PortfoliosLab logo

iShares MSCI Poland ETF (EPOL)

ETF · Currency in USD · Last updated Nov 29, 2022

EPOL is a passive ETF by iShares tracking the investment results of the MSCI Poland Investable Market Index. EPOL launched on May 25, 2010 and has a 0.61% expense ratio.

ETF Info

ISINUS46429B6065
CUSIP46429B606
IssueriShares
Inception DateMay 25, 2010
RegionNorth America (U.S.)
CategoryEurope Equities
Expense Ratio0.61%
Index TrackedMSCI Poland Investable Market Index
ETF Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Trading Data

Previous Close$14.68
Year Range$10.72 - $22.91
EMA (50)$13.18
EMA (200)$15.23
Average Volume$467.00K

EPOLShare Price Chart


Loading data...

EPOLPerformance

The chart shows the growth of $10,000 invested in iShares MSCI Poland ETF in May 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $8,054 for a total return of roughly -19.46%. All prices are adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovember
-8.64%
-3.35%
EPOL (iShares MSCI Poland ETF)
Benchmark (^GSPC)

EPOLCompare to other instruments

Search for stocks, ETFs, and funds to compare with EPOL

EPOLReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M17.63%1.61%
6M-9.92%-4.67%
YTD-29.68%-16.83%
1Y-24.33%-13.73%
5Y-10.09%8.59%
10Y-3.92%10.86%

EPOLMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-2.52%-12.76%6.14%-16.99%4.63%-10.61%-1.50%-12.91%-14.18%15.32%18.20%
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%
2020-4.98%-14.78%-19.51%8.22%10.29%2.35%5.87%3.13%-9.26%-15.43%25.72%9.25%
20195.69%-4.11%-1.97%1.62%-3.96%6.55%-5.94%-7.65%0.05%6.10%-4.16%2.82%
20188.34%-10.43%-4.53%-1.08%-8.66%-3.89%11.80%-0.86%-1.16%-9.97%8.38%0.28%
201711.43%4.06%2.71%10.10%0.38%2.14%6.38%5.96%-3.11%2.04%-1.26%3.03%
2016-6.67%3.26%16.10%-6.35%-8.13%-2.29%3.60%2.39%1.28%2.03%-7.80%7.76%
2015-3.61%1.42%-0.64%9.79%-5.73%-4.78%-1.93%-3.08%-4.01%-1.97%-9.06%-1.36%
2014-5.90%10.38%-2.53%0.90%-1.02%-1.38%-6.13%1.34%1.72%-3.27%-1.89%-8.61%
2013-3.98%-5.31%-4.57%0.51%2.21%-6.99%9.99%1.27%5.72%7.79%2.14%-3.49%
201216.96%3.79%-1.24%-3.64%-16.40%15.29%-2.44%5.04%8.04%-1.52%5.63%10.43%
20111.31%0.76%4.40%10.67%-3.00%-3.66%-5.03%-12.97%-23.55%15.28%-8.06%-7.91%
20104.16%-6.59%20.34%-5.14%17.64%6.87%-11.32%10.89%

EPOLSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares MSCI Poland ETF Sharpe ratio is -0.61. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.50-1.00-0.500.00JulyAugustSeptemberOctoberNovember
-0.61
-0.57
EPOL (iShares MSCI Poland ETF)
Benchmark (^GSPC)

EPOLDividend History

iShares MSCI Poland ETF granted a 2.45% dividend yield in the last twelve months. The annual payout for that period amounted to $0.36 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.36$0.28$0.27$0.53$0.33$0.51$0.39$0.46$0.83$0.97$0.92$1.24$0.36

Dividend yield

2.45%1.34%1.47%2.60%1.53%2.03%2.36%2.85%3.96%3.89%3.82%7.31%1.44%

EPOLDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember
-50.31%
-17.36%
EPOL (iShares MSCI Poland ETF)
Benchmark (^GSPC)

EPOLWorst Drawdowns

The table below shows the maximum drawdowns of the iShares MSCI Poland ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares MSCI Poland ETF is 63.72%, recorded on Oct 12, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.72%Apr 28, 20112885Oct 12, 2022
-15.87%Nov 5, 201016Nov 29, 201083Mar 29, 201199
-10.69%May 28, 20106Jun 7, 20106Jun 15, 201012
-10%Aug 10, 201015Aug 30, 201010Sep 14, 201025
-8.95%Jun 16, 201010Jun 29, 20108Jul 12, 201018
-6.1%Oct 15, 20103Oct 19, 201010Nov 2, 201013
-3.77%Apr 15, 20112Apr 18, 20112Apr 20, 20114
-3.75%Jul 16, 20104Jul 21, 20101Jul 22, 20105
-2.38%Sep 23, 20101Sep 23, 20101Sep 24, 20102
-1.37%Oct 7, 20101Oct 7, 20104Oct 13, 20105

EPOLVolatility Chart

Current iShares MSCI Poland ETF volatility is 26.62%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovember
26.62%
14.31%
EPOL (iShares MSCI Poland ETF)
Benchmark (^GSPC)