- 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
- $702M
Share Price Chart
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Performance
EPOL Performance Chart
iShares MSCI Poland ETF (EPOL) is up 12.7% since the beginning of the year. EPOL is currently trading at $39 per share. Investors who bought $1,000 worth of EPOL shares 5 years ago would now be looking at an investment worth $2,163.
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Returns By Period
iShares MSCI Poland ETF (EPOL) has returned 12.68% so far this year and 37.91% over the past 12 months. Over the last ten years, EPOL has returned 12.14% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares MSCI Poland ETF
- 1D
- -0.98%
- 1M
- -0.74%
- YTD
- 12.68%
- 6M
- 12.65%
- 1Y
- 37.91%
- 3Y*
- 33.91%
- 5Y*
- 16.68%
- 10Y*
- 12.14%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
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 +0.79%. At this rate, an investment would double in approximately 7.3 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 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.82% | 1.44% | -4.51% | 5.41% | 5.55% | -2.12% | 12.68% | ||||||
| 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 -4.74%, 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 136.39% 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
- -4.74%
- Beta
- 1.08
- R²
- 0.43
- Upside Capture
- 103.34%
- Downside Capture
- 136.39%
Expense Ratio
EPOL has an expense ratio of 0.61%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EPOL ranks 53 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by 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 | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.45 | 2.78 | +0.67 |
| Martin ratioReturn relative to average drawdown | 9.41 | 12.44 | -3.03 |
Dividends
Dividend History
iShares MSCI Poland ETF provided a 3.74% 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 | 3.74% | 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 | $0.30 | ||||||
| 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.
The current iShares MSCI Poland ETF drawdown is 3.27%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -63.72%Oct 2022 | 11y 5mo | 2y 4mo | 13y 10moApr 2011 - Feb 2025 |
2010 correction2010 | -15.87%Nov 2010 | 24d | 4mo | 4mo 24dNov 2010 - Mar 2011 |
2025 selloff2025 | -15.81%Apr 2025 | 19d | 15d | 1mo 4dMar 2025 - Apr 2025 |
2026 correction2026 | -11.04%Mar 2026 | 1mo 8d | 20d | 1mo 28dFeb 2026 - Apr 2026 |
2010 correction2010 | -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 | -21.81% | -18.90% | -2.91% |
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 | -3.27% | -1.80% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -26.81% | -10.71% | -16.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 2.03% | +2.01% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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