Data Source: from January 2015 to August 2022
Consolidated Returns as of 31 Aug 2022
Category: Stocks
ETF: iShares MSCI UAE ETF (UAE)

In the last 5 Years, the iShares MSCI UAE ETF (UAE) ETF obtained a 2.68% compound annual return, with a 19.93% standard deviation.

In 2021, the ETF granted a 6.76% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI UAE ETF (UAE) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: Middle East
  • Country: United Arab Emirates

Historical Returns as of Aug 31, 2022

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

ISHARES MSCI UAE ETF (UAE) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 2015 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
-1.03
-1.00
-1.03
Aug 2022 - Aug 2022
0 - 1
3M
-3.80
-5.06
-8.46
Jun 2022 - Jun 2022
1 - 2
6M
-4.85
-8.85
-16.41
Apr 2022 - Jun 2022
2 - 4
YTD
3.28
-2.78
-16.41
Apr 2022 - Jun 2022
4 - 4
1Y
13.79
5.10
20.13
-16.41
Apr 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
10.01
4.87
23.07
-32.78
Sep 2019 - Mar 2020
19 - 17
53% pos
5Y(*)
2.68
-1.10
19.93
-42.37
Sep 2017 - Mar 2020
28 - 32
47% pos
MAX(*)
01 Jan 2015
2.07
-0.98
20.02
-46.99
May 2015 - Mar 2020
43 - 49
47% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82%

Correlations as of Aug 31, 2022

Monthly correlations of iShares MSCI UAE ETF (UAE) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES MSCI UAE ETF (UAE) ETF
Monthly correlations as of 31 Aug 2022
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Correlation vs UAE
 
Asset Class 1 Year 5 Years Since
Jan 2015
US Total Stock Market
VTI
0.34
0.59
0.52
US Large Cap
SPY
0.34
0.58
0.51
US Small Cap
IJR
0.26
0.62
0.50
US REITs
VNQ
0.33
0.52
0.38
US Technology
QQQ
0.43
0.50
0.43
Preferred Stocks
PFF
0.11
0.52
0.43
EAFE Stocks
EFA
0.15
0.57
0.53
World All Countries
VT
0.28
0.60
0.56
Emerging Markets
EEM
-0.13
0.52
0.52
Europe
VGK
0.12
0.57
0.54
Pacific
VPL
0.20
0.51
0.47
Latin America
FLLA
0.40
0.60
0.58
US Total Bond Market
BND
0.10
0.04
0.05
Long Term Treasuries
TLT
0.24
-0.27
-0.21
US Cash
BIL
-0.32
-0.40
-0.27
TIPS
TIP
0.45
0.29
0.29
Investment Grade Bonds
LQD
0.14
0.28
0.25
High Yield Bonds
HYG
0.30
0.54
0.52
International Bond Market
BNDX
0.38
0.22
0.15
Emerging Market Bonds
EMB
0.16
0.48
0.44
Gold
GLD
0.30
0.13
0.17
Commodities
DBC
-0.02
0.45
0.44

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 UAE ETF (UAE) ETF: Dividend Yield page.

An investment of 1000$, since September 2017, now would be worth 1141.23$, with a total return of 14.12% (2.68% annualized).

The Inflation Adjusted Capital now would be 946.05$, with a net total return of -5.39% (-1.10% annualized).
An investment of 1000$, since January 2015, now would be worth 1169.79$, with a total return of 16.98% (2.07% annualized).

The Inflation Adjusted Capital now would be 927.44$, with a net total return of -7.26% (-0.98% annualized).

Drawdowns

Worst drawdowns since September 2017.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-42.37% Sep 2017 Mar 2020 31 Aug 2021 17 48
-16.41% Apr 2022 Jun 2022 3 in progress 2 5
-0.92% Dec 2021 Dec 2021 1 Jan 2022 1 2
-0.74% Sep 2021 Oct 2021 2 Nov 2021 1 3

Worst drawdowns since January 2015.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-46.99% May 2015 Mar 2020 59 Nov 2021 20 79
-16.41% Apr 2022 Jun 2022 3 in progress 2 5
-7.04% Mar 2015 Mar 2015 1 Apr 2015 1 2
-4.78% Jan 2015 Jan 2015 1 Feb 2015 1 2
-0.92% Dec 2021 Dec 2021 1 Jan 2022 1 2

Rolling Returns ( more details)

iShares MSCI UAE ETF (UAE) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
4.54 51.99
Jun 2020 - May 2021
-34.14
Apr 2019 - Mar 2020
50.62%
2 Years
2.02 50.15
Apr 2020 - Mar 2022
-22.02
Apr 2018 - Mar 2020
55.07%
3 Years
-0.69 14.08
Apr 2019 - Mar 2022
-14.42
Apr 2017 - Mar 2020
57.89%
5 Years
-0.57 7.16
Apr 2017 - Mar 2022
-9.94
May 2015 - Apr 2020
45.45%
7 Years
2.39 5.12
Apr 2015 - Mar 2022
0.65
Jul 2015 - Jun 2022
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 UAE ETF (UAE) ETF: Rolling Returns page.

Seasonality

iShares MSCI UAE ETF (UAE) 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 %
1.16
63%
1.49
50%
-1.80
50%
4.91
75%
-2.56
13%
-0.57
50%
4.13
100%
-0.73
38%
-1.84
0%
-1.10
29%
0.38
29%
0.13
57%
Best
Year
10.1
2021
12.2
2016
8.3
2022
18.7
2015
10.5
2021
3.3
2016
6.9
2019
5.4
2021
0.0
2016
2.3
2019
12.1
2020
5.1
2016
Worst
Year
-9.1
2016
-7.8
2020
-23.2
2020
-1.3
2018
-8.7
2019
-8.5
2022
0.1
2021
-8.9
2015
-5.5
2015
-5.3
2016
-6.3
2015
-4.8
2018
Statistics calculated for the period Jan 2015 - Aug 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
43 Positive Months (47%) - 49 Negative Months (53%)
Jan 2015 - 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
+3.28 -2.78 3.5 4.9 8.3 -0.9 -7.8 -8.5 6.2 -1.0
2021
+44.10 +34.62 10.1 -1.4 4.6 0.4 10.5 -1.6 0.1 5.4 -0.5 -0.3 12.0 -0.9
2020
-7.26 -8.50 -1.7 -7.8 -23.2 11.8 -1.3 2.4 3.5 3.8 -0.1 -2.4 12.1 0.4
2019
+1.58 -0.69 3.9 3.7 -0.2 5.0 -8.7 -0.6 6.9 -3.8 -2.8 2.3 -3.1 0.0
2018
-14.42 -16.03 4.6 -4.9 0.2 -1.3 -1.3 -2.6 3.7 -1.5 -1.8 -0.6 -4.7 -4.8
2017
+4.98 +2.81 2.8 -0.9 -0.4 1.1 -0.5 1.8 5.9 0.3 -2.3 2.1 -6.0 1.4
2016
+9.65 +7.42 -9.1 12.2 3.3 4.6 -5.5 3.3 4.1 -0.1 0.0 -5.3 -1.4 5.1
2015
-15.30 -15.92 -4.8 6.1 -7.0 18.7 -5.8 1.4 2.6 -8.9 -5.5 -3.6 -6.3 -0.2
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