Data Source: from January 1976 to May 2023 (~47 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 06 2023
Consolidated Returns as of 31 May 2023
Live Update: Jun 06 2023
Category: Stocks
ETF: iShares MSCI Emerging Markets (EEM)
ETF • LIVE PERFORMANCE (USD currency)
0.89%
1 Day
Jun 06 2023
4.43%
Current Month
June 2023
In the last 30 Years, the iShares MSCI Emerging Markets (EEM) ETF obtained a 5.57% compound annual return, with a 23.02% standard deviation.
In 2022, the ETF granted a 1.95% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Emerging Markets (EEM) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- Region: Emerging Markets
- Country: Broad Emerging Markets
The iShares MSCI Emerging Markets (EEM) ETF is part of the following Lazy Portfolios:
| Portfolio Name | Author | EEM Weight▾ |
|---|---|---|
| Emerging Markets Stocks | 100.00% | |
| Mid-Twenties | Burton Malkiel | 17.50% |
| Late Thirties to Early Forties | Burton Malkiel | 16.25% |
| Robo Advisor 100 | Betterment | 15.00% |
| Eliminate Fat Tails | Larry Swedroe | 15.00% |
| Robo Advisor 90 | Betterment | 14.00% |
| Mid-Fifties | Burton Malkiel | 14.00% |
| Robo Advisor 80 | Betterment | 12.80% |
| Paul Boyer Portfolio | Paul Boyer | 12.50% |
| Perfect Portfolio | Ben Stein | 12.00% |
| Late Sixties and Beyond | Burton Malkiel | 10.00% |
| Gone Fishin' Portfolio | Alexander Green | 10.00% |
| Long Term Portfolio | Ben Stein | 10.00% |
| Pinwheel | 10.00% | |
| Gretchen Tai Portfolio | Gretchen Tai | 10.00% |
| Ultimate Buy and Hold Strategy | Paul Merriman | 10.00% |
| Family Taxable Portfolio | Ted Aronson | 10.00% |
| Robo Advisor 50 | Betterment | 9.00% |
| Edge Select Aggressive | Merrill Lynch | 9.00% |
| 7Twelve Portfolio | Craig Israelsen | 8.33% |
| Dedalo Eleven | Dedalo Invest | 8.00% |
| Larry Portfolio | Larry Swedroe | 7.50% |
| Edge Select Moderately Aggressive | Merrill Lynch | 7.00% |
| Ultimate Buy&Hold | FundAdvice | 6.00% |
| Sandwich Portfolio | Bob Clyatt | 6.00% |
| Dimensional 2030 Retirement Income | DFA | 5.20% |
| Edge Select Moderate | Merrill Lynch | 5.00% |
| Coward's Portfolio | Bill Bernstein | 5.00% |
| Global Market Portfolio | Credit Suisse | 5.00% |
| Lazy Portfolio | David Swensen | 5.00% |
| Sheltered Sam 100/0 | Bill Bernstein | 5.00% |
| Yale Endowment | David Swensen | 5.00% |
| GAA Global Asset Allocation | Mebane Faber | 4.50% |
| Sheltered Sam 90/10 | Bill Bernstein | 4.50% |
| Sheltered Sam 80/20 | Bill Bernstein | 4.00% |
| Marc Faber Portfolio | Marc Faber | 4.00% |
| Robo Advisor 20 | Betterment | 3.70% |
| Sheltered Sam 70/30 | Bill Bernstein | 3.50% |
| Edge Select Moderately Conservative | Merrill Lynch | 3.00% |
| Sheltered Sam 60/40 | Bill Bernstein | 3.00% |
| Big Rocks Portfolio | Larry Swedroe | 3.00% |
| Sheltered Sam 50/50 | Bill Bernstein | 2.50% |
| Sheltered Sam 40/60 | Bill Bernstein | 2.00% |
| Robo Advisor 10 | Betterment | 1.90% |
| Sheltered Sam 30/70 | Bill Bernstein | 1.50% |
| Edge Select Conservative | Merrill Lynch | 1.00% |
| Sheltered Sam 20/80 | Bill Bernstein | 1.00% |
| Sheltered Sam 10/90 | Bill Bernstein | 0.50% |
Historical Returns as of May 31, 2023
Historical returns and Metrics of iShares MSCI Emerging Markets (EEM) ETF.
Returns and metrics are calculated based on monthly returns, assuming:
ETF Returns, up to December 2003, are retrieved using the historical series of equivalent ETFs / Assets.
- No fees or capital gain taxes
- the reinvestment of dividends
ETF Returns, up to December 2003, are retrieved using the historical series of equivalent ETFs / Assets.
ISHARES MSCI EMERGING MARKETS (EEM) ETF
Portfolio Metrics
Data Source: 1 January 1976 - 31 May 2023 (~47 years)
Swipe left to see all data
| Metrics as of May 31, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~47Y) |
|
| Portfolio Return (%) | -2.40 | -0.10 | -1.90 | -8.29 | 2.40 | -1.39 | 1.39 | 7.61 | 5.57 | 7.36 |
| US Inflation (%) | 0.00 | 0.84 | 1.90 | 3.79 | 5.77 | 3.81 | 2.68 | 2.55 | 2.51 | 3.65 |
| Infl. Adjusted Return (%) | -2.40 | -0.94 | -3.73 | -11.64 | -3.18 | -5.02 | -1.25 | 4.93 | 2.99 | 3.59 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||||
| RISK INDICATORS | ||||||||||
| Standard Deviation (%) | 23.87 | 18.14 | 19.11 | 17.19 | 21.38 | 23.02 | 24.13 | |||
| Sharpe Ratio | -0.48 | 0.08 | -0.14 | 0.04 | 0.30 | 0.15 | 0.14 | |||
| Sortino Ratio | -0.80 | 0.12 | -0.20 | 0.05 | 0.42 | 0.20 | 0.19 | |||
| MAXIMUM DRAWDOWN | ||||||||||
| Drawdown Depth (%) | -19.12 | -36.52 | -36.52 | -36.52 | -60.44 | -60.44 | -60.44 | |||
| Start (yyyy mm) | 2022 06 | 2021 07 | 2021 07 | 2021 07 | 2007 11 | 2007 11 | 2007 11 | |||
| Bottom (yyyy mm) | 2022 10 | 2022 10 | 2022 10 | 2022 10 | 2009 02 | 2009 02 | 2009 02 | |||
| Start to Bottom (# months) | 5 | 16 | 16 | 16 | 16 | 16 | 16 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 23
|
> 23
|
> 23
|
120
|
120
|
120
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||||
| Best Return (%) | 111.70 | 60.25 | 49.02 | 25.17 | 18.64 | 12.59 | ||||
| Worst Return (%) | -54.34 | -18.57 | -10.37 | -2.16 | 4.57 | 5.44 | ||||
| % Positive Periods | 65% | 69% | 74% | 97% | 100% | 100% | ||||
| MONTHS | ||||||||||
| Positive | 0 | 1 | 2 | 3 | 18 | 29 | 61 | 132 | 199 | 317 |
| Negative | 1 | 2 | 4 | 9 | 18 | 31 | 59 | 108 | 161 | 252 |
| % Positive | 0% | 33% | 33% | 25% | 50% | 48% | 51% | 55% | 55% | 56% |
| WITHDRAWAL RATES (WR) | ||||||||||
| Safe WR (%) | 38.68 | 19.14 | 10.29 | 13.51 | 5.95 | 3.69 | ||||
| Perpetual WR (%) | 0.00 | 0.00 | 0.00 | 4.70 | 2.90 | 3.46 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the ETF
- 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 ETF. It's calculated by dividing the excess return of the ETF over the risk-free rate by the ETF 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 ETF. It's a modification of the Sharpe Ratio (same formula but the denominator is the ETF downside standard deviation).
- Maximum Drawdown: 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.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative 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).
Correlations as of May 31, 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.
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.
Monthly correlations of iShares MSCI Emerging Markets (EEM) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).
ISHARES MSCI EMERGING MARKETS (EEM) ETF
Monthly correlations as of 31 May 2023
Swipe left to see all data
| Correlation vs EEM | ||||||
|---|---|---|---|---|---|---|
|
|
||||||
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
US Total Stock Market VTI |
0.64
|
0.73
|
0.69
|
0.74
|
0.72
|
|
|
US Large Cap SPY |
0.65
|
0.72
|
0.69
|
0.72
|
0.70
|
|
|
US Small Cap IJR |
0.50
|
0.73
|
0.62
|
0.69
|
0.67
|
|
|
US REITs VNQ |
0.76
|
0.64
|
0.52
|
0.51
|
0.51
|
|
|
US Technology QQQ |
0.60
|
0.65
|
0.63
|
0.62
|
0.60
|
|
|
Preferred Stocks PFF |
0.70
|
0.67
|
0.57
|
0.40
|
0.39
|
|
|
EAFE Stocks EFA |
0.85
|
0.84
|
0.82
|
0.80
|
0.77
|
|
|
World All Countries VT |
0.79
|
0.82
|
0.81
|
0.83
|
0.81
|
|
|
Europe VGK |
0.79
|
0.81
|
0.77
|
0.77
|
0.75
|
|
|
Pacific VPL |
0.93
|
0.86
|
0.86
|
0.75
|
0.71
|
|
|
Latin America FLLA |
0.47
|
0.63
|
0.71
|
0.84
|
0.82
|
|
|
US Total Bond Market BND |
0.87
|
0.49
|
0.40
|
0.14
|
0.14
|
|
|
Long Term Treasuries TLT |
0.88
|
0.12
|
0.07
|
-0.11
|
-0.10
|
|
|
US Cash BIL |
0.22
|
-0.09
|
-0.06
|
-0.03
|
-0.03
|
|
|
TIPS TIP |
0.67
|
0.44
|
0.43
|
0.20
|
0.19
|
|
|
Invest. Grade Bonds LQD |
0.88
|
0.65
|
0.57
|
0.29
|
0.29
|
|
|
High Yield Bonds HYG |
0.61
|
0.72
|
0.67
|
0.60
|
0.59
|
|
|
International Bonds BNDX |
0.69
|
0.42
|
0.32
|
0.17
|
0.15
|
|
|
Emerg. Market Bonds EMB |
0.92
|
0.79
|
0.74
|
0.66
|
0.65
|
|
|
Gold GLD |
0.82
|
0.35
|
0.28
|
0.27
|
0.26
|
|
|
Commodities DBC |
0.63
|
0.52
|
0.48
|
0.39
|
0.38
|
|
Capital Growth as of May 31, 2023
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 Emerging Markets (EEM) ETF: Dividend Yield page.
An investment of 1000$, since June 1993,
now would be worth 5087.59$, with a total return of 408.76% (5.57% annualized).
The Inflation Adjusted Capital now would be 2418.32$, with a net total return of 141.83% (2.99% annualized).
The Inflation Adjusted Capital now would be 2418.32$, with a net total return of 141.83% (2.99% annualized).
An investment of 1000$, since January 1976,
now would be worth 29046.76$, with a total return of 2804.68% (7.36% annualized).
The Inflation Adjusted Capital now would be 5314.08$, with a net total return of 431.41% (3.59% annualized).
The Inflation Adjusted Capital now would be 5314.08$, with a net total return of 431.41% (3.59% annualized).
Readings that may interest you
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 EMERGING MARKETS (EEM) ETF
Drawdown periods
Updated to May 2023
Worst drawdowns since June 1993.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -60.44% | Nov 2007 | Feb 2009 | 16 | Oct 2017 | 104 | 120 |
| -54.22% | Feb 1994 | Aug 1998 | 55 | Jan 2004 | 65 | 120 |
| -36.52% | Jul 2021 | Oct 2022 | 16 | in progress | 7 | 23 |
| -29.69% | Feb 2018 | Mar 2020 | 26 | Nov 2020 | 8 | 34 |
| -11.25% | Apr 2004 | Jul 2004 | 4 | Oct 2004 | 3 | 7 |
| -11.14% | May 2006 | May 2006 | 1 | Nov 2006 | 6 | 7 |
| -9.06% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
| -6.34% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
| -3.85% | Feb 2006 | Feb 2006 | 1 | Apr 2006 | 2 | 3 |
| -3.24% | Feb 2007 | Feb 2007 | 1 | Mar 2007 | 1 | 2 |
| -2.61% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
| -1.11% | Sep 1993 | Sep 1993 | 1 | Oct 1993 | 1 | 2 |
| -0.73% | Mar 2021 | Mar 2021 | 1 | Apr 2021 | 1 | 2 |
| -0.53% | Jan 2005 | Jan 2005 | 1 | Feb 2005 | 1 | 2 |
| -0.39% | Nov 2017 | Nov 2017 | 1 | Dec 2017 | 1 | 2 |
Worst drawdowns since January 1976.
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -60.44% | Nov 2007 | Feb 2009 | 16 | Oct 2017 | 104 | 120 |
| -55.33% | Mar 1987 | Dec 1987 | 10 | Sep 1989 | 21 | 31 |
| -55.05% | Dec 1980 | Jul 1982 | 20 | May 1986 | 46 | 66 |
| -54.22% | Feb 1994 | Aug 1998 | 55 | Jan 2004 | 65 | 120 |
| -36.52% | Jul 2021 | Oct 2022 | 16 | in progress | 7 | 23 |
| -34.47% | Aug 1990 | Sep 1990 | 2 | Feb 1991 | 5 | 7 |
| -29.69% | Feb 2018 | Mar 2020 | 26 | Nov 2020 | 8 | 34 |
| -23.01% | Jun 1992 | Dec 1992 | 7 | Apr 1993 | 4 | 11 |
| -13.68% | Feb 1980 | Mar 1980 | 2 | Nov 1980 | 8 | 10 |
| -11.25% | Apr 2004 | Jul 2004 | 4 | Oct 2004 | 3 | 7 |
| -11.14% | May 2006 | May 2006 | 1 | Nov 2006 | 6 | 7 |
| -10.62% | Jan 1990 | Apr 1990 | 4 | Jun 1990 | 2 | 6 |
| -9.07% | Sep 1986 | Sep 1986 | 1 | Jan 1987 | 4 | 5 |
| -9.06% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
| -7.97% | Feb 1976 | Nov 1976 | 10 | Nov 1977 | 12 | 22 |
| -7.84% | Oct 1978 | Oct 1978 | 1 | Jan 1979 | 3 | 4 |
| -7.61% | Jun 1991 | Jun 1991 | 1 | Aug 1991 | 2 | 3 |
| -7.45% | Nov 1991 | Nov 1991 | 1 | Dec 1991 | 1 | 2 |
| -6.39% | Oct 1979 | Oct 1979 | 1 | Dec 1979 | 2 | 3 |
| -6.36% | Jul 1986 | Jul 1986 | 1 | Aug 1986 | 1 | 2 |
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 EMERGING MARKETS (EEM) ETF
Annualized Rolling Returns
Data Source: from January 1976 to May 2023
Swipe left to see all data
| Rolling Period |
Annualized Return (%) | Negative Periods |
|||
|---|---|---|---|---|---|
| Average | Latest | Best | Worst | ||
| 1 Year |
10.90 | -8.29 |
111.70 Jan 1991 - Dec 1991 |
-54.34 Dec 2007 - Nov 2008 |
35.48% |
| 2 Years |
9.40 | -14.76 |
64.67 Jan 1988 - Dec 1989 |
-29.06 Aug 1980 - Jul 1982 |
36.26% |
| 3 Years |
8.97 | 2.40 |
60.25 Jan 1989 - Dec 1991 |
-18.57 Oct 1979 - Sep 1982 |
30.90% |
| 5 Years |
8.50 | -1.39 |
49.02 Jan 1989 - Dec 1993 |
-10.37 Feb 1994 - Jan 1999 |
26.08% |
| 7 Years |
8.61 | 4.24 |
36.13 Nov 1987 - Oct 1994 |
-8.52 Dec 1980 - Nov 1987 |
16.26% |
| 10 Years |
9.00 | 1.39 |
25.17 Feb 1984 - Jan 1994 |
-2.16 Jan 1978 - Dec 1987 |
3.11% |
| 15 Years |
9.68 | 0.20 |
18.23 Aug 1982 - Jul 1997 |
-1.21 Nov 2007 - Oct 2022 |
0.51% |
| 20 Years |
9.50 | 7.61 |
18.64 Jan 1988 - Dec 2007 |
4.57 Feb 1994 - Jan 2014 |
0.00% |
| 30 Years |
9.76 | 5.57 |
12.59 Jan 1988 - Dec 2017 |
5.44 May 1993 - Apr 2023 |
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 Emerging Markets (EEM) ETF: Rolling Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
ISHARES MSCI EMERGING MARKETS (EEM) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2023
The annualized return of the last 10 years has been 1.39% (updated at May 31, 2023).
Seasonality
iShares MSCI Emerging Markets (EEM) 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.
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 |
3.29
60% |
-3.28
20% |
-3.11
40% |
0.79
60% |
-0.90
60% |
0.82
60% |
0.47
40% |
-0.88
40% |
-3.06
20% |
-0.82
60% |
5.06
60% |
2.05
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
103.29
|
99.91
|
96.80
|
97.56
|
96.69
|
97.48
|
97.93
|
97.07
|
94.10
|
93.33
|
98.05
|
100.06
|
| Best |
10.3 2019 |
0.8 2021 |
3.2 2023 |
7.4 2020 |
3.0 2020 |
6.6 2020 |
8.3 2020 |
2.9 2020 |
1.7 2019 |
4.2 2019 |
15.6 2022 |
7.7 2019 |
| Worst |
-6.2 2020 |
-7.6 2023 |
-15.8 2020 |
-6.1 2022 |
-7.3 2019 |
-5.1 2022 |
-6.4 2021 |
-3.8 2019 |
-11.5 2022 |
-8.8 2018 |
-4.1 2021 |
-3.5 2018 |
Monthly Seasonality over the period Jun 2018 - May 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 |
1.71
50% |
-1.36
40% |
0.40
60% |
1.09
70% |
-0.91
50% |
0.37
60% |
0.99
60% |
-0.97
50% |
-1.65
30% |
1.03
70% |
1.62
30% |
0.55
40% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
101.71
|
100.32
|
100.73
|
101.82
|
100.90
|
101.27
|
102.27
|
101.28
|
99.60
|
100.63
|
102.26
|
102.82
|
| Best |
10.3 2019 |
4.4 2015 |
13.0 2016 |
7.4 2020 |
3.0 2020 |
6.6 2020 |
8.3 2020 |
2.9 2020 |
7.2 2013 |
6.4 2015 |
15.6 2022 |
7.7 2019 |
| Worst |
-8.6 2014 |
-7.6 2023 |
-15.8 2020 |
-6.1 2022 |
-7.3 2019 |
-5.3 2013 |
-6.4 2021 |
-8.8 2015 |
-11.5 2022 |
-8.8 2018 |
-4.4 2016 |
-4.0 2014 |
Monthly Seasonality over the period Jun 2013 - May 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 |
2.05
56% |
0.08
50% |
-0.14
50% |
2.23
67% |
0.20
50% |
0.45
57% |
1.17
53% |
-0.15
53% |
-0.88
51% |
0.81
62% |
1.40
57% |
2.86
62% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.05
|
102.13
|
101.99
|
104.27
|
104.47
|
104.94
|
106.17
|
106.01
|
105.07
|
105.93
|
107.41
|
110.48
|
| Best |
20.8 1988 |
13.7 1991 |
16.9 2009 |
15.6 2009 |
15.9 2009 |
16.1 1988 |
18.4 1987 |
16.9 1989 |
13.4 1989 |
21.3 1990 |
15.6 2022 |
32.8 1991 |
| Worst |
-10.7 1995 |
-13.6 1994 |
-21.6 1987 |
-9.8 2004 |
-12.5 1998 |
-14.6 1992 |
-9.7 1982 |
-26.1 1998 |
-17.9 2011 |
-36.0 1987 |
-9.8 2000 |
-8.1 1994 |
Monthly Seasonality over the period Jan 1976 - May 2023
Monthly/Yearly Returns
iShares MSCI Emerging Markets (EEM) ETF data source starts from January 1976: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Jan 1976 - May 2023
317 Positive Months (56%) - 252 Negative Months (44%)
MONTHLY RETURNS TABLE
Jan 1976 - May 2023
(Scroll down to see all data)
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 |
| 2023 |
+0.77 | -1.42 | 9.1 | -7.6 | 3.2 | -0.8 | -2.4 | |||||||
| 2022 |
-20.56 | -25.37 | 0.0 | -4.3 | -3.4 | -6.1 | 0.6 | -5.1 | -0.3 | -1.3 | -11.5 | -2.0 | 15.6 | -2.6 |
| 2021 |
-3.61 | -9.95 | 3.2 | 0.8 | -0.7 | 1.2 | 1.6 | 0.9 | -6.4 | 1.6 | -3.9 | 1.1 | -4.1 | 1.5 |
| 2020 |
+17.03 | +15.46 | -6.2 | -3.8 | -15.8 | 7.4 | 3.0 | 6.6 | 8.3 | 2.9 | -1.0 | 1.4 | 9.0 | 7.1 |
| 2019 |
+18.20 | +15.56 | 10.3 | -1.5 | 1.1 | 2.4 | -7.3 | 6.2 | -2.7 | -3.8 | 1.7 | 4.2 | -0.1 | 7.7 |
| 2018 |
-15.31 | -16.90 | 8.3 | -5.9 | 0.5 | -2.8 | -2.6 | -4.5 | 3.5 | -3.8 | -0.6 | -8.8 | 4.9 | -3.5 |
| 2017 |
+37.28 | +34.45 | 6.7 | 1.7 | 3.7 | 1.7 | 2.8 | 0.9 | 5.8 | 2.4 | 0.0 | 3.3 | -0.4 | 3.8 |
| 2016 |
+10.87 | +8.62 | -5.0 | -0.8 | 13.0 | 0.4 | -3.7 | 4.6 | 5.4 | 0.9 | 2.5 | -0.8 | -4.4 | -0.2 |
| 2015 |
-16.18 | -16.79 | -0.7 | 4.4 | -1.5 | 6.9 | -4.1 | -2.9 | -6.3 | -8.8 | -3.1 | 6.4 | -2.5 | -3.8 |
| 2014 |
-3.93 | -4.65 | -8.6 | 3.4 | 3.9 | 0.8 | 3.0 | 2.4 | 1.4 | 2.8 | -7.8 | 1.4 | -1.5 | -4.0 |
| 2013 |
-3.69 | -5.11 | -0.3 | -2.3 | -1.0 | 1.2 | -4.8 | -5.3 | 1.3 | -2.5 | 7.2 | 4.2 | -0.3 | -0.4 |
| 2012 |
+19.10 | +17.06 | 11.0 | 5.3 | -3.1 | -1.7 | -10.7 | 5.1 | 0.0 | 0.4 | 5.2 | -0.4 | 1.6 | 6.8 |
| 2011 |
-18.82 | -21.15 | -3.8 | 0.0 | 6.3 | 2.7 | -2.9 | -0.9 | -1.0 | -9.3 | -17.9 | 16.3 | -2.0 | -4.3 |
| 2010 |
+16.51 | +14.79 | -7.8 | 1.8 | 8.1 | -0.2 | -9.4 | -1.4 | 10.9 | -3.2 | 11.8 | 3.0 | -2.9 | 7.3 |
| 2009 |
+68.93 | +64.46 | -9.3 | -6.3 | 16.9 | 15.6 | 15.9 | -2.3 | 11.0 | -1.3 | 10.2 | -3.4 | 7.9 | 3.3 |
| 2008 |
-48.88 | -48.93 | -8.9 | 2.0 | -3.8 | 9.1 | 3.2 | -9.3 | -5.5 | -6.3 | -14.7 | -25.6 | -9.8 | 10.3 |
| 2007 |
+33.31 | +28.08 | 0.1 | -3.2 | 5.3 | 3.7 | 5.1 | 3.7 | 0.7 | 1.0 | 11.6 | 11.9 | -7.6 | -1.4 |
| 2006 |
+31.19 | +27.94 | 14.2 | -3.8 | 2.2 | 6.5 | -11.1 | 0.2 | 2.3 | 1.6 | -0.9 | 7.1 | 6.0 | 5.4 |
| 2005 |
+32.62 | +28.24 | -0.5 | 9.7 | -7.9 | -1.2 | 3.2 | 4.0 | 7.7 | 1.3 | 8.7 | -6.3 | 5.8 | 6.1 |
| 2004 |
+24.63 | +20.70 | 2.4 | 4.0 | 0.6 | -9.8 | 1.2 | 0.9 | -3.6 | 3.5 | 7.0 | 2.8 | 9.9 | 4.7 |
| 2003 |
+57.65 | +54.74 | 0.1 | -3.8 | -2.0 | 8.8 | 6.4 | 5.9 | 7.0 | 6.4 | 0.8 | 9.1 | 1.1 | 7.8 |
| 2002 |
-7.43 | -9.58 | 2.9 | 2.7 | 4.5 | 0.3 | -0.4 | -8.2 | -8.5 | 1.4 | -10.7 | 6.6 | 7.1 | -3.3 |
| 2001 |
-2.88 | -4.36 | 11.8 | -8.7 | -10.4 | 9.3 | 1.5 | -2.1 | -6.7 | -1.0 | -15.6 | 6.6 | 9.3 | 7.7 |
| 2000 |
-27.56 | -29.93 | -4.9 | 3.5 | -0.9 | -7.5 | -5.3 | 6.3 | -5.2 | 1.5 | -6.1 | -7.6 | -9.8 | 6.0 |
| 1999 |
+61.57 | +57.35 | -2.9 | 2.2 | 11.7 | 15.4 | -4.2 | 7.9 | -3.4 | -1.0 | -0.5 | 3.8 | 8.1 | 14.3 |
| 1998 |
-18.12 | -19.42 | -8.0 | 11.9 | 3.6 | -1.0 | -12.5 | -9.3 | 1.8 | -26.1 | 9.4 | 15.4 | 6.3 | -3.1 |
| 1997 |
-16.82 | -18.22 | 5.1 | 3.0 | -3.2 | -1.6 | 4.5 | 3.9 | 1.5 | -15.1 | 5.2 | -18.1 | -1.4 | 1.3 |
| 1996 |
+15.83 | +12.10 | 10.2 | -1.6 | 1.5 | 2.7 | 1.5 | 0.0 | -6.7 | 3.1 | 2.3 | -1.5 | 3.5 | 0.6 |
| 1995 |
+0.56 | -1.93 | -10.7 | 0.4 | -1.0 | 5.2 | 7.7 | -0.5 | 2.9 | -2.4 | 0.2 | -4.3 | 0.4 | 4.1 |
| 1994 |
-20.17 | -22.25 | 6.3 | -13.6 | -14.2 | 6.9 | 2.7 | -2.6 | 4.8 | 10.2 | -4.2 | 2.5 | -9.1 | -8.1 |
| 1993 |
+100.42 | +95.06 | 14.7 | 0.7 | 10.5 | 3.4 | -5.9 | 11.1 | 5.7 | 6.5 | -1.1 | 12.9 | -2.6 | 18.8 |
| 1992 |
-10.90 | -13.41 | 2.3 | -5.5 | -0.6 | 4.1 | 15.7 | -14.6 | 6.8 | -6.9 | -5.2 | 1.9 | -0.8 | -5.5 |
| 1991 |
+111.70 | +105.41 | 6.8 | 13.7 | -2.4 | 3.3 | 14.3 | -7.6 | 2.2 | 14.7 | 3.2 | 10.2 | -7.5 | 32.8 |
| 1990 |
-1.92 | -7.56 | -5.7 | -1.7 | -1.8 | -1.8 | 9.2 | 5.0 | 16.0 | -21.4 | -16.6 | 21.3 | 1.0 | 2.7 |
| 1989 |
+98.20 | +89.40 | 12.7 | 8.5 | -6.5 | 8.3 | 10.3 | -4.7 | 1.3 | 16.9 | 13.4 | -4.5 | 4.9 | 13.4 |
| 1988 |
+36.81 | +31.02 | 20.8 | 3.5 | -6.7 | 1.9 | -1.8 | 16.1 | -3.1 | -3.2 | 3.3 | 0.5 | 0.0 | 3.7 |
| 1987 |
-46.69 | -48.95 | 14.1 | 4.6 | -21.6 | 0.0 | -11.5 | -1.4 | 18.4 | 0.0 | -4.4 | -36.0 | -7.3 | -2.8 |
| 1986 |
+11.58 | +10.36 | -0.1 | 7.1 | 5.0 | -1.9 | 5.1 | 1.2 | -6.4 | 7.2 | -9.1 | 5.4 | 2.2 | -3.3 |
| 1985 |
+27.58 | +22.91 | 7.3 | 1.1 | -0.3 | -0.6 | 5.8 | 1.2 | -0.5 | -1.0 | -3.5 | 4.2 | 6.9 | 4.6 |
| 1984 |
+16.85 | +12.42 | 0.4 | -2.4 | 2.5 | 1.6 | -4.3 | 3.0 | -0.5 | 11.4 | 0.8 | 1.0 | -0.1 | 3.2 |
| 1983 |
+14.20 | +10.03 | 2.8 | 1.9 | 3.0 | 7.2 | -1.4 | 3.3 | -3.9 | 1.4 | 0.8 | -2.0 | 1.9 | -1.2 |
| 1982 |
-31.65 | -34.17 | -5.9 | -10.0 | -5.9 | -0.7 | -9.0 | -8.2 | -9.7 | 11.5 | -5.0 | 11.2 | 0.6 | -3.3 |
| 1981 |
-20.21 | -26.74 | -5.7 | 0.8 | 2.5 | -3.6 | -0.7 | -2.3 | -1.4 | -7.4 | -7.1 | 4.4 | 3.5 | -4.7 |
| 1980 |
+6.80 | -5.08 | 3.9 | -1.6 | -12.3 | 2.3 | 3.8 | 0.9 | 5.3 | -0.6 | 1.0 | 0.3 | 11.2 | -5.6 |
| 1979 |
+19.35 | +5.34 | 4.2 | -2.8 | 5.8 | 0.5 | -1.6 | 4.1 | 1.2 | 6.2 | 0.3 | -6.4 | 5.2 | 1.8 |
| 1978 |
+14.19 | +4.75 | -5.3 | -1.0 | 3.3 | 9.1 | 1.9 | -0.9 | 6.1 | 3.9 | 0.1 | -7.8 | 3.1 | 2.2 |
| 1977 |
+6.78 | +0.08 | -3.7 | -0.1 | 0.0 | 1.3 | -0.2 | 5.5 | -0.2 | -0.1 | 1.2 | -2.5 | 4.3 | 1.6 |
| 1976 |
+6.79 | +1.84 | 10.7 | -2.1 | 1.5 | -2.3 | -2.4 | 4.0 | -2.1 | -1.1 | 1.4 | -3.7 | -1.1 | 4.8 |
ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
