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iShares MSCI Hong Kong ETF (EWH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS4642868719
CUSIP464286871
IssueriShares
Inception DateMar 12, 1996
RegionDeveloped Asia Pacific (Pacific ex-Japan)
CategoryAsia Pacific Equities
Index TrackedMSCI Hong Kong Index
Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The iShares MSCI Hong Kong ETF has a high expense ratio of 0.49%, indicating higher-than-average management fees.


Expense ratio chart for EWH: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


iShares MSCI Hong Kong ETF

Popular comparisons: EWH vs. MCHI, EWH vs. EWS, EWH vs. EWT, EWH vs. EWY, EWH vs. EWJ, EWH vs. FXI, EWH vs. SPY, EWH vs. ASHR, EWH vs. INDA, EWH vs. FLHK

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares MSCI Hong Kong ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
-5.06%
21.13%
EWH (iShares MSCI Hong Kong ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares MSCI Hong Kong ETF had a return of -10.77% year-to-date (YTD) and -19.82% in the last 12 months. Over the past 10 years, iShares MSCI Hong Kong ETF had an annualized return of 0.38%, while the S&P 500 had an annualized return of 10.55%, indicating that iShares MSCI Hong Kong ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-10.77%6.33%
1 month-1.59%-2.81%
6 months-5.06%21.13%
1 year-19.82%24.56%
5 years (annualized)-7.53%11.55%
10 years (annualized)0.38%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-9.73%4.15%-4.78%
2023-5.51%-2.16%0.18%5.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EWH is 1, indicating that it is in the bottom 1% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of EWH is 11
iShares MSCI Hong Kong ETF(EWH)
The Sharpe Ratio Rank of EWH is 11Sharpe Ratio Rank
The Sortino Ratio Rank of EWH is 22Sortino Ratio Rank
The Omega Ratio Rank of EWH is 22Omega Ratio Rank
The Calmar Ratio Rank of EWH is 22Calmar Ratio Rank
The Martin Ratio Rank of EWH is 11Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares MSCI Hong Kong ETF (EWH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


EWH
Sharpe ratio
The chart of Sharpe ratio for EWH, currently valued at -1.06, compared to the broader market-1.000.001.002.003.004.00-1.06
Sortino ratio
The chart of Sortino ratio for EWH, currently valued at -1.49, compared to the broader market-2.000.002.004.006.008.00-1.49
Omega ratio
The chart of Omega ratio for EWH, currently valued at 0.84, compared to the broader market1.001.502.000.84
Calmar ratio
The chart of Calmar ratio for EWH, currently valued at -0.49, compared to the broader market0.002.004.006.008.0010.00-0.49
Martin ratio
The chart of Martin ratio for EWH, currently valued at -1.38, compared to the broader market0.0010.0020.0030.0040.0050.0060.00-1.38
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-1.000.001.002.003.004.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-2.000.002.004.006.008.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.002.004.006.008.0010.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.61

Sharpe Ratio

The current iShares MSCI Hong Kong ETF Sharpe ratio is -1.06. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-1.06
1.91
EWH (iShares MSCI Hong Kong ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares MSCI Hong Kong ETF granted a 4.79% dividend yield in the last twelve months. The annual payout for that period amounted to $0.74 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.74$0.74$0.61$0.64$0.63$0.66$0.66$1.11$0.60$0.52$0.72$0.61

Dividend yield

4.79%4.28%2.91%2.78%2.56%2.71%2.93%4.35%3.08%2.63%3.52%2.96%

Monthly Dividends

The table displays the monthly dividend distributions for iShares MSCI Hong Kong ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.43
2022$0.00$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.28
2021$0.00$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$0.00$0.26
2020$0.00$0.00$0.00$0.00$0.00$0.41$0.00$0.00$0.00$0.00$0.00$0.22
2019$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00$0.00$0.21
2018$0.00$0.00$0.00$0.00$0.00$0.39$0.00$0.00$0.00$0.00$0.00$0.27
2017$0.00$0.00$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.00$0.00$0.71
2016$0.00$0.00$0.00$0.00$0.00$0.39$0.00$0.00$0.00$0.00$0.00$0.21
2015$0.00$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.21
2014$0.00$0.00$0.00$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.18
2013$0.43$0.00$0.00$0.00$0.00$0.00$0.18

Drawdowns

Drawdowns Chart

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


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-39.39%
-3.48%
EWH (iShares MSCI Hong Kong ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares MSCI Hong Kong 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 Hong Kong ETF was 66.43%, occurring on Aug 31, 1998. Recovery took 1909 trading sessions.

The current iShares MSCI Hong Kong ETF drawdown is 39.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.43%Aug 8, 1997268Aug 31, 19981909Apr 4, 20062177
-63.58%Oct 30, 2007269Nov 20, 20081049Jan 24, 20131318
-42.71%Jun 1, 2021725Apr 17, 2024
-31.07%Apr 8, 2019242Mar 23, 2020207Jan 15, 2021449
-29.54%May 26, 2015180Feb 9, 2016315May 10, 2017495

Volatility

Volatility Chart

The current iShares MSCI Hong Kong ETF volatility is 5.95%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%NovemberDecember2024FebruaryMarchApril
5.95%
3.59%
EWH (iShares MSCI Hong Kong ETF)
Benchmark (^GSPC)