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iShares Currency Hedged MSCI EAFE Small Cap ETF

HSCZ
ETF · Currency in USD
ISIN
US46435G8399
CUSIP
46435G839
Issuer
iShares
Inception Date
Jun 29, 2015
Region
Developed Markets (EAFE)
Category
Foreign Small & Mid Cap Equities
Expense Ratio
0.43%
Index Tracked
MSCI EAFE Small-Cap 100% Hedged to USD Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

HSCZPrice Chart


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HSCZPerformance

The chart shows the growth of $10,000 invested in iShares Currency Hedged MSCI EAFE Small Cap ETF on Jul 22, 2015 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,090 for a total return of roughly 80.90%. All prices are adjusted for splits and dividends.


HSCZ (iShares Currency Hedged MSCI EAFE Small Cap ETF)
Benchmark (S&P 500)

HSCZReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.09%
6M6.44%
YTD17.92%
1Y31.07%
5Y12.33%
10Y9.94%

HSCZMonthly Returns Heatmap


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HSCZSharpe 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 EAFE Small Cap ETF Sharpe ratio is 2.46. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


HSCZ (iShares Currency Hedged MSCI EAFE Small Cap ETF)
Benchmark (S&P 500)

HSCZDividends

iShares Currency Hedged MSCI EAFE Small Cap ETF granted a 1.46% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.55 per share.


PeriodTTM202020192018201720162015
Dividend$0.55$0.47$1.39$1.55$0.78$0.66$0.43

Dividend yield

1.46%1.46%4.51%6.15%2.52%2.57%1.75%

HSCZDrawdowns Chart

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


HSCZ (iShares Currency Hedged MSCI EAFE Small Cap ETF)
Benchmark (S&P 500)

HSCZWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Currency Hedged MSCI EAFE Small Cap 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 EAFE Small Cap ETF is 34.89%, recorded on Mar 16, 2020. It took 176 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.89%Feb 13, 202022Mar 16, 2020176Nov 23, 2020198
-20.67%May 23, 2018149Dec 24, 2018216Nov 1, 2019365
-16.62%Jul 24, 2015140Feb 11, 2016155Sep 22, 2016295
-7.84%Jan 25, 201811Feb 8, 201863May 10, 201874
-5.38%Sep 8, 202121Oct 6, 2021
-4.24%Jan 21, 20209Jan 31, 20208Feb 12, 202017
-3.95%Apr 19, 202118May 12, 202113Jun 1, 202131
-3.54%Jul 13, 20215Jul 19, 20214Jul 23, 20219
-3.16%Nov 9, 20175Nov 15, 201722Dec 18, 201727
-2.98%Oct 25, 201614Nov 11, 201612Nov 30, 201626

HSCZVolatility Chart

Current iShares Currency Hedged MSCI EAFE Small Cap ETF volatility is 6.94%. 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.


HSCZ (iShares Currency Hedged MSCI EAFE Small Cap ETF)
Benchmark (S&P 500)

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