iShares MSCI Israel ETF (EIS): Historical Returns

Data Source: from January 2009 to January 2024 (~15 years)
Consolidated Returns as of 31 January 2024
Category: Stocks
iShares MSCI Israel ETF (EIS) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.81%
January 2024

In the last 10 Years, the iShares MSCI Israel ETF (EIS) ETF obtained a 3.67% compound annual return, with a 18.50% standard deviation.

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The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Middle East
  • Country: Israel

Investment Returns as of Jan 31, 2024

The iShares MSCI Israel ETF (EIS) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES MSCI ISRAEL ETF (EIS) ETF
Consolidated returns as of 31 January 2024
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Jan 31, 2024
  1 Day Time ET(*) Feb 2024 1M 6M 1Y 5Y 10Y MAX
(~15Y)
iShares MSCI Israel ETF (EIS) ETF n.a. n.a. 0.81 3.10 1.94 3.02 3.67 6.40
US Inflation Adjusted return 0.50 1.42 -1.13 -1.10 0.86 3.74
Returns over 1 year are annualized | Available data source: since Jan 2009
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Jan 2024. Current inflation (annualized) is 1Y: 3.11% , 5Y: 4.16% , 10Y: 2.79%

In 2023, the iShares MSCI Israel ETF (EIS) ETF granted a 1.45% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Israel ETF (EIS) ETF: Dividend Yield page.

Capital Growth as of Jan 31, 2024

An investment of 1$, since February 2014, now would be worth 1.43$, with a total return of 43.46% (3.67% annualized).

The Inflation Adjusted Capital now would be 1.09$, with a net total return of 8.99% (0.86% annualized).
An investment of 1$, since January 2009, now would be worth 2.55$, with a total return of 154.94% (6.40% annualized).

The Inflation Adjusted Capital now would be 1.74$, with a net total return of 74.03% (3.74% annualized).

Investment Metrics as of Jan 31, 2024

Metrics of iShares MSCI Israel ETF (EIS) ETF, updated as of 31 January 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES MSCI ISRAEL ETF (EIS) ETF
Advanced Metrics
Data Source: 1 January 2009 - 31 January 2024 (~15 years)
Swipe left to see all data
Metrics as of Jan 31, 2024
1M 3M 6M 1Y 3Y 5Y 10Y MAX
(~15Y)
Investment Return (%) 0.81 26.39 3.10 1.94 -1.48 3.02 3.67 6.40
Infl. Adjusted Return (%) details 0.50 25.51 1.42 -1.13 -6.76 -1.10 0.86 3.74
US Inflation (%) 0.31 0.70 1.66 3.11 5.66 4.16 2.79 2.56
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Deepest Drawdown Depth (%) -19.35 -38.63 -38.63 -38.63 -38.63
Start to Recovery (# months) details 11 25* 25* 25* 25*
Start (yyyy mm) 2023 02 2022 01 2022 01 2022 01 2022 01
Start to Bottom (# months) 9 22 22 22 22
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2023 10
Bottom to End (# months) 2 3 3 3 3
End (yyyy mm) 2023 12 - - - -
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest
-36.55
Start to Recovery (# months) details 55
Start (yyyy mm) 2023 02 2022 01 2022 01 2022 01 2011 01
Start to Bottom (# months) 9 22 22 22 18
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2012 06
Bottom to End (# months) 2 3 3 3 37
End (yyyy mm) 2023 12 - - - 2015 07
Longest negative period (# months) details 10 36* 57 99 154
Period Start (yyyy mm) 2023 02 2021 02 2019 02 2015 08 2011 01
Period End (yyyy mm) 2023 11 2024 01 2023 10 2023 10 2023 10
Annualized Return (%) -7.41 -1.48 -1.79 -0.62 -0.28
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -21.23 -43.96 -43.96 -43.96 -43.96
Start to Recovery (# months) details 12* 25* 25* 25* 25*
Start (yyyy mm) 2023 02 2022 01 2022 01 2022 01 2022 01
Start to Bottom (# months) 9 22 22 22 22
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2023 10
Bottom to End (# months) 3 3 3 3 3
End (yyyy mm) - - - - -
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest
-15.76 -38.86
Start to Recovery (# months) details 37 120
Start (yyyy mm) 2023 02 2022 01 2022 01 2015 08 2011 01
Start to Bottom (# months) 9 22 22 7 20
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2016 02 2012 08
Bottom to End (# months) 3 3 3 30 100
End (yyyy mm) - - - 2018 08 2020 12
Longest negative period (# months) details 12* 36* 60* 118* 171
Period Start (yyyy mm) 2023 02 2021 02 2019 02 2014 04 2009 08
Period End (yyyy mm) 2024 01 2024 01 2024 01 2024 01 2023 10
Annualized Return (%) -1.13 -6.76 -1.10 -0.15 -0.72
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y MAX
Standard Deviation (%) 25.47 20.98 21.70 18.50 19.46
Sharpe Ratio -0.12 -0.18 0.06 0.14 0.12
Sortino Ratio -0.18 -0.24 0.08 0.18 0.17
Ulcer Index 7.75 19.66 16.04 12.73 15.48
Ratio: Return / Standard Deviation 0.08 -0.07 0.14 0.20 0.33
Ratio: Return / Deepest Drawdown 0.10 -0.04 0.08 0.10 0.17
% Positive Months details 50% 61% 60% 58% 58%
Positive Months 6 22 36 70 105
Negative Months 6 14 24 50 76
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Best 10 Years Return (%) - Annualized 3.67 8.86
Worst 10 Years Return (%) - Annualized -0.47
Best 10 Years Return (%) - Annualized 0.86 6.58
Worst 10 Years Return (%) - Annualized -2.17
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Over the latest 10Y
Best Rolling Return (%) - Annualized 45.06 18.50 12.30 3.67
Worst Rolling Return (%) - Annualized -27.03 -2.74 -1.09
% Positive Periods 59% 92% 96% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 81.56 29.80 18.57 11.25
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 0.93
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 40.27 14.42 9.07 0.86
Worst Rolling Return (%) - Annualized -31.43 -7.91 -4.90
% Positive Periods 53% 69% 72% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 81.56 29.80 18.57 11.25
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 0.93
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 2009 - Jan 2024)
Best Rolling Return (%) - Annualized 86.15 18.50 13.69 8.86
Worst Rolling Return (%) - Annualized -32.72 -5.61 -1.86 -0.47
% Positive Periods 65% 80% 88% 98%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 78.08 24.67 15.61 8.28
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 82.23 15.17 11.39 6.58
Worst Rolling Return (%) - Annualized -34.72 -7.91 -4.90 -2.17
% Positive Periods 61% 62% 72% 91%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 78.08 24.67 15.61 8.28
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • 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 initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Jan 31, 2024

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.

Monthly correlations of iShares MSCI Israel ETF (EIS) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES MSCI ISRAEL ETF (EIS) ETF
Monthly correlations as of 31 January 2024
Swipe left to see all data
Correlation vs EIS
Asset Class 1 Year 5 Years 10 Years Since
Jan 2009
VTI
US Total Stock Market
0.85
0.88
0.84
0.79
SPY
US Large Cap
0.83
0.86
0.82
0.78
IJR
US Small Cap
0.74
0.84
0.78
0.74
VNQ
US REITs
0.81
0.80
0.68
0.59
QQQ
US Technology
0.67
0.77
0.73
0.71
PFF
Preferred Stocks
0.87
0.75
0.68
0.55
EFA
EAFE Stocks
0.83
0.77
0.73
0.74
VT
World All Countries
0.87
0.86
0.82
0.81
EEM
Emerging Markets
0.81
0.69
0.61
0.69
VGK
Europe
0.81
0.76
0.71
0.72
VPL
Pacific
0.86
0.76
0.72
0.71
FLLA
Latin America
0.81
0.68
0.50
0.59
BND
US Total Bond Market
0.79
0.51
0.38
0.24
TLT
Long Term Treasuries
0.78
0.24
0.12
-0.13
BIL
US Cash
0.29
-0.12
-0.07
-0.09
TIP
TIPS
0.68
0.60
0.45
0.31
LQD
Invest. Grade Bonds
0.83
0.64
0.52
0.41
HYG
High Yield Bonds
0.87
0.78
0.70
0.63
CWB
US Convertible Bonds
0.85
0.83
0.79
0.77
BNDX
International Bonds
0.66
0.50
0.35
0.28
EMB
Emerg. Market Bonds
0.83
0.70
0.58
0.54
GLD
Gold
0.06
0.18
0.05
0.10
DBC
Commodities
0.24
0.47
0.35
0.42

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 ISRAEL ETF (EIS) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 January 2009 - 31 January 2024 (~15 years)
Inflation Adjusted:
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-38.63% Jan 2022 Oct 2023 22 in progress 3 25 23.45
-23.47% Feb 2020 Mar 2020 2 Nov 2020 8 10 10.84
-16.01% Aug 2015 Feb 2016 7 Jun 2017 16 23 10.43
-14.32% Sep 2018 Dec 2018 4 Nov 2019 11 15 5.29
-11.04% Jul 2017 Aug 2017 2 Jan 2018 5 7 6.68
-11.02% Apr 2014 Jan 2015 10 Jun 2015 5 15 5.09
-8.80% Feb 2018 Apr 2018 3 Jul 2018 3 6 5.04
-0.84% Nov 2021 Nov 2021 1 Dec 2021 1 2 0.49
-0.78% Sep 2021 Sep 2021 1 Oct 2021 1 2 0.45
-0.71% Dec 2019 Dec 2019 1 Jan 2020 1 2 0.41
-0.36% Jan 2021 Jan 2021 1 Feb 2021 1 2 0.21
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 22 5.5 Months 18.18%
 
DD = 0% 18.18%
 
0% < DD <= -5% 34 3.6 Months 28.10%
 
DD <= -5% 46.28%
 
-5% < DD <= -10% 23 5.3 Months 19.01%
 
DD <= -10% 65.29%
 
-10% < DD <= -15% 19 6.4 Months 15.70%
 
DD <= -15% 80.99%
 
-15% < DD <= -20% 4 30.3 Months 3.31%
 
DD <= -20% 84.30%
 
-20% < DD <= -25% 8 15.1 Months 6.61%
 
DD <= -25% 90.91%
 
-25% < DD <= -30% 9 13.4 Months 7.44%
 
DD <= -30% 98.35%
 
-30% < DD <= -35% 1 121.0 Months 0.83%
 
DD <= -35% 99.17%
 
-35% < DD <= -40% 1 121.0 Months 0.83%
 
DD <= -40% 100.00%
 
-40% < DD <= -45% 0 - 0.00%
 
DD <= -45% 100.00%
 
-45% < DD <= -50% 0 - 0.00%
 
DD <= -50% 100.00%
 
-50% < DD <= -55% 0 - 0.00%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-43.96% Jan 2022 Oct 2023 22 in progress 3 25 28.05
-23.25% Feb 2020 Mar 2020 2 Dec 2020 9 11 10.16
-15.76% Aug 2015 Feb 2016 7 Aug 2018 30 37 9.97
-14.70% Sep 2018 Dec 2018 4 Nov 2019 11 15 5.98
-10.53% Apr 2014 Jan 2015 10 Jul 2015 6 16 5.02
-1.68% Nov 2021 Nov 2021 1 Dec 2021 1 2 0.97
-1.17% Sep 2021 Sep 2021 1 Oct 2021 1 2 0.68
-1.00% Dec 2019 Dec 2019 1 Jan 2020 1 2 0.58
-0.55% Jan 2021 Jan 2021 1 Apr 2021 3 4 0.38
-0.28% May 2021 May 2021 1 Jun 2021 1 2 0.16
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 14 8.6 Months 11.57%
 
DD = 0% 11.57%
 
0% < DD <= -5% 32 3.8 Months 26.45%
 
DD <= -5% 38.02%
 
-5% < DD <= -10% 31 3.9 Months 25.62%
 
DD <= -10% 63.64%
 
-10% < DD <= -15% 19 6.4 Months 15.70%
 
DD <= -15% 79.34%
 
-15% < DD <= -20% 5 24.2 Months 4.13%
 
DD <= -20% 83.47%
 
-20% < DD <= -25% 2 60.5 Months 1.65%
 
DD <= -25% 85.12%
 
-25% < DD <= -30% 6 20.2 Months 4.96%
 
DD <= -30% 90.08%
 
-30% < DD <= -35% 9 13.4 Months 7.44%
 
DD <= -35% 97.52%
 
-35% < DD <= -40% 2 60.5 Months 1.65%
 
DD <= -40% 99.17%
 
-40% < DD <= -45% 1 121.0 Months 0.83%
 
DD <= -45% 100.00%
 
-45% < DD <= -50% 0 - 0.00%
 
DD <= -50% 100.00%
 
-50% < DD <= -55% 0 - 0.00%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-38.63% Jan 2022 Oct 2023 22 in progress 3 25 23.45
-36.55% Jan 2011 Jun 2012 18 Jul 2015 37 55 20.37
-23.47% Feb 2020 Mar 2020 2 Nov 2020 8 10 10.84
-21.02% Apr 2010 Jun 2010 3 Dec 2010 6 9 10.91
-16.01% Aug 2015 Feb 2016 7 Jun 2017 16 23 10.43
-14.32% Sep 2018 Dec 2018 4 Nov 2019 11 15 5.29
-11.04% Jul 2017 Aug 2017 2 Jan 2018 5 7 6.68
-8.80% Feb 2018 Apr 2018 3 Jul 2018 3 6 5.04
-1.21% Jan 2009 Jan 2009 1 Feb 2009 1 2 0.70
-1.04% Aug 2009 Aug 2009 1 Sep 2009 1 2 0.60
-0.84% Nov 2021 Nov 2021 1 Dec 2021 1 2 0.49
-0.78% Sep 2021 Sep 2021 1 Oct 2021 1 2 0.45
-0.74% Jan 2010 Jan 2010 1 Feb 2010 1 2 0.42
-0.71% Dec 2019 Dec 2019 1 Jan 2020 1 2 0.41
-0.36% Jan 2021 Jan 2021 1 Feb 2021 1 2 0.21
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 32 5.7 Months 17.58%
 
DD = 0% 17.58%
 
0% < DD <= -5% 33 5.5 Months 18.13%
 
DD <= -5% 35.71%
 
-5% < DD <= -10% 36 5.1 Months 19.78%
 
DD <= -10% 55.49%
 
-10% < DD <= -15% 28 6.5 Months 15.38%
 
DD <= -15% 70.88%
 
-15% < DD <= -20% 8 22.8 Months 4.40%
 
DD <= -20% 75.27%
 
-20% < DD <= -25% 17 10.7 Months 9.34%
 
DD <= -25% 84.62%
 
-25% < DD <= -30% 17 10.7 Months 9.34%
 
DD <= -30% 93.96%
 
-30% < DD <= -35% 6 30.3 Months 3.30%
 
DD <= -35% 97.25%
 
-35% < DD <= -40% 5 36.4 Months 2.75%
 
DD <= -40% 100.00%
 
-40% < DD <= -45% 0 - 0.00%
 
DD <= -45% 100.00%
 
-45% < DD <= -50% 0 - 0.00%
 
DD <= -50% 100.00%
 
-50% < DD <= -55% 0 - 0.00%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-43.96% Jan 2022 Oct 2023 22 in progress 3 25 28.05
-38.86% Jan 2011 Aug 2012 20 Dec 2020 100 120 18.62
-20.97% Apr 2010 Jun 2010 3 Dec 2010 6 9 11.01
-1.68% Nov 2021 Nov 2021 1 Dec 2021 1 2 0.97
-1.46% Jan 2009 Jan 2009 1 Mar 2009 2 3 0.78
-1.37% Aug 2009 Aug 2009 1 Sep 2009 1 2 0.79
-1.17% Sep 2021 Sep 2021 1 Oct 2021 1 2 0.68
-0.80% Jan 2010 Jan 2010 1 Feb 2010 1 2 0.46
-0.55% Jan 2021 Jan 2021 1 Apr 2021 3 4 0.38
-0.28% May 2021 May 2021 1 Jun 2021 1 2 0.16
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 20 9.1 Months 10.99%
 
DD = 0% 10.99%
 
0% < DD <= -5% 22 8.3 Months 12.09%
 
DD <= -5% 23.08%
 
-5% < DD <= -10% 26 7.0 Months 14.29%
 
DD <= -10% 37.36%
 
-10% < DD <= -15% 34 5.4 Months 18.68%
 
DD <= -15% 56.04%
 
-15% < DD <= -20% 26 7.0 Months 14.29%
 
DD <= -20% 70.33%
 
-20% < DD <= -25% 11 16.5 Months 6.04%
 
DD <= -25% 76.37%
 
-25% < DD <= -30% 19 9.6 Months 10.44%
 
DD <= -30% 86.81%
 
-30% < DD <= -35% 17 10.7 Months 9.34%
 
DD <= -35% 96.15%
 
-35% < DD <= -40% 6 30.3 Months 3.30%
 
DD <= -40% 99.45%
 
-40% < DD <= -45% 1 182.0 Months 0.55%
 
DD <= -45% 100.00%
 
-45% < DD <= -50% 0 - 0.00%
 
DD <= -50% 100.00%
 
-50% < DD <= -55% 0 - 0.00%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 

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 ISRAEL ETF (EIS) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 January 2009 - 31 January 2024 (~15 years)
Inflation Adjusted:
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 -27.03 01/2022
12/2022
0.72$ -8.93 0.91$ 2.07 1.02$ 16.31 1.16$ 45.06 11/2020
10/2021
1.45$ 1.94 40.37%
2Y -20.24 11/2021
10/2023
0.63$ -3.28 0.93$ 3.91 1.07$ 10.49 1.22$ 29.39 04/2020
03/2022
1.67$ -9.57 25.77%
3Y -2.74 04/2017
03/2020
0.92$ 0.76 1.02$ 4.27 1.13$ 9.38 1.30$ 18.50 01/2019
12/2021
1.66$ -1.48 7.06%
5Y -1.09 11/2018
10/2023
0.94$ 1.73 1.08$ 4.12 1.22$ 9.00 1.53$ 12.30 01/2017
12/2021
1.78$ 3.02 3.28%
7Y 1.45 11/2016
10/2023
1.10$ 3.25 1.25$ 4.65 1.37$ 6.73 1.57$ 9.17 01/2015
12/2021
1.84$ 4.21 0.00%
10Y 3.67 02/2014
01/2024
1.43$ 3.67 1.43$ 3.67 1.43$ 3.67 1.43$ 3.67 02/2014
01/2024
1.43$ 3.67 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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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 -31.43 01/2022
12/2022
0.68$ -12.93 0.87$ 0.59 1.00$ 11.39 1.11$ 40.27 04/2020
03/2021
1.40$ -1.13 46.79%
2Y -24.38 11/2021
10/2023
0.57$ -5.02 0.90$ 1.71 1.03$ 8.04 1.16$ 22.60 04/2020
03/2022
1.50$ -13.65 39.18%
3Y -7.91 11/2020
10/2023
0.78$ -3.01 0.91$ 2.10 1.06$ 6.83 1.21$ 14.42 01/2019
12/2021
1.49$ -6.76 30.59%
5Y -4.90 11/2018
10/2023
0.77$ -1.34 0.93$ 1.63 1.08$ 6.24 1.35$ 9.07 01/2017
12/2021
1.54$ -1.10 27.87%
7Y -1.98 11/2016
10/2023
0.86$ -0.10 0.99$ 1.40 1.10$ 4.42 1.35$ 6.51 01/2015
12/2021
1.55$ 0.70 21.62%
10Y 0.86 02/2014
01/2024
1.08$ 0.86 1.08$ 0.86 1.08$ 0.86 1.08$ 0.86 02/2014
01/2024
1.08$ 0.86 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 -32.72 01/2011
12/2011
0.67$ -10.20 0.89$ 5.27 1.05$ 19.50 1.19$ 86.15 03/2009
02/2010
1.86$ 1.94 34.71%
2Y -20.24 11/2021
10/2023
0.63$ -9.43 0.82$ 4.33 1.08$ 14.21 1.30$ 44.56 01/2009
12/2010
2.08$ -9.57 31.01%
3Y -5.61 04/2010
03/2013
0.84$ -1.48 0.95$ 4.00 1.12$ 9.43 1.31$ 18.50 01/2019
12/2021
1.66$ -1.48 19.86%
5Y -1.86 03/2011
02/2016
0.91$ 0.65 1.03$ 4.47 1.24$ 8.88 1.53$ 13.69 03/2009
02/2014
1.89$ 3.02 11.48%
7Y -0.45 05/2011
04/2018
0.96$ 1.45 1.10$ 4.53 1.36$ 6.76 1.58$ 9.74 01/2009
12/2015
1.91$ 4.21 3.06%
10Y -0.47 04/2010
03/2020
0.95$ 2.73 1.30$ 3.79 1.45$ 7.42 2.04$ 8.86 01/2012
12/2021
2.33$ 3.67 1.61%
15Y 6.38 01/2009
12/2023
2.52$ 6.38 2.52$ 6.38 2.52$ 6.52 2.58$ 6.52 02/2009
01/2024
2.58$ 6.52 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 -34.72 01/2011
12/2011
0.65$ -14.98 0.85$ 3.53 1.03$ 17.59 1.17$ 82.23 03/2009
02/2010
1.82$ -1.13 38.82%
2Y -24.38 11/2021
10/2023
0.57$ -11.91 0.77$ 2.01 1.04$ 11.02 1.23$ 41.56 01/2009
12/2010
2.00$ -13.65 39.87%
3Y -7.91 11/2020
10/2023
0.78$ -4.57 0.86$ 2.10 1.06$ 7.14 1.22$ 15.17 08/2012
07/2015
1.52$ -6.76 37.67%
5Y -4.90 11/2018
10/2023
0.77$ -1.96 0.90$ 2.45 1.12$ 6.30 1.35$ 11.39 03/2009
02/2014
1.71$ -1.10 27.87%
7Y -2.01 05/2011
04/2018
0.86$ -0.62 0.95$ 2.37 1.17$ 5.02 1.40$ 7.91 01/2009
12/2015
1.70$ 0.70 24.49%
10Y -2.17 04/2010
03/2020
0.80$ 0.61 1.06$ 1.66 1.17$ 5.15 1.65$ 6.58 01/2012
12/2021
1.89$ 0.86 8.06%
15Y 3.73 01/2009
12/2023
1.73$ 3.73 1.73$ 3.73 1.73$ 3.86 1.76$ 3.86 02/2009
01/2024
1.76$ 3.86 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 Israel ETF (EIS) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in iShares MSCI Israel ETF (EIS) 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.
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
0.38
60%
-2.36
60%
-3.45
60%
2.94
60%
-2.19
40%
-0.12
60%
4.86
100%
0.09
60%
-4.14
20%
0.11
60%
6.77
80%
2.48
60%
Best 4.3
2023
0.9
2019
1.1
2023
12.2
2020
4.8
2020
5.0
2019
8.3
2022
3.5
2022
2.7
2019
6.2
2022
16.3
2023
8.9
2020
Worst -5.1
2022
-7.3
2023
-18.3
2020
-6.8
2022
-7.6
2019
-8.6
2022
1.4
2019
-3.9
2019
-13.6
2022
-13.7
2023
-0.8
2021
-8.2
2022
Monthly Seasonality over the period Feb 2009 - Jan 2024
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
1.41
60%
-0.23
60%
-0.46
70%
1.54
60%
-0.32
50%
0.43
70%
3.76
80%
-1.43
44%
-2.50
30%
-0.94
40%
3.94
80%
0.16
50%
Best 11.3
2019
6.9
2014
6.1
2015
12.2
2020
6.0
2018
5.0
2019
8.3
2022
5.7
2018
3.4
2017
6.2
2022
16.3
2023
8.9
2020
Worst -6.3
2016
-7.3
2023
-18.3
2020
-6.8
2022
-7.6
2019
-8.6
2022
-1.6
2017
-9.6
2017
-13.6
2022
-13.7
2023
-0.8
2021
-11.3
2018
Monthly Seasonality over the period Feb 2009 - Jan 2024
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
0.79
50%
0.08
60%
1.53
80%
1.18
60%
-1.02
40%
-0.54
53%
3.96
80%
-2.14
36%
-0.19
47%
0.65
60%
2.81
73%
1.00
53%
Best 11.3
2019
6.9
2014
8.7
2009
12.2
2020
13.9
2009
5.0
2019
14.5
2009
5.7
2018
11.0
2010
11.7
2011
16.3
2023
10.6
2010
Worst -6.3
2016
-7.3
2023
-18.3
2020
-6.8
2022
-13.4
2012
-8.6
2022
-2.4
2011
-14.2
2011
-13.6
2022
-13.7
2023
-7.9
2011
-11.3
2018
Monthly Seasonality over the period Feb 2009 - Jan 2024

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the iShares MSCI Israel ETF (EIS) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ISHARES MSCI ISRAEL ETF (EIS) ETF
Monthly Returns Distribution
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 January 2009 - 31 January 2024 (~15 years)
70 Positive Months (58%) - 50 Negative Months (42%)
105 Positive Months (58%) - 76 Negative Months (42%)
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(Scroll down to see all data)
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