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ISIN
US4642882819
CUSIP
464288281
Issuer
iShares
Inception Date
Dec 17, 2007
Region
Emerging Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
J.P. Morgan EMBI Global Core Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$14B

Share Price Chart


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Performance

EMB Performance Chart

iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) is up 2.3% since the beginning of the year. EMB is currently trading at $96 per share. Investors who bought $1,000 worth of EMB shares 5 years ago would now be looking at an investment worth $1,099.


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S&P 500 Index

Returns By Period

iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) has returned 2.33% so far this year and 11.30% over the past 12 months. Over the last ten years, EMB has returned 3.32% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


iShares J.P. Morgan USD Emerging Markets Bond ETF

1D
-0.34%
1M
1.72%
YTD
2.33%
6M
2.30%
1Y
11.30%
3Y*
9.42%
5Y*
1.91%
10Y*
3.32%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMB Monthly Returns History

Based on dividend-adjusted daily data since Dec 19, 2007, EMB's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, an investment would double in approximately 13.2 years.

Historically, 65% of months were positive and 35% were negative. The best month was Dec 2008 with a return of +17.7%, while the worst month was Oct 2008 at -19.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, EMB closed higher 54% of trading days. The best single day was Oct 30, 2008 with a return of +6.7%, while the worst single day was Jan 6, 2009 at -10.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.31%1.63%-3.49%2.49%1.09%0.39%2.33%
20251.70%2.13%-1.15%-0.26%1.16%2.69%0.68%1.80%1.57%1.98%0.50%0.32%13.85%
2024-1.21%0.78%2.00%-2.41%2.60%-0.23%2.67%2.27%2.01%-2.44%1.83%-2.23%5.54%
20233.92%-2.69%1.67%0.27%-1.19%2.50%1.72%-1.85%-3.33%-1.19%6.24%4.55%10.62%
2022-3.37%-5.53%-1.10%-6.67%0.81%-6.15%3.60%-2.71%-6.58%-0.16%10.08%-1.36%-18.63%
2021-1.78%-3.05%-0.73%2.40%0.96%0.86%0.56%0.90%-2.64%0.16%-1.88%2.16%-2.23%

Benchmark Metrics

iShares J.P. Morgan USD Emerging Markets Bond ETF has an annualized alpha of 2.94%, beta of 0.21, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since December 19, 2007.

  • This ETF participated in 45.65% of S&P 500 Index downside but only 39.07% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.21 may look defensive, but with R2 of 0.15 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.15 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.94%
Beta
0.21
0.15
Upside Capture
39.07%
Downside Capture
45.65%

Expense Ratio

EMB has an expense ratio of 0.39%, placing it in the medium range.


Return for Risk

Risk / Return Rank

EMB ranks 62 for risk / return — better than 62% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


EMB Risk / Return Rank: 6262
Overall Rank
EMB Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
EMB Sortino Ratio Rank: 6767
Sortino Ratio Rank
EMB Omega Ratio Rank: 6767
Omega Ratio Rank
EMB Calmar Ratio Rank: 5252
Calmar Ratio Rank
EMB Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EMBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.03

Sortino ratioReturn per unit of downside risk

+0.19

Omega ratioGain probability vs. loss probability

1.39

1.37

+0.02

Calmar ratioReturn relative to maximum drawdown

2.52

2.78

-0.27

Martin ratioReturn relative to average drawdown

10.72

12.44

-1.72

Dividends

Dividend History

iShares J.P. Morgan USD Emerging Markets Bond ETF provided a 5.03% dividend yield over the last twelve months, with an annual payout of $4.85 per share.


4.00%4.50%5.00%5.50%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.85$4.79$4.86$4.22$4.26$4.25$4.50$5.17$5.86$5.27$5.33$5.12

Dividend yield

5.03%4.98%5.46%4.74%5.04%3.89%3.88%4.51%5.64%4.54%4.83%4.84%

Monthly Dividends

The table displays the monthly dividend distributions for iShares J.P. Morgan USD Emerging Markets Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.41$0.40$0.46$0.41$0.41$2.09
2025$0.00$0.44$0.39$0.40$0.40$0.41$0.38$0.41$0.40$0.39$0.42$0.76$4.79
2024$0.00$0.37$0.39$0.37$0.36$0.36$0.38$0.39$0.37$0.39$0.42$1.07$4.86
2023$0.00$0.31$0.38$0.36$0.35$0.35$0.35$0.35$0.36$0.35$0.36$0.70$4.22
2022$0.00$0.37$0.36$0.38$0.36$0.33$0.36$0.35$0.31$0.37$0.38$0.68$4.26
2021$0.00$0.36$0.35$0.35$0.35$0.36$0.36$0.35$0.35$0.35$0.36$0.72$4.25

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares J.P. Morgan USD Emerging Markets Bond 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 J.P. Morgan USD Emerging Markets Bond ETF was 34.70%, occurring on Oct 28, 2008. Recovery took 182 trading sessions.

The current iShares J.P. Morgan USD Emerging Markets Bond ETF drawdown is 0.34%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-34.70%Oct 2008
5mo 9d8mo 26d
1y 2moMay 2008 - Jul 2009
Bear market2022
-28.74%Oct 2022
1y 1mo2y 9mo
3y 11moSep 2021 - Aug 2025
COVID crash2020
-26.55%Mar 2020
13d8mo
8mo 13dMar 2020 - Nov 2020
2013 correction2013
-14.48%Jun 2013
1mo 22d1y 14d
1y 2moMay 2013 - Jul 2014
Rate-hike selloffLate 2018
-8.92%Nov 2018
10mo 23d3mo 23d
1y 2moJan 2018 - Mar 2019

Drawdown Indicators


EMBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.70%

-56.78%

+22.08%

Max Drawdown (1Y)

Largest decline over 1 year

-4.51%

-9.10%

+4.59%

Max Drawdown (3Y)

Largest decline over 3 years

-7.95%

-18.90%

+10.95%

Max Drawdown (5Y)

Largest decline over 5 years

-28.74%

-25.43%

-3.31%

Max Drawdown (10Y)

Largest decline over 10 years

-28.74%

-33.92%

+5.18%

Current Drawdown

Current decline from peak

-0.34%

-1.80%

+1.46%

Average Drawdown

Average peak-to-trough decline

-5.05%

-10.71%

+5.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.06%

2.03%

-0.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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