 Jul 2013 22 27
-25.84% Jun 1998 Sep 1998 4 Jul 1999 10 14
-22.26% Feb 2018 Mar 2020 26 Jul 2020 4 30
-20.56% Jun 2014 Jan 2016 20 May 2017 16 36
-11.37% Oct 1997 Dec 1997 3 Mar 1998 3 6
-8.18% May 2006 Jul 2006 3 Oct 2006 3 6
-6.83% Aug 1997 Aug 1997 1 Sep 1997 1 2
-5.35% Sep 2020 Oct 2020 2 Nov 2020 1 3
-4.96% Apr 1997 Apr 1997 1 Jun 1997 2 3
-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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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
11.47 94.27
Mar 2009 - Feb 2010
-54.42
Mar 2008 - Feb 2009
38.38%
2 Years
9.24 63.29
Mar 2009 - Feb 2011
-37.17
Oct 2000 - Sep 2002
28.07%
3 Years
7.90 43.20
Apr 2003 - Mar 2006
-29.44
Apr 2000 - Mar 2003
26.74%
5 Years
7.04 37.07
Oct 2002 - Sep 2007
-10.30
Oct 1997 - Sep 2002
16.87%
7 Years
7.56 19.00
Oct 2002 - Sep 2009
0.48
Apr 2013 - Mar 2020
0.00%
10 Years
7.75 16.46
Apr 2003 - Mar 2013
0.12
Mar 1999 - Feb 2009
0.00%
15 Years
7.49 13.67
Oct 2002 - Sep 2017
2.70
Jul 2007 - Jun 2022
0.00%
20 Years
7.04 10.59
Nov 2001 - Oct 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

iShares MSCI Sweden ETF (EWD) 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 %
0.05
58%
1.28
54%
0.76
65%
3.89
69%
-0.52
50%
-0.87
31%
2.27
62%
-2.19
38%
-0.41
60%
0.53
52%
2.01
64%
2.71
60%
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
-13.9
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 - Aug 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
170 Positive Months (55%) - 138 Negative Months (45%)
Jan 1997 - Aug 2022
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Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-33.19 -37.11 -8.9 -10.4 2.7 -7.6 1.6 -14.2 11.7 -11.6
2021
+22.86 +14.78 2.2 3.3 6.0 4.2 4.4 -2.0 4.3 -1.0 -6.4 6.8 -5.9 6.1
2020
+22.26 +20.62 -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 +19.02 5.6 1.1 0.2 6.6 -9.4 9.1 -5.3 -3.0 4.0 7.0 0.6 5.0
2018
-12.76 -14.40 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 +19.37 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 +0.29 -6.2 0.3 7.3 2.6 -2.2 -3.8 2.5 1.9 1.8 -5.3 -0.2 4.5
2015
-4.54 -5.23 2.4 7.0 -3.6 1.6 -0.2 -3.2 0.8 -5.3 -4.3 3.9 0.4 -3.5
2014
-8.41 -9.10 -4.8 6.9 0.4 0.7 0.3 -1.9 -3.3 -0.2 -2.8 -0.5 1.9 -4.9
2013
+23.48 +21.65 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 +22.44 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 -19.13 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 +33.89 -3.3 4.8 6.6 4.5 -13.9 2.3 14.2 -7.0 19.4 0.8 -2.8 10.1
2009
+55.33 +51.21 -15.6 -4.0 10.8 23.4 10.6 -0.4 18.8 4.2 1.0 1.3 3.2 -2.8
2008
-46.95 -46.99 -9.4 4.1 3.8 4.4 1.9 -16.2 -1.0 -4.2 -15.9 -25.6 -6.2 9.3
2007
-1.31 -5.18 1.6 -4.1 6.7 10.6 -1.3 -1.5 -0.9 -3.2 6.9 -2.6 -8.3 -3.6
2006
+43.72 +40.16 5.7 -0.9 8.3 5.8 -7.0 -0.1 -1.1 3.5 4.9 6.2 4.3 8.5
2005
+10.32 +6.67 -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 +31.04 4.1 4.9 -2.3 -0.4 2.1 3.8 -6.3 2.5 8.9 0.9 13.9 -0.2
2003
+67.37 +64.29 -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 -31.11 -7.8 1.6 3.3 -9.0 0.1 -3.0 -15.9 0.8 -17.3 14.7 18.7 -13.6
2001
-23.04 -24.21 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 -24.85 -3.2 21.7 -1.6 -3.1 -2.1 -4.0 -4.0 0.9 -11.2 -4.9 -17.4 8.9
1999
+63.15 +58.88 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 +10.23 2.4 9.1 7.4 6.9 2.2 -1.6 -3.5 -15.6 -7.6 5.9 8.4 0.3
1997
+10.40 +8.55 1.8 -0.7 1.8 -5.0 5.2 9.2 5.5 -6.8 12.7 -9.1 0.7 -3.1
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