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

ETF Info

ISIN

US4642868719

CUSIP

464286871

Issuer

iShares

Inception Date

Mar 12, 1996

Region

Developed Asia Pacific (Pacific ex-Japan)

Leveraged

1x

Index Tracked

MSCI Hong Kong Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

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.


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

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.


-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
0.70%
11.50%
EWH (iShares MSCI Hong Kong ETF)
Benchmark (^GSPC)

Returns By Period

iShares MSCI Hong Kong ETF had a return of 1.40% year-to-date (YTD) and 2.20% in the last 12 months. Over the past 10 years, iShares MSCI Hong Kong ETF had an annualized return of 0.74%, while the S&P 500 had an annualized return of 11.13%, indicating that iShares MSCI Hong Kong ETF did not perform as well as the benchmark.


EWH

YTD

1.40%

1M

-3.69%

6M

0.70%

1Y

2.20%

5Y (annualized)

-3.17%

10Y (annualized)

0.74%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

The table below presents the monthly returns of EWH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-9.73%4.15%-4.78%3.15%4.24%-6.51%-0.33%6.10%15.33%-4.23%1.40%
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%
2020-5.84%0.26%-13.19%6.07%-6.19%9.79%-1.22%7.53%-3.44%-1.92%10.65%4.52%4.17%
20199.57%4.57%1.35%1.03%-6.87%6.88%-3.98%-8.09%-0.61%4.76%-1.01%4.25%10.74%
20184.64%-3.83%-1.06%1.58%1.09%-5.39%2.27%-2.46%-0.95%-10.66%8.00%-1.05%-8.76%
20177.96%2.76%2.96%2.92%3.28%0.74%3.63%1.69%0.00%-0.04%3.97%1.88%36.46%
2016-9.33%0.67%9.29%0.05%-0.15%1.15%6.74%0.62%4.66%-2.00%-1.85%-7.00%1.35%
20155.50%0.18%1.01%8.48%-0.46%-3.48%-1.46%-13.27%-0.83%7.27%-2.05%-0.27%-1.17%
2014-7.18%5.54%-1.98%2.53%4.68%0.95%5.36%-0.73%-6.91%6.30%0.32%-4.39%3.28%
20134.48%-0.84%-1.39%3.12%-3.71%-4.80%4.45%-1.72%6.49%1.67%1.89%0.17%9.54%

Expense Ratio

EWH features an expense ratio of 0.49%, falling within the medium range.


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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EWH is 7, indicating that it is in the bottom 7% of ETFs on our website 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 77
Combined Rank
The Sharpe Ratio Rank of EWH is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of EWH is 77
Sortino Ratio Rank
The Omega Ratio Rank of EWH is 77
Omega Ratio Rank
The Calmar Ratio Rank of EWH is 77
Calmar Ratio Rank
The Martin Ratio Rank of EWH is 77
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for EWH, currently valued at 0.05, compared to the broader market0.002.004.006.000.052.46
The chart of Sortino ratio for EWH, currently valued at 0.23, compared to the broader market-2.000.002.004.006.008.0010.0012.000.233.31
The chart of Omega ratio for EWH, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.001.031.46
The chart of Calmar ratio for EWH, currently valued at 0.03, compared to the broader market0.005.0010.0015.000.033.55
The chart of Martin ratio for EWH, currently valued at 0.12, compared to the broader market0.0020.0040.0060.0080.00100.00120.000.1215.76
EWH
^GSPC

The current iShares MSCI Hong Kong ETF Sharpe ratio is 0.05. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares MSCI Hong Kong ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.05
2.46
EWH (iShares MSCI Hong Kong ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares MSCI Hong Kong ETF provided a 4.53% dividend yield over the last twelve months, with an annual payout of $0.78 per share.


2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.78$0.74$0.61$0.64$0.63$0.66$0.66$1.11$0.60$0.52$0.72$0.61

Dividend yield

4.53%4.28%2.91%2.78%2.56%2.70%2.94%4.35%3.07%2.62%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.35
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
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$0.63
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$0.66
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$0.66
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$1.11
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$0.60
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$0.52
2014$0.00$0.00$0.00$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.19$0.72
2013$0.43$0.00$0.00$0.00$0.00$0.00$0.18$0.61

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.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-31.13%
-1.40%
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 31.13%.


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 5.96%, 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%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
5.96%
4.07%
EWH (iShares MSCI Hong Kong ETF)
Benchmark (^GSPC)