iShares MSCI Poland ETF (EPOL)
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
US46429B6065
46429B606
May 25, 2010
North America (U.S.)
1x
MSCI Poland Investable Market Index
Large-Cap
Blend
Expense Ratio
EPOL features an expense ratio of 0.61%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
iShares MSCI Poland ETF had a return of -1.68% year-to-date (YTD) and -2.63% in the last 12 months. Over the past 10 years, iShares MSCI Poland ETF had an annualized return of 1.00%, while the S&P 500 had an annualized return of 11.06%, indicating that iShares MSCI Poland ETF did not perform as well as the benchmark.
EPOL
-1.68%
2.85%
-7.90%
-2.63%
3.12%
1.00%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of EPOL, 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 | -3.31% | 6.44% | 1.20% | -0.13% | 6.88% | -0.78% | -2.73% | 2.98% | -1.34% | -8.17% | -0.76% | -1.68% | |
| 2023 | 8.28% | -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% | -10.60% | -1.50% | -12.91% | -14.18% | 15.32% | 21.42% | 4.35% | -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% | 12.20% |
| 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% | -8.38% |
| 2019 | 5.69% | -4.11% | -1.97% | 1.62% | -3.96% | 6.55% | -5.94% | -7.65% | 0.05% | 6.10% | -4.16% | 2.82% | -6.12% |
| 2018 | 8.34% | -10.43% | -4.53% | -1.08% | -8.66% | -3.89% | 11.80% | -0.86% | -1.16% | -9.97% | 8.38% | 0.28% | -13.76% |
| 2017 | 11.43% | 4.06% | 2.71% | 10.10% | 0.38% | 2.14% | 6.38% | 5.96% | -3.11% | 2.04% | -1.26% | 3.02% | 52.43% |
| 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% | 2.44% |
| 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% | -23.18% |
| 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% | -16.32% |
| 2013 | -3.98% | -5.31% | -4.57% | 0.51% | 2.21% | -6.98% | 9.99% | 1.27% | 5.72% | 7.79% | 2.14% | -3.49% | 3.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EPOL is 13, meaning it’s performing worse than 87% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Poland ETF (EPOL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI Poland ETF provided a 5.98% dividend yield over the last twelve months, with an annual payout of $1.26 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.26 | $0.65 | $0.41 | $0.28 | $0.27 | $0.53 | $0.33 | $0.51 | $0.39 | $0.46 | $0.83 | $0.97 |
Dividend yield | 5.98% | 2.87% | 2.65% | 1.33% | 1.44% | 2.51% | 1.44% | 1.88% | 2.15% | 2.53% | 3.44% | 3.27% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.27 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.53 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.51 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.39 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.46 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.83 |
| 2013 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.97 |
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 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 63.71%, occurring on Oct 12, 2022. The portfolio has not yet recovered.
The current iShares MSCI Poland ETF drawdown is 21.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.71% | Apr 28, 2011 | 2885 | Oct 12, 2022 | — | — | — |
| -15.87% | Nov 5, 2010 | 16 | Nov 29, 2010 | 83 | Mar 29, 2011 | 99 |
| -10.69% | May 28, 2010 | 6 | Jun 7, 2010 | 6 | Jun 15, 2010 | 12 |
| -10% | Aug 10, 2010 | 15 | Aug 30, 2010 | 10 | Sep 14, 2010 | 25 |
| -8.95% | Jun 16, 2010 | 10 | Jun 29, 2010 | 8 | Jul 12, 2010 | 18 |
Volatility
Volatility Chart
The current iShares MSCI Poland ETF volatility is 5.96%, 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.