iShares MSCI Eurozone ETF (EZU)

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iShares MSCI Eurozone ETF (EZU) is up 8.2% since the beginning of the year. EZU is currently trading at $69 per share. Investors who bought $1,000 worth of EZU shares 5 years ago would now be looking at an investment worth $1,564.

iShares MSCI Eurozone ETF (EZU) has returned 8.17% so far this year and 19.95% over the past 12 months. Over the last ten years, EZU has returned 9.96% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Jan 2, 2001, EZU's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, an investment would double in approximately 9.5 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +19.7%, while the worst month was Oct 2008 at -24.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, EZU closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +15.0%, while the worst single day was Mar 12, 2020 at -12.7%.

iShares MSCI Eurozone ETF has an annualized alpha of -1.32%, beta of 1.07, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since January 03, 2001.

• This ETF participated in 118.16% of S&P 500 Index downside but only 111.31% of its upside - more exposed to losses than it benefited from rallies.
• With beta of 1.07 and R2 of 0.68, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

EZU has an expense ratio of 0.51%, placing it in the medium range.

EZU ranks 32 for risk / return — below 32% 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.

The table below present risk-adjusted performance metrics for iShares MSCI Eurozone ETF (EZU) and compare them to S&P 500 Index.

iShares MSCI Eurozone ETF provided a 2.64% dividend yield over the last twelve months, with an annual payout of $1.83 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for iShares MSCI Eurozone ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares MSCI Eurozone 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 Eurozone ETF was 65.32%, occurring on Mar 9, 2009. Recovery took 2229 trading sessions.

The chart below shows the rolling one-month volatility.