iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc (EDM4.DE)
EDM4.DE is a passive ETF by iShares tracking the investment results of the MSCI EMU ESG Enhanced Focus. EDM4.DE launched on Apr 16, 2019 and has a 0.12% expense ratio.
ETF Info
IE00BHZPJ015
A2PCB1
Apr 16, 2019
1x
MSCI EMU ESG Enhanced Focus
Ireland
Accumulating
Large-Cap
Blend
Expense Ratio
EDM4.DE has an expense ratio of 0.12%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc had a return of 8.73% year-to-date (YTD) and 15.64% in the last 12 months.
EDM4.DE
8.73%
3.43%
9.03%
15.64%
8.32%
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of EDM4.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.90% | 8.73% | |||||||||||
| 2024 | 1.95% | 2.79% | 4.32% | -1.48% | 3.15% | -1.97% | 0.62% | 1.79% | 1.25% | -3.64% | -0.21% | 1.20% | 9.89% |
| 2023 | 9.42% | 1.73% | -0.12% | 1.49% | -2.01% | 3.81% | 1.98% | -3.28% | -3.32% | -3.34% | 8.34% | 3.22% | 18.31% |
| 2022 | -3.65% | -6.12% | -0.72% | -1.43% | -0.08% | -8.92% | 7.92% | -5.28% | -6.37% | 6.90% | 9.07% | -3.01% | -12.80% |
| 2021 | -2.00% | 3.85% | 6.24% | 2.30% | 2.97% | 0.73% | 1.79% | 2.29% | -3.47% | 4.18% | -3.09% | 4.98% | 22.20% |
| 2020 | -2.38% | -7.42% | -16.59% | 6.47% | 4.66% | 4.95% | -1.19% | 4.04% | -1.51% | -5.82% | 16.92% | 3.05% | 1.30% |
| 2019 | 0.41% | -5.52% | 4.88% | 0.30% | -1.52% | 4.02% | 1.22% | 2.64% | 1.77% | 8.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EDM4.DE is 58, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc (EDM4.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc was 37.50%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.5% | Feb 20, 2020 | 20 | Mar 18, 2020 | 224 | Feb 5, 2021 | 244 |
| -25.24% | Jan 6, 2022 | 189 | Sep 29, 2022 | 211 | Jul 27, 2023 | 400 |
| -10.81% | Aug 1, 2023 | 64 | Oct 27, 2023 | 30 | Dec 8, 2023 | 94 |
| -8.88% | Jun 7, 2024 | 42 | Aug 5, 2024 | 38 | Sep 26, 2024 | 80 |
| -7.69% | Jul 5, 2019 | 30 | Aug 15, 2019 | 20 | Sep 12, 2019 | 50 |
Volatility
Volatility Chart
The current iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc volatility is 2.87%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.