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iShares Currency Hedged MSCI Eurozone ETF

HEZU
ETF · Currency in USD
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

HEZUPrice Chart


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HEZUPerformance

The chart shows the growth of $10,000 invested in iShares Currency Hedged MSCI Eurozone ETF on Aug 25, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,633 for a total return of roughly 86.33%. All prices are adjusted for splits and dividends.


HEZU (iShares Currency Hedged MSCI Eurozone ETF)
Benchmark (S&P 500)

HEZUReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.09%
6M7.58%
YTD20.62%
1Y33.12%
5Y11.65%
10Y9.11%

HEZUMonthly Returns Heatmap


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HEZUSharpe 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 Eurozone ETF Sharpe ratio is 2.36. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


HEZU (iShares Currency Hedged MSCI Eurozone ETF)
Benchmark (S&P 500)

HEZUDividends

iShares Currency Hedged MSCI Eurozone ETF granted a 2.31% dividend yield in the last twelve months, as of Oct 22, 2021. The annual payout for that period amounted to $0.86 per share.


PeriodTTM2020201920182017201620152014
Dividend$0.86$0.72$1.72$0.90$0.57$0.83$0.69$0.28

Dividend yield

2.31%2.32%5.40%3.47%1.92%3.11%2.68%1.15%

HEZUDrawdowns Chart

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


HEZU (iShares Currency Hedged MSCI Eurozone ETF)
Benchmark (S&P 500)

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, 202018Mar 16, 2020207Jan 8, 2021225
-26.2%Apr 13, 2015212Feb 11, 2016283Mar 28, 2017495
-17.41%Jan 23, 2018233Dec 24, 201878Apr 17, 2019311
-13.43%Sep 9, 201428Oct 16, 201464Jan 20, 201592
-7.66%Jul 25, 201916Aug 15, 201919Sep 12, 201935
-5.85%May 1, 201922May 31, 201921Jul 1, 201943
-5.02%May 8, 201768Aug 11, 201734Sep 29, 2017102
-4.88%Aug 16, 202135Oct 4, 2021
-4.6%Jan 11, 202114Jan 29, 20216Feb 8, 202120
-4.38%Jun 16, 202123Jul 19, 20218Jul 29, 202131

HEZUVolatility Chart

Current iShares Currency Hedged MSCI Eurozone ETF volatility is 10.21%. 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.


HEZU (iShares Currency Hedged MSCI Eurozone ETF)
Benchmark (S&P 500)

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