It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
EWA: iShares MSCI Australia ETF (ETF)
Basic Info 28.06 0.98(3.37%) June 05
| Asset Class: | Miscellaneous Region |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 03/18/1996 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 3.28% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 7.1 | 9.9 | 11.2 | 4.9 | 8.1 | 5.1 | 6.1 | 7.3 | 11.8 | 1.6 | 13.8 | -5.9 | 8.9 | 8.3 | 22.4 | -12.0 | 19.9 | 11.1 | -10.0 | -4.7 | 1.8 | 24.0 | -11.6 | 15.3 | 68.1 | -48.0 | 28.2 | 30.8 | 16.7 | 29.4 | 55.2 | -1.2 | 1.9 | -11.9 | 16.4 | 2.0 | -15.3 | 10.0 |
| Sharpe Ratio | NA | 1.35 | 0.9 | 0.53 | 0.18 | 0.3 | NA | NA | 0.22 | 0.45 | -0.3 | 0.53 | -0.3 | 0.53 | 0.17 | 1.62 | -0.81 | 1.63 | 0.49 | -0.41 | -0.31 | 0.1 | 1.3 | -0.34 | 0.48 | 1.69 | -0.82 | 0.87 | 1.55 | 0.91 | 1.51 | 3.36 | -0.1 | -0.02 | -0.56 | 0.56 | -0.04 | -0.74 | 0.51 |
| Draw Down(%) | NA | 10.0 | 10.0 | 21.9 | 24.9 | 45.5 | NA | NA | 67.0 | 18.9 | 10.8 | 16.7 | 24.9 | 10.4 | 45.5 | 7.9 | 19.1 | 5.8 | 14.3 | 27.2 | 19.5 | 19.9 | 15.2 | 30.4 | 26.5 | 27.1 | 63.9 | 20.5 | 15.9 | 11.1 | 16.0 | 10.8 | 20.7 | 22.5 | 19.3 | 16.7 | 30.0 | 25.8 | 11.6 |
| Standard Deviation(%) | NA | 21.2 | 16.9 | 18.8 | 19.7 | 22.8 | NA | NA | 26.2 | 20.1 | 16.6 | 18.4 | 24.6 | 16.7 | 48.1 | 13.0 | 16.4 | 11.9 | 22.1 | 24.1 | 15.0 | 18.2 | 18.6 | 34.4 | 31.5 | 40.2 | 59.2 | 29.2 | 17.9 | 15.9 | 18.9 | 16.2 | 23.4 | 26.3 | 28.4 | 23.7 | 31.6 | 25.5 | 18.3 |
| Treynor Ratio | NA | 0.26 | 0.16 | 0.11 | 0.04 | 0.07 | NA | NA | 0.06 | 0.11 | -0.06 | 0.1 | -0.09 | 0.09 | 0.06 | 0.27 | -0.18 | 0.19 | 0.08 | -0.1 | -0.06 | 0.02 | 0.2 | -0.09 | 0.1 | 0.53 | -0.4 | 0.18 | 0.3 | 0.19 | 0.33 | 1.95 | -0.05 | -0.01 | -0.47 | 0.34 | -0.02 | -0.34 | 0.23 |
| Alpha | NA | 0.0 | -0.03 | -0.02 | -0.02 | -0.02 | NA | NA | 0.0 | -0.01 | -0.07 | -0.04 | 0.04 | -0.06 | -0.04 | 0.0 | -0.04 | 0.0 | -0.01 | -0.04 | -0.05 | -0.11 | 0.02 | -0.05 | -0.02 | 0.1 | 0.0 | 0.08 | 0.06 | 0.05 | 0.07 | 0.15 | 0.04 | 0.03 | -0.04 | 0.03 | -0.04 | -0.12 | 0.02 |
| Beta | NA | 1.11 | 0.97 | 0.92 | 0.89 | 1.01 | NA | NA | 0.94 | 0.84 | 0.85 | 1.01 | 0.84 | 0.96 | 1.25 | 0.78 | 0.74 | 1.0 | 1.3 | 1.0 | 0.75 | 1.12 | 1.2 | 1.35 | 1.55 | 1.29 | 1.23 | 1.42 | 0.92 | 0.75 | 0.86 | 0.28 | 0.47 | 0.34 | 0.34 | 0.38 | 0.53 | 0.55 | 0.41 |
| RSquared | NA | 0.5 | 0.47 | 0.53 | 0.58 | 0.66 | NA | NA | 0.47 | 0.62 | 0.42 | 0.51 | 0.68 | 0.57 | 0.83 | 0.56 | 0.6 | 0.31 | 0.59 | 0.41 | 0.32 | 0.47 | 0.67 | 0.84 | 0.8 | 0.77 | 0.71 | 0.61 | 0.27 | 0.24 | 0.26 | 0.09 | 0.27 | 0.08 | 0.07 | 0.09 | 0.12 | 0.15 | 0.06 |
| Yield(%) | N/A | 0.0 | 3.2 | 3.9 | 3.7 | 4.8 | 3.9 | 4.8 | N/A | 3.5 | 3.7 | 4.1 | 4.7 | 5.3 | 2.1 | 4.7 | 5.0 | 5.0 | 4.4 | 4.7 | 4.5 | 4.5 | 6.1 | 4.2 | 3.5 | 4.7 | 3.1 | 5.4 | 5.7 | 4.0 | 4.3 | 7.6 | 2.8 | 2.4 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -5.1 | -9.8 | 15.0 | -9.5 | 103.4 | N/A | N/A | -5.1 | -2.1 | -22.8 | -7.1 | 160.7 | -46.2 | -23.6 | 14.4 | 26.1 | -21.5 | -4.7 | -4.6 | -15.5 | 24.3 | 31.0 | 25.2 | -25.5 | -30.3 | 16.1 | 64.9 | 16.0 | -17.9 | 164.2 | 15.2 | -13.2 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Miscellaneous Region Asset Class Trend Rankings |
Top Rated Funds in Miscellaneous Region
Best Mutual Funds
- FICDX (FIDELITY CANADA FUND FIDELITY CANADA FUND) 2.14% (52%)
- FNORX (FIDELITY NORDIC FUND FIDELITY NORDIC FUND) 2.92% (50%)
- DFUKX (UNITED KINGDOM SMALL COMPANY PORTFOLIO UNITED KINGDOM SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) 2.01% (48%)
- TREMX (T. ROWE PRICE EMERGING EUROPE FUND T. ROWE PRICE EMERGING EUROPE FUND) 3.05% (47%)
- FICCX (FIDELITY CANADA FUND FIDELITY ADVISOR CANADA FUND: CLASS I) 2.15% (45%)
- TRAMX (T. ROWE PRICE AFRICA & MIDDLE EAST FUND T. ROWE PRICE AFRICA & MIDDLE EAST FUND) 1.72% (43%)
- CNZLX (COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND) 1.76% (37%)
- CAFRX (AFRICA FUND AFRICA FUND) 2.93% (5%)
- TPCIX (TIMOTHY ISRAEL COMMON VALUES FUND CLASS C) 2.82% (3%)
Best ETFs
- THD (iShares MSCI Thailand ETF) (88%)
- EWC (iShares MSCI Canada ETF) (87%)
- EWQ (iShares MSCI France ETF) (85%)
- EWN (iShares MSCI Netherlands ETF) (83%)
- EWG (iShares MSCI Germany ETF) (82%)
- EWL (iShares MSCI Switzerland ETF) (80%)
- EWI (iShares MSCI Italy ETF) (78%)
- EWU (iShares MSCI United Kingdom ETF) (77%)
- EWK (iShares MSCI Belgium ETF) (75%)
- EWO (iShares MSCI Austria ETF) (73%)
Best Closed End Funds
- IAF (Aberdeen Australia EF Inc) 3.44% (100%)
- CEE (Central Europe Russia & Turkey Fund) 3.73% (98%)
- KF (Korea Closed Fund) 12.03% (97%)
- MXE (Mexico Equity and Income Closed Fund) 2.59% (95%)
- MXF (Mexico Closed Fund) 1.83% (93%)
- GF (New Germany Closed Fund) 1.74% (92%)
- SWZ (Swiss Helvetia Closed Fund) 0.85% (90%)
Latest Articles Related to EWA
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
