iShares MSCI Belgium Capped ETF
for period ending November 30, 2024
Quick Links
Overview
EWK is the Ingredient ID for this portfolio ingredient
This Ingredient ID appears in the scatterplots and comparisons below.
Portfolio Recipe Provider iShares (www.iShares.com)
Description iShares MSCI Belgium Capped ETF gives investors access to an equity portfolio that uses stocks from a specific country or region. This portfolio ingredient is an exchange-traded fund and can be used as part of an overall asset allocation or as part of a portfolio recipe.
Category Global Equities, Europe
Peer Group Global Equities. See How to Invest, below. You can see how this portfolio ingredient has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, iShares. The investment seeks to track the investment results of the MSCI Belgium Investable Market Index (IMI) 25/50. The underlying index is designed to measure broad-based equity market performance in Belgium. A capping methodology is applied that limits the weight of any single component to a maximum of 25% of the underlying index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. It is non-diversified. You may consult www.iShares.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost
- Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker EWK. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
How to Invest
You can invest in this portfolio ingredient by buying the ticker symbol "EWK" at your favorite brokerage. See below for the full set of risk and return metrics for this portfolio ingredient. For portfolio recipes that combine multiple ingredients into optimized portfolios that minimize risk and maximize return, visit www.RecipeInvesting.com. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
How to Rebalance
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling the underlying ingredients.
Compare: Total Return
for period ending November 30, 2024
5-year graph
●
EWK
●
Global equities (ACWI)
●
U.S. equities (SPY)
●
U.S. bonds (BND)
●
60% Equity / 40% Bonds (s.6040)
| |
YTD |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
3.6% |
-3.5% |
7.8% |
0.2% |
2.1% |
3.8% |
5.3% |
3.4% |
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
17.4% |
4.4% |
22.8% |
5.5% |
9.2% |
8.4% |
9.5% |
7.9% |
| Global Equities (ACWI) |
20.7% |
4.0% |
26.5% |
7.8% |
11.5% |
9.4% |
9.5% |
|
| U.S. Equities (SPY) |
28.0% |
6.0% |
33.8% |
11.4% |
15.7% |
13.3% |
14.1% |
10.6% |
| U.S. Bonds (BND) |
3.1% |
1.1% |
6.8% |
-2.0% |
-0.1% |
1.5% |
2.3% |
3.1% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
-7.75385409199499% |
-7.31593662628145% |
-4.57087365662866% |
-2.14366008046976% |
-1.38158597456404% |
-1.23944272650722% |
0% |
0% |
| ENZL |
1.42079334032159% |
3.38911247617031% |
8.00804570962002% |
-3.73190887995485% |
-0.481627758021996% |
5.29050874403105% |
0% |
0% |
| EPHE |
0.261158882964452% |
-6.2111801242236% |
4.83582221468122% |
-5.3298699170461% |
-4.09127291193449% |
-2.99019546134655% |
0% |
0% |
| EWA |
10.7026074376002% |
4.26035502958579% |
22.4952022527585% |
7.64680599029313% |
7.18268548542615% |
5.7581617111226% |
5.49709705220125% |
7.10478117608724% |
| EWH |
2.60861119577371% |
-2.40626748740906% |
8.77677527052523% |
-6.03175897456789% |
-2.88403183921976% |
0.907353038130898% |
3.77242134019575% |
5.00716079722572% |
| EWJ |
9.46497180375423% |
2.37990304098723% |
13.7205886365521% |
3.48675248190291% |
4.9942884829989% |
5.80955374688781% |
5.77244507668466% |
4.13035367838699% |
| EWM |
17.6667479318229% |
-0.121753246753253% |
19.8027259162456% |
3.48802837486464% |
1.2907116167425% |
-1.73424968578103% |
1.79491518504895% |
4.24087814351071% |
| EWS |
23.7932035459439% |
6.41385767790263% |
32.7492134248307% |
5.73952136515676% |
3.38663542238615% |
2.51142399299793% |
4.10117947851947% |
6.54509558358505% |
| EWT |
15.4681729306974% |
-1.97344153448912% |
18.5341062679162% |
2.6404432028142% |
13.1173458602098% |
10.191337285337% |
9.36397713491688% |
8.17432661656272% |
| EWY |
-12.3607508011597% |
-4.13954264730428% |
-6.51622880718694% |
-6.99182449231447% |
1.4175537313301% |
1.90007812589117% |
3.25071514921289% |
5.00703919596017% |
| INDY |
7.55825866845146% |
-0.638257931293418% |
14.5398837926568% |
6.03570458603195% |
9.41592037512942% |
6.72954184662307% |
6.30073789757311% |
0% |
| MCHI |
16.6623377856081% |
-3.91878172588832% |
14.1778692835528% |
-8.1208305165115% |
-2.80843827161801% |
1.26668512165307% |
0% |
0% |
| THD |
1.34546608452004% |
-4.21450151057403% |
7.30321982308106% |
-1.66815929155705% |
-3.63485822491284% |
-0.0777754928561802% |
5.75861917402216% |
0% |
| VNM |
-8.97832817337461% |
-1.25944584382872% |
-5.34540060945145% |
-15.3719117223115% |
-4.40092608616461% |
-3.57373491465179% |
-3.28524755890295% |
0% |
| EPOL |
-0.641615993468458% |
-0.763701707097941% |
6.59238950623635% |
5.55747027757885% |
3.60694328480231% |
0.293131855775952% |
0% |
0% |
| EWD |
-0.473919785483368% |
-3.15631262525051% |
11.7828622093922% |
-1.60056709098578% |
7.22325879868937% |
4.97032529161627% |
6.70189261388126% |
6.44830015284494% |
| EWG |
11.3707281792615% |
-0.154702970297016% |
16.3944700983769% |
3.53718614109271% |
4.88729956153937% |
3.64527478831624% |
4.86180870485542% |
5.48379712043661% |
| EWI |
9.75528746261587% |
-4.41872698579695% |
14.3413721633341% |
9.19698338887074% |
8.04442376696193% |
5.32745802823393% |
2.52838671648494% |
1.76345947066578% |
| EWK |
3.59377869078834% |
-3.47957639939485% |
7.82047318873691% |
0.249100253922308% |
2.10316784975846% |
3.83395227573022% |
5.33822587773705% |
3.38004251084714% |
| EWL |
1.92851424091043% |
-2.35055724417428% |
8.32429287557785% |
1.27620276402658% |
6.42866212356692% |
6.04243615664095% |
7.63708655844342% |
7.53975998868981% |
| EWN |
3.25808446335496% |
-2.3569745018213% |
10.079982917731% |
-0.782241285393437% |
8.48837896653361% |
8.19227593657807% |
7.67680772850772% |
0% |
| EWO |
1.96847223739627% |
-2.26956924502083% |
7.35524452256526% |
0.55324719179064% |
4.62324448892273% |
5.85891363942224% |
3.08287843156927% |
2.81512663823715% |
| EWP |
8.66964123746579% |
-3.50825471698114% |
10.7517904621382% |
12.2385517510128% |
5.96919236402305% |
1.67572593263943% |
1.05365134430648% |
3.65224502703052% |
| EWQ |
-5.32893722181005% |
-4.37879187549458% |
-0.628948962610532% |
2.33066986258956% |
5.56522100583559% |
6.00832888710254% |
5.0845575354848% |
5.00470985449404% |
| EWU |
10.4420174117613% |
0.703234880450077% |
15.2866406190757% |
8.05319657343977% |
5.45373208132101% |
3.32648753235862% |
4.54670746638748% |
3.87324516537775% |
| EZU |
2.9971572534649% |
-2.92089249492901% |
7.84316378909036% |
3.21656815321554% |
5.70040144600723% |
4.70025691466083% |
4.29090963434087% |
4.41847625989542% |
| GREK |
5.28944404384981% |
-1.966221325939% |
6.41758946929614% |
17.5188285004057% |
8.16647512514093% |
-0.178989993467793% |
0% |
0% |
| NORW |
2.50679812292598% |
0.81657040430192% |
9.54446301341168% |
-0.604704084884078% |
4.40611656782379% |
2.95660322084854% |
0% |
0% |
| EIS |
28.7146183322045% |
8.68769884126943% |
38.7870654956236% |
1.16763974760492% |
6.2339883165716% |
5.95591966905662% |
4.33903825543684% |
0% |
| EZA |
15.3264669087644% |
-3.86952998379254% |
20.663813158238% |
5.05339680669719% |
4.33896116833636% |
0.537974903757621% |
2.6455528059294% |
4.66049118267879% |
| TUR |
14.4099397538803% |
8.83054892601429% |
5.82079354343716% |
30.6571852346295% |
9.53601807973445% |
-1.83393174807016% |
0.965017107526678% |
0% |
| EWC |
19.0280960512745% |
6.44843711543195% |
26.51345393502% |
7.37865833612859% |
10.2471313471897% |
6.0201144560573% |
5.69119730671839% |
6.74777295669826% |
| EWW |
-25.2877955535233% |
-3.17796610169492% |
-18.6044460531635% |
6.33634268057472% |
5.27905789118315% |
-0.38876683947211% |
2.29620824262982% |
5.86072881795705% |
| SPTM |
27.451898093842% |
6.2833261276841% |
33.8931071095347% |
11.2152608964155% |
15.4754943846222% |
13.0298003177251% |
14.0667931484582% |
10.6743302547267% |
| ARGT |
63.2816553203087% |
14.5521876285832% |
67.6947684383859% |
44.87410538275% |
30.3386960217764% |
16.1698378046661% |
0% |
0% |
| ECH |
-7.80831496694052% |
-0.899139953088335% |
-2.58805348289464% |
5.8370653464948% |
0.488114833209541% |
-2.06758948057365% |
-2.30401283795008% |
0% |
| EPU |
27.0740278868246% |
-2.15695273061036% |
45.6686004307289% |
19.8387295499654% |
8.34804142249852% |
5.42332417054621% |
4.46485359763429% |
0% |
| EWZ |
-24.6056699218189% |
-8.13534917206624% |
-19.6983838474684% |
5.32726462831381% |
-3.47165064457231% |
-0.373973710890252% |
-3.06344810310827% |
4.95686534716042% |
| |
|
|
|
|
|
| EWK |
25.9% |
-0.9% |
12.9% |
-14.0% |
7.5% |
| Peer Group* average |
|
|
|
|
|
| 60% Equity / 40% Bonds |
21.8% |
16.4% |
14.0% |
-16.7% |
17.5% |
| Global Equities (ACWI) |
26.6% |
16.3% |
18.7% |
-18.4% |
22.3% |
| U.S. Equities (SPY) |
31.2% |
18.4% |
28.7% |
-18.2% |
26.2% |
| U.S. Bonds (BND) |
8.8% |
7.7% |
-1.9% |
-13.1% |
5.4% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
5.30356114192578% |
-7.1370120837275% |
-0.601366323471475% |
-0.159115997018144% |
2.56987297379807% |
| ENZL |
30.0686445055321% |
19.2313761504698% |
-11.3811349577622% |
-16.1795937287134% |
2.96014467323324% |
| EPHE |
8.49744770081529% |
-3.94077350311066% |
-2.22539573623151% |
-15.8737197891641% |
1.27134070386119% |
| EWA |
22.4123105826793% |
8.26548924547703% |
8.95035287652579% |
-5.92071938319786% |
13.8374650093717% |
| EWH |
10.713720486068% |
4.18725441840027% |
-3.47965873763993% |
-6.80691225617256% |
-13.8242903026459% |
| EWJ |
19.313030397214% |
15.409364464848% |
1.16503083940074% |
-17.7229786650309% |
20.3002937043169% |
| EWM |
-1.416123126067% |
3.16636500777123% |
-7.40618838465441% |
-6.00212045923264% |
-3.60199110937089% |
| EWS |
14.4525846479129% |
-8.48812202616375% |
5.55802427521443% |
-9.80288556411557% |
6.20667458251687% |
| EWT |
33.3325718691902% |
31.5022545574496% |
28.9445447347456% |
-28.8982676038929% |
24.4848126180483% |
| EWY |
7.94832659778564% |
39.4383153551619% |
-7.55947408280722% |
-26.5891383326166% |
19.0581243947996% |
| INDY |
9.99431101794523% |
10.0122442529701% |
19.5473257564212% |
-7.31296691882432% |
16.8822592482137% |
| MCHI |
23.6682793823023% |
27.7838195270677% |
-21.7327830701484% |
-22.7642710301429% |
-11.2325477495887% |
| THD |
8.27566518270222% |
-9.86556970117346% |
1.85245735118427% |
1.22103248435226% |
-12.6192203640113% |
| VNM |
9.25692737973767% |
9.83579943037776% |
22.0486082978499% |
-43.7428518586273% |
15.05791488482% |
| EPOL |
-6.14107458172594% |
-8.36886025577675% |
12.2176889469703% |
-24.6172345602251% |
50.7898017506914% |
| EWD |
21.7384025488355% |
22.2612159226546% |
22.8630526459482% |
-27.8444990585693% |
25.0995569419867% |
| EWG |
19.1549280384125% |
10.5638043058162% |
5.84010185589661% |
-22.2663433040249% |
23.3452183360074% |
| EWI |
26.8521503713927% |
1.67356254423512% |
14.4121027627441% |
-14.1593013986793% |
30.6548062165143% |
| EWK |
25.9170051505092% |
-0.862723785695862% |
12.8517668981469% |
-13.9600189899799% |
7.48483333755678% |
| EWL |
31.5386153526025% |
11.7869941666805% |
20.1938017748866% |
-18.8922991269075% |
17.6678372679907% |
| EWN |
32.3891369459714% |
23.2257613303791% |
22.7401745801964% |
-24.4288381461311% |
22.0949711677608% |
| EWO |
17.0682890390888% |
-3.68400461617667% |
31.5372591434171% |
-21.9304404095059% |
20.6304637416666% |
| EWP |
11.8854155528614% |
-4.85369000891213% |
0.268415847613435% |
-5.1787255895102% |
30.2865548628205% |
| EWQ |
26.5863817023299% |
2.85239160526263% |
21.4728739940749% |
-12.0469753935533% |
21.7163867593406% |
| EWU |
21.2064850243748% |
-11.8045068614162% |
18.2235913646434% |
-4.39403789099337% |
12.4189361579772% |
| EZU |
23.1950352082429% |
6.66561654144979% |
13.9353035106812% |
-17.2424753360999% |
23.4353608715804% |
| GREK |
50.196061847441% |
-13.9080490845131% |
6.15871454338597% |
3.63647816505532% |
42.7515515262799% |
| NORW |
12.5183045781489% |
2.61148640939508% |
18.5652564979858% |
-12.5506507565636% |
5.05261757911113% |
| EIS |
20.9331531138096% |
12.0114677259749% |
22.8428623515418% |
-27.0558935057172% |
5.48526306893995% |
| EZA |
9.62247473278586% |
-5.19108396411971% |
7.91687912062649% |
-5.17761579437099% |
1.52206964736277% |
| TUR |
14.4133326299973% |
-1.85762849233754% |
-27.4791523746312% |
105.750536890083% |
-8.81555424887528% |
| EWC |
27.5634151158971% |
5.52117105281553% |
27.0007877315337% |
-12.9531944438606% |
14.7453418933418% |
| EWW |
12.5996456117044% |
-3.05421886308641% |
20.304386399111% |
1.23980750151178% |
40.3579981867868% |
| SPTM |
31.3427591323392% |
17.9635581485433% |
28.5820224634963% |
-17.7540615755163% |
25.5506671986013% |
| ARGT |
14.495440408037% |
14.5712098105721% |
3.82496999677782% |
11.8025070446303% |
53.686776683117% |
| ECH |
-17.790750805735% |
-8.89018153121168% |
-19.7140834143362% |
25.1178232542317% |
9.03130887973857% |
| EPU |
7.29498897005725% |
-4.30829622016265% |
-11.8249696264587% |
2.05025746064413% |
25.3484886383478% |
| EWZ |
27.6532692353031% |
-20.3272306998449% |
-17.275707145832% |
12.0910724807815% |
32.7101861220412% |
Compare: Risk vs. Return
for period ending November 30, 2024
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Maximum Drawdown vs. Annual Return
●
EWK
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
EWK
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
EWK
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
-26.8% |
-10.9% |
-13.4% |
-9.6% |
-9.5% |
-7.6% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-7.2% |
-5.8% |
-4.1% |
-1.9% |
-0.6% |
0.4% |
| Global Equities (ACWI) |
-5.9% |
-3.5% |
-3.9% |
-3.6% |
-4.8% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-26.1% |
-22.5% |
-21.6% |
-13.0% |
-9.8% |
-4.3% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
-34.1900822663809% |
-14.6696335197259% |
-15.8900679556535% |
-13.4977945288711% |
0% |
0% |
| ENZL |
-26.6865055609263% |
-13.6326141972732% |
-15.6094765208999% |
-8.56113891868306% |
0% |
0% |
| EPHE |
-28.8769261407965% |
-14.6090477886132% |
-18.2634289045301% |
-15.1533513283526% |
0% |
0% |
| EWA |
-18.4936546772098% |
-4.29739968192642% |
-9.43801574823048% |
-8.25061351966815% |
-9.83626259408073% |
-5.23482681860267% |
| EWH |
-27.2343969511004% |
-14.0043290224784% |
-17.2882724293506% |
-12.0616634165069% |
-10.9314070175475% |
-6.47032078196632% |
| EWJ |
-21.5065478243272% |
-8.03871159152649% |
-10.3911948611015% |
-7.05826127280692% |
-8.25269677183702% |
-6.50504755555733% |
| EWM |
-19.2877929327323% |
-7.99039256536236% |
-14.5305941027186% |
-14.7864331121607% |
-12.3438928163701% |
-6.6109436800046% |
| EWS |
-9.02291876192668% |
-5.63916647170196% |
-12.3086637261932% |
-10.8044587201512% |
-10.5710457363262% |
-5.43712463391264% |
| EWT |
-18.4874020025379% |
-8.11269338494697% |
-4.39860263838683% |
-4.62496150636769% |
-6.58136149615378% |
-4.40330235316997% |
| EWY |
-34.5492002152977% |
-14.0860640927968% |
-13.7251073144081% |
-11.2827081753811% |
-11.5217075341436% |
-6.95737779805291% |
| INDY |
-19.5310845048664% |
-5.02223938657371% |
-6.70539735636161% |
-7.31032563675546% |
-9.3418514111589% |
0% |
| MCHI |
-25.511166449713% |
-13.123946196725% |
-16.2726813837606% |
-11.6540077585544% |
0% |
0% |
| THD |
-27.6714553615604% |
-12.4510957624007% |
-17.743123011669% |
-12.8441257378313% |
-9.73989395812134% |
0% |
| VNM |
-34.3369977259748% |
-19.6133344550413% |
-17.5040267454172% |
-14.9203767639921% |
-15.5151998330629% |
0% |
| EPOL |
-27.8166545331315% |
-5.99203913042982% |
-12.2588331648485% |
-12.1360838090381% |
0% |
0% |
| EWD |
-25.6294530512421% |
-10.7482395056649% |
-9.53440757949305% |
-8.98745497429054% |
-9.06355578246943% |
-5.74287794193921% |
| EWG |
-20.1698423579841% |
-7.4289107603875% |
-11.1991303237328% |
-9.9682919360111% |
-10.3227133840222% |
-6.31363285003464% |
| EWI |
-22.7802595304902% |
-3.14300394893804% |
-9.02569450890156% |
-8.93225299924518% |
-12.0282989890233% |
-8.80738142685935% |
| EWK |
-26.7519520762761% |
-10.9324961078614% |
-13.4301056047572% |
-9.64352667682235% |
-9.52800754339727% |
-7.63251436087249% |
| EWL |
-26.644852509464% |
-10.0129407959397% |
-9.06117662469198% |
-7.000873700962% |
-6.68001546196814% |
-3.37993492186387% |
| EWN |
-25.5849109100332% |
-10.4144135302128% |
-8.43344462319196% |
-6.32402706706673% |
-8.08917310513292% |
0% |
| EWO |
-27.1457197170208% |
-9.677846712352% |
-11.5335785229527% |
-8.65175981557926% |
-11.6650549118725% |
-8.20926182400329% |
| EWP |
-25.5648559174652% |
-0.30152131328482% |
-10.4517922844132% |
-11.4517372567908% |
-12.9016499456863% |
-7.64565691404848% |
| EWQ |
-32.4984991318792% |
-8.53013307641195% |
-10.6113114985944% |
-7.98658837221205% |
-10.0587756555283% |
-6.49213831152278% |
| EWU |
-19.4285720065889% |
-3.14048073229353% |
-10.314781104184% |
-9.98874961930388% |
-9.95395917459708% |
-6.99556817949115% |
| EZU |
-26.7495739928784% |
-7.77863919926583% |
-10.4884257342414% |
-9.0448491032269% |
-10.6308955540787% |
-6.93935705904691% |
| GREK |
-27.8436859010617% |
3.34715970355298% |
-9.40806614587549% |
-12.2957287343827% |
0% |
0% |
| NORW |
-26.0813916668798% |
-10.7099298627339% |
-11.6588487922821% |
-10.554512550175% |
0% |
0% |
| EIS |
-9.13158761389061% |
-9.25721744200811% |
-10.0329256635041% |
-8.05805753609043% |
-10.4644686095539% |
0% |
| EZA |
-19.7954133941548% |
-6.28589809076099% |
-11.7399491587081% |
-12.0853986000712% |
-11.9617427535793% |
-7.17317939565075% |
| TUR |
-28.4786286884977% |
7.08074069450002% |
-9.23516932968103% |
-12.9700903742434% |
-12.8857016164603% |
0% |
| EWC |
-11.206388650274% |
-4.13148186263554% |
-6.31985770764982% |
-7.80860707485132% |
-9.09574214099074% |
-5.09221059432844% |
| EWW |
-40.9461934648003% |
-5.39752629516257% |
-11.1065870355375% |
-12.7324064573689% |
-12.1198515901855% |
-6.30465949151946% |
| SPTM |
-0.650571518526732% |
-0.189725912226908% |
-0.328962172406408% |
-0.390428311693672% |
-0.266797765376484% |
-0.141382296254426% |
| ARGT |
-3.89241343735308% |
14.7325151109229% |
1.37022490962734% |
-4.55242166442229% |
0% |
0% |
| ECH |
-33.2003604612167% |
-5.79633062426659% |
-14.1441749324543% |
-13.5806976414671% |
-14.8553210870731% |
0% |
| EPU |
-9.45624083840607% |
4.22416366765117% |
-9.12500475618998% |
-9.1111388055343% |
-10.8613834335273% |
0% |
| EWZ |
-43.0195966834251% |
-6.10647160251837% |
-15.969410402903% |
-12.2691999981647% |
-14.7369136304971% |
-7.37309022713354% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
-5.3% |
-9.5% |
-12.5% |
-8.3% |
-8.3% |
-8.1% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-4.7% |
-4.3% |
-2.8% |
-1.1% |
-0.2% |
0.4% |
| Global Equities (ACWI) |
-4.3% |
-3.3% |
-3.5% |
-3.2% |
-4.4% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-9.2% |
-9.2% |
-5.9% |
-2.1% |
-0.2% |
0.7% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
-21.7147550798499% |
-9.50024142413382% |
-14.984640277258% |
-12.0802309805543% |
0% |
0% |
| ENZL |
-18.0720460617411% |
-14.8092492691992% |
-15.2174882451879% |
-6.82940931590016% |
0% |
0% |
| EPHE |
-13.0513812392613% |
-15.3039131966926% |
-16.9591370166339% |
-12.6706727317485% |
0% |
0% |
| EWA |
-18.9591468946579% |
-4.1921132104189% |
-10.003397487986% |
-7.92434711859617% |
-10.3066335530617% |
-5.16484626938861% |
| EWH |
-0.107222369887645% |
-13.3280417631426% |
-12.2328961887012% |
-8.0049415203213% |
-6.83621560933766% |
-4.1521555998092% |
| EWJ |
-18.1361533114909% |
-6.71520161477348% |
-6.58650821819535% |
-4.23844314902387% |
-4.54412273776345% |
-4.14055845397825% |
| EWM |
4.48687600966748% |
-4.99382608366073% |
-9.01166467901048% |
-10.0523887720691% |
-7.42084488230599% |
-3.21225148377769% |
| EWS |
13.4057406310901% |
-3.45558856354906% |
-9.58280230931771% |
-8.90903572168684% |
-8.60949862400174% |
-4.35127663974218% |
| EWT |
-6.33369649662989% |
-8.32444585660124% |
-0.752953351841137% |
-1.30196241675471% |
-3.73083469789458% |
-2.6925405831755% |
| EWY |
-42.9765450085579% |
-19.7666983126723% |
-15.420209956998% |
-11.8272682851667% |
-12.3599725839802% |
-7.86353426084889% |
| INDY |
-2.12689814940148% |
-2.40273607418458% |
-3.39498201522681% |
-3.12213184716738% |
-5.75023512418346% |
0% |
| MCHI |
12.7825827037003% |
-15.2993405385726% |
-10.2313309840308% |
-7.56804375049473% |
0% |
0% |
| THD |
-1.00574895667234% |
-9.71662764585257% |
-16.8624882896887% |
-10.5597214377631% |
-6.05824978415463% |
0% |
| VNM |
-53.5201575114967% |
-26.8561568015758% |
-21.5691371433837% |
-17.2020851876217% |
-17.2399825547129% |
0% |
| EPOL |
-25.3102627723219% |
-7.33029537749214% |
-16.4250635320063% |
-14.8844550746581% |
0% |
0% |
| EWD |
-28.1854463410806% |
-14.2768507305181% |
-10.1505296529542% |
-8.98584811976617% |
-9.73813226513322% |
-6.32210132681055% |
| EWG |
-13.604218113046% |
-8.47865917508191% |
-12.3763648526363% |
-10.4881243613939% |
-11.8230937648027% |
-7.33206376900585% |
| EWI |
-6.87560520809432% |
-2.13285347432663% |
-8.57652616929092% |
-8.19832622529782% |
-13.9000779838258% |
-10.7479881297464% |
| EWK |
-5.2745293803712% |
-9.54727714052774% |
-12.5295691405733% |
-8.25937905177186% |
-8.33038084050811% |
-8.10614910325522% |
| EWL |
-18.6851061373063% |
-9.09417791919792% |
-6.43793960110119% |
-4.46053803446498% |
-4.07213836565919% |
-1.69016139037571% |
| EWN |
-23.9108364554796% |
-13.3873551284505% |
-8.74791939763747% |
-5.73834343465329% |
-8.32907263186529% |
0% |
| EWO |
-6.28538390659389% |
-10.3049445176627% |
-12.5682245739155% |
-8.54613440874813% |
-13.6825043256464% |
-10.8959051595362% |
| EWP |
-6.51562582791117% |
2.17981720341044% |
-9.12601943562081% |
-10.7357527606646% |
-14.0800023371294% |
-7.93412779268288% |
| EWQ |
-22.0457036176766% |
-8.8311138545208% |
-10.5121876823498% |
-7.0540655814747% |
-10.4987859208364% |
-6.94829646312981% |
| EWU |
0.125365613864409% |
-1.30138763179734% |
-7.98059563726581% |
-7.97282656302961% |
-8.56760373342542% |
-6.35421232685114% |
| EZU |
-17.793612648289% |
-8.31413575194724% |
-10.8038141631734% |
-8.71605630054417% |
-11.6216730732365% |
-7.8897720921373% |
| GREK |
-1.8874768829831% |
8.05940193179585% |
-9.03692199959786% |
-15.4146407322863% |
0% |
0% |
| NORW |
-14.7484328470802% |
-11.4582035936475% |
-13.363654643897% |
-10.9782319447218% |
0% |
0% |
| EIS |
-5.258545490975% |
-10.610209027402% |
-10.0531400680689% |
-7.72288773287084% |
-10.3666720519344% |
0% |
| EZA |
20.625131604742% |
-5.37956890933333% |
-11.4386860437822% |
-12.467625058763% |
-12.0709219615988% |
-7.26669000417375% |
| TUR |
6.83699366845577% |
24.4730519716305% |
-1.17166777102916% |
-10.7921117545753% |
-10.1532835282259% |
0% |
| EWC |
-1.92865297009567% |
-3.60539268216082% |
-5.82083329738078% |
-7.17472777923625% |
-8.52416846065809% |
-4.65924317087517% |
| EWW |
-37.0896007733121% |
-4.50252743974834% |
-11.088880506421% |
-13.1617508969512% |
-11.9801366481705% |
-6.00384545423338% |
| SPTM |
-0.535431676149312% |
-0.182882889940028% |
-0.317580122660861% |
-0.359987370787705% |
-0.224864471210099% |
-0.0642993025255905% |
| ARGT |
69.1277171305362% |
32.1599895101517% |
10.5121272898869% |
-0.144664889367894% |
0% |
0% |
| ECH |
-24.5833795102751% |
-4.84837074038666% |
-14.8107282436071% |
-14.093985964898% |
-15.095249232198% |
0% |
| EPU |
33.3860520577204% |
9.49193297180058% |
-7.19081538132167% |
-7.0758695407344% |
-8.29361419363753% |
0% |
| EWZ |
-30.6210892847145% |
-4.85242656657445% |
-20.9730398512059% |
-13.7507250589301% |
-19.1169943970498% |
-7.89787249993774% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
0.26 |
-0.17 |
0.05 |
0.18 |
0.30 |
0.18 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.99 |
0.08 |
0.48 |
0.62 |
0.82 |
0.63 |
| Global Equities (ACWI) |
2.09 |
0.22 |
0.52 |
0.54 |
0.59 |
|
| U.S. Equities (SPY) |
2.54 |
0.40 |
0.71 |
0.75 |
0.88 |
0.63 |
| U.S. Bonds (BND) |
0.29 |
-0.82 |
-0.43 |
-0.09 |
0.20 |
0.30 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
-0.470821765430479 |
-0.401012071716686 |
-0.0570638472609196 |
-0.0402506988084332 |
0 |
0 |
| ENZL |
0.263142292274318 |
-0.314762346607735 |
-0.0643323750908601 |
0.253148245931409 |
0 |
0 |
| EPHE |
0.0744934907637508 |
-0.364286579796124 |
-0.200530434771312 |
-0.162902779047541 |
0 |
0 |
| EWA |
1.00589838464902 |
0.205305265941487 |
0.275444773692303 |
0.276775047056882 |
0.29284679227661 |
0.342463581402191 |
| EWH |
0.253758978399924 |
-0.328426694969308 |
-0.153613420143509 |
0.0377443725389717 |
0.212198835810508 |
0.253791198749802 |
| EWJ |
0.736360323762902 |
-0.0241038957513781 |
0.181428192347126 |
0.320216465422668 |
0.361790530824187 |
0.225244014366588 |
| EWM |
0.939211646032309 |
-0.0189342021075903 |
-0.0281367898464119 |
-0.156396882770889 |
0.100949028666855 |
0.226005107705768 |
| EWS |
1.78081157194709 |
0.106903396002292 |
0.103794787352551 |
0.111415749913262 |
0.232647144756159 |
0.323254107281026 |
| EWT |
1.00461026767681 |
0.0018773047211299 |
0.510408775312508 |
0.489059418335219 |
0.488571886772899 |
0.386831980584377 |
| EWY |
-0.503263053486537 |
-0.319436211064336 |
0.0581672507193861 |
0.101121116106998 |
0.190174968642316 |
0.249900354984292 |
| INDY |
0.912864832167561 |
0.116788630157202 |
0.398306717030538 |
0.333041407974232 |
0.327384814408368 |
0 |
| MCHI |
0.422457008089208 |
-0.247766715033739 |
-0.073269199101675 |
0.0874668065479925 |
0 |
0 |
| THD |
0.195530499040263 |
-0.256058640910219 |
-0.175853742604373 |
-0.0140484941095667 |
0.300385454772009 |
0 |
| VNM |
-0.480777451619665 |
-0.667979853637466 |
-0.138804067503356 |
-0.131042328779725 |
-0.0752557963287031 |
0 |
| EPOL |
0.16521848246051 |
0.164142670667494 |
0.174584815117815 |
0.0722315891701389 |
0 |
0 |
| EWD |
0.391568273403592 |
-0.13094498210891 |
0.273265364445425 |
0.234956792067926 |
0.342939864818101 |
0.311150750494191 |
| EWG |
0.857404871026819 |
0.0418730332445944 |
0.182822103106673 |
0.172066504271592 |
0.261868730385701 |
0.273504255818382 |
| EWI |
0.630455794128968 |
0.268537430867849 |
0.303577288979036 |
0.248887606034335 |
0.166203870090785 |
0.122853300860011 |
| EWK |
0.255914090608805 |
-0.173679612392788 |
0.0494429831617898 |
0.179476543012476 |
0.296948445827227 |
0.18323944286072 |
| EWL |
0.272487415299021 |
-0.125054994394643 |
0.258023644471716 |
0.327705760567256 |
0.466748607941054 |
0.425109549251528 |
| EWN |
0.37534941234858 |
-0.119197981026849 |
0.322098291928133 |
0.391355801902755 |
0.398302480206214 |
0 |
| EWO |
0.220077950166755 |
-0.0816904792128751 |
0.184569180615334 |
0.270155464026102 |
0.186595673791591 |
0.175078365018214 |
| EWP |
0.382847694545496 |
0.401279744072868 |
0.224913925144157 |
0.084160410191962 |
0.104342092931686 |
0.19699417606146 |
| EWQ |
-0.30332590061423 |
-0.0276505229799847 |
0.207620159122391 |
0.288810282669911 |
0.274093692236646 |
0.25485447437003 |
| EWU |
0.922112505375848 |
0.232638115658676 |
0.204509702223832 |
0.152148499350612 |
0.263300788766543 |
0.204722351245185 |
| EZU |
0.256894835626897 |
0.0149520534706179 |
0.213577385591349 |
0.223860850535029 |
0.236926412539793 |
0.228384110758092 |
| GREK |
0.156782965024417 |
0.59003334571629 |
0.304159006597683 |
0.0773472657736952 |
0 |
0 |
| NORW |
0.328756618114355 |
-0.137722114175429 |
0.175102372396059 |
0.146882304967697 |
0 |
0 |
| EIS |
1.74852673101751 |
-0.0585882268822599 |
0.23612079962328 |
0.286011002618493 |
0.242437698088117 |
0 |
| EZA |
0.896525087537577 |
0.119222682028046 |
0.182244601510145 |
0.0680339349561177 |
0.172680332678482 |
0.240604488955391 |
| TUR |
0.149028962614022 |
0.804529002618459 |
0.33777531174005 |
0.0424541423239558 |
0.145656655528781 |
0 |
| EWC |
1.61772188523326 |
0.194219764978883 |
0.417204052661174 |
0.296983591442047 |
0.323597865669375 |
0.339879211666136 |
| EWW |
-1.23883721449043 |
0.159454629855832 |
0.213964766591873 |
0.0204165867917976 |
0.153571910647656 |
0.289483845945337 |
| SPTM |
2.48388593823004 |
0.391237329518604 |
0.693046691698696 |
0.724599984855063 |
0.862663066583214 |
0.620802961266882 |
| ARGT |
2.04035899435278 |
1.13014732726975 |
0.837440873068445 |
0.560835490451616 |
0 |
0 |
| ECH |
-0.366836512607884 |
0.156364775776987 |
0.0544914108511353 |
-0.0297542542103079 |
-0.0257945844776596 |
0 |
| EPU |
1.70087951687389 |
0.646716238301174 |
0.315577826281165 |
0.252408787052566 |
0.242722217737355 |
0 |
| EWZ |
-1.48676750043858 |
0.136905558515454 |
-0.0102246502717753 |
0.0972442298825024 |
0.0180430088779887 |
0.262737958775834 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
0.39 |
-0.24 |
0.07 |
0.26 |
0.45 |
0.25 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.66 |
0.10 |
0.70 |
0.91 |
1.27 |
0.92 |
| Global Equities (ACWI) |
4.10 |
0.30 |
0.76 |
0.79 |
0.88 |
|
| U.S. Equities (SPY) |
5.39 |
0.58 |
1.08 |
1.14 |
1.39 |
0.92 |
| U.S. Bonds (BND) |
3.66 |
0.10 |
0.70 |
0.91 |
1.27 |
0.92 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
-0.601367311681447 |
-0.493281555085525 |
-0.0727808449926658 |
-0.0530738553326474 |
0 |
0 |
| ENZL |
0.427519441345674 |
-0.411858465486191 |
-0.0872769268429461 |
0.371127676041938 |
0 |
0 |
| EPHE |
0.10792505576396 |
-0.447080705668258 |
-0.247847791529363 |
-0.210347107149402 |
0 |
0 |
| EWA |
1.75195477499381 |
0.304190951779991 |
0.388640303868765 |
0.396013603940686 |
0.420932662989412 |
0.491413020232947 |
| EWH |
0.422501565111208 |
-0.477762578807645 |
-0.223105949378001 |
0.0545066318553488 |
0.310003749545056 |
0.373208916145728 |
| EWJ |
1.05854761040608 |
-0.033177811904857 |
0.265028547227232 |
0.468076241792947 |
0.52692316739369 |
0.321359007848799 |
| EWM |
1.52652933658973 |
-0.0257134016607171 |
-0.0393676217011414 |
-0.21252662252132 |
0.143256182568831 |
0.332664310593189 |
| EWS |
3.55813661439849 |
0.160617078937822 |
0.147939725565896 |
0.159657433275673 |
0.337352684696054 |
0.478271299609754 |
| EWT |
2.17435853875772 |
0.00288288150630138 |
0.836206889233608 |
0.770495617958134 |
0.766989275662193 |
0.60057469932735 |
| EWY |
-0.673075382585374 |
-0.428624679594259 |
0.0843777974630953 |
0.147776382083789 |
0.278517242916011 |
0.373458078918143 |
| INDY |
1.57250743415032 |
0.166647605823471 |
0.542526191786142 |
0.474700426277748 |
0.488841983408672 |
0 |
| MCHI |
0.89116086200442 |
-0.383957601599762 |
-0.111471124065811 |
0.131354810640759 |
0 |
0 |
| THD |
0.357553740822118 |
-0.353790945397189 |
-0.254212663369126 |
-0.0204431489568486 |
0.452051617304568 |
0 |
| VNM |
-0.572898124487535 |
-0.801118687138493 |
-0.180517299746747 |
-0.170838200131974 |
-0.102699313708227 |
0 |
| EPOL |
0.260456697311505 |
0.245568020877754 |
0.258765712279017 |
0.106906365448199 |
0 |
0 |
| EWD |
0.687681854398823 |
-0.18376737451437 |
0.402865446866225 |
0.343844595962321 |
0.524234464510734 |
0.461228025319653 |
| EWG |
1.47298194969854 |
0.0622998121763786 |
0.268249302898187 |
0.253609021759671 |
0.387142824540712 |
0.392853952159253 |
| EWI |
1.07513993135716 |
0.425615557100809 |
0.466775702393066 |
0.372756119899526 |
0.243600246295438 |
0.174843318509418 |
| EWK |
0.391627563958125 |
-0.236798554571637 |
0.0716702911191951 |
0.261495121055177 |
0.446206255685192 |
0.249197783272378 |
| EWL |
0.472485425358769 |
-0.17879550790688 |
0.381324750695747 |
0.484023202900845 |
0.69472006980922 |
0.620659262226047 |
| EWN |
0.576306661798426 |
-0.173818030358002 |
0.488383798492384 |
0.595315097089195 |
0.605746258824959 |
0 |
| EWO |
0.364758340083956 |
-0.114496262722697 |
0.267131261532426 |
0.400924786934132 |
0.272242561925088 |
0.245863556315239 |
| EWP |
0.677240010499934 |
0.682250240171282 |
0.35243978174512 |
0.126087610164589 |
0.157707819476681 |
0.29299815906181 |
| EWQ |
-0.381202514030678 |
-0.0399873187742442 |
0.310336958880309 |
0.43571269476895 |
0.408861182764055 |
0.365930304869719 |
| EWU |
1.55473702145371 |
0.336381488971184 |
0.284082728910858 |
0.210609928484439 |
0.382427310599506 |
0.289921378885768 |
| EZU |
0.38049886422975 |
0.0221891328175081 |
0.317891199194916 |
0.332892782250692 |
0.350838202837668 |
0.324561318302052 |
| GREK |
0.229547201812102 |
0.949604296038837 |
0.448832324144103 |
0.10816906625428 |
0 |
0 |
| NORW |
0.68008965880033 |
-0.178778697864118 |
0.241084152857358 |
0.20679676141764 |
0 |
0 |
| EIS |
3.70523815028387 |
-0.079593990308898 |
0.330840531381489 |
0.40135407076879 |
0.340701495399958 |
0 |
| EZA |
1.53676822833387 |
0.165576246747808 |
0.242138734478168 |
0.0937067798183489 |
0.246651020891132 |
0.347216269129809 |
| TUR |
0.23059644555481 |
1.63470437477806 |
0.561555614266198 |
0.0637196628121577 |
0.221427103150252 |
0 |
| EWC |
3.52604509961365 |
0.275244602813781 |
0.596542700349865 |
0.429427149161011 |
0.467221885012056 |
0.492658696230647 |
| EWW |
-1.42986710874119 |
0.26560982150708 |
0.301537583398121 |
0.0278255898120634 |
0.214648132638411 |
0.40691007736719 |
| SPTM |
5.3333395929788 |
0.56672402874203 |
1.05789445210883 |
1.10673366927188 |
1.35946370052515 |
0.903956081413543 |
| ARGT |
4.63822466764917 |
2.1924355694009 |
1.43483915731352 |
0.896674591246997 |
0 |
0 |
| ECH |
-0.447935940867199 |
0.224807846634421 |
0.0777477086386612 |
-0.0422128080492274 |
-0.0361910505048808 |
0 |
| EPU |
4.69256491623064 |
1.03381783868848 |
0.450976452707144 |
0.378629719012722 |
0.364666448374113 |
0 |
| EWZ |
-1.66989244102803 |
0.203037786692629 |
-0.0138411365218205 |
0.142747087751222 |
0.0259877133133338 |
0.394484041453439 |
Compare: Risk & Volatility
for period ending November 30, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
8.3% |
30.7% |
32.4% |
33.0% |
33.0% |
70.4% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.6% |
20.7% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
3.6% |
25.7% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
4.0% |
23.9% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
15.5% |
17.3% |
17.3% |
17.3% |
17.3% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
12.3% |
17.9% |
42.6% |
48.6% |
0% |
0% |
| ENZL |
8.7% |
29.3% |
37.3% |
37.3% |
0% |
0% |
| EPHE |
11.9% |
32.2% |
33.7% |
43.7% |
0% |
0% |
| EWA |
6.5% |
23.4% |
31.4% |
31.4% |
31.4% |
63.8% |
| EWH |
10.5% |
31.1% |
40.4% |
40.4% |
40.4% |
57.1% |
| EWJ |
5.7% |
26.3% |
28.9% |
28.9% |
28.9% |
48.8% |
| EWM |
9% |
20.6% |
23.8% |
33.7% |
41.1% |
45.2% |
| EWS |
5.2% |
18.8% |
28.1% |
32.1% |
32.1% |
60% |
| EWT |
3.1% |
37.5% |
37.5% |
37.5% |
37.5% |
58.1% |
| EWY |
14.4% |
39.2% |
48.1% |
48.1% |
48.1% |
70.2% |
| INDY |
6% |
14.2% |
33.6% |
34% |
38.8% |
0% |
| MCHI |
10.3% |
43% |
58.7% |
58.7% |
0% |
0% |
| THD |
13.3% |
28.4% |
34.4% |
40% |
40% |
0% |
| VNM |
15.4% |
46.5% |
46.5% |
46.5% |
56.8% |
0% |
| EPOL |
10.6% |
48.4% |
52.8% |
60.4% |
0% |
0% |
| EWD |
10.9% |
39.5% |
40.3% |
40.3% |
40.3% |
63.1% |
| EWG |
4.6% |
38% |
41.7% |
41.7% |
41.7% |
60.7% |
| EWI |
6.7% |
32.5% |
32.9% |
33.4% |
47.9% |
66.1% |
| EWK |
8.3% |
30.7% |
32.4% |
33% |
33% |
70.4% |
| EWL |
8.8% |
27.6% |
27.6% |
27.6% |
27.6% |
47.4% |
| EWN |
10.4% |
38.4% |
41.3% |
41.3% |
41.3% |
0% |
| EWO |
9.4% |
37.6% |
37.6% |
47.6% |
47.6% |
73.7% |
| EWP |
7.3% |
23.8% |
32.5% |
38.7% |
49.1% |
58.6% |
| EWQ |
11.1% |
29.1% |
29.1% |
29.1% |
34% |
57.8% |
| EWU |
5.3% |
21.3% |
30% |
30% |
30% |
60% |
| EZU |
8.4% |
33.3% |
34.7% |
34.7% |
35.9% |
62% |
| GREK |
10% |
25% |
43.8% |
53% |
0% |
0% |
| NORW |
6.6% |
30.1% |
37% |
43.7% |
0% |
0% |
| EIS |
7.4% |
38.6% |
38.6% |
38.6% |
38.6% |
0% |
| EZA |
11.1% |
33.7% |
42.1% |
54% |
54% |
57.1% |
| TUR |
20.2% |
21% |
36.1% |
62.2% |
71% |
0% |
| EWC |
3.6% |
22.9% |
26.9% |
26.9% |
34.1% |
56.7% |
| EWW |
26.9% |
26.9% |
38.2% |
47.4% |
56.2% |
61.2% |
| SPTM |
4.1% |
23.6% |
23.6% |
23.6% |
23.6% |
50.1% |
| ARGT |
9.1% |
29.3% |
38.2% |
55.9% |
0% |
0% |
| ECH |
9.9% |
21.8% |
35% |
59.6% |
68.2% |
0% |
| EPU |
6% |
31.6% |
37.7% |
45% |
56.5% |
0% |
| EWZ |
24.6% |
24.6% |
50.3% |
50.3% |
70.5% |
73.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
14.1% |
18.4% |
21.8% |
18.5% |
19.3% |
21.8% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
9.4% |
13.7% |
14.0% |
11.3% |
10.5% |
10.7% |
| Global Equities (ACWI) |
11.0% |
18.0% |
19.4% |
16.2% |
16.4% |
|
| U.S. Equities (SPY) |
12.4% |
19.4% |
21.0% |
17.3% |
16.6% |
16.6% |
| U.S. Bonds (BND) |
6.5% |
7.5% |
6.4% |
5.2% |
4.6% |
4.6% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
16.3% |
14.9% |
24.9% |
22.1% |
0% |
0% |
| ENZL |
14.6% |
20.5% |
21.7% |
20.2% |
0% |
0% |
| EPHE |
19% |
21.1% |
22.6% |
19.3% |
0% |
0% |
| EWA |
19.6% |
24.6% |
26% |
20.8% |
22.4% |
24.6% |
| EWH |
25.7% |
24.3% |
22.9% |
20.6% |
20.6% |
22.3% |
| EWJ |
12.8% |
16.8% |
16.4% |
14.7% |
15.2% |
16.2% |
| EWM |
17.6% |
17.3% |
17.3% |
16.1% |
16.4% |
17.9% |
| EWS |
17.3% |
17.8% |
20.3% |
19% |
19.5% |
23.2% |
| EWT |
14.6% |
24.3% |
25.5% |
21.1% |
21% |
24.1% |
| EWY |
18.1% |
26.1% |
27.3% |
23.7% |
24.4% |
28.7% |
| INDY |
11% |
12.9% |
21.6% |
20% |
23.1% |
0% |
| MCHI |
31.2% |
32.9% |
29.3% |
26.4% |
0% |
0% |
| THD |
21.3% |
19.1% |
23.4% |
20.1% |
23.2% |
0% |
| VNM |
17.1% |
23.8% |
27.5% |
23% |
24.3% |
0% |
| EPOL |
16.5% |
36% |
37.1% |
29.4% |
0% |
0% |
| EWD |
23% |
26.4% |
27.2% |
21.7% |
23.1% |
25.1% |
| EWG |
14.4% |
24.7% |
25.7% |
21.2% |
22.7% |
24.2% |
| EWI |
16.8% |
25.3% |
28.2% |
24.1% |
26.1% |
25.8% |
| EWK |
14.1% |
18.4% |
21.8% |
18.5% |
19.3% |
21.8% |
| EWL |
15.9% |
18.3% |
18.3% |
15.5% |
16.3% |
17.3% |
| EWN |
16.5% |
25.2% |
26.3% |
21.2% |
21.7% |
0% |
| EWO |
14.5% |
23.9% |
29.6% |
25.1% |
25.3% |
28.3% |
| EWP |
18.8% |
23.5% |
26.9% |
22.3% |
25.5% |
26.1% |
| EWQ |
14.4% |
22.2% |
24.7% |
20.3% |
21.8% |
22.5% |
| EWU |
11.9% |
17.5% |
20.1% |
16.8% |
17.6% |
18.4% |
| EZU |
14.2% |
22.8% |
24.5% |
20.1% |
21.6% |
22.8% |
| GREK |
15% |
26.6% |
33.1% |
32.1% |
0% |
0% |
| NORW |
17.4% |
22.7% |
28.8% |
23.3% |
0% |
0% |
| EIS |
22.2% |
23.7% |
24.3% |
20.5% |
20.3% |
0% |
| EZA |
19.8% |
28.1% |
30.4% |
26.6% |
26.3% |
29% |
| TUR |
28% |
45.2% |
41.4% |
34.7% |
35% |
0% |
| EWC |
14.4% |
19.8% |
23.1% |
19.3% |
18.5% |
21.9% |
| EWW |
15.5% |
27.2% |
30% |
24.8% |
23.8% |
26.9% |
| SPTM |
12.7% |
19.4% |
21.2% |
17.6% |
16.9% |
17.1% |
| ARGT |
39.5% |
49.1% |
48.7% |
40.1% |
0% |
0% |
| ECH |
16.1% |
31.2% |
31.2% |
26.8% |
25.4% |
0% |
| EPU |
28.7% |
29.7% |
31.3% |
27.2% |
26.2% |
0% |
| EWZ |
13.6% |
30.1% |
36.2% |
36.1% |
32.9% |
37.5% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
8.6% |
12.5% |
14.5% |
12.3% |
12.5% |
15.8% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
4.7% |
9.2% |
9.0% |
7.1% |
6.5% |
7.0% |
| Global Equities (ACWI) |
5.1% |
11.8% |
12.6% |
10.5% |
10.5% |
|
| U.S. Equities (SPY) |
5.4% |
12.5% |
13.1% |
10.8% |
10.2% |
11.0% |
| U.S. Bonds (BND) |
3.9% |
5.4% |
4.5% |
3.4% |
3.0% |
2.8% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
12.5% |
11.4% |
19.3% |
16.5% |
0% |
0% |
| ENZL |
8.4% |
14.8% |
15.4% |
13.3% |
0% |
0% |
| EPHE |
12.8% |
16.4% |
17.8% |
14.5% |
0% |
0% |
| EWA |
10.9% |
15.6% |
17.9% |
14.1% |
15.3% |
16.8% |
| EWH |
15% |
15.7% |
15.1% |
13.8% |
13.8% |
14.8% |
| EWJ |
8.5% |
11.2% |
10.5% |
9.6% |
10.1% |
11.1% |
| EWM |
10.7% |
11.8% |
11.8% |
11.5% |
11.3% |
11.8% |
| EWS |
8.3% |
10.9% |
13.7% |
12.9% |
13.2% |
15.4% |
| EWT |
6% |
14.6% |
14.7% |
12.9% |
13% |
15.1% |
| EWY |
13.2% |
18.4% |
18% |
15.7% |
16.2% |
18.7% |
| INDY |
6.2% |
8.2% |
15.6% |
13.7% |
15.2% |
0% |
| MCHI |
14.3% |
20% |
18.4% |
17% |
0% |
0% |
| THD |
11.1% |
12.9% |
15.7% |
13.4% |
15.1% |
0% |
| VNM |
14.2% |
19.1% |
20.6% |
17.2% |
17.5% |
0% |
| EPOL |
10.1% |
22.9% |
24.2% |
19.3% |
0% |
0% |
| EWD |
12.7% |
18% |
17.9% |
14.4% |
14.8% |
16.5% |
| EWG |
7.8% |
15.6% |
16.9% |
13.9% |
15.1% |
16.5% |
| EWI |
9.3% |
15% |
17.8% |
15.6% |
17.5% |
17.8% |
| EWK |
8.6% |
12.5% |
14.5% |
12.3% |
12.5% |
15.8% |
| EWL |
8.6% |
11.8% |
11.7% |
10% |
10.6% |
11.5% |
| EWN |
10.4% |
16.3% |
16.6% |
13.4% |
13.9% |
0% |
| EWO |
8.1% |
16.1% |
19.9% |
16.4% |
17% |
19.8% |
| EWP |
10% |
12.5% |
16.6% |
14.4% |
16.6% |
17.2% |
| EWQ |
11.1% |
14.4% |
15.9% |
13% |
14.3% |
15.4% |
| EWU |
6.5% |
11.1% |
13.9% |
11.8% |
11.8% |
12.7% |
| EZU |
9.1% |
14.4% |
15.9% |
13.1% |
14.3% |
15.7% |
| GREK |
9.9% |
15.5% |
21.9% |
22.5% |
0% |
0% |
| NORW |
7.8% |
16.6% |
20.3% |
16.1% |
0% |
0% |
| EIS |
10.2% |
16.5% |
16.7% |
14.2% |
14.1% |
0% |
| EZA |
11.1% |
19.4% |
22.3% |
18.9% |
18% |
19.6% |
| TUR |
17.8% |
21.1% |
24.2% |
22.6% |
22.5% |
0% |
| EWC |
5.9% |
13% |
15.6% |
12.9% |
12.5% |
14.8% |
| EWW |
13.2% |
15.6% |
20.9% |
17.9% |
16.8% |
18.8% |
| SPTM |
5.5% |
12.4% |
13.2% |
11.1% |
10.4% |
11.5% |
| ARGT |
17.1% |
24.2% |
27.7% |
24.5% |
0% |
0% |
| ECH |
13% |
20.8% |
21.2% |
18.4% |
17.7% |
0% |
| EPU |
9.8% |
17.8% |
21.4% |
17.7% |
17.1% |
0% |
| EWZ |
11.8% |
19.5% |
26.3% |
24.1% |
22.5% |
24.5% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| EWK |
0.28 |
0.74 |
0.92 |
0.90 |
0.97 |
1.10 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.78 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
| Global Equities (ACWI) |
0.90 |
0.94 |
0.94 |
0.94 |
0.99 |
|
| U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
| U.S. Bonds (BND) |
0.78 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| EIDO |
0.420520854232816 |
0.345411900016432 |
0.833138631245652 |
0.783427384401449 |
0 |
0 |
| ENZL |
0.731184076650168 |
0.948351045419576 |
0.923967386056934 |
0.898282926037062 |
0 |
0 |
| EPHE |
0.446362101065792 |
0.769564671930308 |
0.774190850814504 |
0.679240814845129 |
0 |
0 |
| EWA |
1.26566302831375 |
1.07176287405947 |
1.12042699272839 |
1.03859097639533 |
1.13381971569626 |
1.1928873455245 |
| EWH |
0.133369812259616 |
0.335640678921698 |
0.492036347838654 |
0.610264201955466 |
0.724010401711166 |
0.83974334345592 |
| EWJ |
0.932006650062323 |
0.806497015993646 |
0.670993383126721 |
0.712241113529016 |
0.700970845580446 |
0.738874127292635 |
| EWM |
0.356970183476835 |
0.527759426934504 |
0.568489234453053 |
0.5569138318388 |
0.614134823448641 |
0.646023289493224 |
| EWS |
0.496988631573039 |
0.643340586148659 |
0.782335056053619 |
0.835477207082447 |
0.889827632344593 |
1.03696826300887 |
| EWT |
0.689039409650844 |
0.930128605354017 |
0.85456641181331 |
0.842017650568225 |
0.920129603958746 |
1.03361826940724 |
| EWY |
1.0920477811973 |
1.22343184041613 |
1.09249864331203 |
1.04261702962827 |
1.11859173864422 |
1.26111861762693 |
| INDY |
0.403934711286598 |
0.520724335940873 |
0.769623642710745 |
0.69461287313344 |
0.837787514399372 |
0 |
| MCHI |
-0.126971766462331 |
0.31655591414021 |
0.337611338516926 |
0.603299428816846 |
0 |
0 |
| THD |
0.113379199698372 |
0.457530356975154 |
0.803036998218312 |
0.751206238753467 |
0.819320469904237 |
0 |
| VNM |
1.49929489771644 |
1.01428887236717 |
1.11899401688825 |
1.03372797473515 |
0.987963707607606 |
0 |
| EPOL |
0.933602701482829 |
1.24172566313109 |
1.34861405820061 |
1.17283693349466 |
0 |
0 |
| EWD |
1.21400151381218 |
1.20745556282226 |
1.13547727678643 |
1.06316384899112 |
1.18401309758672 |
1.24974511434825 |
| EWG |
0.867412270705176 |
1.1004332823148 |
1.12664749695728 |
1.07907729114043 |
1.20333000004936 |
1.25490656529442 |
| EWI |
0.562120152278492 |
0.989267430049049 |
1.07511444873674 |
1.0245183732844 |
1.18310118546 |
1.2203435503751 |
| EWK |
0.279763452270129 |
0.740774385949582 |
0.915698911769256 |
0.89589565186096 |
0.965392789562416 |
1.10393622116868 |
| EWL |
0.763491013373902 |
0.833790098107391 |
0.774089632788054 |
0.75309440568987 |
0.810829087326393 |
0.847759816899232 |
| EWN |
1.00619686537308 |
1.19592268586365 |
1.12445327849335 |
1.06086930225393 |
1.14976607931427 |
0 |
| EWO |
0.298731883105352 |
0.912838582481034 |
1.12085885106619 |
1.10346917163906 |
1.20967860002059 |
1.35654406462484 |
| EWP |
0.424815486780015 |
0.783288667518005 |
0.952780286886381 |
0.924462719762146 |
1.0809614261892 |
1.11531077224429 |
| EWQ |
0.569065317206662 |
0.962034862972615 |
1.0315331411598 |
0.982909707381589 |
1.11643471509683 |
1.15693825538923 |
| EWU |
0.351596458475673 |
0.6691829701428 |
0.819610080865118 |
0.824599307390737 |
0.921667790321409 |
0.961019838075258 |
| EZU |
0.715772423965598 |
1.02181740201408 |
1.06575465381592 |
1.01468875681968 |
1.1424063954236 |
1.19727235438458 |
| GREK |
0.113243533610943 |
0.686172397353647 |
1.12181524680677 |
1.17805059525967 |
0 |
0 |
| NORW |
0.66905303685461 |
0.912078223790946 |
1.16722729856206 |
1.06124784658931 |
0 |
0 |
| EIS |
1.3557470484661 |
1.06186657337647 |
1.0483485321327 |
1.03825861802807 |
1.04720357846369 |
0 |
| EZA |
-0.17413351317784 |
0.843931836858228 |
1.00749817208498 |
0.977810018729932 |
1.0480527211981 |
1.15400607597293 |
| TUR |
-0.210805987162811 |
0.155419794877163 |
0.60098708156879 |
0.614384345169294 |
0.76421466739986 |
0 |
| EWC |
0.813298441046648 |
0.933233750021054 |
1.03077591478366 |
0.994802448770813 |
1.00852328261763 |
1.09494665461308 |
| EWW |
0.467149600461084 |
0.909707570153893 |
1.05482790429219 |
0.956922986277326 |
1.01333355446137 |
1.14689770126166 |
| SPTM |
1.02141397843285 |
1.00033638597163 |
1.00873513744508 |
1.01230697842519 |
1.01454148242735 |
1.01905819693281 |
| ARGT |
-0.225294058477053 |
1.21358617595633 |
1.33214196818221 |
1.27492280095052 |
0 |
0 |
| ECH |
0.589179083548233 |
0.884843991549165 |
0.969107506493555 |
0.88988544270775 |
0.896182385589885 |
0 |
| EPU |
0.251518857660812 |
0.829968356367171 |
0.988351882327807 |
0.932338821040479 |
0.893597469976076 |
0 |
| EWZ |
0.204244546521376 |
0.802889371743132 |
1.14570834530247 |
1.01113642017607 |
1.15352615465278 |
1.25932064613745 |
Compare: Correlation
for period ending November 30, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
0.46 |
0.80 |
0.86 |
0.85 |
0.86 |
|
| to S&P500 (SPY) |
0.20 |
0.71 |
0.79 |
0.78 |
0.78 |
0.80 |
| to U.S. Bonds (BND) |
0.67 |
0.69 |
0.52 |
0.38 |
0.26 |
0.27 |
| to Commodities (DBC) |
-0.26 |
0.29 |
0.54 |
0.44 |
0.50 |
0.51 |
| to Gold (GLD) |
0.52 |
0.49 |
0.32 |
0.15 |
0.17 |
0.19 |
