- ISIN
- US4642891802
- CUSIP
- 464289180
- Issuer
- iShares
- Inception Date
- Jan 20, 2010
- Region
- Developed Europe (Broad)
- Category
- Financials Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI Europe Financials Index (Net)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
- Assets Under Management
- $4B
Highlights
- Avg. Volume (1M)
- 1M
- Avg. Volume Value (1M)
- $60.11M
Share Price Chart
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Performance
EUFN Performance Chart
iShares MSCI Europe Financials ETF (EUFN) is up 15.8% since the beginning of the year. EUFN is currently trading at $42 per share. Investors who bought $1,000 worth of EUFN shares 5 years ago would now be looking at an investment worth $2,692.
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Compare this symbol against anything
Returns By Period
iShares MSCI Europe Financials ETF (EUFN) has returned 15.76% so far this year and 37.30% over the past 12 months. Looking at the last ten years, EUFN has achieved an annualized return of 14.87%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
iShares MSCI Europe Financials ETF
- 1D
- -0.05%
- 1M
- 4.57%
- 6M
- 12.34%
- YTD
- 15.76%
- 1Y
- 37.30%
- 3Y*
- 34.07%
- 5Y*
- 21.90%
- 10Y*
- 14.87%
- ALL TIME*
- 7.77%
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%
EUFN Monthly Returns History
Based on dividend-adjusted daily data since Feb 3, 2010, EUFN's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, an investment would double in approximately 6.8 years.
Historically, 58% of months were positive and 42% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.05% | -1.33% | -7.58% | 8.21% | 2.12% | 4.30% | 6.90% | 15.76% | |||||
| 2025 | 8.45% | 8.59% | 3.83% | 4.91% | 6.32% | 2.16% | 1.39% | 4.24% | 2.72% | -1.43% | 3.40% | 7.49% | 65.73% |
| 2024 | -1.77% | 2.96% | 7.26% | -2.15% | 8.76% | -4.49% | 4.38% | 3.47% | 2.40% | -2.95% | -0.50% | -0.49% | 17.20% |
| 2023 | 13.29% | 0.50% | -6.31% | 5.72% | -4.96% | 6.06% | 4.69% | -4.23% | -1.66% | -3.86% | 11.11% | 5.36% | 26.15% |
| 2022 | 3.64% | -10.01% | 1.12% | -8.78% | 5.97% | -9.79% | 0.13% | -4.34% | -8.49% | 9.49% | 14.97% | 0.53% | -8.78% |
| 2021 | -4.10% | 11.30% | 2.94% | 4.05% | 5.34% | -5.54% | 0.66% | 2.11% | -2.36% | 7.29% | -8.46% | 6.26% | 19.13% |
Benchmark Metrics
iShares MSCI Europe Financials ETF has an annualized alpha of -3.66%, beta of 1.12, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since February 03, 2010.
- This ETF participated in 124.04% of S&P 500 Index downside but only 101.90% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -3.66% 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.
- Alpha
- -3.66%
- Beta
- 1.12
- R²
- 0.54
- Upside Capture
- 101.90%
- Downside Capture
- 124.04%
Expense Ratio
EUFN has an expense ratio of 0.49%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EUFN ranks 72 for risk / return — above 72% 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 Europe Financials ETF (EUFN) 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.
| EUFN | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.43 | 2.00 | +0.43 |
| Martin ratioReturn relative to average drawdown | 8.55 | 8.49 | +0.06 |
Dividends
Dividend History
iShares MSCI Europe Financials ETF provided a 3.96% dividend yield over the last twelve months, with an annual payout of $1.65 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.65 | $1.33 | $1.25 | $1.05 | $0.74 | $0.83 | $0.24 | $0.89 | $1.10 | $0.71 | $0.76 | $0.74 |
Dividend yield | 3.96% | 3.57% | 5.36% | 5.00% | 4.24% | 4.15% | 1.38% | 4.55% | 6.48% | 3.04% | 4.03% | 3.65% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 | $0.00 | $1.14 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $1.33 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $1.25 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $1.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.74 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.83 |
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 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 0.05%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-53.25%Mar 2020 | 2y 1mo | 3y 8mo | 5y 10moJan 2018 - Dec 2023 | COVID crash2020 |
-43.41%Nov 2011 | 6mo 27d | 1y 9mo | 2y 4moMay 2011 - Sep 2013 | — |
-39.44%Jul 2016 | 2y 29d | 1y 25d | 3y 1moJun 2014 - Aug 2017 | — |
-27.21%Jun 2010 | 1mo 22d | 5mo | 6mo 22dApr 2010 - Nov 2010 | — |
-17.18%Nov 2010 | 25d | 2mo 3d | 2mo 28dNov 2010 - Feb 2011 | — |
Drawdown Indicators
| EUFN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.25% | -56.78% | +3.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -9.10% | -5.67% |
Max Drawdown (3Y)Largest decline over 3 years | -15.95% | -18.90% | +2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -35.15% | -25.43% | -9.72% |
Max Drawdown (10Y)Largest decline over 10 years | -53.25% | -33.92% | -19.33% |
Current DrawdownCurrent decline from peak | -0.05% | -1.58% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -14.42% | -10.70% | -3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.14% | +2.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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