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iShares MSCI Poland ETF (EPOL)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US46429B6065
CUSIP
46429B606
Issuer
iShares
Inception Date
May 25, 2010
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
MSCI Poland Investable Market Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

iShares MSCI Poland ETF (EPOL) has returned 3.47% so far this year and 36.71% over the past 12 months. Over the last ten years, EPOL has returned 9.02% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


iShares MSCI Poland ETF

1D
5.11%
1M
-4.51%
YTD
3.47%
6M
16.88%
1Y
36.71%
3Y*
39.07%
5Y*
18.46%
10Y*
9.02%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 26, 2010, EPOL's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, your investment would double in approximately 7.6 years.

Historically, 51% of months were positive and 49% were negative. The best month was Nov 2020 with a return of +25.7%, while the worst month was Sep 2011 at -23.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.

On a daily basis, EPOL closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +12.1%, while the worst single day was Mar 12, 2020 at -13.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.82%1.44%-4.51%3.47%
202513.22%6.98%10.80%5.25%3.02%8.08%-1.58%-0.16%1.58%4.69%1.07%6.77%77.34%
2024-3.31%6.44%1.20%-0.13%6.88%-0.78%-2.73%2.98%-1.34%-8.17%-0.76%-1.96%-2.61%
20238.28%-5.79%-1.84%13.82%-3.63%12.96%9.96%-9.20%-10.65%16.01%9.47%7.22%50.70%
2022-2.52%-12.76%6.14%-16.99%4.63%-10.61%-1.50%-12.91%-14.18%15.32%21.42%4.36%-24.62%
2021-1.31%-0.53%-3.05%9.61%13.61%-4.49%1.54%5.96%-5.11%6.11%-12.12%4.13%12.21%

Benchmark Metrics

iShares MSCI Poland ETF has an annualized alpha of -4.47%, beta of 1.08, and R² of 0.43 versus S&P 500 Index. Calculated based on daily prices since May 27, 2010.

  • This ETF participated in 136.29% of S&P 500 Index downside but only 104.67% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.43 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
-4.47%
Beta
1.08
0.43
Upside Capture
104.67%
Downside Capture
136.29%

Expense Ratio

EPOL has an expense ratio of 0.61%, placing it in the medium range.


Return for Risk

Risk / Return Rank

EPOL ranks 74 for risk / return — better than 74% 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.


EPOL Risk / Return Rank: 7474
Overall Rank
EPOL Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
EPOL Sortino Ratio Rank: 7676
Sortino Ratio Rank
EPOL Omega Ratio Rank: 6767
Omega Ratio Rank
EPOL Calmar Ratio Rank: 8181
Calmar Ratio Rank
EPOL Martin Ratio Rank: 7575
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 MSCI Poland ETF (EPOL) and compare them to a chosen benchmark (S&P 500 Index).


EPOLBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.33

0.90

+0.43

Sortino ratio

Return per unit of downside risk

1.99

1.39

+0.61

Omega ratio

Gain probability vs. loss probability

1.26

1.21

+0.04

Calmar ratio

Return relative to maximum drawdown

2.35

1.40

+0.95

Martin ratio

Return relative to average drawdown

8.16

6.61

+1.56

Explore EPOL risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

iShares MSCI Poland ETF provided a 4.62% dividend yield over the last twelve months, with an annual payout of $1.68 per share. The fund has been increasing its distributions for 5 consecutive years.


1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.68$1.68$1.26$0.65$0.41$0.28$0.27$0.53$0.33$0.51$0.39$0.46

Dividend yield

4.62%4.78%6.04%2.87%2.65%1.33%1.44%2.51%1.44%1.88%2.14%2.53%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.51$0.00$0.00$0.00$0.00$0.00$1.17$1.68
2024$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.00$0.00$0.83$1.26
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.65$0.65
2022$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.27$0.41
2021$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.22$0.28

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 MSCI Poland 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 Poland ETF was 63.72%, occurring on Oct 12, 2022. Recovery took 588 trading sessions.

The current iShares MSCI Poland ETF drawdown is 6.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.72%Apr 28, 20112885Oct 12, 2022588Feb 18, 20253473
-15.87%Nov 5, 201016Nov 29, 201083Mar 29, 201199
-15.81%Mar 19, 202514Apr 7, 202510Apr 22, 202524
-11.04%Feb 10, 202623Mar 13, 2026
-10.69%May 28, 20106Jun 7, 20106Jun 15, 201012

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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