Data Source: from January 1997 to August 2022
Consolidated Returns as of 31 Aug 2022
Live Update: Sep 23 2022
Category: Stocks
ETF: iShares MSCI United Kingdom ETF (EWU)
ETF • LIVE PERFORMANCE (USD currency)
5.37%
1 Day
Sep 23 2022
9.20%
Current Month
September 2022

In the last 25 Years, the iShares MSCI United Kingdom ETF (EWU) ETF obtained a 3.23% compound annual return, with a 16.91% standard deviation.

In 2021, the ETF granted a 4.97% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI United Kingdom ETF (EWU) 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 United Kingdom ETF (EWU) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES MSCI UNITED KINGDOM ETF (EWU) 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
-6.47
-6.44
-6.47
Aug 2022 - Aug 2022
0 - 1
3M
-11.24
-12.40
-11.24
Jun 2022 - Aug 2022
1 - 2
6M
-12.09
-15.79
-12.48
Apr 2022 - Aug 2022
3 - 3
YTD
-11.16
-16.37
-13.13
Feb 2022 - Aug 2022
4 - 4
1Y
-8.36
-15.35
15.15
-13.13
Feb 2022 - Aug 2022
6 - 6
50% pos
3Y(*)
1.94
-2.82
19.82
-29.97
Jan 2020 - Mar 2020
23 - 13
64% pos
5Y(*)
0.76
-2.95
17.48
-29.97
Jan 2020 - Mar 2020
36 - 24
60% pos
10Y(*)
2.44
-0.10
15.08
-29.97
Jan 2020 - Mar 2020
73 - 47
61% pos
15Y(*)
0.41
-1.93
18.63
-59.92
Nov 2007 - Feb 2009
100 - 80
56% pos
20Y(*)
4.46
1.91
17.37
-59.92
Nov 2007 - Feb 2009
140 - 100
58% pos
25Y(*)
3.23
0.74
16.91
-59.92
Nov 2007 - Feb 2009
173 - 127
58% pos
MAX(*)
01 Jan 1997
3.57
1.08
16.81
-59.92
Nov 2007 - Feb 2009
179 - 129
58% 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 United Kingdom ETF (EWU) ETF vs the main Asset Classes, over different timeframes.

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

ISHARES MSCI UNITED KINGDOM ETF (EWU) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs EWU
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1997
US Total Stock Market
VTI
0.71
0.81
0.79
0.83
US Large Cap
SPY
0.74
0.81
0.79
0.83
US Small Cap
IJR
0.71
0.83
0.73
0.72
US REITs
VNQ
0.67
0.70
0.56
0.58
US Technology
QQQ
0.56
0.64
0.66
0.62
Preferred Stocks
PFF
0.75
0.68
0.60
0.48
EAFE Stocks
EFA
0.91
0.94
0.93
0.92
World All Countries
VT
0.80
0.88
0.88
0.91
Emerging Markets
EEM
0.79
0.77
0.73
0.77
Europe
VGK
0.92
0.95
0.94
0.94
Pacific
VPL
0.77
0.86
0.80
0.75
Latin America
FLLA
0.57
0.72
0.65
0.73
US Total Bond Market
BND
0.50
0.17
0.14
0.07
Long Term Treasuries
TLT
0.25
-0.26
-0.22
-0.24
US Cash
BIL
-0.44
-0.30
-0.20
-0.03
TIPS
TIP
0.56
0.31
0.28
0.16
Investment Grade Bonds
LQD
0.60
0.46
0.40
0.30
High Yield Bonds
HYG
0.75
0.72
0.72
0.66
International Bond Market
BNDX
0.42
0.19
0.16
0.12
Emerging Market Bonds
EMB
0.74
0.67
0.61
0.55
Gold
GLD
0.32
0.09
0.09
0.16
Commodities
DBC
0.61
0.74
0.62
0.48

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 United Kingdom ETF (EWU) ETF: Dividend Yield page.

An investment of 1000$, since September 1997, now would be worth 2214.25$, with a total return of 121.42% (3.23% annualized).

The Inflation Adjusted Capital now would be 1202.18$, with a net total return of 20.22% (0.74% annualized).
An investment of 1000$, since January 1997, now would be worth 2457.63$, with a total return of 145.76% (3.57% annualized).

The Inflation Adjusted Capital now would be 1316.06$, with a net total return of 31.61% (1.08% annualized).

Drawdowns

Worst drawdowns since September 1997.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-59.92% Nov 2007 Feb 2009 16 Apr 2014 62 78
-42.43% Jan 2000 Mar 2003 39 Dec 2004 21 60
-29.97% Jan 2020 Mar 2020 3 May 2021 14 17
-24.53% Jul 2014 Feb 2016 20 Jan 2018 23 43
-17.37% Feb 2018 Dec 2018 11 Dec 2019 12 23
-16.29% Apr 1998 Aug 1998 5 Mar 1999 7 12
-13.13% Feb 2022 Aug 2022 7 in progress 7
-5.62% May 1999 May 1999 1 Dec 1999 7 8
-4.87% Nov 2021 Nov 2021 1 Dec 2021 1 2
-4.36% Mar 2005 May 2005 3 Aug 2005 3 6
-3.82% Oct 1997 Nov 1997 2 Jan 1998 2 4
-3.37% Jul 2007 Jul 2007 1 Sep 2007 2 3
-2.95% Jun 2021 Sep 2021 4 Oct 2021 1 5
-2.66% May 2006 May 2006 1 Jul 2006 2 3
-2.43% Jan 2005 Jan 2005 1 Feb 2005 1 2
-2.43% Oct 2005 Oct 2005 1 Dec 2005 2 3
-1.48% Feb 2007 Feb 2007 1 Mar 2007 1 2
-0.82% Sep 2006 Sep 2006 1 Oct 2006 1 2
-0.56% Feb 2006 Feb 2006 1 Mar 2006 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
-59.92% Nov 2007 Feb 2009 16 Apr 2014 62 78
-42.43% Jan 2000 Mar 2003 39 Dec 2004 21 60
-29.97% Jan 2020 Mar 2020 3 May 2021 14 17
-24.53% Jul 2014 Feb 2016 20 Jan 2018 23 43
-17.37% Feb 2018 Dec 2018 11 Dec 2019 12 23
-16.29% Apr 1998 Aug 1998 5 Mar 1999 7 12
-13.13% Feb 2022 Aug 2022 7 in progress 7
-5.62% May 1999 May 1999 1 Dec 1999 7 8
-5.26% Jan 1997 Jan 1997 1 Apr 1997 3 4
-4.87% Nov 2021 Nov 2021 1 Dec 2021 1 2
-4.36% Mar 2005 May 2005 3 Aug 2005 3 6
-3.82% Oct 1997 Nov 1997 2 Jan 1998 2 4
-3.37% Jul 2007 Jul 2007 1 Sep 2007 2 3
-2.95% Jun 2021 Sep 2021 4 Oct 2021 1 5
-2.78% Aug 1997 Aug 1997 1 Sep 1997 1 2
-2.66% May 2006 May 2006 1 Jul 2006 2 3
-2.43% Jan 2005 Jan 2005 1 Feb 2005 1 2
-2.43% Oct 2005 Oct 2005 1 Dec 2005 2 3
-1.48% Feb 2007 Feb 2007 1 Mar 2007 1 2
-0.82% Sep 2006 Sep 2006 1 Oct 2006 1 2

Rolling Returns ( more details)

iShares MSCI United Kingdom ETF (EWU) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
5.61 59.86
Apr 2009 - Mar 2010
-51.85
Mar 2008 - Feb 2009
41.41%
2 Years
4.11 39.24
Mar 2009 - Feb 2011
-31.45
Mar 2007 - Feb 2009
34.74%
3 Years
3.33 26.02
Apr 2003 - Mar 2006
-16.79
Mar 2006 - Feb 2009
38.10%
5 Years
3.27 21.03
Nov 2002 - Oct 2007
-8.76
Apr 1998 - Mar 2003
32.53%
7 Years
3.59 9.91
Apr 2009 - Mar 2016
-3.03
Nov 2013 - Oct 2020
8.00%
10 Years
3.69 9.07
Mar 2009 - Feb 2019
-3.38
Mar 1999 - Feb 2009
8.99%
15 Years
3.48 7.03
Feb 2003 - Jan 2018
0.41
Sep 2007 - Aug 2022
0.00%
20 Years
3.26 4.71
Aug 2002 - Jul 2022
1.06
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 United Kingdom ETF (EWU) ETF: Rolling Returns page.

Seasonality

iShares MSCI United Kingdom ETF (EWU) 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 %
-0.90
50%
0.01
46%
0.43
62%
3.15
77%
-0.25
42%
-0.69
50%
0.84
58%
-1.30
50%
-0.34
60%
1.21
68%
0.55
60%
2.31
76%
Best
Year
7.3
2019
6.8
2014
7.9
1998
11.9
2009
17.1
2009
7.3
2012
14.5
2010
4.3
2009
9.4
2010
12.9
2011
16.1
2020
10.5
2003
Worst
Year
-9.4
2009
-10.2
2020
-18.5
2020
-4.0
2022
-11.4
2012
-8.0
2022
-5.8
2002
-11.9
1998
-13.3
2008
-19.8
2008
-6.4
2008
-4.6
2018
Statistics calculated for the period Jan 1997 - Aug 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
179 Positive Months (58%) - 129 Negative Months (42%)
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
-11.16 -16.37 2.3 -1.2 0.4 -4.0 2.7 -8.0 3.2 -6.5
2021
+18.22 +10.45 -0.2 3.9 3.1 3.9 3.9 -1.6 0.3 0.7 -2.3 4.4 -4.9 6.3
2020
-11.80 -12.99 -4.3 -10.2 -18.5 5.7 1.9 1.6 0.7 2.7 -4.3 -4.5 16.1 4.8
2019
+21.25 +18.54 7.3 3.4 1.4 2.3 -6.1 4.6 -2.4 -3.8 3.6 3.5 1.2 5.4
2018
-14.28 -15.89 3.7 -6.7 0.2 4.3 -0.6 -1.2 0.9 -4.4 1.6 -6.8 -1.2 -4.6
2017
+21.59 +19.08 2.5 1.5 2.0 1.7 4.6 -1.5 2.4 -0.8 3.0 0.6 -0.1 4.2
2016
-1.23 -3.24 -4.8 -3.1 5.4 4.0 -1.2 -2.3 1.5 1.1 0.4 -5.3 0.2 3.5
2015
-7.03 -7.70 0.1 5.9 -5.7 6.7 0.6 -3.9 1.6 -8.0 -3.9 6.6 -1.7 -4.2
2014
-7.62 -8.31 -4.6 6.8 -3.2 4.5 1.0 0.8 -2.4 0.8 -5.6 -1.9 0.1 -3.4
2013
+19.50 +17.74 3.0 -2.7 1.7 2.8 -0.1 -4.5 6.4 -0.7 5.2 3.7 0.8 3.0
2012
+15.33 +13.36 3.2 5.1 -1.3 1.4 -11.4 7.3 0.9 3.3 2.5 0.5 1.1 2.9
2011
-3.96 -6.72 1.1 4.6 -2.5 6.7 -2.4 -2.9 -0.4 -7.7 -9.8 12.9 -1.6 -0.1
2010
+10.18 +8.56 -4.8 -0.8 6.3 -2.2 -11.0 -3.5 14.5 -2.8 9.4 4.2 -5.2 8.6
2009
+36.17 +32.57 -9.4 -9.7 4.6 11.9 17.1 -2.1 8.5 4.3 3.7 -0.1 5.0 0.7
2008
-46.46 -46.51 -8.0 -1.2 -1.6 5.9 -0.2 -7.0 -4.1 -3.4 -13.3 -19.8 -6.4 0.9
2007
+6.42 +2.25 0.7 -1.5 3.7 3.2 2.1 0.7 -3.4 0.2 4.0 5.8 -5.9 -2.8
2006
+30.40 +27.17 6.1 -0.6 2.9 6.4 -2.7 0.8 2.6 2.2 -0.8 4.6 2.8 2.9
2005
+5.89 +2.39 -2.4 5.3 -2.4 -1.2 -0.8 1.1 0.7 4.0 0.7 -2.4 0.2 3.4
2004
+18.34 +14.61 -0.5 4.8 -2.4 -1.6 2.0 1.6 -2.4 1.1 2.4 2.9 5.7 3.8
2003
+34.71 +32.23 -3.8 -4.8 -0.1 10.8 6.1 0.5 -1.1 0.2 3.1 7.9 2.3 10.5
2002
-15.34 -17.30 -3.5 -1.6 5.2 0.6 -2.0 -3.9 -5.8 -1.8 -9.1 4.9 4.5 -2.9
2001
-13.96 -15.27 1.2 -6.4 -6.1 6.2 -2.3 -3.2 -1.3 -0.7 -7.8 1.9 1.1 3.4
2000
-13.65 -16.48 -9.0 -1.6 6.5 -4.0 -3.5 1.3 0.0 0.8 -3.1 2.8 -6.1 2.3
1999
+11.88 +8.95 0.6 1.2 2.4 4.4 -5.6 2.7 -1.4 0.1 0.0 1.8 0.9 4.6
1998
+19.42 +17.53 5.7 6.7 7.9 -0.9 -4.1 3.1 -3.0 -11.9 3.2 5.5 4.9 2.6
1997
+18.21 +16.23 -5.3 3.4 1.2 2.0 5.6 1.5 5.2 -2.8 8.7 -3.5 -0.4 1.9
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