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EZU: iShares MSCI Eurozone ETF (ETF)
Basic Info 67.63 1.68(2.42%) June 05
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 07/31/2000 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 3.10% |
| Expenses | 0.51% |
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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 07/31/2000 |
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(%) | -1.7 | 5.5 | 17.0 | 17.6 | 8.7 | 10.1 | 6.5 | 5.1 | 4.7 | 40.0 | 2.2 | 23.4 | -17.2 | 13.9 | 7.6 | 23.3 | -16.8 | 27.9 | 1.9 | -1.6 | -9.9 | 27.1 | 23.9 | -18.2 | -3.1 | 26.5 | -45.9 | 18.4 | 35.5 | 8.8 | 20.7 | 42.9 | -21.5 | -22.7 | -6.7 |
| Sharpe Ratio | NA | 0.75 | 1.03 | 0.87 | 0.34 | 0.4 | NA | NA | 0.14 | 2.09 | -0.09 | 1.23 | -0.65 | 0.95 | 0.2 | 1.68 | -1.11 | 2.52 | 0.07 | -0.08 | -0.62 | 1.64 | 0.97 | -0.46 | -0.1 | 0.72 | -0.95 | 0.74 | 2.06 | 0.5 | 1.2 | 1.79 | -0.71 | -1.01 | -0.9 |
| Draw Down(%) | NA | 13.1 | 13.1 | 15.0 | 36.1 | 41.4 | NA | NA | 65.3 | 15.0 | 11.0 | 14.7 | 34.8 | 8.1 | 38.7 | 8.9 | 26.0 | 2.7 | 13.4 | 15.8 | 19.2 | 8.7 | 22.7 | 36.3 | 28.1 | 34.7 | 58.7 | 13.7 | 15.1 | 8.6 | 13.0 | 20.1 | 35.7 | 41.3 | 17.0 |
| Standard Deviation(%) | NA | 21.8 | 16.9 | 17.2 | 19.8 | 20.7 | NA | NA | 24.7 | 18.3 | 14.9 | 16.3 | 28.9 | 14.6 | 36.4 | 13.0 | 16.4 | 10.8 | 22.5 | 20.0 | 16.0 | 16.5 | 24.8 | 39.2 | 31.4 | 36.5 | 48.9 | 20.8 | 15.6 | 13.1 | 16.4 | 23.6 | 31.8 | 25.2 | 21.6 |
| Treynor Ratio | NA | 0.15 | 0.16 | 0.14 | 0.06 | 0.08 | NA | NA | 0.03 | 0.35 | -0.01 | 0.18 | -0.17 | 0.13 | 0.07 | 0.2 | -0.16 | 0.24 | 0.02 | -0.02 | -0.08 | 0.24 | 0.19 | -0.15 | -0.03 | 0.25 | -0.44 | 0.15 | 0.32 | 0.07 | 0.23 | 0.4 | -0.24 | -0.27 | -0.22 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.03 | -0.02 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 1.11 | 1.08 | 1.11 | 1.11 | 1.08 | NA | NA | 1.08 | 1.09 | 1.13 | 1.1 | 1.13 | 1.07 | 1.05 | 1.08 | 1.1 | 1.15 | 1.04 | 1.11 | 1.19 | 1.15 | 1.24 | 1.22 | 1.21 | 1.07 | 1.06 | 1.03 | 1.0 | 0.97 | 0.84 | 1.04 | 0.93 | 0.96 | 0.9 |
| RSquared | NA | 0.95 | 0.94 | 0.93 | 0.95 | 0.93 | NA | NA | 0.87 | 0.91 | 0.92 | 0.95 | 0.96 | 0.94 | 0.92 | 0.92 | 0.91 | 0.87 | 0.9 | 0.88 | 0.93 | 0.92 | 0.94 | 0.96 | 0.94 | 0.94 | 0.94 | 0.87 | 0.82 | 0.62 | 0.47 | 0.6 | 0.64 | 0.75 | 0.53 |
| Yield(%) | N/A | 0.0 | 3.1 | 3.3 | 2.6 | 3.4 | 2.9 | 2.7 | N/A | 3.9 | 2.9 | 3.0 | 2.2 | 2.7 | 2.2 | 3.4 | 2.8 | 2.4 | 3.1 | 2.1 | 2.7 | 2.7 | 3.2 | 3.3 | 2.4 | 3.4 | 4.0 | 2.8 | 2.3 | 1.8 | 2.1 | 2.0 | 0.8 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 33.5 | 35.8 | 28.1 | 3.4 | N/A | N/A | N/A | 33.5 | 12.9 | 10.0 | -8.4 | 28.0 | -21.0 | -2.3 | 46.9 | -22.0 | 39.2 | -29.1 | 17.1 | 1.0 | -21.8 | 26.6 | -11.8 | -55.7 | 59.0 | 59.9 | 40.2 | 1.7 | 43.7 | 100.9 | -32.7 | 9457.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2000
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See EUROPE STOCK Asset Class Trend Rankings |
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