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:
Swipe left to see all data
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

Drawdowns

Drawdonws Chart:

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
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
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