iShares MSCI EAFE Growth ETF (EFG)

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The chart shows the growth of an initial investment of $10,000 in iShares MSCI EAFE Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares MSCI EAFE Growth ETF (EFG) has returned -2.24% so far this year and 14.25% over the past 12 months. Over the last ten years, EFG has returned 7.30% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Aug 5, 2005, EFG's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, your investment would double in approximately 10.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2022 with a return of +14.0%, while the worst month was Oct 2008 at -19.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, EFG closed higher 53% of trading days. The best single day was Oct 28, 2008 with a return of +14.2%, while the worst single day was Sep 29, 2008 at -13.5%.

iShares MSCI EAFE Growth ETF has an annualized alpha of -1.70%, beta of 0.95, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since August 08, 2005.

• This ETF participated in 103.81% of S&P 500 Index downside but only 91.39% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.95 and R² of 0.76, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

EFG has an expense ratio of 0.40%, placing it in the medium range.

EFG ranks 39 for risk / return — below 39% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for iShares MSCI EAFE Growth ETF (EFG) and compare them to a chosen benchmark (S&P 500 Index).

iShares MSCI EAFE Growth ETF provided a 2.59% dividend yield over the last twelve months, with an annual payout of $2.88 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for iShares MSCI EAFE Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares MSCI EAFE Growth ETF. 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 EAFE Growth ETF was 58.40%, occurring on Mar 9, 2009. Recovery took 1296 trading sessions.

The current iShares MSCI EAFE Growth ETF drawdown is 9.73%.

The chart below shows the rolling one-month volatility.