PortfoliosLab logo

iShares MSCI United Kingdom ETF (EWU)

ETF · Currency in USD
ISIN
US4642866994
CUSIP
46435G334
Issuer
iShares
Inception Date
Mar 12, 1996
Region
North America (U.S.)
Category
Europe Equities
Expense Ratio
0.50%
Index Tracked
MSCI United Kingdom Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

EWUPrice Chart


Chart placeholderClick Calculate to get results

EWUPerformance

The chart shows the growth of $10,000 invested in iShares MSCI United Kingdom ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,268 for a total return of roughly 62.68%. All prices are adjusted for splits and dividends.


EWU (iShares MSCI United Kingdom ETF)
Benchmark (S&P 500)

EWUReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD1.69%-7.73%
1M4.53%-5.40%
6M7.64%0.70%
1Y13.93%14.18%
5Y5.69%14.13%
10Y4.22%12.84%

EWUMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

EWUSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares MSCI United Kingdom ETF Sharpe ratio is 1.06. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


EWU (iShares MSCI United Kingdom ETF)
Benchmark (S&P 500)

EWUDividends

iShares MSCI United Kingdom ETF granted a 4.28% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $1.44 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.44$1.44$0.73$1.41$1.46$1.40$1.22$1.33$2.74$1.00$1.28$1.07$0.84

Dividend yield

4.28%4.35%2.59%4.43%5.58%4.58%4.84%5.20%10.00%3.37%5.17%4.96%3.77%

EWUDrawdowns Chart

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


EWU (iShares MSCI United Kingdom ETF)
Benchmark (S&P 500)

EWUWorst Drawdowns

The table below shows the maximum drawdowns of the iShares MSCI United Kingdom ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares MSCI United Kingdom ETF is 43.33%, recorded on Mar 23, 2020. It took 284 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.33%Jan 29, 2018541Mar 23, 2020284May 7, 2021825
-29.34%Jul 7, 2014405Feb 11, 2016486Jan 17, 2018891
-22.92%May 2, 2011108Oct 3, 2011304Dec 18, 2012412
-20.41%Apr 16, 201025May 20, 201095Oct 5, 2010120
-13.17%Jan 20, 201014Feb 8, 201045Apr 14, 201059
-9.97%Nov 5, 201017Nov 30, 201032Jan 14, 201149
-9.61%Feb 22, 201117Mar 16, 201115Apr 6, 201132
-8.96%May 22, 201323Jun 24, 201335Aug 13, 201358
-7.99%Jan 23, 20148Feb 3, 201412Feb 20, 201420
-7.06%Jun 16, 202123Jul 19, 202166Oct 20, 202189

EWUVolatility Chart

Current iShares MSCI United Kingdom ETF volatility is 13.61%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


EWU (iShares MSCI United Kingdom ETF)
Benchmark (S&P 500)

Portfolios with iShares MSCI United Kingdom ETF


Loading data...

More Tools for iShares MSCI United Kingdom ETF