iShares MSCI Peru ETF (EPU)

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

iShares MSCI Peru ETF (EPU) has returned 11.55% so far this year and 88.14% over the past 12 months. Looking at the last ten years, EPU has achieved an annualized return of 15.59%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jun 22, 2009, EPU's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, your investment would double in approximately 5.4 years.

Historically, 57% of months were positive and 43% were negative. The best month was Mar 2016 with a return of +20.2%, while the worst month was Mar 2020 at -26.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, EPU closed higher 52% of trading days. The best single day was Apr 11, 2016 with a return of +10.3%, while the worst single day was Jun 6, 2011 at -13.8%.

iShares MSCI Peru ETF has an annualized alpha of 2.72%, beta of 0.74, and R² of 0.30 versus S&P 500 Index. Calculated based on daily prices since June 23, 2009.

• This ETF participated in 83.09% of S&P 500 Index downside but only 78.16% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.30 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

EPU has an expense ratio of 0.59%, placing it in the medium range.

EPU ranks 96 for risk / return — in the top 96% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for iShares MSCI Peru ETF (EPU) and compare them to a chosen benchmark (S&P 500 Index).

iShares MSCI Peru ETF provided a 1.46% dividend yield over the last twelve months, with an annual payout of $1.18 per share.

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

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.

The table below displays the maximum drawdowns of the iShares MSCI Peru 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 Peru ETF was 60.62%, occurring on Jan 19, 2016. Recovery took 508 trading sessions.

The current iShares MSCI Peru ETF drawdown is 13.99%.

The chart below shows the rolling one-month volatility.