Performance analysis of DMXF (ISHARES ESG ADVANCED MSCI EAFE ETF)
Annual Return
Over the past 3 years, DMXF has had an average annual return of +15.08%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DMXF has had an average annual return of +6.98%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Jun 18, 2020, DMXF has had an average annual return of +11.31%, underperforming the benchmark SPY, which returned +17.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.15% | +22.07% | +4.02% | +20.56% | -19.24% | +10.91% | +23.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.81% | +5.23% | -8.10% | +6.72% | +3.69% | +0.96% | +12.15% | ||||||
| 2025 | +4.25% | +1.37% | -1.39% | +4.02% | +4.58% | +3.19% | -3.57% | +3.22% | +2.23% | +1.41% | -0.40% | +1.54% | +22.07% |
| 2024 | +0.14% | +4.30% | +2.11% | -3.92% | +5.21% | -0.65% | +2.44% | +3.04% | +1.22% | -5.99% | +0.12% | -3.42% | +4.02% |
| 2023 | +9.42% | -3.18% | +3.65% | +2.44% | -2.39% | +3.74% | +2.41% | -4.14% | -4.53% | -3.05% | +10.07% | +5.84% | +20.56% |
| 2022 | -6.12% | -4.62% | -0.94% | -7.74% | +2.75% | -8.21% | +5.73% | -6.24% | -9.91% | +4.55% | +13.59% | -1.35% | -19.24% |
| 2021 | -0.82% | +1.79% | +1.72% | +2.75% | +3.46% | -0.99% | +1.27% | +2.70% | -3.76% | +3.14% | -3.93% | +3.47% | +10.91% |
| 2020 | -0.85% | +4.19% | +4.76% | -0.92% | -3.51% | +12.83% | +5.48% | +23.13% |
Drawdown analysis of DMXF (ISHARES ESG ADVANCED MSCI EAFE ETF)
The maximum drawdown for the DMXF was -34.49%, occurring on Oct 12, 2022. Recovery took 351 trading sessions.
Since Jun 18, 2020 DMXF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.49% | Sep 7, 2021 | 277 | Oct 12, 2022 | 351 | Mar 7, 2024 | 628 |
| -16.53% | Sep 26, 2024 | 132 | Apr 8, 2025 | 24 | May 13, 2025 | 156 |
| -11.84% | Feb 25, 2026 | 22 | Mar 27, 2026 | 27 | May 6, 2026 | 49 |
| -7.98% | Jul 12, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
| -6.89% | Mar 7, 2024 | 30 | Apr 19, 2024 | 18 | May 15, 2024 | 48 |
| -6.81% | Oct 12, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -6.78% | Oct 27, 2025 | 18 | Nov 20, 2025 | 22 | Dec 23, 2025 | 40 |
| -5.40% | Feb 16, 2021 | 12 | Mar 4, 2021 | 21 | Apr 5, 2021 | 33 |
| -5.23% | Jul 23, 2025 | 7 | Aug 1, 2025 | 15 | Aug 22, 2025 | 22 |
| -4.47% | Jun 15, 2021 | 23 | Jul 19, 2021 | 12 | Aug 4, 2021 | 35 |
| -4.23% | Jan 14, 2021 | 10 | Jan 29, 2021 | 7 | Feb 9, 2021 | 17 |
| -4.05% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -3.86% | Aug 27, 2024 | 7 | Sep 6, 2024 | 9 | Sep 19, 2024 | 16 |
| -3.82% | Sep 2, 2020 | 12 | Sep 21, 2020 | 14 | Oct 9, 2020 | 26 |
| -3.66% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -3.21% | Aug 22, 2025 | 6 | Sep 2, 2025 | 7 | Sep 11, 2025 | 13 |
| -2.82% | Jun 6, 2024 | 6 | Jun 14, 2024 | 16 | Jul 10, 2024 | 22 |
| -2.82% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |
| -2.80% | May 6, 2026 | 7 | May 15, 2026 | 5 | May 22, 2026 | 12 |
| -2.70% | Jan 27, 2026 | 3 | Jan 30, 2026 | 5 | Feb 6, 2026 | 8 |
| -2.26% | Jul 9, 2025 | 4 | Jul 15, 2025 | 6 | Jul 23, 2025 | 10 |
| -2.19% | Apr 16, 2021 | 12 | May 4, 2021 | 3 | May 7, 2021 | 15 |
| -2.15% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -2.03% | Aug 13, 2021 | 4 | Aug 19, 2021 | 6 | Aug 27, 2021 | 10 |
| -2.03% | Jul 21, 2020 | 7 | Jul 30, 2020 | 8 | Aug 11, 2020 | 15 |