iShares MSCI United Kingdom ETF (EWU): Historical Returns

Data Source: from January 1997 to September 2021

Last Update: 30 Sep 2021

Category: Stocks

ETF: iShares MSCI United Kingdom ETF (EWU)

In the last 10 years, the iShares MSCI United Kingdom ETF (EWU) ETF obtained a 4.94% compound annual return, with a 15.59% standard deviation.

In 2020, the portfolio granted a 2.15% 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.

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

Time Range:

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Period	Returns Sep 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-2.30%		-2.30% Sep 2021 - Sep 2021	0 - 1
3M	-1.38%		-2.30% Sep 2021 - Sep 2021	2 - 1
6M	+4.74%		-2.94% Jun 2021 - Sep 2021	4 - 2
YTD	+11.96%		-2.94% Jun 2021 - Sep 2021	6 - 3
1Y	+30.13%	17.36%	-4.51% Oct 2020 - Oct 2020	8 - 4
3Y	+1.72% annualized	19.74%	-29.97% Jan 2020 - Mar 2020	22 - 14
5Y	+4.15% annualized	16.58%	-29.97% Jan 2020 - Mar 2020	38 - 22
10Y	+4.94% annualized	15.59%	-29.97% Jan 2020 - Mar 2020	74 - 46
20Y	+4.43% annualized	17.21%	-59.92% Nov 2007 - Feb 2009	139 - 101
MAX 01 Jan 1997	+3.97% annualized	16.84%	-59.92% Nov 2007 - Feb 2009	173 - 124

* Annualized St.Dev. of monthly returns

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Drawdowns

Drawdonws Chart:

Worst drawdowns since October 2001.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-59.92%	Nov 2007	Feb 2009	16	Apr 2014	62	78
-29.97%	Jan 2020	Mar 2020	3	May 2021	14	17
-24.52%	Jul 2014	Feb 2016	20	Jan 2018	23	43
-22.83%	May 2002	Mar 2003	11	Oct 2003	7	18
-17.37%	Feb 2018	Dec 2018	11	Dec 2019	12	23
-5.10%	Jan 2002	Feb 2002	2	Apr 2002	2	4
-4.35%	Mar 2005	May 2005	3	Aug 2005	3	6
-4.00%	Mar 2004	Apr 2004	2	Sep 2004	5	7
-3.37%	Jul 2007	Jul 2007	1	Sep 2007	2	3
-2.94%	Jun 2021	Sep 2021	4	in progress		4
-2.66%	May 2006	May 2006	1	Jul 2006	2	3
-2.43%	Oct 2005	Oct 2005	1	Dec 2005	2	3
-2.43%	Jan 2005	Jan 2005	1	Feb 2005	1	2
-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
-0.51%	Jan 2004	Jan 2004	1	Feb 2004	1	2

Worst drawdowns since January 1997.

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	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
-24.52%	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
-5.62%	May 1999	May 1999	1	Dec 1999	7	8
-5.26%	Jan 1997	Jan 1997	1	Apr 1997	3	4
-4.35%	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
-2.94%	Jun 2021	Sep 2021	4	in progress		4
-2.78%	Aug 1997	Aug 1997	1	Sep 1997	1	2
-2.66%	May 2006	May 2006	1	Jul 2006	2	3
-2.43%	Oct 2005	Oct 2005	1	Dec 2005	2	3
-2.43%	Jan 2005	Jan 2005	1	Feb 2005	1	2
-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

Rolling Returns ( more details)

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

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+5.41%	+59.86% Apr 2009 - Mar 2010	-51.85% Mar 2008 - Feb 2009	41.96%
2 Years	+3.86%	+39.24% Mar 2009 - Feb 2011	-31.45% Mar 2007 - Feb 2009	36.13%
3 Years	+3.29%	+26.02% Apr 2003 - Mar 2006	-16.79% Mar 2006 - Feb 2009	39.69%
5 Years	+3.24%	+21.03% Nov 2002 - Oct 2007	-8.76% Apr 1998 - Mar 2003	34.03%
7 Years	+3.67%	+9.91% Apr 2009 - Mar 2016	-3.03% Nov 2013 - Oct 2020	8.41%
10 Years	+3.68%	+9.07% Mar 2009 - Feb 2019	-3.38% Mar 1999 - Feb 2009	9.55%
15 Years	+3.69%	+7.03% Feb 2003 - Jan 2018	+1.06% Apr 2005 - Mar 2020	0.00%
20 Years	+3.04%	+4.43% Oct 2001 - Sep 2021	+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 and Yearly/Monthly Returns

In the table below, for the iShares MSCI United Kingdom ETF (EWU) 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 %	-1.03 48%	0.06 48%	0.43 60%	3.43 80%	-0.36 40%	-0.40 52%	0.74 56%	-1.10 52%	-0.34 60%	1.08 67%	0.77 63%	2.14 75%
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 2000	-11.4 2012	-7.0 2008	-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 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of iShares MSCI United Kingdom ETF (EWU) ETF:

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+11.96%	-0.2	3.9	3.1	3.9	3.9	-1.6	0.3	0.7	-2.3
2020	-11.80%	-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%	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%	3.7	-6.7	0.2	4.3	-0.6	-1.2	1.0	-4.4	1.6	-6.8	-1.2	-4.6
2017	+21.59%	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%	-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%	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%	-4.7	6.8	-3.2	4.5	1.0	0.8	-2.4	0.8	-5.7	-1.9	0.1	-3.4
2013	+19.50%	3.0	-2.7	1.7	2.9	-0.1	-4.5	6.4	-0.8	5.2	3.7	0.8	3.0
2012	+15.33%	3.2	5.1	-1.3	1.5	-11.4	7.3	0.9	3.3	2.5	0.5	1.1	2.9
2011	-3.96%	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%	-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%	-9.4	-9.7	4.6	11.9	17.1	-2.1	8.5	4.3	3.8	-0.1	5.0	0.7
2008	-46.46%	-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%	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%	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%	-2.4	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%	-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%	-3.8	-4.8	-0.1	10.8	6.1	0.5	-1.1	0.2	3.1	7.9	2.4	10.5
2002	-15.34%	-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%	1.2	-6.4	-6.1	6.2	-2.3	-3.2	-1.3	-0.8	-7.8	1.9	1.1	3.4
2000	-13.65%	-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%	0.6	1.2	2.4	4.4	-5.6	2.7	-1.5	0.1	0.0	1.9	0.9	4.6
1998	+19.42%	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%	-5.3	3.4	1.2	2.0	5.6	1.5	5.2	-2.8	8.7	-3.5	-0.4	1.9