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
IEFA: iShares Core MSCI EAFE ETF (ETF)
Basic Info 95.56 2.55(2.60%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 10/22/2012 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 3.85% |
| Expenses | 0.07% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/22/2012 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 6.8 | 19.2 | 16.2 | 7.7 | 9.0 | 8.1 | 32.8 | 3.3 | 18.0 | -15.2 | 11.6 | 8.2 | 22.6 | -14.1 | 26.6 | 1.6 | 0.7 | -6.3 | 22.4 | 5.3 |
| Sharpe Ratio | NA | 0.73 | 1.09 | 0.86 | 0.31 | 0.42 | 0.41 | 1.85 | -0.03 | 1.06 | -0.75 | 0.89 | 0.25 | 1.89 | -1.09 | 3.43 | 0.07 | 0.04 | -0.52 | 1.69 | 2.77 |
| Draw Down(%) | NA | 11.5 | 11.5 | 13.8 | 30.4 | 34.8 | 34.8 | 13.8 | 9.9 | 11.9 | 29.2 | 7.3 | 34.5 | 8.0 | 22.7 | 2.1 | 12.5 | 15.8 | 14.1 | 10.1 | 4.5 |
| Standard Deviation(%) | NA | 19.3 | 15.2 | 15.2 | 16.5 | 17.4 | 16.7 | 16.5 | 12.8 | 13.6 | 22.4 | 13.0 | 31.6 | 11.2 | 14.3 | 7.6 | 18.5 | 16.4 | 12.2 | 13.3 | 11.8 |
| Treynor Ratio | NA | 0.13 | 0.16 | 0.12 | 0.05 | 0.08 | 0.07 | 0.28 | 0.0 | 0.14 | -0.16 | 0.11 | 0.1 | 0.2 | -0.15 | 0.26 | 0.01 | 0.01 | -0.06 | 0.22 | 0.37 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | 0.03 |
| Beta | NA | 1.08 | 1.05 | 1.06 | 1.04 | 0.97 | 0.98 | 1.07 | 1.03 | 1.03 | 1.03 | 1.01 | 0.79 | 1.04 | 1.05 | 1.0 | 1.04 | 1.05 | 1.06 | 1.03 | 0.88 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.98 | 0.8 | 0.83 | 0.96 | 0.98 | 0.98 | 0.98 | 0.97 | 0.46 | 0.96 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 0.97 | 0.85 |
| Yield(%) | N/A | 0.0 | 3.8 | 3.9 | 3.1 | 3.7 | N/A | 4.5 | 3.5 | 3.6 | 2.2 | 3.6 | 2.0 | 3.8 | 2.9 | 3.1 | 3.0 | 2.6 | 2.9 | 2.5 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 30.2 | 44.3 | 40.0 | N/A | N/A | 30.2 | 8.3 | 35.1 | -32.6 | 88.6 | -36.8 | 9.1 | 12.2 | 6.7 | 11.1 | -16.6 | 30.4 | 669.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2012
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to IEFA
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
