iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ)
HSCZ is a passive ETF by iShares tracking the investment results of the MSCI EAFE Small-Cap 100% Hedged to USD Index. HSCZ launched on Jun 29, 2015 and has a 0.43% expense ratio.
ETF Info
US46435G8399
46435G839
Jun 29, 2015
Developed Markets (EAFE)
1x
MSCI EAFE Small-Cap 100% Hedged to USD Index
Multi-Cap
Blend
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Currency Hedged MSCI EAFE Small Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Currency Hedged MSCI EAFE Small Cap ETF had a return of 10.52% year-to-date (YTD) and 17.03% in the last 12 months.
HSCZ
10.52%
-2.28%
0.20%
17.03%
8.22%
N/A
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of HSCZ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.23% | 2.76% | 4.37% | -0.89% | 4.03% | -1.66% | 2.59% | -0.38% | 1.42% | -2.19% | 10.52% | ||
| 2023 | 7.05% | 0.27% | -1.21% | 2.62% | -1.79% | 3.14% | 2.90% | -1.09% | -2.16% | -3.50% | 5.97% | 4.26% | 17.03% |
| 2022 | -5.05% | -2.93% | 1.39% | -1.95% | -0.29% | -6.87% | 6.53% | -2.57% | -7.09% | 4.88% | 6.16% | -3.07% | -11.46% |
| 2021 | 0.59% | 3.61% | 4.71% | 1.95% | 1.31% | 0.33% | 1.56% | 3.30% | -2.62% | 2.23% | -3.90% | 3.73% | 17.75% |
| 2020 | -2.69% | -8.22% | -16.74% | 9.69% | 8.09% | 1.10% | -1.46% | 6.54% | 1.48% | -3.46% | 10.55% | 4.97% | 6.40% |
| 2019 | 7.74% | 3.31% | 1.18% | 4.05% | -5.65% | 3.27% | 1.10% | -1.72% | 3.46% | 2.59% | 3.48% | 2.48% | 27.69% |
| 2018 | 1.63% | -1.47% | -2.41% | 3.99% | 0.39% | -0.96% | 1.40% | -0.37% | -0.05% | -8.00% | -0.49% | -7.90% | -13.99% |
| 2017 | 0.85% | 2.95% | 2.11% | 3.08% | 2.57% | -0.14% | 0.76% | 1.21% | 3.42% | 3.21% | -0.07% | 2.26% | 24.52% |
| 2016 | -5.24% | -2.64% | 3.80% | -0.76% | 4.54% | -6.23% | 4.92% | 1.67% | 1.93% | 1.17% | 1.05% | 3.25% | 6.91% |
| 2015 | 0.44% | -4.36% | -4.26% | 6.93% | 2.91% | -0.91% | 0.28% |
Expense Ratio
HSCZ features an expense ratio of 0.43%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HSCZ is 49, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Currency Hedged MSCI EAFE Small Cap ETF (HSCZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Currency Hedged MSCI EAFE Small Cap ETF provided a 2.56% dividend yield over the last twelve months, with an annual payout of $0.82 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.82 | $0.87 | $6.95 | $1.07 | $0.47 | $1.39 | $1.55 | $0.78 | $0.66 | $0.43 |
Dividend yield | 2.56% | 2.98% | 26.91% | 2.90% | 1.46% | 4.51% | 6.15% | 2.52% | 2.57% | 1.75% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Currency Hedged MSCI EAFE Small Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.87 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $6.34 | $6.95 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $1.07 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.47 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $1.39 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $1.55 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.78 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.66 |
| 2015 | $0.43 | $0.43 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Currency Hedged MSCI EAFE Small Cap 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 EAFE Small Cap ETF was 34.89%, occurring on Mar 16, 2020. Recovery took 176 trading sessions.
The current iShares Currency Hedged MSCI EAFE Small Cap ETF drawdown is 2.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.89% | Feb 13, 2020 | 22 | Mar 16, 2020 | 176 | Nov 23, 2020 | 198 |
| -20.67% | May 23, 2018 | 146 | Dec 24, 2018 | 216 | Nov 1, 2019 | 362 |
| -20.11% | Sep 8, 2021 | 268 | Sep 29, 2022 | 307 | Dec 19, 2023 | 575 |
| -17.04% | Jul 21, 2015 | 97 | Feb 11, 2016 | 77 | Oct 3, 2016 | 174 |
| -9.83% | Jul 17, 2024 | 14 | Aug 5, 2024 | 37 | Sep 26, 2024 | 51 |
Volatility
Volatility Chart
The current iShares Currency Hedged MSCI EAFE Small Cap ETF volatility is 2.65%, 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.