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ISIN
US4642864007
CUSIP
464286400
Issuer
iShares
Inception Date
Jul 10, 2000
Region
Latin America (Brazil)
Leveraged
1x (No leverage)
Index Tracked
MSCI Brazil 25/50 Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$10B

Share Price Chart


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Performance

EWZ Performance Chart

iShares MSCI Brazil ETF (EWZ) is up 9.0% since the beginning of the year. EWZ is currently trading at $35 per share. Investors who bought $1,000 worth of EWZ shares 5 years ago would now be looking at an investment worth $1,235.


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S&P 500 Index

Returns By Period

iShares MSCI Brazil ETF (EWZ) has returned 9.03% so far this year and 32.42% over the past 12 months. Over the last ten years, EWZ has returned 7.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


iShares MSCI Brazil ETF

1D
-3.19%
1M
-11.27%
YTD
9.03%
6M
4.84%
1Y
32.42%
3Y*
11.04%
5Y*
4.31%
10Y*
7.81%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EWZ Monthly Returns History

Based on dividend-adjusted daily data since Jul 14, 2000, EWZ's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, an investment would double in approximately 5.8 years.

Historically, 54% of months were positive and 46% were negative. The best month was Mar 2016 with a return of +28.4%, while the worst month was Mar 2020 at -38.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, EWZ closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +25.6%, while the worst single day was Mar 16, 2020 at -23.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202616.59%4.56%-0.88%3.41%-9.55%-3.54%9.03%
202512.53%-4.82%7.22%4.60%0.63%8.00%-7.97%11.11%5.08%0.55%7.83%-2.16%48.81%
2024-5.84%0.27%-1.79%-4.29%-4.61%-4.62%1.61%7.56%-1.27%-5.80%-8.14%-7.71%-30.41%
20238.47%-10.12%0.40%3.25%1.95%15.31%4.44%-8.92%-0.58%-2.93%14.24%6.44%32.62%
202212.65%4.02%14.96%-13.33%7.57%-18.66%5.95%5.17%-2.92%10.26%-3.64%-4.52%12.09%
2021-7.77%-6.70%4.86%6.31%9.42%5.79%-7.75%-2.67%-11.73%-8.75%-1.13%4.13%-17.32%

Benchmark Metrics

iShares MSCI Brazil ETF has an annualized alpha of 3.30%, beta of 1.22, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since July 17, 2000.

  • This ETF captured 142.89% of S&P 500 Index gains and 132.57% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.39 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
3.30%
Beta
1.22
0.39
Upside Capture
142.89%
Downside Capture
132.57%

Expense Ratio

EWZ has an expense ratio of 0.59%, placing it in the medium range.


Return for Risk

Risk / Return Rank

EWZ ranks 37 for risk / return — below 37% 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.


EWZ Risk / Return Rank: 3737
Overall Rank
EWZ Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
EWZ Sortino Ratio Rank: 3535
Sortino Ratio Rank
EWZ Omega Ratio Rank: 3636
Omega Ratio Rank
EWZ Calmar Ratio Rank: 3939
Calmar Ratio Rank
EWZ Martin Ratio Rank: 4040
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 Brazil ETF (EWZ) and compare them to S&P 500 Index.


EWZBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.94

Sortino ratioReturn per unit of downside risk

-1.26

Omega ratioGain probability vs. loss probability

1.23

1.41

-0.17

Calmar ratioReturn relative to maximum drawdown

1.92

2.93

-1.01

Martin ratioReturn relative to average drawdown

6.10

13.52

-7.42

Dividends

Dividend History

iShares MSCI Brazil ETF provided a 4.76% dividend yield over the last twelve months, with an annual payout of $1.65 per share.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.65$1.65$2.01$1.98$3.52$2.77$0.63$1.21$1.11$0.69$0.60$0.84

Dividend yield

4.76%5.19%8.91%5.66%12.59%9.87%1.71%2.54%2.89%1.71%1.81%4.08%

Monthly Dividends

The table displays the monthly dividend distributions for iShares MSCI Brazil 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$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$1.13$1.65
2024$0.00$0.00$0.00$0.00$0.00$0.91$0.00$0.00$0.00$0.00$0.00$1.09$2.01
2023$0.00$0.00$0.00$0.00$0.00$0.76$0.00$0.00$0.00$0.00$0.00$1.22$1.98
2022$0.00$0.00$0.00$0.00$0.00$1.50$0.00$0.00$0.00$0.00$0.00$2.02$3.52
2021$0.00$0.00$0.00$0.00$0.00$0.63$0.00$0.00$0.00$0.00$0.00$2.14$2.77

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 Brazil 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 Brazil ETF was 77.25%, occurring on Jan 21, 2016. The portfolio has not yet recovered.

The current iShares MSCI Brazil ETF drawdown is 24.07%.


Related event

Drawdown

Fall

Recovery

Underwater

2016 bear market2016
-77.25%Jan 2016
7y 8mo
18y 18dMay 2008 - now
Dot-com crash2000–2002
-72.21%Oct 2002
2y 1mo1y 2mo
3y 4moSep 2000 - Jan 2004
2004 bear market2004
-33.32%May 2004
3mo 28d4mo 24d
8mo 22dJan 2004 - Oct 2004
2006 bear market2006
-32.06%Jun 2006
1mo 4d6mo 17d
7mo 21dMay 2006 - Dec 2006
2007 bear market2007
-26.52%Aug 2007
23d1mo 9d
2mo 2dJul 2007 - Sep 2007

Drawdown Indicators


EWZBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-77.25%

-56.78%

-20.47%

Max Drawdown (1Y)

Largest decline over 1 year

-16.99%

-9.10%

-7.89%

Max Drawdown (3Y)

Largest decline over 3 years

-31.36%

-18.90%

-12.46%

Max Drawdown (5Y)

Largest decline over 5 years

-32.24%

-25.43%

-6.81%

Max Drawdown (10Y)

Largest decline over 10 years

-56.99%

-33.92%

-23.07%

Current Drawdown

Current decline from peak

-24.07%

-0.74%

-23.33%

Average Drawdown

Average peak-to-trough decline

-35.95%

-10.72%

-25.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.33%

1.97%

+3.36%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with EWZ

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