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EUFN: iShares MSCI Europe Financials ETF (ETF)
Basic Info 37.35 0.69(1.81%) June 05
| Asset Class: | Financial |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 02/03/2010 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 4.17% |
| Expenses | 0.49% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/03/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 0.7 | 21.3 | 30.6 | 17.2 | 11.8 | 7.1 | 6.9 | 60.5 | 17.2 | 26.2 | -8.8 | 19.1 | -8.6 | 20.7 | -23.1 | 27.0 | -2.7 | -4.7 | -9.6 | 29.3 | 35.4 | -26.6 | -3.9 |
| Sharpe Ratio | NA | 0.28 | 1.2 | 1.55 | 0.71 | 0.42 | NA | 0.23 | 2.85 | 0.69 | 1.18 | -0.34 | 1.02 | -0.19 | 1.18 | -1.34 | 1.83 | -0.09 | -0.23 | -0.55 | 1.49 | 1.22 | -0.62 | -0.12 |
| Draw Down(%) | NA | 14.8 | 14.8 | 15.9 | 35.2 | 53.3 | NA | 53.3 | 15.9 | 8.2 | 14.0 | 35.2 | 11.5 | 45.1 | 16.0 | 33.0 | 5.9 | 25.5 | 17.3 | 17.2 | 10.7 | 27.1 | 43.4 | 27.2 |
| Standard Deviation(%) | NA | 25.3 | 19.7 | 18.8 | 21.8 | 24.8 | NA | 26.4 | 20.7 | 15.3 | 18.7 | 30.3 | 18.7 | 45.4 | 16.4 | 18.4 | 14.4 | 32.4 | 20.5 | 17.5 | 19.6 | 29.2 | 43.1 | 35.0 |
| Treynor Ratio | NA | 0.08 | 0.32 | 0.41 | 0.19 | 0.12 | NA | 0.07 | 0.83 | 0.2 | 0.28 | -0.1 | 0.24 | -0.1 | 0.24 | -0.34 | 0.4 | -0.02 | -0.05 | -0.09 | 0.27 | 0.28 | -0.24 | -0.05 |
| Alpha | NA | 0.09 | 0.08 | 0.06 | 0.04 | 0.01 | NA | -0.01 | 0.15 | 0.0 | 0.05 | 0.02 | -0.03 | -0.02 | -0.01 | -0.06 | 0.05 | -0.12 | -0.01 | -0.09 | -0.01 | 0.01 | -0.04 | -0.06 |
| Beta | NA | 0.9 | 0.74 | 0.7 | 0.81 | 0.84 | NA | 0.91 | 0.71 | 0.53 | 0.78 | 0.98 | 0.81 | 0.84 | 0.81 | 0.72 | 0.66 | 1.37 | 0.9 | 1.03 | 1.06 | 1.27 | 1.09 | 0.93 |
| RSquared | NA | 0.34 | 0.31 | 0.39 | 0.52 | 0.6 | NA | 0.58 | 0.47 | 0.27 | 0.55 | 0.66 | 0.68 | 0.78 | 0.57 | 0.53 | 0.35 | 0.61 | 0.52 | 0.51 | 0.55 | 0.52 | 0.7 | 0.44 |
| Yield(%) | N/A | 0.0 | 4.1 | 6.3 | 4.9 | 4.8 | 3.5 | N/A | 5.8 | 6.0 | 5.9 | 3.7 | 4.8 | 1.2 | 5.3 | 4.7 | 3.7 | 3.8 | 3.4 | 3.0 | 2.0 | 3.7 | 2.7 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | 6.2 | 99.3 | 40.4 | N/A | N/A | N/A | 6.2 | 19.0 | 41.4 | -10.9 | 244.2 | -72.7 | -19.3 | 55.0 | -7.3 | 3.2 | 0.4 | 84.5 | -30.6 | -1.9 | 53.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2010
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