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iShares Currency Hedged MSCI United Kingdom ETF (H...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US46435G8621

CUSIP

46435G862

Issuer

iShares

Inception Date

Jun 29, 2015

Region

North America (U.S.)

Leveraged

1x

Index Tracked

MSCI United Kingdom 100% Hedged to USD Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

HEWU features an expense ratio of 0.50%, falling within the medium range.


Expense ratio chart for HEWU: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
HEWU vs. EWU HEWU vs. VYMI HEWU vs. AIQ
Popular comparisons:
HEWU vs. EWU HEWU vs. VYMI HEWU vs. AIQ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares Currency Hedged MSCI United Kingdom ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


HEWU (iShares Currency Hedged MSCI United Kingdom ETF)
Benchmark (^GSPC)

Returns By Period


HEWU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.95%

1M

-1.87%

6M

7.08%

1Y

25.28%

5Y*

12.31%

10Y*

11.41%

*Annualized

Monthly Returns

The table below presents the monthly returns of HEWU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20234.11%1.73%-2.58%3.43%-4.95%1.25%1.96%-2.51%2.51%-1.89%2.67%
20222.93%-0.94%2.68%0.46%2.55%-4.85%3.12%-1.67%-5.44%4.46%7.45%-1.35%8.97%
2021-0.58%2.18%4.10%3.56%1.39%0.77%-0.10%1.85%-0.32%2.86%-2.21%4.62%19.39%
2020-3.88%-7.76%-14.96%4.59%4.03%1.35%-5.26%0.81%-0.91%-5.14%13.20%2.74%-13.19%
20194.64%2.40%3.35%2.34%-3.02%4.34%1.86%-3.53%2.51%-1.71%1.57%3.14%18.94%
2018-1.53%-3.55%-1.72%6.55%2.94%-0.52%2.14%-3.20%0.96%-4.19%-1.26%-4.53%-8.16%
20170.57%2.64%1.41%-1.73%4.98%-2.46%1.08%1.40%-1.42%2.29%-1.83%4.88%12.10%
2016-1.77%-1.30%2.92%2.38%0.44%4.84%2.30%1.80%1.69%0.59%-2.28%5.13%17.72%
20151.48%-7.31%-1.57%5.96%-0.11%-2.01%-3.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares Currency Hedged MSCI United Kingdom ETF (HEWU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
HEWU
^GSPC

There is not enough data available to calculate the Sharpe ratio for iShares Currency Hedged MSCI United Kingdom ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
HEWU (iShares Currency Hedged MSCI United Kingdom ETF)
Benchmark (^GSPC)

Dividends

Dividend History


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022
Dividends
Dividend Yield
Period20222021202020192018201720162015
Dividend$0.39$1.02$0.58$1.03$0.50$0.07$3.93$0.66

Dividend yield

1.57%4.33%2.81%4.24%2.36%0.28%17.38%2.92%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.53$0.00$0.00$0.07$0.00$0.60
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.39$0.39
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$0.63$1.02
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.00$0.00$0.00$0.00$0.24$0.58
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.61$0.00$0.00$0.00$0.00$0.42$1.03
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.45$0.50
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.01$0.07
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.00$3.35$3.93
2015$0.66$0.66

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.


HEWU (iShares Currency Hedged MSCI United Kingdom ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Currency Hedged MSCI United Kingdom 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 Currency Hedged MSCI United Kingdom ETF was 33.10%, occurring on Mar 16, 2020. Recovery took 403 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.1%Jan 21, 202039Mar 16, 2020403Nov 1, 2021442
-16.98%Jul 17, 201576Feb 11, 201644Jul 1, 2016120
-14.27%May 23, 2018144Dec 24, 201872Apr 18, 2019216
-10.07%Jan 16, 201844Mar 23, 201831May 9, 201875
-9.29%Jun 8, 202288Oct 12, 202231Nov 25, 2022119

Volatility

Volatility Chart

The current iShares Currency Hedged MSCI United Kingdom ETF volatility is 2.81%, 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.


HEWU (iShares Currency Hedged MSCI United Kingdom ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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