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

In the last 25 Years, the iShares MSCI Switzerland ETF (EWL) ETF obtained a 6.54% compound annual return, with a 16.66% standard deviation.

In 2021, the ETF granted a 2.05% 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.

Historical Returns as of Aug 31, 2022

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

ISHARES MSCI SWITZERLAND ETF (EWL) 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
-6.62
-6.59
-6.62
Aug 2022 - Aug 2022
0 - 1
3M
-9.03
-10.22
-9.03
Jun 2022 - Aug 2022
1 - 2
6M
-13.56
-17.20
-15.60
Apr 2022 - Aug 2022
2 - 4
YTD
-21.41
-26.02
-21.41
Jan 2022 - Aug 2022
2 - 6
1Y
-18.49
-24.71
18.46
-21.41
Jan 2022 - Aug 2022
4 - 8
33% pos
3Y(*)
4.62
-0.27
16.00
-21.41
Jan 2022 - Aug 2022
22 - 14
61% pos
5Y(*)
5.52
1.64
14.34
-21.41
Jan 2022 - Aug 2022
36 - 24
60% pos
10Y(*)
7.80
5.13
12.97
-21.41
Jan 2022 - Aug 2022
74 - 46
62% pos
15Y(*)
5.37
2.91
16.47
-47.44
Nov 2007 - Feb 2009
107 - 73
59% pos
20Y(*)
8.41
5.77
15.62
-47.44
Nov 2007 - Feb 2009
148 - 92
62% pos
25Y(*)
6.54
3.96
16.66
-47.44
Nov 2007 - Feb 2009
180 - 120
60% pos
MAX(*)
01 Jan 1997
7.14
4.56
16.73
-47.44
Nov 2007 - Feb 2009
186 - 122
60% 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 Switzerland ETF (EWL) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES MSCI SWITZERLAND ETF (EWL) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs EWL
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1997
US Total Stock Market
VTI
0.90
0.84
0.79
0.74
US Large Cap
SPY
0.92
0.86
0.80
0.75
US Small Cap
IJR
0.81
0.70
0.61
0.61
US REITs
VNQ
0.95
0.76
0.63
0.56
US Technology
QQQ
0.84
0.79
0.73
0.51
Preferred Stocks
PFF
0.79
0.69
0.62
0.44
EAFE Stocks
EFA
0.86
0.86
0.88
0.86
World All Countries
VT
0.90
0.86
0.84
0.82
Emerging Markets
EEM
0.58
0.65
0.63
0.68
Europe
VGK
0.89
0.88
0.89
0.87
Pacific
VPL
0.70
0.75
0.74
0.70
Latin America
FLLA
0.38
0.59
0.54
0.61
US Total Bond Market
BND
0.55
0.41
0.33
0.14
Long Term Treasuries
TLT
0.50
0.10
0.05
-0.09
US Cash
BIL
-0.30
-0.15
-0.10
-0.02
TIPS
TIP
0.67
0.55
0.43
0.18
Investment Grade Bonds
LQD
0.64
0.61
0.51
0.32
High Yield Bonds
HYG
0.67
0.70
0.68
0.60
International Bond Market
BNDX
0.52
0.39
0.31
0.14
Emerging Market Bonds
EMB
0.76
0.70
0.63
0.55
Gold
GLD
0.46
0.33
0.17
0.18
Commodities
DBC
0.18
0.41
0.34
0.27

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 Switzerland ETF (EWL) ETF: Dividend Yield page.

An investment of 1000$, since September 1997, now would be worth 4868.56$, with a total return of 386.86% (6.54% annualized).

The Inflation Adjusted Capital now would be 2643.28$, with a net total return of 164.33% (3.96% annualized).
An investment of 1000$, since January 1997, now would be worth 5871.31$, with a total return of 487.13% (7.14% annualized).

The Inflation Adjusted Capital now would be 3144.09$, with a net total return of 214.41% (4.56% annualized).

Drawdowns

Worst drawdowns since September 1997.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-47.44% Nov 2007 Feb 2009 16 Apr 2011 26 42
-40.22% Aug 1998 Feb 2003 55 Dec 2004 22 77
-22.07% Jun 2011 Sep 2011 4 Jan 2013 16 20
-21.41% Jan 2022 Aug 2022 8 in progress 8
-18.06% Jun 2015 Feb 2016 9 May 2017 15 24
-13.21% Feb 2020 Mar 2020 2 Jul 2020 4 6
-13.07% Feb 2018 Dec 2018 11 Jun 2019 6 17
-8.38% Sep 2021 Sep 2021 1 Dec 2021 3 4
-8.06% Jun 2014 Dec 2014 7 Apr 2015 4 11
-6.71% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.57% Mar 2005 Jun 2005 4 Aug 2005 2 6
-5.41% May 2007 Aug 2007 4 Oct 2007 2 6
-4.40% May 2006 Jun 2006 2 Aug 2006 2 4
-4.08% May 2013 Jun 2013 2 Sep 2013 3 5
-3.72% Jan 2005 Jan 2005 1 Feb 2005 1 2
-3.25% Jan 2021 Feb 2021 2 Apr 2021 2 4
-3.00% Jan 2014 Jan 2014 1 Feb 2014 1 2
-2.58% Jun 1998 Jun 1998 1 Jul 1998 1 2
-2.51% Feb 2007 Feb 2007 1 Apr 2007 2 3
-2.50% Oct 1997 Oct 1997 1 Dec 1997 2 3

Worst drawdowns since January 1997.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-47.44% Nov 2007 Feb 2009 16 Apr 2011 26 42
-40.22% Aug 1998 Feb 2003 55 Dec 2004 22 77
-22.07% Jun 2011 Sep 2011 4 Jan 2013 16 20
-21.41% Jan 2022 Aug 2022 8 in progress 8
-18.06% Jun 2015 Feb 2016 9 May 2017 15 24
-13.21% Feb 2020 Mar 2020 2 Jul 2020 4 6
-13.07% Feb 2018 Dec 2018 11 Jun 2019 6 17
-8.84% Aug 1997 Aug 1997 1 Dec 1997 4 5
-8.38% Sep 2021 Sep 2021 1 Dec 2021 3 4
-8.06% Jun 2014 Dec 2014 7 Apr 2015 4 11
-6.71% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.57% Mar 2005 Jun 2005 4 Aug 2005 2 6
-5.41% May 2007 Aug 2007 4 Oct 2007 2 6
-4.40% May 2006 Jun 2006 2 Aug 2006 2 4
-4.08% May 2013 Jun 2013 2 Sep 2013 3 5
-3.72% Jan 2005 Jan 2005 1 Feb 2005 1 2
-3.25% Jan 2021 Feb 2021 2 Apr 2021 2 4
-3.00% Jan 2014 Jan 2014 1 Feb 2014 1 2
-2.58% Jun 1998 Jun 1998 1 Jul 1998 1 2
-2.51% Feb 2007 Feb 2007 1 Apr 2007 2 3

Rolling Returns ( more details)

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

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.78 58.51
Mar 2009 - Feb 2010
-43.67
Mar 2008 - Feb 2009
31.99%
2 Years
7.58 37.49
Mar 2009 - Feb 2011
-23.66
Mar 2007 - Feb 2009
26.32%
3 Years
7.05 28.05
Apr 2003 - Mar 2006
-12.32
Apr 2000 - Mar 2003
23.81%
5 Years
6.86 21.97
Mar 2009 - Feb 2014
-8.27
Apr 1998 - Mar 2003
12.05%
7 Years
7.19 13.65
Apr 2003 - Mar 2010
0.40
Jun 1998 - May 2005
0.00%
10 Years
7.42 12.75
Apr 2003 - Mar 2013
-0.36
Mar 1999 - Feb 2009
0.53%
15 Years
7.22 10.50
Feb 2003 - Jan 2018
4.91
Aug 1997 - Jul 2012
0.00%
20 Years
6.85 9.26
Jan 2002 - Dec 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

iShares MSCI Switzerland ETF (EWL) 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 %
-0.97
46%
-0.01
54%
1.30
69%
2.48
69%
0.95
58%
-0.31
42%
1.38
65%
-1.18
50%
-0.70
56%
1.36
68%
1.19
64%
2.91
84%
Best
Year
7.1
2013
9.0
1998
8.5
2009
11.0
2003
11.8
2009
7.4
1997
10.5
2009
6.2
2009
7.6
1997
17.7
1998
9.2
2020
11.8
2000
Worst
Year
-14.6
2009
-11.3
2009
-10.2
2001
-5.5
2022
-10.7
2010
-7.0
2022
-13.9
2002
-18.6
1998
-12.2
2011
-12.6
2008
-9.3
2008
-5.1
2018
Statistics calculated for the period Jan 1997 - Aug 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
186 Positive Months (60%) - 122 Negative Months (40%)
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
-21.41 -26.02 -6.4 -2.8 2.4 -5.5 -1.8 -7.0 4.7 -6.6
2021
+20.19 +12.29 -1.5 -1.8 2.3 4.7 5.3 1.6 3.3 1.2 -8.4 7.0 -0.9 6.8
2020
+11.79 +10.29 0.2 -7.0 -6.7 4.3 3.9 3.4 4.0 3.0 -1.6 -5.2 9.2 5.1
2019
+31.58 +28.64 5.7 3.8 2.3 2.3 -0.7 6.6 -1.0 0.8 0.6 2.3 0.8 4.5
2018
-9.19 -10.89 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 +20.81 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 -4.48 -6.1 -2.8 4.9 3.0 -0.2 -0.3 1.9 -0.1 1.2 -5.0 -2.3 4.0
2015
+0.29 -0.44 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 -2.47 -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 +23.84 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 +19.76 3.1 4.4 2.8 -0.8 -10.4 5.9 1.6 2.1 3.4 2.4 3.9 2.4
2011
-7.90 -10.55 -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 +12.76 -4.4 2.8 5.5 -5.1 -10.7 3.7 6.2 1.6 5.8 3.1 -3.4 10.4
2009
+22.07 +18.83 -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 -27.28 -3.9 1.8 1.8 -0.2 0.3 -6.7 -0.5 -3.2 -8.2 -12.6 -9.3 11.7
2007
+5.51 +1.37 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 +26.74 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 +9.24 -3.7 6.3 -4.1 -0.7 0.4 -1.1 4.9 1.9 2.1 1.3 2.8 2.8
2004
+17.29 +13.59 2.6 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 +30.97 -3.7 -5.6 0.4 11.0 5.5 -0.8 2.6 1.2 4.5 2.5 5.6 7.1
2002
-11.17 -13.23 -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 -26.00 -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 +3.67 -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 -6.07 -1.1 -3.3 -2.7 2.8 -5.0 2.4 -0.4 -0.4 2.4 0.8 -0.4 1.6
1998
+22.28 +20.34 3.6 9.0 5.0 -0.3 6.2 -2.6 5.0 -18.6 -8.3 17.7 4.6 3.6
1997
+33.80 +31.56 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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