iShares MSCI Italy ETF (EWI)
EWI is a passive ETF by iShares tracking the investment results of the MSCI Italy Index. EWI launched on Mar 12, 1996 and has a 0.49% expense ratio.
ETF Info
| ISIN | GB00BHSRZC82 |
|---|---|
| CUSIP | 46434G830 |
| Issuer | iShares |
| Inception Date | Mar 12, 1996 |
| Region | North America (U.S.) |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Italy Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
EWI features an expense ratio of 0.49%, falling within the medium range.
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: EWI vs. EWQ, EWI vs. FEZ, EWI vs. EDEN, EWI vs. SPY, EWI vs. EWP, EWI vs. EIRL, EWI vs. VOO, EWI vs. EPI, EWI vs. SCHD, EWI vs. QQQE
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI Italy 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 Italy ETF had a return of 15.35% year-to-date (YTD) and 26.43% in the last 12 months. Over the past 10 years, iShares MSCI Italy ETF had an annualized return of 6.32%, while the S&P 500 had an annualized return of 10.92%, indicating that iShares MSCI Italy ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.35% | 19.77% |
| 1 month | 1.03% | -0.67% |
| 6 months | 4.70% | 10.27% |
| 1 year | 26.43% | 31.07% |
| 5 years (annualized) | 8.84% | 13.22% |
| 10 years (annualized) | 6.32% | 10.92% |
Monthly Returns
The table below presents the monthly returns of EWI, 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 | -1.30% | 6.39% | 5.87% | -3.10% | 6.24% | -5.43% | 3.60% | 4.60% | 0.28% | -2.41% | 15.35% | ||
| 2023 | 12.36% | -0.86% | 1.40% | 4.04% | -6.25% | 9.87% | 5.25% | -4.18% | -5.23% | -1.71% | 10.30% | 4.16% | 30.63% |
| 2022 | -1.16% | -6.72% | -2.38% | -7.11% | 5.10% | -13.99% | 2.33% | -6.09% | -7.09% | 12.00% | 15.53% | -1.68% | -14.16% |
| 2021 | -3.70% | 5.54% | 5.31% | 0.32% | 6.01% | -2.17% | 0.31% | 1.42% | -3.95% | 5.78% | -6.03% | 5.76% | 14.38% |
| 2020 | -2.44% | -5.35% | -23.75% | 1.83% | 6.19% | 8.35% | 2.70% | 4.08% | -5.28% | -6.44% | 25.21% | 3.93% | 1.69% |
| 2019 | 8.10% | 3.74% | 2.36% | 1.80% | -8.31% | 9.91% | -1.89% | -0.44% | 2.45% | 4.72% | 0.07% | 2.83% | 26.98% |
| 2018 | 10.97% | -6.13% | 1.39% | 4.42% | -9.77% | -1.94% | 3.39% | -9.27% | 2.07% | -9.44% | 1.36% | -3.41% | -17.18% |
| 2017 | -1.94% | -0.38% | 8.84% | 2.76% | 5.37% | 1.54% | 7.05% | 1.78% | 3.53% | -1.28% | 0.16% | -1.30% | 28.70% |
| 2016 | -12.15% | -6.55% | 8.16% | 4.18% | -4.41% | -8.17% | 3.13% | 0.89% | -2.39% | 2.36% | -3.59% | 12.34% | -8.57% |
| 2015 | 0.81% | 8.53% | -0.54% | 3.18% | 1.90% | -2.60% | 3.96% | -4.39% | -3.24% | 3.42% | -2.84% | -4.23% | 3.14% |
| 2014 | -0.32% | 6.82% | 6.69% | 1.86% | -2.00% | -0.32% | -5.98% | -2.26% | -1.75% | -5.04% | -0.13% | -7.96% | -10.92% |
| 2013 | 5.58% | -12.39% | -5.14% | 11.44% | 1.22% | -9.45% | 10.08% | 0.31% | 8.28% | 10.94% | -2.14% | 2.37% | 19.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EWI is 51, 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 Italy ETF (EWI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI Italy ETF provided a 3.47% dividend yield over the last twelve months, with an annual payout of $1.33 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.33 | $1.15 | $1.23 | $0.86 | $0.49 | $1.12 | $1.14 | $0.67 | $0.88 | $0.64 | $0.68 | $0.68 |
Dividend yield | 3.47% | 3.40% | 4.57% | 2.63% | 1.66% | 3.80% | 4.71% | 2.19% | 3.64% | 2.31% | 2.51% | 2.19% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI Italy 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 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $1.15 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $1.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.86 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.49 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $1.12 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $1.14 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.67 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.88 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.64 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.68 |
| 2013 | $0.49 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.68 |
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 Italy 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 Italy ETF was 70.38%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current iShares MSCI Italy ETF drawdown is 5.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.38% | May 8, 2007 | 463 | Mar 9, 2009 | — | — | — |
| -44.65% | Jan 19, 2001 | 165 | Sep 21, 2001 | 588 | Feb 11, 2004 | 753 |
| -28.83% | Jul 21, 1998 | 58 | Oct 9, 1998 | 58 | Jan 4, 1999 | 116 |
| -25.21% | Jan 7, 1999 | 141 | Jul 29, 1999 | 144 | Feb 23, 2000 | 285 |
| -21.63% | Feb 24, 2000 | 165 | Oct 18, 2000 | 49 | Dec 28, 2000 | 214 |
Volatility
Volatility Chart
The current iShares MSCI Italy ETF volatility is 3.27%, 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.