iShares MSCI Brazil Small-Cap ETF (EWZS)
EWZS is a passive ETF by iShares tracking the investment results of the MSCI Brazil Small Cap Index. EWZS launched on Sep 28, 2010 and has a 0.59% expense ratio.
ETF Info
| ISIN | US4642891315 |
|---|---|
| CUSIP | 464289131 |
| Issuer | iShares |
| Inception Date | Sep 28, 2010 |
| Region | Latin America (Brazil) |
| Category | Latin America Equities |
| Index Tracked | MSCI Brazil Small Cap Index |
| ETF Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares MSCI Brazil Small-Cap ETF has a high expense ratio of 0.59%, indicating higher-than-average management fees.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in iShares MSCI Brazil Small-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
iShares MSCI Brazil Small-Cap ETF had a return of 26.36% year-to-date (YTD) and 20.23% in the last 12 months. Over the past 10 years, iShares MSCI Brazil Small-Cap ETF had an annualized return of 0.29%, while the S&P 500 had an annualized return of 9.87%, indicating that iShares MSCI Brazil Small-Cap ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.36% | 19.67% |
| 1 month | 15.44% | 8.42% |
| 6 months | 4.85% | 7.29% |
| 1 year | 20.23% | 12.71% |
| 5 years (annualized) | 3.26% | 10.75% |
| 10 years (annualized) | 0.29% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 10.05% | 14.06% | 3.45% | -11.04% | -3.68% | -7.19% | 14.45% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Brazil Small-Cap ETF (EWZS) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
EWZS iShares MSCI Brazil Small-Cap ETF | 0.63 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
iShares MSCI Brazil Small-Cap ETF granted a 3.36% dividend yield in the last twelve months. The annual payout for that period amounted to $0.49 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.54 | $0.62 | $0.19 | $0.37 | $0.68 | $0.55 | $0.39 | $0.29 | $0.43 | $0.37 | $0.72 |
Dividend yield | 3.36% | 4.61% | 4.49% | 1.14% | 1.75% | 4.72% | 3.36% | 3.56% | 4.29% | 3.00% | 1.85% | 2.59% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI Brazil Small-Cap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 |
| 2012 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Brazil Small-Cap 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 Small-Cap ETF was 79.25%, occurring on Jan 21, 2016. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.25% | Apr 27, 2011 | 1192 | Jan 21, 2016 | — | — | — |
| -9.69% | Jan 19, 2011 | 17 | Feb 10, 2011 | 36 | Apr 4, 2011 | 53 |
| -8.18% | Nov 5, 2010 | 8 | Nov 16, 2010 | 32 | Jan 3, 2011 | 40 |
| -4.01% | Oct 14, 2010 | 4 | Oct 19, 2010 | 10 | Nov 2, 2010 | 14 |
| -2.59% | Apr 11, 2011 | 6 | Apr 18, 2011 | 2 | Apr 20, 2011 | 8 |
Volatility Chart
The current iShares MSCI Brazil Small-Cap ETF volatility is 7.79%, 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.