iShares MSCI Europe Financials ETF (EUFN)

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iShares MSCI Europe Financials ETF (EUFN) is up 3.6% since the beginning of the year. EUFN is currently trading at $38 per share. Investors who bought $1,000 worth of EUFN shares 5 years ago would now be looking at an investment worth $2,287.

iShares MSCI Europe Financials ETF (EUFN) has returned 3.64% so far this year and 24.36% over the past 12 months. Over the last ten years, EUFN has returned 12.21% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Feb 3, 2010, EUFN's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +27.5%, while the worst month was Mar 2020 at -26.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EUFN closed higher 51% of trading days. The best single day was May 10, 2010 with a return of +12.8%, while the worst single day was Jun 24, 2016 at -16.6%.

iShares MSCI Europe Financials ETF has an annualized alpha of -4.51%, beta of 1.12, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since February 04, 2010.

• This ETF participated in 127.56% of S&P 500 Index downside but only 101.57% of its upside - more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -4.51% versus S&P 500 Index - delivering less than market exposure alone would predict.
• With beta of 1.12 and R2 of 0.54, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

EUFN has an expense ratio of 0.48%, placing it in the medium range.

EUFN ranks 34 for risk / return — below 34% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for iShares MSCI Europe Financials ETF (EUFN) and compare them to S&P 500 Index.

iShares MSCI Europe Financials ETF provided a 3.45% dividend yield over the last twelve months, with an annual payout of $1.33 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for iShares MSCI Europe Financials 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 Europe Financials 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 Europe Financials ETF was 53.25%, occurring on Mar 18, 2020. Recovery took 934 trading sessions.

The current iShares MSCI Europe Financials ETF drawdown is 1.16%.

The chart below shows the rolling one-month volatility.