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:
Swipe left to see all data
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

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
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.

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 %
0.41
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:

Swipe left to see all data
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
Share this page