iShares MSCI Belgium Capped ETF
for period ending October 31, 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 October 31, 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 |
7.3% |
-5.0% |
21.5% |
-0.4% |
3.2% |
4.6% |
5.9% |
3.8% |
Peer Group* average |
|
|
|
|
|
|
|
|
60% Equity / 40% Bonds |
12.4% |
-1.4% |
26.3% |
3.7% |
8.7% |
8.2% |
9.4% |
7.8% |
Global Equities (ACWI) |
16.0% |
-2.1% |
32.4% |
5.5% |
11.1% |
9.1% |
9.6% |
|
U.S. Equities (SPY) |
20.8% |
-0.9% |
37.8% |
9.0% |
15.2% |
12.9% |
14.1% |
10.5% |
U.S. Bonds (BND) |
2.0% |
-2.5% |
10.4% |
-2.3% |
-0.3% |
1.5% |
2.3% |
3.0% |
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 |
-0.472484103278659% |
-4.62222222222222% |
10.0992080493854% |
-0.494008619974562% |
-0.629187640625228% |
-0.507943735380167% |
0% |
0% |
ENZL |
-1.90379730390121% |
-4.46220783163007% |
16.622786864926% |
-7.4487114803822% |
0.106163554721594% |
5.00070828182522% |
0% |
0% |
EPHE |
6.90097072951839% |
-6.04188122210778% |
19.8618533572179% |
-2.98010291700462% |
-3.48172881968425% |
-2.27975312624302% |
0% |
0% |
EWA |
6.17900486353251% |
-6.49206934710438% |
27.1766769448341% |
3.41501942271782% |
6.57362546310187% |
4.54751425201847% |
5.63900537121738% |
7.2756331496822% |
EWH |
5.13852534796309% |
-4.23365487674169% |
11.6580421973135% |
-6.90234186737989% |
-2.60757459779891% |
1.18614969780224% |
4.08686712969069% |
5.59510485786334% |
EWJ |
6.92037065119169% |
-4.85043332401456% |
17.9534407688413% |
1.63215774834773% |
4.7673257046452% |
5.16937449606243% |
5.61409054958821% |
4.20849642340124% |
EWM |
17.8101856578674% |
-8.909426987061% |
23.495483292303% |
1.69598080151601% |
0.893958867999944% |
-2.23278894843005% |
2.0387148928068% |
4.69204768703839% |
EWS |
16.331844599268% |
-3.56659142212189% |
27.9521961240859% |
1.26631682098268% |
1.91522595520672% |
1.98310549725043% |
4.22940097855273% |
6.41161701087387% |
EWT |
17.7927438626982% |
0.6497122702803% |
35.3130391398514% |
4.22938634434613% |
13.9354193351148% |
10.4742371558874% |
9.88987004207733% |
8.56888288146795% |
EWY |
-8.57622462994047% |
-6.33208255159475% |
11.8781393039646% |
-7.18323274069059% |
2.1185311842449% |
2.02216530147701% |
3.77974569830972% |
5.7630584943976% |
INDY |
8.24916756600056% |
-5.38188277087033% |
21.2656831578596% |
4.80300360161336% |
9.64342425587306% |
6.88257618456911% |
0% |
0% |
MCHI |
21.4205438702705% |
-3.26065605971322% |
21.3075066346586% |
-8.73100537782529% |
-1.63266851126946% |
1.78948007660271% |
0% |
0% |
THD |
5.80460266196543% |
-4.44572748267898% |
14.1402831766899% |
-1.90132828312302% |
-2.9232162959922% |
0.370295837436863% |
6.46211155930909% |
0% |
VNM |
-7.8173374613003% |
-6.8075117370892% |
8.63246218717471% |
-14.39022286962% |
-4.49148995737986% |
-3.88007481204414% |
-3.96535062155811% |
0% |
EPOL |
0.123025259637499% |
-8.16831683168315% |
17.5857943393552% |
1.36526924503781% |
2.88887426430724% |
0.178413710317216% |
0% |
0% |
EWD |
2.76981692093907% |
-8.03962220686477% |
32.1199228978108% |
-2.55553674736033% |
8.04984169417373% |
5.50105081592671% |
7.15465860925182% |
7.36415727275692% |
EWG |
11.5432889604503% |
-4.49172576832152% |
31.5286135207908% |
1.54643625116051% |
5.20487397931451% |
4.24041944019911% |
5.35610807724047% |
5.89915972089277% |
EWI |
14.829279838433% |
-2.41273100616016% |
31.9501998213231% |
8.57857346375988% |
9.04052919219089% |
5.79033380939882% |
3.03167235532431% |
2.40913974137693% |
EWK |
7.32835064986064% |
-4.99461013295006% |
21.4872595831437% |
-0.359665497104722% |
3.21955857725302% |
4.58500883981785% |
5.93229821019257% |
3.7881702696795% |
EWL |
4.38207465841318% |
-5.27831094049904% |
20.1937677424047% |
1.77416625681297% |
7.11298655718502% |
6.56121775751963% |
8.04296243705087% |
8.05118646188538% |
EWN |
5.75059912013991% |
-8.23830121903263% |
26.9760693994509% |
-1.9013196188588% |
9.42657372593261% |
8.96441257177047% |
8.13181087674293% |
0% |
EWO |
4.33646045523151% |
-5.41073384446879% |
20.0047595899891% |
-0.0999346873194917% |
4.89883293999216% |
6.25291727088526% |
3.4716766660378% |
3.6087287835916% |
EWP |
12.6206608852685% |
-3.88211958061773% |
30.9058377657566% |
9.57225641485655% |
6.55657406825247% |
2.2506535516009% |
1.6572138195537% |
4.22890189470917% |
EWQ |
-0.993655450450182% |
-6.16336633663367% |
13.3333237689138% |
2.51301935324433% |
6.80652865560556% |
6.79663284910226% |
5.7789975950735% |
5.51304057013726% |
EWU |
9.67077427341105% |
-4.971932638332% |
21.5756699305099% |
6.02215276398084% |
5.56374766802306% |
3.26496263535687% |
4.84069109155061% |
4.15481951367063% |
EZU |
6.09611058495236% |
-5.60980279532836% |
23.3859772723761% |
2.32841718517267% |
6.52289536068549% |
5.41128653674356% |
4.82968199073475% |
4.92180097499906% |
GREK |
7.4011891288126% |
-8.15003473026162% |
20.6132903130475% |
15.2690892148315% |
8.72877145847859% |
0.467641039650823% |
0% |
0% |
NORW |
1.67653760869446% |
-2.63605936854026% |
12.8555548796464% |
-3.95515467523107% |
4.26564654543653% |
1.99574186567324% |
0% |
0% |
EIS |
18.4261141826022% |
1.2016824146204% |
48.4826594021269% |
-1.88065023604682% |
5.5522561200841% |
4.98843021745039% |
4.14915959156439% |
0% |
EZA |
19.9686913933953% |
-2.06349206349207% |
35.7599475690384% |
4.80482617037332% |
5.14453112169255% |
0.889674778788452% |
3.45318404369614% |
5.5269958773259% |
TUR |
5.12667709841195% |
-7.86146234194612% |
0.423405749150785% |
20.0029538631267% |
9.22122227287907% |
-2.0263543112003% |
0.118023092624919% |
0% |
EWC |
11.8176079205383% |
-2.14354527938343% |
30.9816043908983% |
3.52927347410639% |
9.51348824908451% |
5.36669510621315% |
5.83471257677726% |
6.66757143476409% |
EWW |
-22.8355350137045% |
-3.33271271644014% |
-2.98524650951825% |
5.18557258824834% |
5.5807104045239% |
-0.531672012517603% |
3.1629853417527% |
6.45796262345761% |
SPTM |
19.917114694667% |
-0.95632315158436% |
37.4703012975092% |
8.68927992409498% |
14.9210111541469% |
12.6539767027031% |
14.0243526048316% |
10.5706603736619% |
ARGT |
42.5390982926689% |
9.96983408748116% |
92.3198563185864% |
32.959709943389% |
28.8445865111465% |
14.405363618644% |
0% |
0% |
ECH |
-6.97186180884966% |
-6.23167155425221% |
9.05066687279168% |
7.25551540700033% |
-2.125902821531% |
-2.20674319532654% |
-1.81449082922235% |
0% |
EPU |
29.8753784077818% |
0.926354793886053% |
58.0139197044728% |
18.8341619612938% |
8.19270112852197% |
5.73929797496391% |
5.07497313807346% |
0% |
EWZ |
-17.928899311447% |
-5.79857578840284% |
-0.137219364453123% |
7.94091160210124% |
-2.77573475828079% |
0.147229962944206% |
-1.82703824043848% |
5.95024788033407% |
|
|
|
|
|
|
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 October 31, 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 |
-20.1% |
-9.0% |
-12.0% |
-8.7% |
-9.1% |
-7.3% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-7.4% |
-5.8% |
-4.2% |
-1.9% |
-0.6% |
0.4% |
Global Equities (ACWI) |
-5.3% |
-3.4% |
-3.8% |
-3.5% |
-4.7% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-24.6% |
-20.4% |
-21.6% |
-12.6% |
-9.7% |
-4.5% |
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 |
-29.3426145068888% |
-10.478790148396% |
-14.8319440920421% |
-12.6480292527977% |
0% |
0% |
ENZL |
-25.2532413727272% |
-14.0067329700441% |
-14.5712559684949% |
-8.46260884505288% |
0% |
0% |
EPHE |
-23.4048175877913% |
-10.3332694734363% |
-17.2758315581719% |
-14.2553266271233% |
0% |
0% |
EWA |
-18.5140460741202% |
-5.13652602357663% |
-9.40601848425634% |
-8.88957539697557% |
-9.76219897871177% |
-5.05606390152222% |
EWH |
-29.5441398809636% |
-12.0777299792186% |
-16.5448520140819% |
-11.5059176302976% |
-10.7157368527726% |
-5.98409158446928% |
EWJ |
-21.2020892774612% |
-7.5349548441335% |
-10.1389539206815% |
-7.44055352138167% |
-8.42419905927827% |
-6.35543369133092% |
EWM |
-18.9109079358204% |
-7.32814889103414% |
-14.4193881102341% |
-14.8743384970352% |
-12.1380188889323% |
-6.15231165140958% |
EWS |
-12.7926838188963% |
-7.75801236963742% |
-13.1778766248943% |
-10.9058274389423% |
-10.4945240021342% |
-5.45514105689849% |
EWT |
-11.042633676275% |
-4.51847278135975% |
-3.24992131759615% |
-4.07773276751829% |
-6.20189709925363% |
-4.06575311490522% |
EWY |
-29.5128680725615% |
-11.7208767415491% |
-12.7322739165529% |
-10.8633836043665% |
-11.2072510801949% |
-6.46037829320248% |
INDY |
-15.3393396285305% |
-4.27923388078722% |
-6.0078112154742% |
-6.85795808868498% |
0% |
0% |
MCHI |
-25.8378386195876% |
-10.9681683835211% |
-15.0214022216864% |
-11.0008658361103% |
0% |
0% |
THD |
-27.4253954536792% |
-10.1523231781161% |
-16.6810657534578% |
-12.152353124964% |
-9.28390836453188% |
0% |
VNM |
-30.9348650812761% |
-16.4001055006278% |
-17.0375144392672% |
-14.7637288975904% |
-15.9267771716032% |
0% |
EPOL |
-24.8530255050126% |
-5.80712380185964% |
-12.1512071393714% |
-11.8620446006706% |
0% |
0% |
EWD |
-20.0192158583998% |
-8.90826318288069% |
-8.43402980335468% |
-8.2559648768794% |
-8.77101385763984% |
-5.10506551617703% |
EWG |
-15.1084969957945% |
-6.45630163451997% |
-10.4608309808411% |
-9.1866494803401% |
-10.0129831639132% |
-5.97035978525201% |
EWI |
-13.9934042430007% |
-1.27083215163108% |
-7.81530265959817% |
-8.28238977308281% |
-11.7537388806226% |
-8.33664491654248% |
EWK |
-20.1252431891913% |
-8.98962669800063% |
-11.9559057016839% |
-8.65500011288618% |
-9.06814915149573% |
-7.26123685584366% |
EWL |
-22.2646392515011% |
-7.07669020098833% |
-7.82414521273245% |
-6.11957051081315% |
-6.29828044914895% |
-2.84915865425325% |
EWN |
-19.5320854334649% |
-8.7189303662972% |
-7.22580194328218% |
-5.40023888307213% |
-7.77421029786985% |
0% |
EWO |
-22.0430428369177% |
-7.71047057055926% |
-10.8549597371423% |
-8.06417956632564% |
-11.4501419812105% |
-7.69064171497337% |
EWP |
-18.7038587345435% |
-0.32264537520729% |
-9.5239396309888% |
-10.7027086547426% |
-12.5654987925862% |
-7.21974972084803% |
EWQ |
-27.0306997615913% |
-5.95794748990443% |
-9.1237455701863% |
-7.01334242428873% |
-9.58111488564401% |
-6.05580934608979% |
EWU |
-16.7988504070091% |
-2.91565787785564% |
-9.70629203173277% |
-9.70550169905397% |
-9.72081075629656% |
-6.68445137815624% |
EZU |
-20.0139282542189% |
-6.04502834567433% |
-9.33277269134073% |
-8.13942022458828% |
-10.2671475334488% |
-6.51526275953027% |
GREK |
-22.6604235263516% |
3.72741168908357% |
-8.57607697930953% |
-11.6345931193551% |
0% |
0% |
NORW |
-27.4162957219011% |
-10.6476240882611% |
-11.2573303821434% |
-10.8820866144125% |
0% |
0% |
EIS |
-9.0440384861309% |
-9.24134074417114% |
-10.0688783056756% |
-8.48226561545845% |
-10.620581151753% |
0% |
EZA |
-12.1916251616103% |
-4.06708456186366% |
-10.720202620793% |
-11.5377802672642% |
-11.5126851200549% |
-6.62267021331951% |
TUR |
-34.8236059219626% |
3.48356819347321% |
-8.9137155179785% |
-12.724722296413% |
-13.2942569290201% |
0% |
EWC |
-11.5126182300028% |
-5.34691929150613% |
-6.44460966566735% |
-8.02011112757842% |
-9.00462049609555% |
-5.0767298250946% |
EWW |
-36.3496157301021% |
-3.81410196650268% |
-10.4134024449064% |
-12.4791000131636% |
-11.5901851786405% |
-5.87335502780344% |
SPTM |
-0.655673875245974% |
-0.281212855918026% |
-0.35442214142665% |
-0.407095563386722% |
-0.308491993420498% |
-0.159830156624601% |
ARGT |
-4.61033205955116% |
10.4390989484753% |
1.1530411846024% |
-5.03308322781609% |
0% |
0% |
ECH |
-30.4675530236058% |
-2.56992212947946% |
-15.1692961612526% |
-13.3165607002058% |
-14.5900336908059% |
0% |
EPU |
-2.35468939906916% |
5.70602723237039% |
-8.74524353405311% |
-8.5918423385119% |
-10.5232249222143% |
0% |
EWZ |
-35.4472615844204% |
-2.06952712602551% |
-15.1081304208394% |
-11.7020093865637% |
-14.1953741577355% |
-6.85627004926493% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
EWK |
-8.1% |
-8.5% |
-11.2% |
-7.4% |
-7.9% |
-7.7% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-5.3% |
-4.3% |
-2.9% |
-1.1% |
-0.2% |
0.4% |
Global Equities (ACWI) |
-4.6% |
-3.3% |
-3.4% |
-3.1% |
-4.4% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-10.3% |
-8.6% |
-6.0% |
-2.1% |
-0.1% |
0.6% |
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 |
-23.8718392751811% |
-7.15002686101827% |
-14.0889414583939% |
-11.311462740564% |
0% |
0% |
ENZL |
-22.8262919492585% |
-16.2936126980163% |
-14.2577823383853% |
-6.82607403997231% |
0% |
0% |
EPHE |
-13.598564607505% |
-11.2645930268784% |
-16.1925854329063% |
-11.9255927160632% |
0% |
0% |
EWA |
-17.5976986942369% |
-5.92490162904927% |
-10.0647633776063% |
-8.73365800327256% |
-10.2206677700586% |
-4.94438351635899% |
EWH |
1.69354253340583% |
-13.4201002429692% |
-11.8038145715249% |
-7.62000010098825% |
-6.60831358472175% |
-3.60582901350619% |
EWJ |
-17.4115076876294% |
-6.65100135132501% |
-6.48080524384408% |
-4.61542289799427% |
-4.65560601332141% |
-4.02487650921691% |
EWM |
5.88561879783812% |
-5.55373200899291% |
-9.13586719799065% |
-10.358249352577% |
-7.24454252427892% |
-2.78675434755981% |
EWS |
14.0816892784694% |
-6.30775717922256% |
-10.50242908013% |
-9.0886908820255% |
-8.52880513927206% |
-4.39393289654897% |
EWT |
-7.60153842114591% |
-4.60402101662037% |
0.290730755066797% |
-0.866242999053735% |
-3.35324722171443% |
-2.30197465021377% |
EWY |
-49.2229742976199% |
-17.2631632420983% |
-14.4304129155839% |
-11.522565164263% |
-11.9903921094106% |
-7.15839746354798% |
INDY |
-2.19731224907258% |
-2.42668820578216% |
-2.89806776840513% |
-2.8149686182667% |
0% |
0% |
MCHI |
13.4124664410244% |
-15.2129220659153% |
-9.06403911183242% |
-6.98341455964192% |
0% |
0% |
THD |
-0.046539969720536% |
-8.95166002854832% |
-15.9592802006127% |
-10.0141392234779% |
-5.5525609233696% |
0% |
VNM |
-57.288641627233% |
-23.4988252973572% |
-21.2369005555709% |
-17.2446068366305% |
-17.7263044362677% |
0% |
EPOL |
-26.7005553365941% |
-8.80005712616284% |
-16.5957385540079% |
-14.719575816297% |
0% |
0% |
EWD |
-29.3129792936666% |
-12.5719456213669% |
-9.01816538220008% |
-8.28603888043852% |
-9.42159406784975% |
-5.47772728402451% |
EWG |
-15.8500469009069% |
-7.98623518808114% |
-11.6603896245345% |
-9.6800547533087% |
-11.4871035747588% |
-6.91013363603679% |
EWI |
-7.48757990424374% |
-0.625179735171953% |
-7.33121048053569% |
-7.58914072287454% |
-13.5509307763867% |
-10.1418070890643% |
EWK |
-8.05567531556409% |
-8.52506796627214% |
-11.2085029629007% |
-7.39487918207627% |
-7.90874786620673% |
-7.7057184308892% |
EWL |
-19.3075332985744% |
-6.7054440734556% |
-5.54492780501722% |
-3.82590036224584% |
-3.77816194131385% |
-1.20769375419431% |
EWN |
-25.7217539167316% |
-11.8523645802103% |
-7.5037403732052% |
-4.8059170222771% |
-8.01035037983107% |
0% |
EWO |
-9.82068950751978% |
-8.9165253846839% |
-11.9305441745231% |
-7.95273885980113% |
-13.4181201584562% |
-10.1529778130768% |
EWP |
-11.1441500521513% |
1.17085077339576% |
-8.28177769096148% |
-10.0275035137695% |
-13.6629955570891% |
-7.38856129414343% |
EWQ |
-25.0920618920585% |
-6.54849862414019% |
-9.05367929058347% |
-6.15131655835399% |
-10.0094136182855% |
-6.46068549485848% |
EWU |
-1.136300775553% |
-1.77854247100446% |
-7.54559481222022% |
-7.81175240315141% |
-8.36465915967818% |
-6.05825059495144% |
EZU |
-20.2370055547714% |
-6.9508022877492% |
-9.69352749089828% |
-7.85584120495408% |
-11.2472912479775% |
-7.40164475637128% |
GREK |
-7.76079278683056% |
7.29614961256174% |
-8.13472304905436% |
-14.5649686178377% |
0% |
0% |
NORW |
-13.7029022008311% |
-12.7306138260245% |
-13.0370597916855% |
-11.6002539411829% |
0% |
0% |
EIS |
-7.65022352133319% |
-11.0150259081645% |
-10.1235483529547% |
-8.23616701230069% |
-10.5121737399724% |
0% |
EZA |
18.7483822098468% |
-3.79045389999989% |
-10.3813694132702% |
-11.9597785766604% |
-11.5081158001123% |
-6.47187416627494% |
TUR |
3.05935164020081% |
14.2912915207109% |
-1.0699641416251% |
-10.6707627477822% |
-10.7471148901578% |
0% |
EWC |
-4.16031011468949% |
-5.18583410276869% |
-5.99272401531664% |
-7.44118860943418% |
-8.43586290321975% |
-4.65316901912024% |
EWW |
-50.3057712815826% |
-3.6700280794876% |
-10.4669486444229% |
-13.103993656623% |
-11.3792040621616% |
-5.43731882610451% |
SPTM |
-0.558861990882157% |
-0.276721663022307% |
-0.343711774892778% |
-0.377554145452441% |
-0.266339574122057% |
-0.08358162343972% |
ARGT |
54.8253288611085% |
23.1807474510492% |
9.84662918899016% |
-1.27972643365071% |
0% |
0% |
ECH |
-30.2179444690869% |
-1.38114326788749% |
-16.8520332370088% |
-14.010549202552% |
-14.7628755471607% |
0% |
EPU |
37.14869363191% |
10.3007402960967% |
-6.99899537079725% |
-6.58989334599523% |
-7.86350079175626% |
0% |
EWZ |
-43.5391560438109% |
-0.565601233871797% |
-20.0374444936894% |
-13.1443892912378% |
-18.2706794043167% |
-6.99725757482136% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
EWK |
1.05 |
-0.20 |
0.10 |
0.22 |
0.33 |
0.20 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
1.99 |
-0.04 |
0.46 |
0.60 |
0.82 |
0.62 |
Global Equities (ACWI) |
2.11 |
0.10 |
0.50 |
0.52 |
0.59 |
|
U.S. Equities (SPY) |
2.46 |
0.29 |
0.69 |
0.73 |
0.88 |
0.62 |
U.S. Bonds (BND) |
0.70 |
-0.85 |
-0.46 |
-0.09 |
0.21 |
0.28 |
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 |
0.352465648565686 |
-0.300373611774607 |
-0.026023828718338 |
-0.00608582154945655 |
0 |
0 |
ENZL |
0.672074681166123 |
-0.480543418526891 |
-0.0335001225542431 |
0.240534228335691 |
0 |
0 |
EPHE |
0.813789303412767 |
-0.256061028737083 |
-0.173591242513694 |
-0.125687249689549 |
0 |
0 |
EWA |
1.16606570509056 |
0.0389567373040385 |
0.253486159883056 |
0.219117468720336 |
0.300228151169996 |
0.349782297771507 |
EWH |
0.362438889302752 |
-0.357475313610107 |
-0.13974188273352 |
0.0530966866672669 |
0.228913899646593 |
0.280860136143258 |
EWJ |
0.972095826975856 |
-0.124121924174227 |
0.170669653013172 |
0.279023441689306 |
0.35305329816141 |
0.230631891520735 |
EWM |
1.14101832991037 |
-0.108682481360842 |
-0.0478251163197915 |
-0.183753154214963 |
0.117422773861658 |
0.251601313963341 |
EWS |
1.57748729947304 |
-0.135599295777508 |
0.0312214504161318 |
0.0845272412110652 |
0.240323571786397 |
0.317876611118216 |
EWT |
1.6791491418967 |
0.0715474801205274 |
0.545278153997663 |
0.504829092324948 |
0.514849887429681 |
0.403917223586766 |
EWY |
0.367813307195951 |
-0.322135520351418 |
0.0856061589414377 |
0.107851322364495 |
0.213449260962085 |
0.277579038077618 |
INDY |
1.4109587958344 |
0.0361074361837946 |
0.41145121581087 |
0.342814466887917 |
0 |
0 |
MCHI |
0.65145269030526 |
-0.262436622585639 |
-0.0306820290355545 |
0.109109078258819 |
0 |
0 |
THD |
0.510768043895961 |
-0.261225913095248 |
-0.144174608307415 |
0.00991778758783318 |
0.332467935940646 |
0 |
VNM |
0.250308721494691 |
-0.619031065705817 |
-0.140472367754949 |
-0.142615276409898 |
-0.100825780201714 |
0 |
EPOL |
0.706205996099152 |
0.051018891061099 |
0.155614526154074 |
0.0694704827707576 |
0 |
0 |
EWD |
1.06086057274404 |
-0.160949932565655 |
0.306271850488045 |
0.261608729804329 |
0.364211710198406 |
0.34795657841829 |
EWG |
1.40092626918575 |
-0.0319994106945273 |
0.197381263456872 |
0.202313572818476 |
0.284941451793475 |
0.29139553523425 |
EWI |
1.48058142076295 |
0.249274105689865 |
0.342047259847788 |
0.270397006563601 |
0.18709097531405 |
0.1493837615466 |
EWK |
1.05088081890657 |
-0.197285995750562 |
0.10259884061013 |
0.222206256523848 |
0.3293552317024 |
0.202841971054065 |
EWL |
0.895096392761844 |
-0.0925988485311111 |
0.298099535589505 |
0.363776553965685 |
0.493486212020153 |
0.454566756190243 |
EWN |
1.09473898631753 |
-0.156923729480144 |
0.360467050849322 |
0.429736596370828 |
0.42085533760822 |
0 |
EWO |
0.910961639735203 |
-0.103017813458249 |
0.195850417540712 |
0.287889458953374 |
0.203478562010777 |
0.204965996823913 |
EWP |
1.1487960232559 |
0.291249434398852 |
0.249176664321658 |
0.112060283181009 |
0.129863424045358 |
0.220298333117018 |
EWQ |
0.534239434107582 |
-0.0144403338225881 |
0.260489343122726 |
0.330196177086414 |
0.307771708238772 |
0.278434354877728 |
EWU |
1.29975952529672 |
0.127940868119596 |
0.212401161236424 |
0.150682980753212 |
0.281232726080268 |
0.220643209336221 |
EZU |
1.05928678766279 |
-0.0168830827657221 |
0.249603552332886 |
0.261462191789152 |
0.263439089059325 |
0.251431768884354 |
GREK |
0.868067882166041 |
0.505235747327627 |
0.323558630527417 |
0.100015864046519 |
0 |
0 |
NORW |
0.501537228418303 |
-0.267509127985292 |
0.171831271599329 |
0.10740167483513 |
0 |
0 |
EIS |
1.77089452198995 |
-0.19284650739787 |
0.209734659291785 |
0.240572444576311 |
0.23425962460888 |
0 |
EZA |
1.59759425952464 |
0.115062950605853 |
0.211248757081307 |
0.0829170194687353 |
0.205464775109094 |
0.272033600219425 |
TUR |
-0.0658520297881423 |
0.543862456515966 |
0.33079177792861 |
0.0371653633547072 |
0.119953953496164 |
0 |
EWC |
1.6609832173324 |
0.00618183898432104 |
0.38840738967909 |
0.265022991580122 |
0.332065885009711 |
0.336689620085176 |
EWW |
-0.202549991425563 |
0.122072344630907 |
0.226123468593377 |
0.016154328247133 |
0.192189788410036 |
0.312871502893109 |
SPTM |
2.41663440360052 |
0.270887219262624 |
0.671839310377299 |
0.707853087772761 |
0.861902174503019 |
0.616026289410785 |
ARGT |
1.89771489533543 |
0.863954328536523 |
0.809680966231332 |
0.515869797091122 |
0 |
0 |
ECH |
0.276399980892105 |
0.206660166911141 |
-0.0255875180206127 |
-0.0336957501684244 |
-0.00426719650610605 |
0 |
EPU |
2.17687473435695 |
0.615271996428555 |
0.312102518330912 |
0.265928675151709 |
0.26774479686868 |
0 |
EWZ |
-0.138779981766583 |
0.229017945878404 |
0.010526429413341 |
0.113256596367341 |
0.0591459688270634 |
0.29151058982983 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
EWK |
1.96 |
-0.27 |
0.15 |
0.33 |
0.50 |
0.28 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
4.33 |
-0.06 |
0.66 |
0.88 |
1.27 |
0.91 |
Global Equities (ACWI) |
5.12 |
0.14 |
0.74 |
0.77 |
0.89 |
|
U.S. Equities (SPY) |
6.06 |
0.41 |
1.05 |
1.12 |
1.39 |
0.92 |
U.S. Bonds (BND) |
4.33 |
-0.06 |
0.66 |
0.88 |
1.27 |
0.91 |
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 |
0.530845142498106 |
-0.378238300067227 |
-0.0333474010307813 |
-0.0080622067153514 |
0 |
0 |
ENZL |
1.37615586692522 |
-0.613687682902447 |
-0.045758345380907 |
0.352297301244135 |
0 |
0 |
EPHE |
1.34029137832481 |
-0.317526878320513 |
-0.215308218929502 |
-0.162989950738043 |
0 |
0 |
EWA |
2.16043000006305 |
0.0564161056434295 |
0.356969319289982 |
0.311153576219518 |
0.432300636179418 |
0.502811960369399 |
EWH |
0.608554756638087 |
-0.516950497664186 |
-0.203256395318311 |
0.0767512040741678 |
0.33470118444285 |
0.41487029403755 |
EWJ |
1.51740766748815 |
-0.169531586250784 |
0.249077079759056 |
0.406326892260153 |
0.513996970523794 |
0.329355640184224 |
EWM |
1.8491320219286 |
-0.145794359741409 |
-0.0668145646722946 |
-0.248611904839428 |
0.1668826410067 |
0.372596199444173 |
EWS |
2.9919804798545 |
-0.194188147151899 |
0.0440704046511815 |
0.120504126276697 |
0.349577292875549 |
0.46977119446601 |
EWT |
4.88692308354337 |
0.110316419395167 |
0.893956539186439 |
0.795738483445166 |
0.810038562550134 |
0.627897953358743 |
EWY |
0.638329320372273 |
-0.432054914067035 |
0.124539525411837 |
0.157795119958532 |
0.313174737068969 |
0.416579055911823 |
INDY |
2.59801833737913 |
0.0507678128494114 |
0.560313309407164 |
0.488613749967109 |
0 |
0 |
MCHI |
1.42254244387853 |
-0.405304289548168 |
-0.046841702731778 |
0.164138301784685 |
0 |
0 |
THD |
0.989523412579869 |
-0.360467233522558 |
-0.209325038265452 |
0.01447544878535 |
0.50207799222185 |
0 |
VNM |
0.372620331689245 |
-0.745364905246106 |
-0.18267034343186 |
-0.185706896381865 |
-0.136770167263611 |
0 |
EPOL |
1.27131879086854 |
0.0744805795678439 |
0.230303634560755 |
0.102803441842453 |
0 |
0 |
EWD |
2.24745228442923 |
-0.224631889887494 |
0.452225303791057 |
0.383440272729177 |
0.557499640116742 |
0.520923152994799 |
EWG |
3.19202402352916 |
-0.0470745593080791 |
0.289636309678155 |
0.299267365076838 |
0.42261855369444 |
0.419659760708072 |
EWI |
3.21368533497754 |
0.39281298718709 |
0.527898350071974 |
0.405937106134468 |
0.274649147683725 |
0.213361955034851 |
EWK |
1.96477917296326 |
-0.267568296442063 |
0.14931001616273 |
0.325087135678871 |
0.49667303421078 |
0.276264785003829 |
EWL |
1.77591769050298 |
-0.132871074730865 |
0.441468363738722 |
0.538622562883031 |
0.735860150753111 |
0.666807781830859 |
EWN |
2.1313786767699 |
-0.227147570874192 |
0.547181436069553 |
0.655683790473887 |
0.640943093126544 |
0 |
EWO |
1.8133371824657 |
-0.143948188577735 |
0.283638536685274 |
0.427477523726948 |
0.297131534162578 |
0.28973407481662 |
EWP |
2.65555941133496 |
0.470302527284036 |
0.391560520788931 |
0.168267711975597 |
0.196778757955699 |
0.328583901356309 |
EWQ |
0.812585004679792 |
-0.0209421404967388 |
0.391081833636149 |
0.500208388833504 |
0.460879696223948 |
0.400718638232171 |
EWU |
2.40597316205882 |
0.182681503330359 |
0.295092791716412 |
0.20858088126674 |
0.409525671758452 |
0.313333648028425 |
EZU |
2.03049437706831 |
-0.024875180867227 |
0.372210616123926 |
0.390020299954242 |
0.391027274822556 |
0.358248419930329 |
GREK |
1.57922438122247 |
0.796912820315179 |
0.477575634444643 |
0.140046202280823 |
0 |
0 |
NORW |
1.05441412995903 |
-0.341131196507963 |
0.236584981363056 |
0.150302293742597 |
0 |
0 |
EIS |
4.64755759394779 |
-0.255902296315891 |
0.291555805398743 |
0.334744137345577 |
0.328188318324981 |
0 |
EZA |
3.01998420270726 |
0.159708914941401 |
0.281017299590998 |
0.114333205195563 |
0.294677160125346 |
0.394984632659634 |
TUR |
-0.0968396729507773 |
1.00812270542399 |
0.549139527878908 |
0.0557134380932735 |
0.181861297524195 |
0 |
EWC |
4.19448051265876 |
0.00854124486434331 |
0.55224088307811 |
0.381324654768728 |
0.481305818988946 |
0.487628234599938 |
EWW |
-0.318080991752745 |
0.200984003334199 |
0.318965764153713 |
0.0220033761694755 |
0.270398391183911 |
0.440973304734156 |
SPTM |
5.92275485415001 |
0.386324981596956 |
1.02042168819941 |
1.07644443381615 |
1.35781213332188 |
0.895588458815668 |
ARGT |
6.17272569195717 |
1.58149827195843 |
1.37527319008609 |
0.818543811761121 |
0 |
0 |
ECH |
0.403522071753268 |
0.297576114968642 |
-0.0358283813870123 |
-0.0477913457023203 |
-0.00600260612633748 |
0 |
EPU |
6.14790242598047 |
0.979100052122205 |
0.445899156002211 |
0.399067448772335 |
0.403267745412947 |
0 |
EWZ |
-0.241164500961721 |
0.345591124574633 |
0.0142967343693007 |
0.166754220336534 |
0.0857492104833713 |
0.439431064669272 |
Compare: Risk & Volatility
for period ending October 31, 2024
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
EWK |
5.0% |
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% |
15.8% |
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 |
11.3% |
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 |
8.9% |
20.6% |
23.8% |
35.2% |
41.1% |
45.2% |
EWS |
5.2% |
19.1% |
28.1% |
32.1% |
32.1% |
60% |
EWT |
3.1% |
37.5% |
37.5% |
37.5% |
37.5% |
58.1% |
EWY |
10.7% |
39.2% |
48.1% |
48.1% |
48.1% |
70.2% |
INDY |
5.4% |
14.2% |
33.6% |
34% |
0% |
0% |
MCHI |
12.2% |
44.7% |
58.7% |
58.7% |
0% |
0% |
THD |
13.3% |
28.4% |
34.4% |
40% |
40% |
0% |
VNM |
14.3% |
46.5% |
46.5% |
46.5% |
56.8% |
0% |
EPOL |
9.9% |
48.4% |
52.8% |
60.4% |
0% |
0% |
EWD |
8% |
39.5% |
40.3% |
40.3% |
40.3% |
63.1% |
EWG |
4.5% |
38% |
41.7% |
41.7% |
41.7% |
60.7% |
EWI |
5.4% |
32.5% |
32.9% |
33.4% |
47.9% |
66.1% |
EWK |
5% |
30.7% |
32.4% |
33% |
33% |
70.4% |
EWL |
6.6% |
27.6% |
27.6% |
27.6% |
27.6% |
47.4% |
EWN |
8.2% |
38.4% |
41.3% |
41.3% |
41.3% |
0% |
EWO |
7.3% |
37.6% |
37.6% |
47.6% |
47.6% |
73.7% |
EWP |
5.7% |
23.8% |
32.5% |
38.7% |
50.4% |
58.6% |
EWQ |
7.3% |
29.1% |
29.1% |
29.1% |
34% |
57.8% |
EWU |
5.3% |
21.3% |
30% |
30% |
30% |
60% |
EZU |
5.6% |
33.3% |
34.7% |
34.7% |
35.9% |
62% |
GREK |
8.2% |
25% |
43.8% |
61.2% |
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% |
64.4% |
71% |
0% |
EWC |
3.6% |
22.9% |
26.9% |
27.7% |
34.1% |
56.7% |
EWW |
24.5% |
24.5% |
38.2% |
51.1% |
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 |
19.3% |
24.2% |
50.3% |
50.6% |
70.5% |
73.7% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
EWK |
17.3% |
18.5% |
22.0% |
18.6% |
19.4% |
21.9% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
11.4% |
13.3% |
13.9% |
11.2% |
10.5% |
10.6% |
Global Equities (ACWI) |
14.2% |
17.6% |
19.3% |
16.1% |
16.4% |
|
U.S. Equities (SPY) |
14.8% |
18.7% |
20.8% |
17.2% |
16.6% |
16.6% |
U.S. Bonds (BND) |
7.9% |
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 |
18.1% |
14.5% |
24.9% |
22.1% |
0% |
0% |
ENZL |
19.9% |
20.2% |
22% |
20.1% |
0% |
0% |
EPHE |
20.9% |
21.3% |
22.6% |
19.4% |
0% |
0% |
EWA |
21.6% |
24.2% |
25.8% |
20.7% |
22.5% |
24.7% |
EWH |
26% |
24.3% |
23% |
20.6% |
20.7% |
22.5% |
EWJ |
14.4% |
16.6% |
16.3% |
14.7% |
15.1% |
16.2% |
EWM |
18% |
17.3% |
17.3% |
16.1% |
16.5% |
18% |
EWS |
15.9% |
17.3% |
19.8% |
18.8% |
19.6% |
23.1% |
EWT |
20.5% |
24.6% |
25.6% |
21.2% |
21.1% |
24.2% |
EWY |
26.7% |
26.1% |
27.4% |
23.7% |
24.5% |
29% |
INDY |
12.2% |
13.1% |
21.6% |
20% |
0% |
0% |
MCHI |
32.2% |
32.8% |
29.5% |
26.5% |
0% |
0% |
THD |
21.7% |
19.1% |
23.5% |
20.1% |
23.3% |
0% |
VNM |
24.3% |
24.1% |
27.5% |
22.9% |
24.3% |
0% |
EPOL |
20.6% |
35.7% |
36.9% |
29.3% |
0% |
0% |
EWD |
31.2% |
26.4% |
27.4% |
21.8% |
23.2% |
25.5% |
EWG |
21.5% |
24.6% |
25.7% |
21.3% |
22.9% |
24.4% |
EWI |
20.6% |
25.4% |
28.3% |
24.1% |
26.2% |
26% |
EWK |
17.3% |
18.5% |
22% |
18.6% |
19.4% |
21.9% |
EWL |
19% |
18.3% |
18.3% |
15.5% |
16.3% |
17.4% |
EWN |
23.1% |
25.1% |
26.4% |
21.3% |
21.8% |
0% |
EWO |
18.4% |
23.8% |
29.7% |
25.1% |
25.4% |
28.7% |
EWP |
26.5% |
24% |
27% |
22.4% |
25.7% |
26.3% |
EWQ |
18.1% |
22.2% |
24.9% |
20.4% |
21.9% |
22.6% |
EWU |
13.7% |
17.6% |
20.1% |
16.8% |
17.7% |
18.5% |
EZU |
19.4% |
22.8% |
24.7% |
20.2% |
21.8% |
22.9% |
GREK |
20.5% |
26.8% |
33.2% |
32.3% |
0% |
0% |
NORW |
18.2% |
22.7% |
28.8% |
23.3% |
0% |
0% |
EIS |
29.6% |
22.4% |
24% |
20.2% |
20.2% |
0% |
EZA |
22% |
28.1% |
30.5% |
26.7% |
26.5% |
29.4% |
TUR |
25.3% |
43.9% |
41.2% |
34.6% |
34.6% |
0% |
EWC |
17.3% |
19.1% |
22.8% |
19% |
18.6% |
21.8% |
EWW |
24.6% |
27.2% |
30.1% |
24.8% |
24.1% |
27.1% |
SPTM |
14.9% |
18.7% |
21% |
17.4% |
16.9% |
17.1% |
ARGT |
66.3% |
46.1% |
47.7% |
39.2% |
0% |
0% |
ECH |
21.4% |
31.6% |
31.2% |
26.8% |
25.6% |
0% |
EPU |
29.7% |
29.7% |
31.3% |
27.3% |
26.4% |
0% |
EWZ |
21.5% |
30.1% |
36.3% |
36.1% |
33.4% |
37.9% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
EWK |
8.7% |
12.7% |
14.5% |
12.3% |
12.5% |
15.8% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
4.8% |
9.1% |
9.0% |
7.1% |
6.5% |
7.0% |
Global Equities (ACWI) |
5.4% |
11.6% |
12.5% |
10.5% |
10.5% |
|
U.S. Equities (SPY) |
5.6% |
12.2% |
13.0% |
10.8% |
10.2% |
11.0% |
U.S. Bonds (BND) |
4.1% |
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 |
11.6% |
10.9% |
19.2% |
16.5% |
0% |
0% |
ENZL |
9.1% |
15% |
15.5% |
13.3% |
0% |
0% |
EPHE |
12.4% |
16.4% |
17.7% |
14.5% |
0% |
0% |
EWA |
11.3% |
15.7% |
17.8% |
14.1% |
15.3% |
16.9% |
EWH |
15.1% |
15.8% |
15.1% |
13.8% |
13.8% |
14.9% |
EWJ |
8.8% |
11.2% |
10.5% |
9.6% |
10.1% |
11.1% |
EWM |
11% |
12% |
11.7% |
11.5% |
11.3% |
11.8% |
EWS |
8% |
11.1% |
13.6% |
12.8% |
13.2% |
15.3% |
EWT |
6.3% |
14.8% |
14.7% |
12.9% |
13% |
15.2% |
EWY |
15% |
18.5% |
18% |
15.6% |
16.2% |
18.8% |
INDY |
6.5% |
8.5% |
15.6% |
13.8% |
0% |
0% |
MCHI |
14.3% |
20.1% |
18.5% |
17% |
0% |
0% |
THD |
10.6% |
12.9% |
15.7% |
13.4% |
15.2% |
0% |
VNM |
16.2% |
19.3% |
20.6% |
17.2% |
17.6% |
0% |
EPOL |
11% |
23.4% |
24.1% |
19.2% |
0% |
0% |
EWD |
14.2% |
18.1% |
17.9% |
14.4% |
14.8% |
16.7% |
EWG |
8.8% |
15.7% |
16.9% |
14% |
15.1% |
16.6% |
EWI |
8.9% |
15.1% |
17.8% |
15.6% |
17.6% |
17.9% |
EWK |
8.7% |
12.7% |
14.5% |
12.3% |
12.5% |
15.8% |
EWL |
9% |
11.7% |
11.7% |
10% |
10.6% |
11.6% |
EWN |
11.5% |
16.4% |
16.7% |
13.5% |
13.9% |
0% |
EWO |
8.6% |
16.2% |
19.9% |
16.5% |
17% |
19.9% |
EWP |
10.8% |
13.8% |
16.6% |
14.5% |
16.6% |
17.3% |
EWQ |
11.6% |
14.3% |
15.9% |
13% |
14.3% |
15.4% |
EWU |
6.9% |
11.3% |
14% |
11.8% |
11.9% |
12.7% |
EZU |
9.6% |
14.5% |
15.9% |
13.1% |
14.3% |
15.8% |
GREK |
10.9% |
16% |
21.9% |
22.6% |
0% |
0% |
NORW |
8% |
16.9% |
20.3% |
16.2% |
0% |
0% |
EIS |
11% |
16% |
16.6% |
14% |
14.1% |
0% |
EZA |
11.2% |
19.4% |
22.4% |
18.9% |
18.1% |
19.8% |
TUR |
16.9% |
22.7% |
24.1% |
22.5% |
22.4% |
0% |
EWC |
6.1% |
12.9% |
15.5% |
12.8% |
12.5% |
14.8% |
EWW |
15.3% |
15.8% |
20.9% |
17.9% |
16.9% |
18.9% |
SPTM |
5.6% |
12.1% |
13.2% |
11% |
10.4% |
11.5% |
ARGT |
19.7% |
24.2% |
27.4% |
24.1% |
0% |
0% |
ECH |
14.5% |
21% |
21.6% |
18.4% |
17.8% |
0% |
EPU |
10% |
17.9% |
21.4% |
17.8% |
17.2% |
0% |
EWZ |
11.8% |
19.3% |
26.2% |
24% |
22.6% |
24.6% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
EWK |
0.75 |
0.79 |
0.94 |
0.91 |
0.98 |
1.11 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
0.81 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
Global Equities (ACWI) |
0.97 |
0.95 |
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) |
0.81 |
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 |
0.882379663553061 |
0.401771732402684 |
0.857702340990791 |
0.805940237717683 |
0 |
0 |
ENZL |
1.04991323481213 |
0.967056099747824 |
0.933029039483317 |
0.900468744316436 |
0 |
0 |
EPHE |
0.866763185187346 |
0.82232856433751 |
0.795312993121657 |
0.698994445292921 |
0 |
0 |
EWA |
1.21277575153527 |
1.09489617925588 |
1.12250899935616 |
1.0348244924345 |
1.13670396471871 |
1.19784286616105 |
EWH |
0.148192087082661 |
0.366065784936101 |
0.502516279745106 |
0.621424360776523 |
0.730533288165801 |
0.852318278101105 |
EWJ |
0.925009070677234 |
0.821984827706797 |
0.673455814619626 |
0.711831291392505 |
0.697070331616672 |
0.741583953300541 |
EWM |
0.382008792238376 |
0.555094802975947 |
0.571960914300321 |
0.558542646081424 |
0.619490073554237 |
0.655225672845128 |
EWS |
0.26764874478086 |
0.638861871325309 |
0.770886870113847 |
0.830723555086164 |
0.892783583953092 |
1.03596156732465 |
EWT |
1.15589790874978 |
0.964087783230131 |
0.873108940383721 |
0.85554441561012 |
0.930920281995472 |
1.04343582076647 |
EWY |
1.71209320216599 |
1.28600542449344 |
1.11505751066064 |
1.05917185604177 |
1.12966229943975 |
1.27812040038835 |
INDY |
0.561013956168323 |
0.549924330091096 |
0.781203518293634 |
0.703770944645906 |
0 |
0 |
MCHI |
0.0849022107305669 |
0.356809581722267 |
0.355488024602272 |
0.618352267014223 |
0 |
0 |
THD |
0.277322584666573 |
0.503604156631777 |
0.82240545749388 |
0.767225491720176 |
0.834307061060688 |
0 |
VNM |
1.8595020250832 |
1.03515758041879 |
1.13142479930391 |
1.04252522241666 |
0.971646456969819 |
0 |
EPOL |
1.19785054845386 |
1.30805911614624 |
1.35962306090466 |
1.18418518935367 |
0 |
0 |
EWD |
1.72224022805898 |
1.26960080928915 |
1.15829976128335 |
1.08156086946526 |
1.1930606346126 |
1.26901370226894 |
EWG |
1.2924220863612 |
1.14467443693543 |
1.14140954863633 |
1.09388285649792 |
1.21405609718353 |
1.26528374132747 |
EWI |
1.04956767698325 |
1.05973049915058 |
1.10029491229693 |
1.04390560311982 |
1.1935600773907 |
1.23571678897388 |
EWK |
0.746955562752121 |
0.791573890672794 |
0.938370404604159 |
0.914612565312368 |
0.977945455095546 |
1.11473979042179 |
EWL |
1.051510337014 |
0.872718837148693 |
0.790902464552724 |
0.767473351232145 |
0.819085126749036 |
0.858950056110272 |
EWN |
1.45509701028426 |
1.25272041942474 |
1.14682879436859 |
1.08001258036234 |
1.15892074410867 |
0 |
EWO |
0.755595639529013 |
0.959744838839394 |
1.13841990646215 |
1.12022780817629 |
1.21771987078713 |
1.37428445932845 |
EWP |
1.12945632884864 |
0.852522285524451 |
0.972550982457624 |
0.942166496726388 |
1.09427687912225 |
1.12888250430641 |
EWQ |
1.01860582627384 |
1.0229979062772 |
1.05768007725776 |
1.0040415476548 |
1.13109944387094 |
1.16965567678703 |
EWU |
0.538045513858551 |
0.697387357931799 |
0.828510170554802 |
0.831177938140998 |
0.927950028236498 |
0.968154106470714 |
EZU |
1.17756292917944 |
1.0792198484692 |
1.08735573302723 |
1.03352706793551 |
1.15379391670152 |
1.20967999936401 |
GREK |
0.711208795596501 |
0.741869885883501 |
1.1412621682418 |
1.19662132355595 |
0 |
0 |
NORW |
0.655681858287444 |
0.949122516618436 |
1.17785215610409 |
1.0639077202688 |
0 |
0 |
EIS |
1.56015076993965 |
1.04181358364047 |
1.04231773865535 |
1.0295981224589 |
1.04245840270951 |
0 |
EZA |
0.363711126187438 |
0.902590829646838 |
1.02982949743506 |
0.994942536138448 |
1.06604980166264 |
1.17253332653716 |
TUR |
-0.237164887823062 |
0.157889518317368 |
0.593734398836802 |
0.606482782028814 |
0.743899879298739 |
0 |
EWC |
0.91818806675014 |
0.933536575457775 |
1.02818930121914 |
0.991102355506066 |
1.01172655767809 |
1.09492351485807 |
EWW |
1.29064413509914 |
0.96981925883236 |
1.07329630868098 |
0.969341259928184 |
1.0330881169796 |
1.16067793577209 |
SPTM |
1.00648823454093 |
0.99833056552817 |
1.00807123687188 |
1.01176275552026 |
1.01330867118507 |
1.0186448499838 |
ARGT |
0.9901375709411 |
1.20827970209687 |
1.31908062215881 |
1.25689710624511 |
0 |
0 |
ECH |
1.04439403321776 |
0.913276955184305 |
0.96320201385394 |
0.898346204918827 |
0.907740517624294 |
0 |
EPU |
0.481566882028824 |
0.886615745638708 |
1.00198752965571 |
0.946881013398541 |
0.906961066096719 |
0 |
EWZ |
1.1708027178476 |
0.879666474861531 |
1.17443679918966 |
1.03578958048912 |
1.18263116670121 |
1.28110168391211 |
Compare: Correlation
for period ending October 31, 2024
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
to Global Stocks (ACWI) |
0.72 |
0.83 |
0.87 |
0.86 |
0.87 |
|
to S&P500 (SPY) |
0.57 |
0.74 |
0.81 |
0.79 |
0.79 |
0.81 |
to U.S. Bonds (BND) |
0.81 |
0.70 |
0.52 |
0.39 |
0.27 |
0.27 |
to Commodities (DBC) |
-0.47 |
0.32 |
0.53 |
0.42 |
0.51 |
0.50 |
to Gold (GLD) |
0.35 |
0.48 |
0.30 |
0.15 |
0.18 |
0.19 |