EPOL vs. MSIF
EPOL (iShares MSCI Poland ETF) is Europe Equities fund tracking the MSCI Poland Investable Market Index, while MSIF (MSC Income Fund, Inc.) is a stock. Over the past year, EPOL returned 30.89% vs -22.23% for MSIF. At a 0.20 correlation, their price movements are largely independent.
Performance
EPOL vs. MSIF - Performance Comparison
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Returns By Period
In the year-to-date period, EPOL achieves a 14.97% return, which is significantly higher than MSIF's -9.21% return.
EPOL
- 1D
- -0.52%
- 1M
- -1.20%
- 6M
- 11.21%
- YTD
- 14.97%
- 1Y
- 30.89%
- 3Y*
- 31.49%
- 5Y*
- 17.18%
- 10Y*
- 11.99%
MSIF
- 1D
- -2.05%
- 1M
- -3.19%
- 6M
- -9.28%
- YTD
- -9.21%
- 1Y
- -22.23%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPOL vs. MSIF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EPOL iShares MSCI Poland ETF | 14.97% | 56.96% |
MSIF MSC Income Fund, Inc. | -9.21% | -6.00% |
Correlation
The correlation between EPOL and MSIF is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2025 | 0.20 |
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Return for Risk
EPOL vs. MSIF — Risk / Return Rank
EPOL
MSIF
EPOL vs. MSIF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Poland ETF (EPOL) and MSC Income Fund, Inc. (MSIF). 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.
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.
| EPOL | MSIF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.17 | ||
| Sortino ratioReturn per unit of downside risk | +3.08 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.88 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.81 | -0.83 | +3.64 |
| Martin ratioReturn relative to average drawdown | 7.48 | -1.22 | +8.70 |
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Drawdowns
EPOL vs. MSIF - Drawdown Comparison
The maximum EPOL drawdown since its inception was -63.72%, which is greater than MSIF's maximum drawdown of -30.63%. Use the drawdown chart below to compare losses from any high point for EPOL and MSIF.
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Drawdown Indicators
| EPOL | MSIF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.72% | -30.63% | -33.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -26.92% | +15.88% |
Max Drawdown (3Y)Largest decline over 3 years | -21.81% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -54.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -61.41% | — | — |
Current DrawdownCurrent decline from peak | -1.30% | -28.35% | +27.05% |
Average DrawdownAverage peak-to-trough decline | -26.73% | -17.14% | -9.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.14% | 18.18% | -14.04% |
Volatility
EPOL vs. MSIF - Volatility Comparison
The current volatility for iShares MSCI Poland ETF (EPOL) is 7.18%, while MSC Income Fund, Inc. (MSIF) has a volatility of 7.58%. This indicates that EPOL experiences smaller price fluctuations and is considered to be less risky than MSIF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPOL | MSIF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 7.58% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 18.40% | 18.23% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.27% | 26.93% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.14% | 29.24% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.41% | 29.24% | -1.83% |
Dividends
EPOL vs. MSIF - Dividend Comparison
EPOL's dividend yield for the trailing twelve months is around 3.66%, less than MSIF's 10.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPOL iShares MSCI Poland ETF | 3.66% | 4.78% | 6.04% | 2.87% | 2.65% | 1.33% | 1.44% | 2.51% | 1.44% | 1.88% | 2.14% | 2.53% |
MSIF MSC Income Fund, Inc. | 10.37% | 10.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EPOL and MSIF have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSIF has higher volatility (7.58%) compared to EPOL (7.18%). In terms of maximum drawdown, EPOL dropped -63.72% vs MSIF's -30.63%.
EPOL currently has the higher Sharpe Ratio (1.34 vs -0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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