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iShares MSCI Europe Financials ETF (EUFN)

ETF · Currency in USD
ISIN
US4642891802
CUSIP
464289180
Issuer
iShares
Inception Date
Jan 20, 2010
Region
Developed Europe (Broad)
Category
Financials Equities
Expense Ratio
0.48%
Index Tracked
MSCI Europe Financials Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Value

EUFNPrice Chart


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EUFNPerformance

The chart shows the growth of $10,000 invested in iShares MSCI Europe Financials ETF on Feb 4, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,553 for a total return of roughly 25.53%. All prices are adjusted for splits and dividends.


EUFN (iShares MSCI Europe Financials ETF)
Benchmark (S&P 500)

EUFNReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-8.07%0.43%
6M-6.10%9.37%
YTD12.63%22.33%
1Y14.47%26.59%
5Y5.13%15.74%
10Y6.19%14.46%

EUFNMonthly Returns Heatmap


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EUFNSharpe 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 Europe Financials ETF Sharpe ratio is 0.75. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


EUFN (iShares MSCI Europe Financials ETF)
Benchmark (S&P 500)

EUFNDividends

iShares MSCI Europe Financials ETF granted a 2.53% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $0.49 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.49$0.24$0.89$1.10$0.71$0.77$0.74$0.74$0.40$0.58$0.59$0.38

Dividend yield

2.53%1.38%4.55%6.48%3.04%4.03%3.65%3.35%1.59%2.91%3.87%1.80%

EUFNDrawdowns Chart

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


EUFN (iShares MSCI Europe Financials ETF)
Benchmark (S&P 500)

EUFNWorst Drawdowns

The table below shows the maximum drawdowns of the iShares MSCI Europe Financials 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 Europe Financials ETF is 53.26%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.26%Jan 29, 2018538Mar 18, 2020
-43.41%May 2, 2011146Nov 25, 2011454Sep 18, 2013600
-39.44%Jun 9, 2014525Jul 7, 2016269Aug 1, 2017794
-27.21%Apr 16, 201036Jun 7, 2010106Nov 4, 2010142
-17.17%Nov 5, 201017Nov 30, 201043Feb 1, 201160
-11.88%Feb 18, 201118Mar 16, 201129Apr 27, 201147
-9.82%Jan 16, 201412Feb 3, 201485Jun 5, 201497
-9.16%Feb 9, 20104Feb 12, 201024Mar 19, 201028
-6.2%Oct 23, 201336Dec 12, 20139Dec 26, 201345
-5.94%Aug 8, 201720Sep 5, 201782Jan 2, 2018102

EUFNVolatility Chart

Current iShares MSCI Europe Financials ETF volatility is 23.29%. 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.


EUFN (iShares MSCI Europe Financials ETF)
Benchmark (S&P 500)

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