- ISIN
- US46429B6065
- CUSIP
- 46429B606
- Issuer
- iShares
- Inception Date
- May 25, 2010
- Region
- North America (U.S.)
- Category
- Europe Equities
- 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
- Assets Under Management
- $731M
Highlights
- Avg. Volume (1M)
- 409K
- Avg. Volume Value (1M)
- $16.66M
Share Price Chart
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Performance
EPOL Performance Chart
iShares MSCI Poland ETF (EPOL) is up 22.6% since the beginning of the year. EPOL is currently trading at $43 per share. Investors who bought $1,000 worth of EPOL shares 5 years ago would now be looking at an investment worth $2,348.
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Returns By Period
iShares MSCI Poland ETF (EPOL) has returned 22.62% so far this year and 40.70% over the past 12 months. Over the last ten years, EPOL has returned 11.96% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
iShares MSCI Poland ETF
- 1D
- 0.16%
- 1M
- 8.60%
- 6M
- 14.79%
- YTD
- 22.62%
- 1Y
- 40.70%
- 3Y*
- 33.53%
- 5Y*
- 18.62%
- 10Y*
- 11.96%
- ALL TIME*
- 6.44%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
EPOL Monthly Returns History
Based on dividend-adjusted daily data since May 26, 2010, EPOL's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 52% of months were positive and 48% 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 52% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.82% | 1.44% | -4.51% | 5.41% | 5.55% | -3.98% | 10.93% | 22.62% | |||||
| 2025 | 13.22% | 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% |
| 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% | -10.61% | -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 -4.21%, beta of 1.08, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since May 26, 2010.
- This ETF participated in 134.19% of S&P 500 Index downside but only 103.34% 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
- -4.21%
- Beta
- 1.08
- R²
- 0.43
- Upside Capture
- 103.34%
- Downside Capture
- 134.19%
Expense Ratio
EPOL has an expense ratio of 0.61%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EPOL ranks 77 for risk / return — above 77% of ETFs peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for iShares MSCI Poland ETF (EPOL) 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.
| EPOL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.68 | 2.00 | +1.68 |
| Martin ratioReturn relative to average drawdown | 9.96 | 8.49 | +1.47 |
Dividends
Dividend History
iShares MSCI Poland ETF provided a 3.44% dividend yield over the last twelve months, with an annual payout of $1.47 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.47 | $1.68 | $1.26 | $0.65 | $0.41 | $0.28 | $0.27 | $0.53 | $0.33 | $0.51 | $0.39 | $0.46 |
Dividend yield | 3.44% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.30 | |||||
| 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.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-63.72%Oct 2022 | 11y 5mo | 2y 4mo | 13y 10moApr 2011 - Feb 2025 | Bear market2022 |
-15.87%Nov 2010 | 24d | 4mo | 4mo 24dNov 2010 - Mar 2011 | — |
-15.81%Apr 2025 | 19d | 15d | 1mo 4dMar 2025 - Apr 2025 | 2025 selloff2025 |
-11.04%Mar 2026 | 1mo 8d | 20d | 1mo 28dFeb 2026 - Apr 2026 | — |
-10.69%Jun 2010 | 10d | 8d | 18dMay 2010 - Jun 2010 | — |
Drawdown Indicators
| EPOL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.72% | -56.78% | -6.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -9.10% | -1.94% |
Max Drawdown (3Y)Largest decline over 3 years | -19.56% | -18.90% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -54.21% | -25.43% | -28.78% |
Max Drawdown (10Y)Largest decline over 10 years | -61.41% | -33.92% | -27.49% |
Current DrawdownCurrent decline from peak | 0.00% | -1.58% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -26.64% | -10.70% | -15.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 2.14% | +1.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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