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
EWZ: iShares MSCI Brazil ETF (ETF)
Basic Info 34.01 0.77(2.21%) June 05
| Asset Class: | Latin America Stock |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 07/14/2000 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 5.95% |
| Expenses | 0.59% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/14/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.3 | 7.1 | 29.9 | 10.4 | 4.1 | 8.4 | -0.9 | 3.7 | 6.2 | 42.1 | -30.4 | 32.6 | 12.1 | -17.3 | -20.3 | 27.7 | -2.6 | 23.7 | 64.5 | -41.8 | -15.5 | -17.5 | 0.3 | -24.1 | 7.8 | 122.0 | -54.3 | 74.8 | 43.3 | 52.7 | 33.6 | 116.9 | -36.3 | -18.8 | -10.9 |
| Sharpe Ratio | NA | 1.11 | 1.37 | 0.41 | 0.14 | 0.21 | NA | NA | 0.14 | 1.59 | -1.54 | 1.13 | 0.31 | -0.55 | -0.32 | 0.99 | -0.12 | 0.75 | 1.61 | -1.18 | -0.49 | -0.82 | 0.01 | -0.75 | 0.26 | 2.74 | -0.73 | 1.74 | 1.15 | 1.62 | 0.99 | 3.98 | -0.74 | -0.5 | -0.79 |
| Draw Down(%) | NA | 14.0 | 14.0 | 31.4 | 32.2 | 57.0 | NA | NA | 77.3 | 13.0 | 30.7 | 17.4 | 32.2 | 32.0 | 57.0 | 18.6 | 34.0 | 19.0 | 18.5 | 44.6 | 37.4 | 27.1 | 28.9 | 35.2 | 24.6 | 21.1 | 73.1 | 26.5 | 32.1 | 17.1 | 33.3 | 20.3 | 61.8 | 52.7 | 29.2 |
| Standard Deviation(%) | NA | 29.2 | 24.9 | 24.1 | 27.8 | 34.5 | NA | NA | 37.6 | 24.4 | 22.2 | 26.0 | 35.0 | 31.6 | 64.8 | 26.5 | 33.0 | 31.0 | 39.8 | 35.5 | 31.3 | 21.4 | 22.5 | 32.2 | 29.7 | 44.6 | 75.8 | 41.5 | 34.9 | 31.0 | 32.9 | 29.2 | 50.3 | 43.0 | 33.4 |
| Treynor Ratio | NA | 0.31 | 0.31 | 0.09 | 0.04 | 0.06 | NA | NA | 0.05 | 0.36 | -0.31 | 0.26 | 0.09 | -0.15 | -0.18 | 0.23 | -0.03 | 0.18 | 0.54 | -0.33 | -0.12 | -0.17 | 0.0 | -0.24 | 0.07 | 1.18 | -0.54 | 0.64 | 0.36 | 0.41 | 0.28 | 1.16 | -0.42 | -0.24 | 0.0 |
| Alpha | NA | -0.02 | -0.03 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | -0.04 | -0.02 | -0.01 | 0.01 | 0.0 | -0.02 | 0.04 | 0.03 | -0.03 | 0.07 | -0.02 | 0.0 | -0.02 | -0.02 | -0.02 | -0.03 | 0.05 | -0.04 | 0.05 | -0.01 | -0.04 | -0.03 | 0.12 | -0.05 | -0.1 | NA |
| Beta | NA | 1.04 | 1.08 | 1.08 | 1.13 | 1.15 | NA | NA | 1.1 | 1.08 | 1.11 | 1.14 | 1.15 | 1.18 | 1.14 | 1.14 | 1.16 | 1.31 | 1.19 | 1.26 | 1.24 | 1.03 | 1.12 | 1.02 | 1.09 | 1.03 | 1.02 | 1.12 | 1.13 | 1.22 | 1.16 | 1.0 | 0.9 | 0.89 | NA |
| RSquared | NA | 0.91 | 0.89 | 0.87 | 0.89 | 0.91 | NA | NA | 0.8 | 0.88 | 0.81 | 0.9 | 0.91 | 0.89 | 0.95 | 0.92 | 0.9 | 0.92 | 0.93 | 0.91 | 0.94 | 0.88 | 0.91 | 0.94 | 0.95 | 0.96 | 0.95 | 0.95 | 0.91 | 0.83 | 0.64 | 0.47 | 0.28 | 0.04 | 0.0 |
| Yield(%) | N/A | 0.0 | 6.0 | 6.1 | 5.7 | 5.9 | 2.1 | 4.4 | N/A | 7.3 | 5.8 | 7.6 | 12.9 | 7.6 | 1.3 | 3.0 | 2.7 | 2.0 | 3.0 | 2.4 | 3.2 | 2.5 | 2.6 | 1.9 | 3.6 | 7.4 | 2.7 | 2.6 | 2.7 | 2.7 | 2.7 | 3.7 | 0.8 | 3.8 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | -17.8 | -18.7 | 181.3 | -2.5 | N/A | N/A | N/A | -17.8 | 1.5 | -43.9 | 27.1 | 337.8 | -47.5 | 9.0 | 59.7 | 14.8 | -28.6 | -38.9 | -4.2 | -8.2 | 4.3 | -46.4 | 3.0 | 26.0 | 79.8 | 27.9 | 61.2 | 26.5 | 54.7 | 170.9 | -82.8 | 72.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2000
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 Latin America Stock Asset Class Trend Rankings |
Top Rated Funds in Latin America Stock
Best Mutual Funds
- FLFAX (FIDELITY LATIN AMERICA FUND FIDELITY ADVISOR LATIN AMERICA FUND: CLASS A) (100%)
- SLAFX (DEUTSCHE LATIN AMERICA EQUITY FUND CLASS S) 2.50% (95%)
- PRLAX (T. ROWE PRICE LATIN AMERICA FUND T. ROWE PRICE LATIN AMERICA FUND) 2.30% (71%)
- FLATX (FIDELITY LATIN AMERICA FUND FIDELITY LATIN AMERICA FUND) (57%)
- MALTX (BlackRock Latin Americ I) (29%)
Best ETFs
- EWZS (iShares MSCI Brazil Small-Cap ETF) 3.98% (86%)
- BRF (VanEck Brazil Small-Cap ETF) 2.25% (76%)
- FLN (First Trust Latin America AlphaDEX Fund) 2.32% (62%)
- EWZ (iShares MSCI Brazil ETF) 2.21% (52%)
- FBZ (First Trust Brazil AlphaDEX Fund) (33%)
- ILF (iShares Latin America 40 ETF) 2.64% (10%)
- GML (SPDR S&P Emerging Latin America ETF) (5%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to EWZ
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
