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Performance analysis of EEMS (ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF)

Annual Return

Over the past 3 years, EEMS has had an average annual return of +11.37%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, EEMS has had an average annual return of +5.18%, underperforming the benchmark SPY, which returned +12.55% annual.

Over the past 10 years, EEMS has had an average annual return of +7.93%, underperforming the benchmark SPY, which returned +14.95% annual.

Since Aug 18, 2011, EEMS has had an average annual return of +5.25%, underperforming the benchmark SPY, which returned +15.36% annual.

202620252024202320222021202020192018201720162015
+5.50%+19.79%+3.14%+23.14%-19.13%+18.16%+19.47%+11.23%-18.99%+34.83%+1.40%-7.14%
2014201320122011
-3.04%+2.97%+20.67%-14.98%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+6.73%+4.28%-7.88%+11.10%+1.09%-1.73%-6.76%+5.50%
2025-2.68%-1.65%-0.07%+2.82%+7.28%+6.42%-1.24%+3.58%+2.37%+1.53%-0.80%+1.15%+19.79%
2024-1.85%+2.61%+1.08%+1.06%+1.33%+1.84%+0.29%+1.04%+3%-3.67%-1.24%-2.17%+3.14%
2023+7.09%-3.60%+1.08%+1.15%+0.70%+5.06%+6.49%-2.03%-2.32%-4.73%+9.32%+3.89%+23.14%
2022-2.94%-3.61%+1.17%-4.37%-2.27%-9.76%+3.20%+0.54%-9.01%+0.71%+9.41%-2.62%-19.13%
2021-0.13%+6.62%+2.24%+4.38%+2.25%+2.77%-0.80%-0.28%-2.24%+0.81%-2.11%+3.68%+18.16%
2020-4.91%-5.34%-21.26%+8.60%+4.45%+8.09%+8.59%+4.49%-1.14%-0.56%+14.83%+7.34%+19.47%
2019+6.67%-0.04%+0.93%+0.25%-4.83%+4.19%-2.68%-4.36%+1.96%+3.41%-0.23%+6.18%+11.23%
2018+5.97%-5.70%+0.53%-1.54%-1.47%-6.84%+2.29%-3.01%-3.37%-10.14%+6.49%-2.71%-18.99%
2017+5.32%+4.58%+3.66%+0.93%-0.85%+1.96%+3.59%+1.84%+0.08%+3.30%+1.61%+4.45%+34.83%

Drawdown analysis of EEMS (ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF)

The maximum drawdown for the EEMS was -48.90%, occurring on Mar 23, 2020. Recovery took 196 trading sessions.

The current EEMS drawdown is -10.18%.

Since Aug 18, 2011 EEMS has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 4 times
  • 10% or more: 9 times
DepthStartTo BottomBottomTo RecoverEndTotal
-48.90%Jan 26, 2018541Mar 23, 2020196Dec 30, 2020737
-28.66%May 20, 2015184Feb 11, 2016392Aug 31, 2017576
-27.04%Nov 12, 2021231Oct 14, 2022349Mar 7, 2024580
-21.19%Aug 31, 201123Oct 4, 2011311Dec 31, 2012334
-19.70%Sep 27, 2024131Apr 8, 202542Jun 9, 2025173
-16.48%May 9, 201377Aug 28, 2013194Jun 6, 2014271
-14.93%Sep 5, 201471Dec 16, 201490Apr 28, 2015161
-10.87%Feb 25, 202623Mar 30, 202613Apr 17, 202636
-10.18%May 8, 202648Jul 20, 2026OngoingOngoingOngoing
-9.33%Jul 12, 202416Aug 5, 202435Sep 24, 202451
-6.70%Jul 15, 202126Aug 20, 202159Nov 12, 202185
-6.39%Jan 18, 201352Apr 5, 201323May 8, 201375
-4.98%Jan 21, 20216Jan 29, 20215Feb 5, 202111
-4.94%Feb 19, 202111Mar 8, 202122Apr 8, 202133
-4.79%Apr 28, 202110May 12, 202110May 26, 202120
-4.58%Apr 9, 20245Apr 16, 202412May 2, 202417
-4.12%Sep 19, 202515Oct 10, 202511Oct 27, 202526
-4.11%Nov 3, 202514Nov 21, 202527Jan 2, 202641
-4.10%Sep 15, 20178Sep 27, 201712Oct 13, 201720
-3.91%May 20, 202410Jun 4, 202410Jun 18, 202420
-3.57%Apr 29, 20156May 7, 20158May 19, 201514
-3.44%Jul 23, 20257Aug 1, 202511Aug 18, 202518
-3.38%Jul 28, 20148Aug 7, 201413Aug 26, 201421
-3.24%Nov 28, 20177Dec 7, 20179Dec 20, 201716
-3.14%Jun 12, 20255Jun 20, 20252Jun 24, 20257