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iShares Currency Hedged MSCI Emerging Markets ETF

HEEM
ETF · Currency in USD
ISIN
US46434G5099
CUSIP
46434G509
Issuer
iShares
Inception Date
Sep 23, 2014
Region
Broad Asia (Pacific ex-Japan)
Category
Asia Pacific Equities
Expense Ratio
0.68%
Index Tracked
MSCI Emerging Markets 100% USD Hedged Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

HEEMPrice Chart


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S&P 500

HEEMPerformance

The chart shows the growth of $10,000 invested in iShares Currency Hedged MSCI Emerging Markets ETF on Sep 26, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,393 for a total return of roughly 53.93%. All prices are adjusted for splits and dividends.


HEEM (iShares Currency Hedged MSCI Emerging Markets ETF)
Benchmark (S&P 500)

HEEMReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-3.26%
6M-4.81%
YTD0.98%
1Y13.75%
5Y9.12%
10Y6.33%

HEEMMonthly Returns Heatmap


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HEEMSharpe 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 Currency Hedged MSCI Emerging Markets ETF Sharpe ratio is 0.77. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


HEEM (iShares Currency Hedged MSCI Emerging Markets ETF)
Benchmark (S&P 500)

HEEMDividends

iShares Currency Hedged MSCI Emerging Markets ETF granted a 1.48% dividend yield in the last twelve months, as of Oct 9, 2021. The annual payout for that period amounted to $0.46 per share.


PeriodTTM2020201920182017201620152014
Dividend$0.46$0.46$0.80$0.55$0.54$0.39$1.26$0.48

Dividend yield

1.48%1.49%3.04%2.37%2.05%1.84%6.28%2.04%

HEEMDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


HEEM (iShares Currency Hedged MSCI Emerging Markets ETF)
Benchmark (S&P 500)

HEEMWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Currency Hedged MSCI Emerging Markets 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 iShares Currency Hedged MSCI Emerging Markets ETF is 28.82%, recorded on Mar 23, 2020. It took 94 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.82%Jan 29, 2018541Mar 23, 202094Aug 5, 2020635
-27.59%Apr 28, 2015185Jan 20, 2016371Jul 11, 2017556
-13.39%Feb 18, 2021159Oct 4, 2021
-8.71%Nov 24, 201416Dec 16, 201424Jan 22, 201540
-5.7%Aug 27, 202020Sep 24, 202012Oct 12, 202032
-5.39%Nov 22, 201710Dec 6, 201717Jan 2, 201827
-5.25%Jan 26, 20214Jan 29, 20215Feb 5, 20219
-4.29%Feb 23, 201512Mar 10, 201517Apr 2, 201529
-3.56%Jan 23, 20156Jan 30, 201510Feb 13, 201516
-3.36%Oct 7, 20147Oct 15, 201412Oct 31, 201419

HEEMVolatility Chart

Current iShares Currency Hedged MSCI Emerging Markets ETF volatility is 18.29%. 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.


HEEM (iShares Currency Hedged MSCI Emerging Markets ETF)
Benchmark (S&P 500)

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