iShares MSCI Europe Financials ETF (EUFN)
EUFN is a passive ETF by iShares tracking the investment results of the MSCI Europe Financials Index. EUFN launched on Jan 20, 2010 and has a 0.48% expense ratio.
ETF Info
US4642891802
464289180
Jan 20, 2010
Developed Europe (Broad)
1x
MSCI Europe Financials Index
Large-Cap
Value
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI Europe Financials ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI Europe Financials ETF had a return of 16.64% year-to-date (YTD) and 25.25% in the last 12 months. Over the past 10 years, iShares MSCI Europe Financials ETF had an annualized return of 4.28%, while the S&P 500 had an annualized return of 11.16%, indicating that iShares MSCI Europe Financials ETF did not perform as well as the benchmark.
EUFN
16.64%
-2.71%
3.07%
25.25%
9.14%
4.28%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of EUFN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.77% | 2.96% | 7.26% | -2.15% | 8.76% | -4.49% | 4.38% | 3.47% | 2.40% | -2.95% | 16.64% | ||
| 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 | -4.11% | 11.30% | 2.94% | 4.05% | 5.34% | -5.54% | 0.67% | 2.11% | -2.36% | 7.29% | -8.46% | 6.26% | 19.13% |
| 2020 | -4.82% | -8.63% | -26.08% | 4.39% | 2.83% | 7.06% | 1.34% | 4.99% | -9.25% | -3.57% | 27.47% | 4.28% | -8.55% |
| 2019 | 6.31% | 4.27% | -3.35% | 7.76% | -8.12% | 5.00% | -4.13% | -5.69% | 7.25% | 4.54% | 0.92% | 5.95% | 20.73% |
| 2018 | 8.67% | -5.53% | -3.47% | 1.65% | -8.56% | -2.01% | 4.45% | -5.73% | 1.81% | -8.93% | -0.22% | -6.53% | -23.14% |
| 2017 | 3.85% | -2.64% | 6.00% | 4.72% | 2.91% | 2.75% | 5.83% | -2.37% | 3.57% | -1.41% | 0.39% | 0.97% | 26.94% |
| 2016 | -11.27% | -6.21% | 5.91% | 5.19% | -0.58% | -13.07% | 3.82% | 6.26% | -0.87% | 3.44% | 1.24% | 6.05% | -2.68% |
| 2015 | -2.68% | 6.77% | 0.38% | 3.35% | 0.67% | -2.10% | 3.10% | -7.51% | -5.74% | 4.68% | -2.19% | -2.55% | -4.70% |
| 2014 | -3.74% | 6.08% | -0.78% | 1.57% | 0.43% | -2.78% | -2.84% | 1.56% | -3.10% | -1.53% | 1.42% | -5.83% | -9.65% |
| 2013 | 7.14% | -5.58% | -3.05% | 8.14% | 1.81% | -6.93% | 10.41% | -2.05% | 7.32% | 6.58% | 0.86% | 3.13% | 29.32% |
Expense Ratio
EUFN features an expense ratio of 0.48%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EUFN is 60, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Europe Financials ETF (EUFN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI Europe Financials ETF provided a 4.62% dividend yield over the last twelve months, with an annual payout of $1.09 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.09 | $1.05 | $0.74 | $0.83 | $0.24 | $0.89 | $1.10 | $0.71 | $0.77 | $0.74 | $0.74 | $0.40 |
Dividend yield | 4.62% | 5.00% | 4.23% | 4.15% | 1.38% | 4.55% | 6.48% | 3.04% | 4.03% | 3.65% | 3.35% | 1.59% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.24 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.89 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $1.10 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.71 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.77 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.74 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.74 |
| 2013 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.40 |
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.
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 5.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.25% | Jan 29, 2018 | 538 | Mar 18, 2020 | 934 | Dec 1, 2023 | 1472 |
| -43.41% | May 2, 2011 | 144 | Nov 25, 2011 | 454 | Sep 18, 2013 | 598 |
| -39.44% | Jun 9, 2014 | 525 | Jul 7, 2016 | 269 | Aug 1, 2017 | 794 |
| -27.21% | Apr 16, 2010 | 29 | Jun 7, 2010 | 104 | Nov 4, 2010 | 133 |
| -17.18% | Nov 5, 2010 | 17 | Nov 30, 2010 | 43 | Feb 1, 2011 | 60 |
Volatility
Volatility Chart
The current iShares MSCI Europe Financials ETF volatility is 4.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.