iShares Currency Hedged MSCI Eurozone ETF (HEZU)
HEZU is a passive ETF by iShares tracking the investment results of the MSCI EMU 100% USD Hedged Index. HEZU launched on Jul 9, 2014 and has a 0.52% expense ratio.
ETF Info
| ISIN | US46434V6395 |
|---|---|
| CUSIP | 46434V639 |
| Issuer | iShares |
| Inception Date | Jul 9, 2014 |
| Region | Developed Markets (Broad) |
| Category | Europe Equities |
| Expense Ratio | 0.52% |
| Index Tracked | MSCI EMU 100% USD Hedged Index |
| ETF Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Trading Data
| Previous Close | $33.47 |
|---|---|
| Year Range | $29.76 - $37.37 |
| EMA (50) | $32.03 |
| EMA (200) | $33.38 |
| Average Volume | $131.56K |
HEZUShare Price Chart
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HEZUPerformance
The chart shows the growth of $10,000 invested in iShares Currency Hedged MSCI Eurozone ETF in Sep 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,639 for a total return of roughly 76.39%. All prices are adjusted for splits and dividends.
HEZUReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 9.24% | 12.08% |
| 6M | -6.10% | -4.97% |
| YTD | -8.52% | -10.20% |
| 1Y | -7.12% | -3.65% |
| 5Y | 6.71% | 11.89% |
| 10Y | 7.45% | 9.53% |
HEZUMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -2.12% | -7.11% | -0.00% | -2.54% | 2.88% | -8.68% | 7.74% | 2.00% | ||||
| 2021 | -0.93% | 4.01% | 6.53% | 2.13% | 3.12% | 1.05% | 0.96% | 2.53% | -3.38% | 4.80% | -3.44% | 4.46% |
| 2020 | -2.20% | -6.95% | -18.36% | 7.37% | 6.07% | 4.65% | -1.72% | 3.65% | -1.97% | -4.78% | 17.35% | 1.74% |
| 2019 | 6.90% | 4.00% | 1.80% | 5.31% | -5.85% | 5.60% | 0.11% | -0.40% | 3.41% | 1.88% | 2.29% | 1.69% |
| 2018 | 3.86% | -4.20% | -1.08% | 4.12% | -0.23% | -1.38% | 3.90% | -2.30% | -0.27% | -6.10% | 0.04% | -6.38% |
| 2017 | -0.23% | 2.19% | 5.75% | 2.41% | 1.94% | -2.10% | -0.10% | -0.07% | 4.48% | 2.66% | -2.17% | -1.00% |
| 2016 | -4.76% | -4.43% | 3.62% | 1.93% | 2.09% | -5.01% | 4.14% | 1.48% | 0.28% | 1.37% | -0.52% | 7.08% |
| 2015 | 7.11% | 7.17% | 2.94% | -2.24% | 1.55% | -4.09% | 4.59% | -8.83% | -4.36% | 8.95% | 3.11% | -6.70% |
| 2014 | 2.62% | -2.23% | 4.69% | -2.97% |
HEZUDividend History
iShares Currency Hedged MSCI Eurozone ETF granted a 4.05% dividend yield in the last twelve months. The annual payout for that period amounted to $1.36 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.36 | $0.85 | $0.72 | $1.72 | $0.90 | $0.57 | $0.83 | $0.69 | $0.28 |
Dividend yield | 4.05% | 2.32% | 2.44% | 5.83% | 3.96% | 2.26% | 3.73% | 3.33% | 1.47% |
HEZUDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
HEZUWorst Drawdowns
The table below shows the maximum drawdowns of the iShares Currency Hedged MSCI Eurozone 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 Eurozone ETF is 38.80%, recorded on Mar 16, 2020. It took 207 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.8% | Feb 20, 2020 | 18 | Mar 16, 2020 | 207 | Jan 8, 2021 | 225 |
| -26.2% | Apr 13, 2015 | 212 | Feb 11, 2016 | 283 | Mar 28, 2017 | 495 |
| -20.37% | Nov 18, 2021 | 74 | Mar 7, 2022 | — | — | — |
| -17.41% | Jan 23, 2018 | 233 | Dec 24, 2018 | 78 | Apr 17, 2019 | 311 |
| -12.51% | Sep 8, 2014 | 25 | Oct 16, 2014 | 27 | Dec 3, 2014 | 52 |
| -7.7% | Dec 8, 2014 | 7 | Dec 16, 2014 | 22 | Jan 20, 2015 | 29 |
| -7.66% | Jul 25, 2019 | 16 | Aug 15, 2019 | 19 | Sep 12, 2019 | 35 |
| -5.85% | May 1, 2019 | 22 | May 31, 2019 | 21 | Jul 1, 2019 | 43 |
| -5.03% | May 8, 2017 | 68 | Aug 11, 2017 | 34 | Sep 29, 2017 | 102 |
| -4.88% | Aug 16, 2021 | 35 | Oct 4, 2021 | 19 | Oct 29, 2021 | 54 |
HEZUVolatility Chart
Current iShares Currency Hedged MSCI Eurozone ETF volatility is 14.60%. 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.