iShares Edge MSCI EM Minimum Volatility UCITS ETF (EUNZ.DE)
EUNZ.DE is a passive ETF by iShares tracking the investment results of the MSCI Emerging Markets Minimum Volatility. EUNZ.DE launched on Nov 30, 2012 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00B8KGV557 |
|---|---|
| WKN | A1J782 |
| Issuer | iShares |
| Inception Date | Nov 30, 2012 |
| Category | Emerging Markets Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Emerging Markets Minimum Volatility |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
EUNZ.DE features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: EUNZ.DE vs. IBCK.DE, EUNZ.DE vs. IQQ0.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Edge MSCI EM Minimum Volatility UCITS 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 Edge MSCI EM Minimum Volatility UCITS ETF had a return of 14.83% year-to-date (YTD) and 17.77% in the last 12 months. Over the past 10 years, iShares Edge MSCI EM Minimum Volatility UCITS ETF had an annualized return of 4.20%, while the S&P 500 had an annualized return of 11.41%, indicating that iShares Edge MSCI EM Minimum Volatility UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.83% | 25.70% |
| 1 month | -0.85% | 3.51% |
| 6 months | 8.54% | 14.80% |
| 1 year | 17.77% | 37.91% |
| 5 years (annualized) | 3.49% | 14.18% |
| 10 years (annualized) | 4.20% | 11.41% |
Monthly Returns
The table below presents the monthly returns of EUNZ.DE, 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 | 0.16% | 3.60% | 0.59% | 0.13% | -1.61% | 4.68% | 1.65% | -0.21% | 5.59% | -2.15% | 14.83% | ||
| 2023 | 1.88% | -1.54% | 0.86% | 0.69% | 0.56% | 0.29% | 1.88% | -2.90% | 1.36% | -4.06% | 2.95% | 2.06% | 3.85% |
| 2022 | 0.37% | -0.08% | -0.33% | 2.03% | -3.69% | -2.57% | 3.11% | 0.02% | -4.75% | -2.58% | 3.87% | -4.16% | -8.85% |
| 2021 | 1.90% | 1.05% | 4.51% | -2.08% | 1.11% | 2.86% | -3.78% | 4.35% | -0.22% | 0.29% | 0.55% | 2.11% | 13.05% |
| 2020 | -4.99% | -4.42% | -9.73% | 8.30% | -2.09% | 2.70% | -0.76% | 1.41% | 0.84% | 0.38% | 4.64% | 2.47% | -2.49% |
| 2019 | 6.63% | 0.10% | 1.31% | 1.22% | -3.78% | 2.04% | 1.34% | -1.60% | 1.72% | -0.60% | -0.86% | 2.95% | 10.59% |
| 2018 | 2.29% | -2.82% | 0.16% | 1.38% | 1.36% | -3.41% | 2.79% | -0.92% | 1.03% | -4.77% | 3.78% | -2.36% | -1.89% |
| 2017 | 0.44% | 4.46% | 2.15% | -0.62% | -1.21% | -0.34% | -0.21% | 0.55% | 1.05% | 2.29% | -1.30% | 3.76% | 11.39% |
| 2016 | -3.28% | 0.69% | 4.40% | -1.36% | 0.33% | 4.44% | 2.58% | 0.49% | 0.48% | 0.31% | -1.13% | -0.57% | 7.33% |
| 2015 | 7.98% | 3.20% | 4.63% | 1.58% | -1.52% | -5.34% | -2.67% | -9.82% | -1.71% | 6.82% | 0.18% | -4.93% | -3.09% |
| 2014 | -5.79% | 2.18% | 3.39% | 0.48% | 4.32% | 1.31% | 3.14% | 4.93% | -0.46% | 1.34% | -0.59% | -0.46% | 14.16% |
| 2013 | 2.45% | 1.46% | -0.14% | -1.40% | -4.49% | -1.84% | -3.60% | 4.22% | 3.27% | -2.21% | -2.41% | -5.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EUNZ.DE is 58, 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 Edge MSCI EM Minimum Volatility UCITS ETF (EUNZ.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Edge MSCI EM Minimum Volatility UCITS 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 Edge MSCI EM Minimum Volatility UCITS ETF was 30.47%, occurring on Feb 11, 2016. Recovery took 813 trading sessions.
The current iShares Edge MSCI EM Minimum Volatility UCITS ETF drawdown is 2.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.47% | Apr 14, 2015 | 212 | Feb 11, 2016 | 813 | May 3, 2019 | 1025 |
| -26.15% | Jan 20, 2020 | 46 | Mar 23, 2020 | 205 | Jan 14, 2021 | 251 |
| -18.17% | May 20, 2013 | 175 | Feb 3, 2014 | 142 | Aug 25, 2014 | 317 |
| -12.67% | Apr 5, 2022 | 403 | Oct 27, 2023 | 179 | Jul 12, 2024 | 582 |
| -9.27% | Sep 5, 2014 | 71 | Dec 15, 2014 | 13 | Jan 8, 2015 | 84 |
Volatility
Volatility Chart
The current iShares Edge MSCI EM Minimum Volatility UCITS ETF volatility is 2.71%, 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.