iShares MSCI Turkey ETF (TUR)
TUR is a passive ETF by iShares tracking the investment results of the MSCI Turkey Investable Market Index. TUR launched on Mar 26, 2008 and has a 0.59% expense ratio.
ETF Info
| ISIN | US4642867158 |
|---|---|
| CUSIP | 464286715 |
| Issuer | iShares |
| Inception Date | Mar 26, 2008 |
| Region | North America (U.S.) |
| Category | Emerging Markets Equities |
| Index Tracked | MSCI Turkey Investable Market Index |
| ETF Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares MSCI Turkey ETF has a high expense ratio of 0.59%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Performance
The chart shows the growth of an initial investment of $10,000 in iShares MSCI Turkey ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: TUR vs. VGK, TUR vs. EPOL, TUR vs. QQQ, TUR vs. EPI, TUR vs. IOO, TUR vs. HEDJ, TUR vs. AMR, TUR vs. SPY, TUR vs. VOO, TUR vs. SCHD
Return
iShares MSCI Turkey ETF had a return of -2.81% year-to-date (YTD) and 7.30% in the last 12 months. Over the past 10 years, iShares MSCI Turkey ETF had an annualized return of -1.77%, while the S&P 500 had an annualized return of 9.70%, indicating that iShares MSCI Turkey ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.81% | 18.49% |
| 1 month | -1.92% | 4.20% |
| 6 months | 16.05% | 6.60% |
| 1 year | 7.30% | 15.43% |
| 5 years (annualized) | 10.04% | 11.59% |
| 10 years (annualized) | -1.77% | 9.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -2.00% | -3.73% | 19.68% | 10.83% | 2.91% | -11.44% | 3.28% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Turkey ETF (TUR) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
TUR iShares MSCI Turkey ETF | 0.22 | ||||
^GSPC S&P 500 | 1.00 |
Dividend History
iShares MSCI Turkey ETF granted a 3.61% dividend yield in the last twelve months. The annual payout for that period amounted to $1.25 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.25 | $0.73 | $0.78 | $0.23 | $0.89 | $1.00 | $1.15 | $0.94 | $1.11 | $0.88 | $1.12 | $1.01 |
Dividend yield | 3.61% | 1.97% | 4.22% | 0.87% | 3.29% | 4.05% | 2.64% | 2.89% | 3.04% | 1.63% | 2.34% | 1.52% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI Turkey 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2012 | $1.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Turkey 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 Turkey ETF was 72.34%, occurring on Mar 20, 2020. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.34% | May 9, 2013 | 1729 | Mar 20, 2020 | — | — | — |
| -68.94% | Aug 5, 2008 | 77 | Nov 20, 2008 | 281 | Jan 5, 2010 | 358 |
| -48.29% | Nov 5, 2010 | 283 | Dec 19, 2011 | 344 | May 6, 2013 | 627 |
| -24.57% | May 20, 2008 | 31 | Jul 2, 2008 | 19 | Jul 30, 2008 | 50 |
| -18.54% | Apr 15, 2010 | 37 | Jun 7, 2010 | 39 | Aug 2, 2010 | 76 |
Volatility Chart
The current iShares MSCI Turkey ETF volatility is 5.91%, 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.