Data Source: from January 1997 to November 2023 (~27 years)
Consolidated Returns as of 30 November 2023
Consolidated Returns as of 30 November 2023
Category: Stocks
ETF: iShares MSCI Belgium ETF (EWK)
ETF • LIVE PERFORMANCE (USD currency)
8.80%
November 2023
In the last 20 Years, the iShares MSCI Belgium ETF (EWK) ETF obtained a 5.20% compound annual return, with a 20.75% standard deviation.
Table of contents
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- Region: Developed Europe
- Country: U.S.
Investment Returns as of Nov 30, 2023
The iShares MSCI Belgium ETF (EWK) ETF guaranteed the following returns.
Returns are calculated in USD, assuming:
- no fees or capital gain taxes.
- the reinvestment of dividends.
ISHARES MSCI BELGIUM ETF (EWK) ETF
Consolidated returns as of 30 November 2023
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Nov 30, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Dec 2023 | 1M | 6M | 1Y | 5Y | 10Y | 20Y |
MAX
(~27Y) |
|||
| iShares MSCI Belgium ETF (EWK) ETF | n.a. | n.a. | 8.80 | 5.96 | 5.84 | 3.25 | 3.90 | 5.20 | 4.83 | |||
| US Inflation Adjusted return | 8.80 | 4.74 | 2.42 | -0.79 | 1.05 | 2.54 | 2.28 | |||||
Returns over 1 year are annualized | Available data source: since Jan 1997
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Oct 2023.
Waiting for updates, inflation of Nov 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.35%
, 5Y: 4.07%
, 10Y: 2.82%
, 20Y: 2.59%
Live update: World Markets and Indexes
In 2022, the iShares MSCI Belgium ETF (EWK) ETF granted a 2.17% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Belgium ETF (EWK) ETF: Dividend Yield page.
Capital Growth as of Nov 30, 2023
An investment of 1$, since December 2003,
now would be worth 2.76$, with a total return of 175.51% (5.20% annualized).
The Inflation Adjusted Capital now would be 1.65$, with a net total return of 65.22% (2.54% annualized).
The Inflation Adjusted Capital now would be 1.65$, with a net total return of 65.22% (2.54% annualized).
An investment of 1$, since January 1997,
now would be worth 3.56$, with a total return of 255.78% (4.83% annualized).
The Inflation Adjusted Capital now would be 1.83$, with a net total return of 83.40% (2.28% annualized).
The Inflation Adjusted Capital now would be 1.83$, with a net total return of 83.40% (2.28% annualized).
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Investment Metrics as of Nov 30, 2023
Metrics of iShares MSCI Belgium ETF (EWK) ETF, updated as of 30 November 2023.
Metrics are calculated based on monthly returns, assuming:
- no fees or capital gain taxes.
- the reinvestment of dividends.
ISHARES MSCI BELGIUM ETF (EWK) ETF
Advanced Metrics
Data Source: 1 January 1997 - 30 November 2023 (~27 years)
Swipe left to see all data
| Metrics as of Nov 30, 2023 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y |
MAX
(~27Y) |
|
| Investment Return (%) | 8.80 | -0.27 | 5.96 | 5.84 | 1.14 | 3.25 | 3.90 | 5.20 | 4.83 |
| Infl. Adjusted Return (%) details | 8.80 | -0.48 | 4.74 | 2.42 | -4.35 | -0.79 | 1.05 | 2.54 | 2.28 |
| US Inflation (%) | 0.00 | 0.21 | 1.17 | 3.35 | 5.74 | 4.07 | 2.82 | 2.59 | 2.49 |
| Waiting for updates, inflation of Nov 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | |||||||||
|
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
|
1Y | 3Y | 5Y | 10Y | 20Y | MAX | |||
| Deepest Drawdown Depth (%) | -11.69 | -32.34 | -32.34 | -32.96 | -70.43 | -70.43 | |||
| Start to Recovery (# months) details | 4* | 30* | 30* | 39 | 120 | 120 | |||
| Start (yyyy mm) | 2023 08 | 2021 06 | 2021 06 | 2018 02 | 2007 06 | 2007 06 | |||
| Start to Bottom (# months) | 3 | 16 | 16 | 26 | 21 | 21 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2020 03 | 2009 02 | 2009 02 | |||
| Bottom to End (# months) | 1 | 14 | 14 | 13 | 99 | 99 | |||
| End (yyyy mm) | - | - | - | 2021 04 | 2017 05 | 2017 05 | |||
| Longest Drawdown Depth (%) |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
|||
| Start to Recovery (# months) details | |||||||||
| Start (yyyy mm) | 2023 08 | 2021 06 | 2021 06 | 2018 02 | 2007 06 | 2007 06 | |||
| Start to Bottom (# months) | 3 | 16 | 16 | 26 | 21 | 21 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2020 03 | 2009 02 | 2009 02 | |||
| Bottom to End (# months) | 1 | 14 | 14 | 13 | 99 | 99 | |||
| End (yyyy mm) | - | - | - | 2021 04 | 2017 05 | 2017 05 | |||
| Longest negative period (# months) details | 11 | 35 | 54 | 88 | 197 | 197 | |||
| Period Start (yyyy mm) | 2022 12 | 2020 12 | 2019 05 | 2015 06 | 2007 06 | 2007 06 | |||
| Period End (yyyy mm) | 2023 10 | 2023 10 | 2023 10 | 2022 09 | 2023 10 | 2023 10 | |||
| Annualized Return (%) | -2.96 | -1.71 | -0.15 | -0.13 | -0.06 | -0.06 | |||
| Drawdowns / Negative periods marked with * are in progress | |||||||||
| Deepest Drawdown Depth (%) | -12.53 | -38.64 | -38.64 | -39.56 | -71.02 | -71.02 | |||
| Start to Recovery (# months) details | 7* | 30* | 30* | 70* | 198* | 198* | |||
| Start (yyyy mm) | 2023 05 | 2021 06 | 2021 06 | 2018 02 | 2007 06 | 2007 06 | |||
| Start to Bottom (# months) | 6 | 16 | 16 | 56 | 21 | 21 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2009 02 | |||
| Bottom to End (# months) | 1 | 14 | 14 | 14 | 177 | 177 | |||
| End (yyyy mm) | - | - | - | - | - | - | |||
| Longest Drawdown Depth (%) |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
|||
| Start to Recovery (# months) details | |||||||||
| Start (yyyy mm) | 2023 05 | 2021 06 | 2021 06 | 2018 02 | 2007 06 | 2007 06 | |||
| Start to Bottom (# months) | 6 | 16 | 16 | 56 | 21 | 21 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2009 02 | |||
| Bottom to End (# months) | 1 | 14 | 14 | 14 | 177 | 177 | |||
| End (yyyy mm) | - | - | - | - | - | - | |||
| Longest negative period (# months) details | 11 | 36* | 60* | 118 | 226 | 298 | |||
| Period Start (yyyy mm) | 2022 12 | 2020 12 | 2018 12 | 2014 01 | 2005 01 | 1999 01 | |||
| Period End (yyyy mm) | 2023 10 | 2023 11 | 2023 11 | 2023 10 | 2023 10 | 2023 10 | |||
| Annualized Return (%) | -6.38 | -4.35 | -0.79 | -0.22 | -0.09 | -0.05 | |||
| Drawdowns / Negative periods marked with * are in progress | |||||||||
|
RISK INDICATORS
|
1Y | 3Y | 5Y | 10Y | 20Y | MAX | |||
| Standard Deviation (%) | 17.23 | 18.01 | 21.05 | 17.47 | 20.75 | 20.96 | |||
| Sharpe Ratio | 0.06 | -0.04 | 0.07 | 0.16 | 0.19 | 0.04 | |||
| Sortino Ratio | 0.08 | -0.06 | 0.11 | 0.23 | 0.25 | 0.05 | |||
| Ulcer Index | 5.20 | 13.41 | 12.64 | 12.31 | 27.66 | 28.07 | |||
| Ratio: Return / Standard Deviation | 0.34 | 0.06 | 0.15 | 0.22 | 0.25 | 0.23 | |||
| Ratio: Return / Deepest Drawdown | 0.50 | 0.04 | 0.10 | 0.12 | 0.07 | 0.07 | |||
| % Positive Months details | 58% | 50% | 56% | 56% | 57% | 57% | |||
| Positive Months | 7 | 18 | 34 | 68 | 137 | 186 | |||
| Negative Months | 5 | 18 | 26 | 52 | 103 | 137 | |||
|
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
|
1Y | 3Y | 5Y | 10Y | 20Y | MAX | |||
| Best 10 Years Return (%) - Annualized | 3.90 | 12.25 | 12.25 | ||||||
| Worst 10 Years Return (%) - Annualized | -0.52 | -4.96 | |||||||
| Best 10 Years Return (%) - Annualized | 1.05 | 10.31 | 10.31 | ||||||
| Worst 10 Years Return (%) - Annualized | -2.32 | -7.34 | |||||||
|
ROLLING PERIOD RETURNS
Inflation Adjusted:
Inflation Adjusted:
|
1Y | 3Y | 5Y | 10Y | 20Y | MAX | |||
| Over the latest 20Y | |||||||||
| Best Rolling Return (%) - Annualized | 72.30 | 30.68 | 22.12 | 12.25 | 5.20 | ||||
| Worst Rolling Return (%) - Annualized | -66.52 | -25.74 | -14.01 | -0.52 | |||||
| % Positive Periods | 67% | 73% | 62% | 94% | 100% | ||||
| Best Rolling Return (%) - Annualized | 69.19 | 26.90 | 19.68 | 10.31 | 2.54 | ||||
| Worst Rolling Return (%) - Annualized | -66.87 | -27.35 | -15.71 | -2.32 | |||||
| % Positive Periods | 63% | 65% | 53% | 80% | 100% | ||||
| Over all the available data source (Jan 1997 - Nov 2023) | |||||||||
| Best Rolling Return (%) - Annualized | 83.94 | 41.92 | 29.64 | 12.25 | 7.51 | ||||
| Worst Rolling Return (%) - Annualized | -66.52 | -25.74 | -14.01 | -4.96 | 2.37 | ||||
| % Positive Periods | 62% | 70% | 65% | 92% | 100% | ||||
| Best Rolling Return (%) - Annualized | 80.88 | 38.12 | 26.03 | 10.31 | 4.88 | ||||
| Worst Rolling Return (%) - Annualized | -66.87 | -27.35 | -15.71 | -7.34 | 0.21 | ||||
| % Positive Periods | 58% | 63% | 55% | 78% | 100% | ||||
|
WITHDRAWAL RATES (WR)
|
1Y | 3Y | 5Y | 10Y | 20Y | MAX | |||
| Safe WR (%) | 33.03 | 21.19 | 11.84 | 7.28 | 5.77 | ||||
| Perpetual WR (%) | 0.00 | 0.00 | 1.04 | 2.48 | 2.23 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
- Longest negative period: it's the maximum period for which an overall negative return has been observed
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation)
- Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio
- Best/Worst 10Y returns: the best and the worst 10-year return over a time frame
- Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.
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Correlations as of Nov 30, 2023
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
Asset correlations are calculated based on monthly returns.
Monthly correlations of iShares MSCI Belgium ETF (EWK) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).
ISHARES MSCI BELGIUM ETF (EWK) ETF
Monthly correlations as of 30 November 2023
Swipe left to see all data
| Correlation vs EWK | |||||
|---|---|---|---|---|---|
| Asset Class | 1 Year | 5 Years | 10 Years | Since Jan 1997 |
|
|
VTI
|
US Total Stock Market |
0.67
|
0.85
|
0.80
|
0.74
|
|
SPY
|
US Large Cap |
0.66
|
0.85
|
0.81
|
0.74
|
|
IJR
|
US Small Cap |
0.68
|
0.83
|
0.71
|
0.64
|
|
VNQ
|
US REITs |
0.77
|
0.80
|
0.65
|
0.59
|
|
QQQ
|
US Technology |
0.37
|
0.70
|
0.69
|
0.53
|
|
PFF
|
Preferred Stocks |
0.66
|
0.71
|
0.63
|
0.46
|
|
EFA
|
EAFE Stocks |
0.85
|
0.93
|
0.92
|
0.85
|
|
VT
|
World All Countries |
0.76
|
0.90
|
0.87
|
0.82
|
|
EEM
|
Emerging Markets |
0.77
|
0.77
|
0.73
|
0.68
|
|
VGK
|
Europe |
0.88
|
0.94
|
0.93
|
0.89
|
|
VPL
|
Pacific |
0.76
|
0.86
|
0.81
|
0.63
|
|
FLLA
|
Latin America |
0.69
|
0.72
|
0.61
|
0.63
|
|
BND
|
US Total Bond Market |
0.69
|
0.42
|
0.35
|
0.19
|
|
TLT
|
Long Term Treasuries |
0.70
|
0.10
|
0.06
|
-0.09
|
|
BIL
|
US Cash |
-0.06
|
-0.05
|
-0.06
|
-0.04
|
|
TIP
|
TIPS |
0.69
|
0.50
|
0.41
|
0.23
|
|
LQD
|
Invest. Grade Bonds |
0.72
|
0.60
|
0.53
|
0.37
|
|
HYG
|
High Yield Bonds |
0.73
|
0.75
|
0.69
|
0.64
|
|
CWB
|
US Convertible Bonds |
0.64
|
0.75
|
0.73
|
0.69
|
|
BNDX
|
International Bonds |
0.44
|
0.40
|
0.31
|
0.23
|
|
EMB
|
Emerg. Market Bonds |
0.80
|
0.74
|
0.69
|
0.53
|
|
GLD
|
Gold |
0.36
|
0.24
|
0.14
|
0.16
|
|
DBC
|
Commodities |
0.49
|
0.61
|
0.47
|
0.33
|
If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
ISHARES MSCI BELGIUM ETF (EWK) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 December 2003 - 30 November 2023 (20 Years)
Data Source: 1 January 1997 - 30 November 2023 (~27 years)
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
|||||
|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months | Ulcer Index |
| -70.43% | Jun 2007 | Feb 2009 | 21 | May 2017 | 99 | 120 | 37.10 |
| -32.96% | Feb 2018 | Mar 2020 | 26 | Apr 2021 | 13 | 39 | 16.61 |
| -32.34% | Jun 2021 | Sep 2022 | 16 | in progress | 14 | 30 | 14.64 |
| -5.83% | Mar 2005 | May 2005 | 3 | Aug 2005 | 3 | 6 | 3.57 |
| -5.49% | Mar 2004 | Apr 2004 | 2 | Jun 2004 | 2 | 4 | 3.56 |
| -3.76% | May 2006 | Jun 2006 | 2 | Aug 2006 | 2 | 4 | 2.37 |
| -2.26% | Jan 2005 | Jan 2005 | 1 | Feb 2005 | 1 | 2 | 1.31 |
| -2.23% | Feb 2007 | Feb 2007 | 1 | Mar 2007 | 1 | 2 | 1.28 |
| -1.94% | Oct 2005 | Oct 2005 | 1 | Nov 2005 | 1 | 2 | 1.12 |
| -1.87% | Jul 2004 | Jul 2004 | 1 | Aug 2004 | 1 | 2 | 1.08 |
| -1.65% | Jun 2017 | Jun 2017 | 1 | Jul 2017 | 1 | 2 | 0.95 |
| -1.31% | Nov 2017 | Nov 2017 | 1 | Jan 2018 | 2 | 3 | 0.68 |
| -0.87% | Aug 2017 | Aug 2017 | 1 | Sep 2017 | 1 | 2 | 0.50 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
|||||
|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months | Ulcer Index |
| -71.02% | Jun 2007 | Feb 2009 | 21 | in progress | 177 | 198 | 35.04 |
| -7.09% | Mar 2005 | May 2005 | 3 | Dec 2005 | 7 | 10 | 4.20 |
| -6.40% | Mar 2004 | Apr 2004 | 2 | Aug 2004 | 4 | 6 | 3.70 |
| -4.42% | May 2006 | Jun 2006 | 2 | Aug 2006 | 2 | 4 | 2.87 |
| -2.75% | Feb 2007 | Feb 2007 | 1 | Mar 2007 | 1 | 2 | 1.59 |
| -2.47% | Jan 2005 | Jan 2005 | 1 | Feb 2005 | 1 | 2 | 1.42 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
|||||
|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months | Ulcer Index |
| -70.43% | Jun 2007 | Feb 2009 | 21 | May 2017 | 99 | 120 | 37.10 |
| -52.16% | Jan 1999 | Feb 2003 | 50 | Oct 2004 | 20 | 70 | 31.51 |
| -32.96% | Feb 2018 | Mar 2020 | 26 | Apr 2021 | 13 | 39 | 16.61 |
| -32.34% | Jun 2021 | Sep 2022 | 16 | in progress | 14 | 30 | 14.64 |
| -10.49% | Aug 1998 | Aug 1998 | 1 | Dec 1998 | 4 | 5 | 6.15 |
| -10.29% | Aug 1997 | Aug 1997 | 1 | Jan 1998 | 5 | 6 | 4.77 |
| -5.83% | Mar 2005 | May 2005 | 3 | Aug 2005 | 3 | 6 | 3.57 |
| -3.76% | May 2006 | Jun 2006 | 2 | Aug 2006 | 2 | 4 | 2.37 |
| -2.26% | Jan 2005 | Jan 2005 | 1 | Feb 2005 | 1 | 2 | 1.31 |
| -2.23% | Feb 2007 | Feb 2007 | 1 | Mar 2007 | 1 | 2 | 1.28 |
| -1.94% | Oct 2005 | Oct 2005 | 1 | Nov 2005 | 1 | 2 | 1.12 |
| -1.65% | Jun 2017 | Jun 2017 | 1 | Jul 2017 | 1 | 2 | 0.95 |
| -1.31% | Nov 2017 | Nov 2017 | 1 | Jan 2018 | 2 | 3 | 0.68 |
| -0.87% | Aug 2017 | Aug 2017 | 1 | Sep 2017 | 1 | 2 | 0.50 |
| -0.39% | Feb 1997 | Feb 1997 | 1 | Mar 1997 | 1 | 2 | 0.23 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
|||||
|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months | Ulcer Index |
| -71.02% | Jun 2007 | Feb 2009 | 21 | in progress | 177 | 198 | 35.04 |
| -57.18% | Jan 1999 | Feb 2003 | 50 | Dec 2004 | 22 | 72 | 35.80 |
| -10.60% | Aug 1998 | Aug 1998 | 1 | Dec 1998 | 4 | 5 | 6.34 |
| -10.45% | Aug 1997 | Aug 1997 | 1 | Feb 1998 | 6 | 7 | 4.74 |
| -7.09% | Mar 2005 | May 2005 | 3 | Dec 2005 | 7 | 10 | 4.20 |
| -4.42% | May 2006 | Jun 2006 | 2 | Aug 2006 | 2 | 4 | 2.87 |
| -2.75% | Feb 2007 | Feb 2007 | 1 | Mar 2007 | 1 | 2 | 1.59 |
| -2.47% | Jan 2005 | Jan 2005 | 1 | Feb 2005 | 1 | 2 | 1.42 |
| -0.70% | Feb 1997 | Feb 1997 | 1 | Mar 1997 | 1 | 2 | 0.41 |
Rolling Returns
( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
ISHARES MSCI BELGIUM ETF (EWK) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 December 2003 - 30 November 2023 (20 Years)
Data Source: 1 January 1997 - 30 November 2023 (~27 years)
Swipe left to see all data
| Rolling Period |
Worst Period |
15th Percentile |
50th Percentile |
85th Percentile |
Best Period |
Latest | Negative Periods |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann. Return |
From To |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
From To |
Growth of 1$ |
|||
| 1Y | -66.52 |
12/2007 11/2008 |
0.33$ | -13.86 | 0.86$ | 8.94 | 1.08$ | 30.28 | 1.30$ | 72.30 |
12/2008 11/2009 |
1.72$ | 5.84 | 32.31% |
| 2Y | -42.93 |
03/2007 02/2009 |
0.32$ | -6.35 | 0.87$ | 6.50 | 1.13$ | 23.23 | 1.51$ | 38.08 |
03/2009 02/2011 |
1.90$ | -3.30 | 29.95% |
| 3Y | -25.74 |
03/2006 02/2009 |
0.40$ | -11.25 | 0.69$ | 6.32 | 1.20$ | 14.05 | 1.48$ | 30.68 |
12/2003 11/2006 |
2.23$ | 1.14 | 26.83% |
| 5Y | -14.01 |
06/2007 05/2012 |
0.47$ | -5.57 | 0.75$ | 3.41 | 1.18$ | 11.86 | 1.75$ | 22.12 |
03/2009 02/2014 |
2.71$ | 3.25 | 37.57% |
| 7Y | -4.40 |
01/2005 12/2011 |
0.73$ | -2.29 | 0.85$ | 4.00 | 1.31$ | 9.88 | 1.93$ | 15.89 |
12/2008 11/2015 |
2.80$ | 3.63 | 28.66% |
| 10Y | -0.52 |
02/2007 01/2017 |
0.94$ | 1.42 | 1.15$ | 5.37 | 1.68$ | 8.15 | 2.18$ | 12.25 |
03/2009 02/2019 |
3.17$ | 3.90 | 5.79% |
| 15Y | -0.79 |
10/2007 09/2022 |
0.88$ | 1.00 | 1.16$ | 2.66 | 1.48$ | 4.73 | 1.99$ | 8.75 |
12/2008 11/2023 |
3.51$ | 8.75 | 3.28% |
| 20Y | 5.20 |
12/2003 11/2023 |
2.75$ | 5.20 | 2.75$ | 5.20 | 2.75$ | 5.20 | 2.75$ | 5.20 |
12/2003 11/2023 |
2.75$ | 5.20 | 0.00% |
| Annualized rolling and percentiles/median returns over full calendar month periods | ||||||||||||||
Swipe left to see all data
| Rolling Period |
Worst Period |
15th Percentile |
50th Percentile |
85th Percentile |
Best Period |
Latest | Negative Periods |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann. Return |
From To |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
From To |
Growth of 1$ |
|||
| 1Y | -66.87 |
12/2007 11/2008 |
0.33$ | -16.74 | 0.83$ | 6.11 | 1.06$ | 26.94 | 1.26$ | 69.19 |
12/2008 11/2009 |
1.69$ | 2.42 | 36.68% |
| 2Y | -44.11 |
03/2007 02/2009 |
0.31$ | -10.73 | 0.79$ | 4.29 | 1.08$ | 20.01 | 1.44$ | 35.21 |
03/2009 02/2011 |
1.82$ | -8.09 | 37.33% |
| 3Y | -27.35 |
03/2006 02/2009 |
0.38$ | -12.49 | 0.67$ | 3.82 | 1.11$ | 11.74 | 1.39$ | 26.90 |
12/2003 11/2006 |
2.04$ | -4.35 | 34.15% |
| 5Y | -15.71 |
06/2007 05/2012 |
0.42$ | -7.72 | 0.66$ | 1.67 | 1.08$ | 10.33 | 1.63$ | 19.68 |
03/2009 02/2014 |
2.45$ | -0.79 | 46.41% |
| 7Y | -6.70 |
01/2005 12/2011 |
0.61$ | -4.40 | 0.73$ | 1.81 | 1.13$ | 8.17 | 1.73$ | 14.07 |
12/2008 11/2015 |
2.51$ | 0.10 | 38.22% |
| 10Y | -2.32 |
02/2007 01/2017 |
0.79$ | -0.31 | 0.96$ | 2.74 | 1.31$ | 5.92 | 1.77$ | 10.31 |
03/2009 02/2019 |
2.66$ | 1.05 | 19.01% |
| 15Y | -3.10 |
10/2007 09/2022 |
0.62$ | -1.28 | 0.82$ | 0.76 | 1.12$ | 2.62 | 1.47$ | 6.10 |
12/2008 11/2023 |
2.43$ | 6.10 | 32.79% |
| 20Y | 2.54 |
12/2003 11/2023 |
1.65$ | 2.54 | 1.65$ | 2.54 | 1.65$ | 2.54 | 1.65$ | 2.54 |
12/2003 11/2023 |
1.65$ | 2.54 | 0.00% |
| Annualized rolling and percentiles/median returns over full calendar month periods | ||||||||||||||
Swipe left to see all data
| Rolling Period |
Worst Period |
15th Percentile |
50th Percentile |
85th Percentile |
Best Period |
Latest | Negative Periods |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann. Return |
From To |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
From To |
Growth of 1$ |
|||
| 1Y | -66.52 |
12/2007 11/2008 |
0.33$ | -15.07 | 0.84$ | 7.48 | 1.07$ | 33.40 | 1.33$ | 83.94 |
03/2003 02/2004 |
1.83$ | 5.84 | 37.50% |
| 2Y | -42.93 |
03/2007 02/2009 |
0.32$ | -11.35 | 0.78$ | 6.18 | 1.12$ | 24.73 | 1.55$ | 58.21 |
03/2003 02/2005 |
2.50$ | -3.30 | 35.33% |
| 3Y | -25.74 |
03/2006 02/2009 |
0.40$ | -11.03 | 0.70$ | 5.78 | 1.18$ | 18.98 | 1.68$ | 41.92 |
04/2003 03/2006 |
2.85$ | 1.14 | 29.86% |
| 5Y | -14.01 |
06/2007 05/2012 |
0.47$ | -4.84 | 0.78$ | 4.23 | 1.23$ | 14.84 | 1.99$ | 29.64 |
10/2002 09/2007 |
3.66$ | 3.25 | 34.47% |
| 7Y | -4.40 |
01/2005 12/2011 |
0.73$ | -1.73 | 0.88$ | 5.47 | 1.45$ | 10.53 | 2.01$ | 16.02 |
05/2000 04/2007 |
2.82$ | 3.63 | 20.00% |
| 10Y | -4.96 |
03/1999 02/2009 |
0.60$ | 1.39 | 1.14$ | 4.93 | 1.61$ | 8.58 | 2.27$ | 12.25 |
03/2009 02/2019 |
3.17$ | 3.90 | 7.84% |
| 15Y | -0.79 |
10/2007 09/2022 |
0.88$ | 2.08 | 1.36$ | 3.72 | 1.72$ | 7.08 | 2.78$ | 10.31 |
03/2003 02/2018 |
4.35$ | 8.75 | 1.39% |
| 20Y | 2.37 |
01/1999 12/2018 |
1.59$ | 4.10 | 2.23$ | 5.44 | 2.88$ | 6.50 | 3.52$ | 7.51 |
03/2003 02/2023 |
4.25$ | 5.20 | 0.00% |
| Annualized rolling and percentiles/median returns over full calendar month periods | ||||||||||||||
Swipe left to see all data
| Rolling Period |
Worst Period |
15th Percentile |
50th Percentile |
85th Percentile |
Best Period |
Latest | Negative Periods |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann. Return |
From To |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
From To |
Growth of 1$ |
|||
| 1Y | -66.87 |
12/2007 11/2008 |
0.33$ | -17.52 | 0.82$ | 4.54 | 1.04$ | 29.82 | 1.29$ | 80.88 |
03/2003 02/2004 |
1.80$ | 2.42 | 41.99% |
| 2Y | -44.11 |
03/2007 02/2009 |
0.31$ | -13.90 | 0.74$ | 4.02 | 1.08$ | 21.64 | 1.47$ | 54.58 |
03/2003 02/2005 |
2.38$ | -8.09 | 40.67% |
| 3Y | -27.35 |
03/2006 02/2009 |
0.38$ | -13.27 | 0.65$ | 3.44 | 1.10$ | 16.23 | 1.57$ | 38.12 |
04/2003 03/2006 |
2.63$ | -4.35 | 36.46% |
| 5Y | -15.71 |
06/2007 05/2012 |
0.42$ | -6.96 | 0.69$ | 2.17 | 1.11$ | 12.56 | 1.80$ | 26.03 |
10/2002 09/2007 |
3.17$ | -0.79 | 44.70% |
| 7Y | -6.70 |
01/2005 12/2011 |
0.61$ | -3.68 | 0.76$ | 3.11 | 1.23$ | 8.51 | 1.77$ | 14.07 |
12/2008 11/2015 |
2.51$ | 0.10 | 28.75% |
| 10Y | -7.34 |
03/1999 02/2009 |
0.46$ | -0.55 | 0.94$ | 2.57 | 1.28$ | 6.12 | 1.81$ | 10.31 |
03/2009 02/2019 |
2.66$ | 1.05 | 21.08% |
| 15Y | -3.10 |
10/2007 09/2022 |
0.62$ | -0.26 | 0.96$ | 1.42 | 1.23$ | 4.85 | 2.03$ | 8.07 |
03/2003 02/2018 |
3.20$ | 6.10 | 15.28% |
| 20Y | 0.21 |
01/1999 12/2018 |
1.04$ | 1.85 | 1.44$ | 3.21 | 1.88$ | 4.11 | 2.23$ | 4.88 |
04/2003 03/2023 |
2.59$ | 2.54 | 0.00% |
| Annualized rolling and percentiles/median returns over full calendar month periods | ||||||||||||||
If you need a deeper detail about rolling returns, please refer to the iShares MSCI Belgium ETF (EWK) ETF: Rolling Returns page.
Seasonality
In which months is it better to invest in iShares MSCI Belgium ETF (EWK) ETF?
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.
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 Gain Frequency |
0.98
40% |
-2.56
20% |
-1.16
80% |
2.47
80% |
-1.41
40% |
0.44
60% |
2.96
80% |
-1.90
40% |
-4.19
20% |
0.62
60% |
7.73
80% |
1.42
80% |
| Best |
8.2 2019 |
1.8 2019 |
5.3 2021 |
7.0 2020 |
5.1 2021 |
4.6 2019 |
6.7 2023 |
2.5 2020 |
2.0 2019 |
8.5 2022 |
21.5 2020 |
5.2 2021 |
| Worst |
-3.7 2022 |
-10.4 2020 |
-16.2 2020 |
-6.0 2022 |
-8.9 2023 |
-7.3 2022 |
-0.4 2021 |
-7.5 2022 |
-9.4 2022 |
-7.3 2020 |
-5.2 2021 |
-7.1 2018 |
Monthly Seasonality over the period Feb 1997 - Nov 2023
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 Gain Frequency |
0.84
50% |
-0.76
40% |
0.34
70% |
1.95
80% |
-0.14
60% |
-0.46
30% |
2.80
80% |
-1.85
40% |
-2.33
30% |
-0.55
50% |
3.99
70% |
1.53
80% |
| Best |
8.4 2018 |
8.7 2014 |
7.9 2016 |
7.0 2020 |
5.1 2021 |
4.6 2019 |
6.7 2023 |
2.5 2020 |
3.8 2016 |
8.5 2022 |
21.5 2020 |
5.2 2021 |
| Worst |
-5.0 2016 |
-10.4 2020 |
-16.2 2020 |
-6.0 2022 |
-8.9 2023 |
-7.3 2022 |
-2.7 2014 |
-7.5 2022 |
-9.4 2022 |
-9.1 2018 |
-5.2 2021 |
-7.1 2018 |
Monthly Seasonality over the period Feb 1997 - Nov 2023
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 Gain Frequency |
-0.26
52% |
-0.58
41% |
0.88
70% |
2.75
70% |
0.22
52% |
-0.28
44% |
1.77
67% |
-0.89
44% |
-0.90
52% |
0.01
56% |
0.67
63% |
3.74
81% |
| Best |
8.4 2018 |
8.7 2014 |
8.0 1998 |
16.5 2003 |
15.2 2009 |
8.8 2012 |
12.7 2010 |
9.8 2009 |
13.6 2010 |
10.8 2002 |
21.5 2020 |
13.9 1998 |
| Worst |
-19.0 2000 |
-10.8 2003 |
-16.2 2020 |
-6.0 2022 |
-9.3 2012 |
-16.5 2008 |
-13.5 2002 |
-10.5 1998 |
-21.1 2008 |
-33.7 2008 |
-13.2 2008 |
-7.1 2018 |
Monthly Seasonality over the period Feb 1997 - Nov 2023
Monthly Returns
This section provides a visual/tabular representation of the performance variability in the iShares MSCI Belgium ETF (EWK) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.
ISHARES MSCI BELGIUM ETF (EWK) ETF
Monthly Returns Distribution
Data Source: 1 December 2003 - 30 November 2023 (20 Years)
Data Source: 1 January 1997 - 30 November 2023 (~27 years)
137 Positive Months (57%) - 103 Negative Months (43%)
186 Positive Months (58%) - 137 Negative Months (42%)
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(Scroll down to see all data)
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