Data Source: from January 1997 to September 2021

Last Update: 30 Sep 2021

Category: Stocks
ETF: iShares MSCI Switzerland ETF (EWL)

In the last 10 years, the iShares MSCI Switzerland ETF (EWL) ETF obtained a 10.41% compound annual return, with a 12.76% standard deviation.

In 2020, the portfolio granted a 1.59% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Switzerland ETF (EWL) 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 Switzerland ETF (EWL) ETF: Dividend Yield page.

Time Range:
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-8.38%
-8.38%
Sep 2021 - Sep 2021
0 - 1
3M
-4.22%
-8.38%
Sep 2021 - Sep 2021
2 - 1
6M
+7.30%
-8.38%
Sep 2021 - Sep 2021
5 - 1
YTD
+6.18%
-8.38%
Sep 2021 - Sep 2021
6 - 3
1Y
+15.57%
16.23%
-8.38%
Sep 2021 - Sep 2021
8 - 4
3Y
+12.38%
annualized
13.98%
-13.20%
Feb 2020 - Mar 2020
25 - 11
5Y
+11.04%
annualized
12.72%
-13.20%
Feb 2020 - Mar 2020
40 - 20
10Y
+10.41%
annualized
12.76%
-18.07%
Jun 2015 - Feb 2016
78 - 42
20Y
+8.80%
annualized
15.64%
-47.44%
Nov 2007 - Feb 2009
151 - 89
MAX
01 Jan 1997
+7.92%
annualized
16.65%
-47.44%
Nov 2007 - Feb 2009
182 - 115
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares MSCI Switzerland ETF (EWL) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.90% +58.51%
Mar 2009 - Feb 2010
-43.67%
Mar 2008 - Feb 2009
31.82%
2 Years
+7.41% +37.49%
Mar 2009 - Feb 2011
-23.67%
Mar 2007 - Feb 2009
27.37%
3 Years
+6.83% +28.05%
Apr 2003 - Mar 2006
-12.32%
Apr 2000 - Mar 2003
24.81%
5 Years
+6.70% +21.97%
Mar 2009 - Feb 2014
-8.27%
Apr 1998 - Mar 2003
12.61%
7 Years
+7.18% +13.65%
Apr 2003 - Mar 2010
+0.40%
Jun 1998 - May 2005
0.00%
10 Years
+7.29% +12.75%
Apr 2003 - Mar 2013
-0.36%
Mar 1999 - Feb 2009
0.56%
15 Years
+7.30% +10.50%
Feb 2003 - Jan 2018
+4.91%
Aug 1997 - Jul 2012
0.00%
20 Years
+6.52% +8.85%
Sep 2001 - Aug 2021
+4.86%
Jan 1999 - Dec 2018
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 Switzerland ETF (EWL) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares MSCI Switzerland ETF (EWL) 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 %
-0.75
48%
0.11
56%
1.26
68%
2.80
72%
1.06
60%
-0.04
44%
1.24
64%
-0.96
52%
-0.69
56%
1.12
67%
1.28
67%
2.75
83%
Best
Year
7.1
2013
9.0
1998
8.5
2009
11.1
2003
11.8
2009
7.4
1997
10.5
2009
6.2
2009
7.6
1997
17.7
1998
9.3
2020
11.8
2000
Worst
Year
-14.6
2009
-11.3
2009
-10.2
2001
-5.1
2010
-10.7
2010
-6.7
2008
-13.9
2002
-18.6
1998
-12.2
2011
-12.7
2008
-9.3
2008
-5.1
2018
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 Switzerland ETF (EWL) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+6.18% -1.5 -1.8 2.3 4.7 5.3 1.6 3.3 1.2 -8.4
2020
+11.79% 0.3 -7.0 -6.7 4.3 3.9 3.4 4.0 3.0 -1.6 -5.2 9.3 5.1
2019
+31.58% 5.7 3.8 2.3 2.4 -0.7 6.6 -1.0 0.8 0.6 2.3 0.8 4.5
2018
-9.19% 4.5 -6.1 -1.6 -1.0 -2.3 0.4 6.5 0.2 -0.2 -4.6 0.3 -5.1
2017
+23.36% 4.3 1.0 3.0 3.9 5.1 0.3 0.5 -0.5 2.1 -1.4 1.3 1.7
2016
-2.50% -6.1 -2.9 4.9 3.0 -0.2 -0.3 1.9 -0.1 1.2 -5.0 -2.3 4.0
2015
+0.29% 0.2 4.9 -0.3 4.0 2.5 -5.3 4.1 -6.7 -3.9 3.9 -2.8 0.5
2014
-1.73% -3.0 6.9 0.4 2.0 0.7 -0.4 -4.4 2.5 -3.3 -0.4 2.5 -4.5
2013
+25.70% 7.1 0.2 2.1 3.9 -2.5 -1.6 4.2 -1.7 6.6 3.0 0.2 2.2
2012
+21.85% 3.1 4.4 2.8 -0.8 -10.4 5.9 1.6 2.1 3.5 2.4 3.9 2.4
2011
-7.90% -1.3 3.8 -1.6 10.1 1.8 -4.3 -1.1 -6.3 -12.2 8.5 -4.9 1.2
2010
+14.44% -4.4 2.8 5.5 -5.1 -10.7 3.7 6.2 1.7 5.8 3.1 -3.4 10.4
2009
+22.07% -14.6 -11.3 8.5 6.5 11.8 -0.9 10.5 6.2 4.5 -1.6 3.3 1.0
2008
-27.21% -3.9 1.8 1.8 -0.2 0.3 -6.7 -0.6 -3.2 -8.2 -12.7 -9.3 11.7
2007
+5.51% 2.4 -2.5 2.5 6.7 -0.1 -2.7 -2.4 -0.3 4.6 2.4 -0.7 -4.0
2006
+29.96% 5.9 -0.8 3.3 6.3 -4.2 -0.2 3.5 2.9 1.7 2.3 3.8 2.5
2005
+12.97% -3.7 6.3 -4.2 -0.7 0.4 -1.1 4.9 2.0 2.1 1.3 2.8 2.8
2004
+17.29% 2.7 0.1 -2.1 0.6 1.7 0.4 -4.1 0.1 2.0 3.8 7.5 4.1
2003
+33.44% -3.7 -5.6 0.4 11.1 5.5 -0.8 2.6 1.2 4.5 2.5 5.7 7.1
2002
-11.17% -4.9 2.7 7.2 2.4 4.5 -3.5 -13.9 -1.4 -7.8 2.7 5.8 -3.4
2001
-24.85% -2.5 -4.6 -10.2 1.1 -1.4 -3.9 -2.6 0.3 -7.7 1.6 1.7 0.8
2000
+7.18% -10.9 1.3 7.4 -4.0 5.9 1.2 0.4 -0.2 -5.1 2.1 -0.8 11.8
1999
-3.55% -1.1 -3.4 -2.7 2.8 -5.0 2.4 -0.4 -0.4 2.5 0.8 -0.4 1.6
1998
+22.28% 3.6 9.0 5.0 -0.3 6.2 -2.6 5.0 -18.6 -8.3 17.7 4.6 3.7
1997
+33.80% 3.1 -0.5 1.5 6.5 8.5 7.4 2.4 -8.8 7.6 -2.5 1.7 4.0
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