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Issuer
iShares
Inception Date
Sep 1, 2020
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
MSCI All Kuwait Select Size Liquidity Capped Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$71M

Share Price Chart


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Performance

KWT Performance Chart

iShares MSCI Kuwait ETF (KWT) is down 0.7% since the beginning of the year. KWT is currently trading at $37 per share. Investors who bought $1,000 worth of KWT shares 5 years ago would now be looking at an investment worth $1,515.


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S&P 500 Index

Returns By Period

iShares MSCI Kuwait ETF (KWT) has returned -0.73% so far this year and 10.30% over the past 12 months.


iShares MSCI Kuwait ETF

1D
-0.53%
1M
0.87%
YTD
-0.73%
6M
-1.29%
1Y
10.30%
3Y*
10.02%
5Y*
8.67%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KWT Monthly Returns History

Based on dividend-adjusted daily data since Sep 3, 2020, KWT's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2022 with a return of +9.3%, while the worst month was Sep 2022 at -9.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, KWT closed higher 53% of trading days. The best single day was Nov 30, 2022 with a return of +5.6%, while the worst single day was Dec 1, 2022 at -4.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.30%3.71%-4.87%6.65%-0.43%-1.00%-0.73%
20256.06%7.53%-2.95%0.86%3.08%4.51%1.77%-0.64%3.26%1.49%-2.01%0.39%25.38%
20247.38%1.79%-0.05%-2.27%0.58%-1.16%5.13%0.92%-3.23%0.17%1.70%0.26%11.29%
2023-0.65%-0.09%-1.92%3.99%-5.30%3.66%2.97%-4.61%-2.82%-5.40%4.33%1.79%-4.71%
20225.74%5.41%6.12%2.05%-4.26%-5.32%4.83%-2.24%-9.65%3.47%9.25%-8.18%5.16%
20214.30%-1.84%3.49%6.81%1.85%2.40%2.79%4.34%0.15%3.81%-4.71%4.25%30.73%

Benchmark Metrics

iShares MSCI Kuwait ETF has an annualized alpha of 8.27%, beta of 0.32, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since September 03, 2020.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (47.07%) than losses (28.80%) - typical of diversified or defensive assets.
  • Beta of 0.32 may look defensive, but with R2 of 0.15 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 0.15 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
8.27%
Beta
0.32
0.15
Upside Capture
47.07%
Downside Capture
28.80%

Expense Ratio

KWT has an expense ratio of 0.74%, placing it in the medium range.


Return for Risk

Risk / Return Rank

KWT ranks 21 for risk / return — below 21% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


KWT Risk / Return Rank: 2121
Overall Rank
KWT Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
KWT Sortino Ratio Rank: 2121
Sortino Ratio Rank
KWT Omega Ratio Rank: 2323
Omega Ratio Rank
KWT Calmar Ratio Rank: 2020
Calmar Ratio Rank
KWT Martin Ratio Rank: 1818
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 MSCI Kuwait ETF (KWT) 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.


KWTBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.27

Sortino ratioReturn per unit of downside risk

-1.59

Omega ratioGain probability vs. loss probability

1.16

1.37

-0.21

Calmar ratioReturn relative to maximum drawdown

0.90

2.78

-1.89

Martin ratioReturn relative to average drawdown

2.08

12.44

-10.36

Dividends

Dividend History

iShares MSCI Kuwait ETF provided a 5.55% dividend yield over the last twelve months, with an annual payout of $2.06 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$2.06$2.07$1.96$0.69$1.94$2.54$0.07

Dividend yield

5.55%5.40%6.09%2.25%5.87%7.65%0.27%

Monthly Dividends

The table displays the monthly dividend distributions for iShares MSCI Kuwait ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.81$0.81
2025$0.00$0.00$0.00$0.00$0.00$0.81$0.00$0.00$0.00$0.00$0.00$1.26$2.07
2024$0.00$0.00$0.00$0.00$0.00$1.48$0.00$0.00$0.00$0.00$0.00$0.48$1.96
2023$0.00$0.00$0.00$0.00$0.00$0.68$0.00$0.00$0.00$0.00$0.00$0.01$0.69
2022$0.00$0.00$0.00$0.00$0.00$0.75$0.00$0.00$0.00$0.00$0.00$1.19$1.94
2021$0.00$0.00$0.00$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.00$2.04$2.54

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 MSCI Kuwait 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 MSCI Kuwait ETF was 24.37%, occurring on Oct 27, 2023. Recovery took 325 trading sessions.

The current iShares MSCI Kuwait ETF drawdown is 5.53%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-24.37%Oct 2023
1y 5mo1y 3mo
2y 9moMay 2022 - Feb 2025
2026 correction2026
-11.54%Mar 2026
3mo 5d
6mo 3dDec 2025 - now
2025 selloff2025
-9.82%Apr 2025
1mo 5d1mo 5d
2mo 10dMar 2025 - May 2025
2020 pullback2020
-8.70%Nov 2020
20d2mo 25d
3mo 15dOct 2020 - Jan 2021
2021 pullback2021
-8.06%Nov 2021
15d1mo 13d
1mo 28dNov 2021 - Jan 2022

Drawdown Indicators


KWTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-24.37%

-56.78%

+32.41%

Max Drawdown (1Y)

Largest decline over 1 year

-11.54%

-9.10%

-2.44%

Max Drawdown (3Y)

Largest decline over 3 years

-15.72%

-18.90%

+3.18%

Max Drawdown (5Y)

Largest decline over 5 years

-24.37%

-25.43%

+1.06%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.53%

-1.80%

-3.73%

Average Drawdown

Average peak-to-trough decline

-7.29%

-10.71%

+3.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.96%

2.03%

+2.93%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with KWT

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