iShares MSCI Kuwait ETF (KWT)
KWT is a passive ETF by iShares tracking the investment results of the MSCI All Kuwait Select Size Liquidity Capped Index. KWT launched on Sep 1, 2020 and has a 0.74% expense ratio.
ETF Info
| Issuer | iShares |
|---|---|
| Inception Date | Sep 1, 2020 |
| Region | Global (Broad) |
| Category | Financials Equities |
| Leveraged | 1x |
| Index Tracked | MSCI All Kuwait Select Size Liquidity Capped Index |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
KWT features an expense ratio of 0.74%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: KWT vs. FLSA, KWT vs. VOO, KWT vs. SCHD, KWT vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI Kuwait 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 MSCI Kuwait ETF had a return of 9.33% year-to-date (YTD) and 13.77% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.33% | 19.77% |
| 1 month | 1.46% | -0.67% |
| 6 months | 2.19% | 10.27% |
| 1 year | 13.77% | 31.07% |
| 5 years (annualized) | N/A | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of KWT, 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 | 7.38% | 1.79% | -0.05% | -2.27% | 0.58% | -1.16% | 5.12% | 0.92% | -3.23% | 0.17% | 9.33% | ||
| 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% |
| 2022 | 5.74% | 5.41% | 6.12% | 2.05% | -4.26% | -5.32% | 4.83% | -2.24% | -9.65% | 3.47% | 9.25% | -9.40% | 3.77% |
| 2021 | 4.30% | -1.84% | 3.49% | 6.81% | 1.85% | 2.40% | 2.79% | 4.35% | 0.15% | 3.81% | -4.71% | 4.25% | 30.73% |
| 2020 | 5.22% | -1.52% | 1.33% | 3.87% | 9.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of KWT is 31, 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 MSCI Kuwait ETF (KWT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI Kuwait ETF provided a 4.63% dividend yield over the last twelve months, with an annual payout of $1.49 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $1.49 | $0.69 | $1.48 | $2.54 | $0.07 |
Dividend yield | 4.63% | 2.25% | 4.49% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | |
| 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 | $0.73 | $1.48 |
| 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 |
| 2020 | $0.07 | $0.07 |
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 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 25.37%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current iShares MSCI Kuwait ETF drawdown is 11.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.37% | May 9, 2022 | 371 | Oct 27, 2023 | — | — | — |
| -8.71% | Oct 13, 2020 | 15 | Nov 2, 2020 | 57 | Jan 26, 2021 | 72 |
| -8.06% | Nov 15, 2021 | 11 | Nov 30, 2021 | 30 | Jan 12, 2022 | 41 |
| -4.72% | Sep 28, 2020 | 2 | Sep 29, 2020 | 6 | Oct 7, 2020 | 8 |
| -3.31% | Jun 29, 2021 | 5 | Jul 6, 2021 | 14 | Jul 26, 2021 | 19 |
Volatility
Volatility Chart
The current iShares MSCI Kuwait ETF volatility is 2.76%, 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.