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ISIN
US4642868719
CUSIP
464286871
Issuer
iShares
Inception Date
Mar 12, 1996
Region
Developed Asia Pacific (Pacific ex-Japan)
Leveraged
1x (No leverage)
Index Tracked
MSCI Hong Kong Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$1B

Share Price Chart


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Performance

EWH Performance Chart

iShares MSCI Hong Kong ETF (EWH) is up 2.0% since the beginning of the year. EWH is currently trading at $21 per share. Investors who bought $1,000 worth of EWH shares 5 years ago would now be looking at an investment worth $965.


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S&P 500 Index

Returns By Period

iShares MSCI Hong Kong ETF (EWH) has returned 2.00% so far this year and 17.74% over the past 12 months. Over the last ten years, EWH has returned 4.79% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


iShares MSCI Hong Kong ETF

1D
0.23%
1M
-7.73%
YTD
2.00%
6M
0.16%
1Y
17.74%
3Y*
8.52%
5Y*
-0.71%
10Y*
4.79%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EWH Monthly Returns History

Based on dividend-adjusted daily data since Apr 1, 1996, EWH's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Oct 1998 with a return of +38.4%, while the worst month was Oct 1997 at -28.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, EWH closed higher 50% of trading days. The best single day was Oct 28, 1997 with a return of +20.3%, while the worst single day was Oct 29, 1997 at -12.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.02%3.55%-4.63%2.73%-2.57%-6.21%2.00%
2025-0.96%6.61%-0.45%0.06%8.11%7.13%4.23%2.22%1.84%-0.05%3.25%-1.38%34.50%
2024-9.73%4.15%-4.78%3.15%4.24%-6.51%-0.33%6.10%15.33%-4.23%-2.41%-2.51%0.00%
20234.95%-7.57%0.83%1.36%-9.03%3.64%3.52%-9.30%-5.51%-2.16%0.18%5.95%-13.87%
20222.24%-4.34%-0.49%-5.32%3.74%1.64%-4.28%-3.81%-10.76%-11.73%24.29%6.40%-6.81%
20211.70%4.99%1.03%2.60%3.04%-3.57%-2.40%-1.19%-6.95%2.34%-5.09%0.67%-3.49%

Benchmark Metrics

iShares MSCI Hong Kong ETF has an annualized alpha of -0.79%, beta of 0.92, and R2 of 0.41 versus S&P 500 Index. Calculated based on daily prices since April 01, 1996.

  • This ETF participated in 105.98% of S&P 500 Index downside but only 89.67% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.41 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-0.79%
Beta
0.92
0.41
Upside Capture
89.67%
Downside Capture
105.98%

Expense Ratio

EWH has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Risk / Return Rank

EWH ranks 30 for risk / return — below 30% 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.


EWH Risk / Return Rank: 3030
Overall Rank
EWH Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EWH Sortino Ratio Rank: 2929
Sortino Ratio Rank
EWH Omega Ratio Rank: 2828
Omega Ratio Rank
EWH Calmar Ratio Rank: 2929
Calmar Ratio Rank
EWH Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares MSCI Hong Kong ETF (EWH) 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.


EWHBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.97

Sortino ratioReturn per unit of downside risk

-1.19

Omega ratioGain probability vs. loss probability

1.19

1.37

-0.18

Calmar ratioReturn relative to maximum drawdown

1.38

2.78

-1.40

Martin ratioReturn relative to average drawdown

4.55

12.44

-7.89

Dividends

Dividend History

iShares MSCI Hong Kong ETF provided a 4.86% dividend yield over the last twelve months, with an annual payout of $1.04 per share.


2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.04$1.10$0.70$0.74$0.61$0.64$0.63$0.66$0.66$1.11$0.60$0.52

Dividend yield

4.86%5.20%4.17%4.28%2.91%2.78%2.56%2.71%2.93%4.35%3.08%2.63%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.35$0.35
2025$0.00$0.00$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.00$0.69$1.10
2024$0.00$0.00$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.34$0.70
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$0.74
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$0.61
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$0.64

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 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 66.44%, occurring on Aug 31, 1998. Recovery took 1911 trading sessions.

The current iShares MSCI Hong Kong ETF drawdown is 11.71%.


Related event

Drawdown

Fall

Recovery

Underwater

1998 bear market1998
-66.44%Aug 1998
1y 23d7y 7mo
8y 8moAug 1997 - Apr 2006
Financial crisis2007–2009
-63.58%Nov 2008
1y 22d4y 2mo
5y 2moOct 2007 - Jan 2013
2024 bear market2024
-42.71%Apr 2024
2y 10mo1y 9mo
4y 8moJun 2021 - Jan 2026
COVID crash2020
-31.07%Mar 2020
11mo 20d9mo 28d
1y 9moApr 2019 - Jan 2021
2016 bear market2016
-29.54%Feb 2016
8mo 19d1y 3mo
1y 11moMay 2015 - May 2017

Drawdown Indicators


EWHBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-66.44%

-56.78%

-9.66%

Max Drawdown (1Y)

Largest decline over 1 year

-12.91%

-9.10%

-3.81%

Max Drawdown (3Y)

Largest decline over 3 years

-24.93%

-18.90%

-6.03%

Max Drawdown (5Y)

Largest decline over 5 years

-41.28%

-25.43%

-15.85%

Max Drawdown (10Y)

Largest decline over 10 years

-42.71%

-33.92%

-8.79%

Current Drawdown

Current decline from peak

-11.71%

-1.80%

-9.91%

Average Drawdown

Average peak-to-trough decline

-19.47%

-10.71%

-8.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.91%

2.03%

+1.88%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with EWH

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