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Issuer
iShares
Inception Date
Nov 13, 2007
Leveraged
1x (No leverage)
Index Tracked
iShares Asia 50 Index
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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iShares Asia 50 ETF (AU)

Performance

IAA.AX Performance Chart

iShares Asia 50 ETF (AU) (IAA.AX) is up 35.1% since the beginning of the year. IAA.AX is currently trading at A$196 per share. Investors who bought A$1,000 worth of IAA.AX shares 5 years ago would now be looking at an investment worth A$1,785.


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S&P 500 Index

Returns By Period

iShares Asia 50 ETF (AU) (IAA.AX) has returned 35.14% so far this year and 61.40% over the past 12 months. Over the last decade, IAA.AX has posted an annualized return of 14.57%, slightly higher than the S&P 500 Index benchmark’s 14.27%.


iShares Asia 50 ETF (AU)

1D
-2.18%
1M
-4.08%
6M
25.27%
YTD
35.14%
1Y
61.40%
3Y*
31.17%
5Y*
12.29%
10Y*
14.57%

Benchmark (S&P 500 Index)

1D
0.12%
1M
1.38%
6M
4.49%
YTD
5.58%
1Y
12.98%
3Y*
18.01%
5Y*
13.12%
10Y*
14.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAA.AX Monthly Returns History

Based on dividend-adjusted daily data since Sep 10, 2008, IAA.AX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was May 2026 with a return of +19.0%, while the worst month was Oct 2018 at -11.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IAA.AX closed higher 52% of trading days. The best single day was Mar 17, 2022 with a return of +8.9%, while the worst single day was Nov 20, 2008 at -14.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.09%3.71%-11.41%15.00%18.96%4.99%-6.98%35.14%
20254.10%2.47%-4.70%-2.68%6.79%8.10%4.04%-0.34%9.88%7.97%-3.52%0.62%36.38%
2024-3.35%6.79%5.90%1.49%1.73%5.72%0.32%-2.17%7.57%1.45%-3.46%5.12%29.68%
20237.94%-4.31%5.19%-4.17%0.68%1.44%5.58%-5.07%-3.37%-1.89%1.97%-1.07%1.92%
20220.78%-7.58%-5.61%-2.55%0.82%-1.02%-4.37%0.92%-10.88%-6.90%16.46%3.37%-17.59%
20218.76%-2.52%-0.81%-0.17%-0.94%3.19%-7.30%-0.59%-2.84%-1.92%0.81%-0.29%-5.27%

Benchmark Metrics

iShares Asia 50 ETF (AU) has an annualized alpha of 10.97%, beta of 0.08, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since September 10, 2008.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (54.82%) than losses (41.42%) - typical of diversified or defensive assets.
  • Beta of 0.08 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
10.97%
Beta
0.08
0.00
Upside Capture
54.82%
Downside Capture
41.42%

Return for Risk

Risk / Return Rank

IAA.AX ranks 83 for risk / return — in the top 83% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


IAA.AX Risk / Return Rank: 8383
Overall Rank
IAA.AX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
IAA.AX Sortino Ratio Rank: 7474
Sortino Ratio Rank
IAA.AX Omega Ratio Rank: 7979
Omega Ratio Rank
IAA.AX Calmar Ratio Rank: 9191
Calmar Ratio Rank
IAA.AX Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Asia 50 ETF (AU) (IAA.AX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IAA.AXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.91

Sortino ratioReturn per unit of downside risk

+0.88

Omega ratioGain probability vs. loss probability

1.37

1.24

+0.14

Calmar ratioReturn relative to maximum drawdown

4.70

1.11

+3.58

Martin ratioReturn relative to average drawdown

14.14

3.10

+11.05

Dividends

Dividend History

iShares Asia 50 ETF (AU) provided a 1.00% dividend yield over the last twelve months, with an annual payout of A$1.96 per share.


0.00%1.00%2.00%3.00%4.00%A$0.00A$1.00A$2.00A$3.00A$4.002016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
DividendA$1.96A$3.17A$0.49A$1.16A$2.88A$1.78A$1.34A$4.06A$0.39A$1.09A$1.14

Dividend yield

1.00%2.16%0.44%1.36%3.40%1.68%1.18%4.31%0.48%1.28%1.78%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Asia 50 ETF (AU). The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$1.96A$1.96
2025A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$3.17A$0.00A$0.00A$0.00A$0.00A$0.00A$3.17
2024A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.49A$0.00A$0.00A$0.00A$0.00A$0.00A$0.49
2023A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$1.16A$0.00A$0.00A$0.00A$0.00A$0.00A$1.16
2022A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$1.11A$0.00A$0.00A$0.00A$0.00A$1.78A$2.88
2021A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.93A$0.00A$0.00A$0.00A$0.00A$0.86A$1.78

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Asia 50 ETF (AU). 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 Asia 50 ETF (AU) was 44.90%, occurring on Oct 28, 2022. Recovery took 662 trading sessions.

The current iShares Asia 50 ETF (AU) drawdown is 8.78%.


Drawdown

Fall

Recovery

Underwater

Related event

-44.90%Oct 2022
1y 8mo2y 7mo
4y 3moFeb 2021 - Jun 2025
Bear market2022
-26.70%Mar 2009
5mo 24d6mo 19d
1y 8dSep 2008 - Sep 2009
Financial crisis2007–2009
-25.59%Feb 2016
10mo 3d1y 1mo
1y 11moApr 2015 - Mar 2017
-23.11%Sep 2011
8mo 8d1y 7mo
2y 3moJan 2011 - May 2013
-16.75%Oct 2018
7mo 11d5mo 27d
1y 1moMar 2018 - Apr 2019
Rate-hike selloffLate 2018

Drawdown Indicators


IAA.AXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-44.90%

-41.07%

-3.83%

Max Drawdown (1Y)

Largest decline over 1 year

-12.04%

-11.69%

-0.35%

Max Drawdown (3Y)

Largest decline over 3 years

-17.55%

-17.74%

+0.19%

Max Drawdown (5Y)

Largest decline over 5 years

-40.25%

-22.01%

-18.24%

Max Drawdown (10Y)

Largest decline over 10 years

-44.90%

-24.71%

-20.19%

Current Drawdown

Current decline from peak

-8.78%

-0.60%

-8.18%

Average Drawdown

Average peak-to-trough decline

-10.35%

-11.02%

+0.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.08%

4.20%

-0.12%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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Add iShares Asia 50 ETF (AU) to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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