iShares MSCI New Zealand ETF (ENZL)
ENZL is a passive ETF by iShares tracking the investment results of the MSCI New Zealand Investable Market Index. ENZL launched on Sep 1, 2010 and has a 0.50% expense ratio.
ETF Info
| ISIN | US4642891232 |
|---|---|
| CUSIP | 464289123 |
| Issuer | iShares |
| Inception Date | Sep 1, 2010 |
| Region | Developed Asia Pacific (New Zealand) |
| Category | Asia Pacific Equities |
| Leveraged | 1x |
| Index Tracked | MSCI New Zealand Investable Market Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
ENZL features an expense ratio of 0.50%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: ENZL vs. EDEN, ENZL vs. EWGS, ENZL vs. EIRL, ENZL vs. VOO, ENZL vs. VTI, ENZL vs. EWA, ENZL vs. EWQ, ENZL vs. MNRO, ENZL vs. EWY, ENZL vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI New Zealand ETF, 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 New Zealand ETF had a return of -2.49% year-to-date (YTD) and 8.92% in the last 12 months. Over the past 10 years, iShares MSCI New Zealand ETF had an annualized return of 5.07%, while the S&P 500 had an annualized return of 10.92%, indicating that iShares MSCI New Zealand ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.49% | 19.77% |
| 1 month | -3.79% | -0.67% |
| 6 months | 3.98% | 10.27% |
| 1 year | 8.92% | 31.07% |
| 5 years (annualized) | 0.32% | 13.22% |
| 10 years (annualized) | 5.07% | 10.92% |
Monthly Returns
The table below presents the monthly returns of ENZL, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.04% | -2.19% | 1.00% | -2.62% | 5.30% | -1.81% | 1.96% | 6.26% | 0.35% | -4.47% | -2.49% | ||
| 2023 | 7.36% | -6.09% | 2.00% | -0.02% | -4.49% | 3.74% | 2.08% | -9.48% | -2.14% | -5.98% | 11.64% | 6.47% | 2.95% |
| 2022 | -11.70% | 4.63% | 1.11% | -9.17% | -3.22% | -6.96% | 8.16% | -2.99% | -11.74% | 5.90% | 11.83% | 0.04% | -16.18% |
| 2021 | -0.54% | -7.64% | -0.43% | 3.71% | -4.56% | -0.58% | -0.46% | 4.98% | -2.68% | 3.38% | -8.13% | 1.93% | -11.39% |
| 2020 | -2.75% | -5.86% | -15.70% | 9.17% | 5.58% | 11.09% | 3.65% | 3.18% | -5.07% | 3.18% | 11.89% | 3.64% | 20.04% |
| 2019 | 5.61% | 1.73% | 5.76% | 0.08% | -2.35% | 6.04% | 1.85% | -5.14% | 0.58% | 1.18% | 6.48% | 5.54% | 30.09% |
| 2018 | 4.53% | -2.82% | 1.20% | -2.58% | 2.65% | 0.72% | -0.17% | 1.62% | -0.92% | -6.75% | 6.54% | -2.95% | 0.35% |
| 2017 | 9.41% | -0.76% | -2.13% | 0.85% | 3.69% | 6.73% | 2.98% | -2.20% | 1.14% | -3.29% | -0.11% | 6.28% | 24.04% |
| 2016 | -6.43% | 3.02% | 13.84% | 1.68% | 0.36% | 3.83% | 8.12% | 0.64% | 0.07% | -8.45% | -1.52% | -2.71% | 11.04% |
| 2015 | -3.58% | 6.23% | -2.17% | 1.22% | -5.99% | -6.69% | 0.52% | -7.57% | -0.74% | 13.62% | -1.56% | 6.80% | -1.99% |
| 2014 | 0.89% | 5.98% | 7.57% | 1.07% | -2.53% | 1.88% | -3.63% | 0.57% | -5.73% | 3.35% | 0.58% | 2.72% | 12.61% |
| 2013 | 6.13% | -1.06% | 2.64% | 6.28% | -10.98% | -2.83% | 4.86% | -3.78% | 13.62% | 2.78% | -3.97% | 0.37% | 12.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ENZL is 15, indicating that it is in the bottom 15% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI New Zealand ETF (ENZL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI New Zealand ETF provided a 2.83% dividend yield over the last twelve months, with an annual payout of $1.33 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.33 | $1.45 | $0.79 | $1.45 | $1.13 | $1.94 | $1.65 | $1.75 | $1.89 | $1.61 | $2.06 | $1.47 |
Dividend yield | 2.83% | 3.00% | 1.62% | 2.46% | 1.66% | 3.35% | 3.60% | 3.69% | 4.76% | 4.29% | 5.15% | 3.95% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI New Zealand ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $1.45 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.79 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $1.45 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $1.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.18 | $1.94 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $1.65 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $1.75 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.35 | $1.89 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $1.61 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $2.06 |
| 2013 | $0.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $1.47 |
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 New Zealand 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 New Zealand ETF was 42.44%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current iShares MSCI New Zealand ETF drawdown is 29.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.44% | Jan 8, 2021 | 446 | Oct 14, 2022 | — | — | — |
| -36.85% | Jan 24, 2020 | 41 | Mar 23, 2020 | 83 | Jul 21, 2020 | 124 |
| -23.2% | May 5, 2014 | 339 | Sep 4, 2015 | 140 | Mar 29, 2016 | 479 |
| -20.93% | Jul 25, 2011 | 88 | Nov 25, 2011 | 197 | Sep 7, 2012 | 285 |
| -17.54% | Sep 8, 2016 | 71 | Dec 16, 2016 | 145 | Jul 18, 2017 | 216 |
Volatility
Volatility Chart
The current iShares MSCI New Zealand ETF volatility is 3.32%, 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.