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ISIN
US4642891315
CUSIP
464289131
Issuer
iShares
Inception Date
Sep 28, 2010
Region
Latin America (Brazil)
Leveraged
1x (No leverage)
Index Tracked
MSCI Brazil Small Cap Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Blend
Assets Under Management
$251M

Share Price Chart


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Performance

EWZS Performance Chart

iShares MSCI Brazil Small-Cap ETF (EWZS) is up 6.9% since the beginning of the year. EWZS is currently trading at $14 per share. Investors who bought $1,000 worth of EWZS shares 5 years ago would now be looking at an investment worth $823.


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S&P 500 Index

Returns By Period

iShares MSCI Brazil Small-Cap ETF (EWZS) has returned 6.88% so far this year and 11.26% over the past 12 months. Over the last ten years, EWZS has returned 7.85% per year, falling short of the S&P 500 Index benchmark, which averaged 13.65% annually.


iShares MSCI Brazil Small-Cap ETF

1D
1.84%
1M
-8.72%
YTD
6.88%
6M
-2.61%
1Y
11.26%
3Y*
2.99%
5Y*
-3.81%
10Y*
7.85%

Benchmark (S&P 500 Index)

1D
0.41%
1M
4.48%
YTD
10.79%
6M
10.60%
1Y
27.02%
3Y*
21.07%
5Y*
12.39%
10Y*
13.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EWZS Monthly Returns History

Based on dividend-adjusted daily data since Sep 29, 2010, EWZS's average daily return is +0.02%, while the average monthly return is +0.41%. At this rate, an investment would double in approximately 14.1 years.

Historically, 49% of months were positive and 51% were negative. The best month was Mar 2016 with a return of +27.1%, while the worst month was Mar 2020 at -46.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 7 months.

On a daily basis, EWZS closed higher 51% of trading days. The best single day was Mar 25, 2020 with a return of +10.7%, while the worst single day was Mar 18, 2020 at -22.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202614.69%5.01%-4.90%1.76%-6.91%-1.49%6.88%
202513.51%-5.14%8.13%11.33%4.59%6.81%-10.86%13.32%3.77%-1.26%3.17%-6.11%45.18%
2024-7.10%0.64%3.27%-10.04%-1.38%-7.40%1.70%4.87%0.47%-6.36%-9.34%-11.24%-35.95%
202311.09%-12.49%3.08%3.76%10.05%14.06%3.45%-11.04%-3.68%-7.19%14.45%7.94%32.65%
20227.50%-1.56%16.86%-12.43%3.97%-22.76%6.04%7.86%-4.54%11.99%-11.47%-5.67%-11.20%
2021-6.56%-4.38%5.39%9.07%11.25%5.45%-9.40%-3.29%-7.85%-14.65%-3.30%7.01%-14.09%

Benchmark Metrics

iShares MSCI Brazil Small-Cap ETF has an annualized alpha of -8.83%, beta of 1.04, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since September 30, 2010.

  • This ETF participated in 150.59% of S&P 500 Index downside but only 85.65% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.28 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-8.83%
Beta
1.04
0.28
Upside Capture
85.65%
Downside Capture
150.59%

Expense Ratio

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


Return for Risk

Risk / Return Rank

EWZS ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


EWZS Risk / Return Rank: 1616
Overall Rank
EWZS Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
EWZS Sortino Ratio Rank: 1616
Sortino Ratio Rank
EWZS Omega Ratio Rank: 1616
Omega Ratio Rank
EWZS Calmar Ratio Rank: 1717
Calmar Ratio Rank
EWZS Martin Ratio Rank: 1717
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 Small-Cap ETF (EWZS) and compare them to S&P 500 Index.


EWZSBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.91

Sortino ratioReturn per unit of downside risk

-2.40

Omega ratioGain probability vs. loss probability

1.09

1.41

-0.32

Calmar ratioReturn relative to maximum drawdown

0.66

2.98

-2.32

Martin ratioReturn relative to average drawdown

1.65

13.78

-12.13

Dividends

Dividend History

iShares MSCI Brazil Small-Cap ETF provided a 3.63% dividend yield over the last twelve months, with an annual payout of $0.50 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.50$0.50$0.46$0.41$0.54$0.62$0.19$0.38$0.63$0.56$0.40$0.30

Dividend yield

3.63%3.88%4.93%2.75%4.61%4.51%1.15%1.77%4.35%3.41%3.62%4.35%

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.


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$0.13$0.00$0.00$0.00$0.00$0.00$0.37$0.50
2024$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.00$0.24$0.46
2023$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.25$0.41
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$0.54
2021$0.00$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.38$0.62

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 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 79.23%, occurring on Jan 21, 2016. The portfolio has not yet recovered.

The current iShares MSCI Brazil Small-Cap ETF drawdown is 29.72%.


Related event

Drawdown

Fall

Recovery

Underwater

2016 bear market2016
-79.23%Jan 2016
4y 9mo
15y 1moApr 2011 - now
2011 pullback2011
-9.69%Feb 2011
22d1mo 23d
2mo 15dJan 2011 - Apr 2011
2010 pullback2010
-8.18%Nov 2010
11d1mo 18d
1mo 29dNov 2010 - Jan 2011
2010 pullback2010
-4.01%Oct 2010
5d14d
19dOct 2010 - Nov 2010
2011 pullback2011
-2.59%Apr 2011
7d2d
9dApr 2011 - Apr 2011

Drawdown Indicators


EWZSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-79.23%

-56.78%

-22.45%

Max Drawdown (1Y)

Largest decline over 1 year

-17.05%

-9.10%

-7.95%

Max Drawdown (3Y)

Largest decline over 3 years

-37.55%

-18.90%

-18.65%

Max Drawdown (5Y)

Largest decline over 5 years

-48.78%

-25.43%

-23.35%

Max Drawdown (10Y)

Largest decline over 10 years

-63.15%

-33.92%

-29.23%

Current Drawdown

Current decline from peak

-29.72%

-0.33%

-29.39%

Average Drawdown

Average peak-to-trough decline

-36.56%

-10.72%

-25.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.85%

1.97%

+4.88%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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