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iShares MSCI South Africa ETF

EZA
ETF · Currency in USD
ISIN
US4642867802
CUSIP
464286780
Issuer
iShares
Inception Date
Feb 7, 2003
Region
North America (U.S.)
Category
Emerging Markets Equities
Expense Ratio
0.59%
Index Tracked
MSCI South Africa Index
ETF Home Page
www.ishares.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

EZAPrice Chart


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S&P 500

EZAPerformance

The chart shows the growth of $10,000 invested in iShares MSCI South Africa ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,328 for a total return of roughly 33.28%. All prices are adjusted for splits and dividends.


EZA (iShares MSCI South Africa ETF)
Benchmark (S&P 500)

EZAReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.26%
YTD13.44%
6M36.73%
1Y74.79%
5Y3.86%
10Y0.75%

EZAMonthly Returns Heatmap


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EZASharpe 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 South Africa ETF Sharpe ratio is 2.40. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


EZA (iShares MSCI South Africa ETF)
Benchmark (S&P 500)

EZADividends

iShares MSCI South Africa ETF granted a 4.86% dividend yield in the last twelve months, as of Apr 11, 2021. The annual payout for that period amounted to $2.42 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.42$2.42$6.02$1.92$1.08$2.15$1.41$1.43$1.57$2.16$1.92$1.82
Dividend yield
4.86%5.51%12.27%3.81%1.55%4.10%3.03%2.20%2.44%3.01%3.15%2.43%

EZADrawdowns Chart


EZA (iShares MSCI South Africa ETF)
Benchmark (S&P 500)

EZAWorst Drawdowns

The table below shows the maximum drawdowns of the iShares MSCI South Africa 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 {{portfolioName}} is 62.25%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-62.25%Jan 29, 2018541Mar 23, 2020
-45.01%Apr 29, 2015184Jan 20, 2016486Dec 21, 2017670
-25.97%May 2, 2011108Oct 3, 2011656May 14, 2014764
-17.71%Sep 8, 201470Dec 15, 201491Apr 28, 2015161
-17.7%Apr 6, 201033May 20, 201079Sep 13, 2010112
-13.39%Jan 4, 201118Jan 28, 201147Apr 6, 201165
-12.68%Jan 7, 201022Feb 8, 201021Mar 10, 201043
-7.6%Apr 11, 20116Apr 18, 20116Apr 27, 201112
-7.41%Nov 9, 201015Nov 30, 20104Dec 6, 201019
-5.83%Oct 19, 20107Oct 27, 20106Nov 4, 201013

EZAVolatility Chart

Current iShares MSCI South Africa ETF volatility is 19.68%. 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.


EZA (iShares MSCI South Africa ETF)
Benchmark (S&P 500)

Portfolios with iShares MSCI South Africa ETF


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