Performance analysis of EFA (ISHARES MSCI EAFE ETF)
Annual Return
Over the past 3 years, EFA has had an average annual return of +15.12%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EFA has had an average annual return of +8.86%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, EFA has had an average annual return of +9.23%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Aug 17, 2001, EFA has had an average annual return of +6.46%, underperforming the benchmark SPY, which returned +9.67% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.49% | +31.55% | +3.51% | +18.40% | -14.35% | +11.46% | +7.59% | +22.03% | -13.81% | +25.09% | +1.37% | -1.00% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -6.20% | +21.39% | +18.82% | -12.25% | +8.14% | +26.95% | -41.04% | +9.94% | +25.80% | +13.32% | +18.95% | +39.79% |
| 2002 | 2001 | ||||||||||
| -15.42% | -5.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.90% | +4.61% | -7.83% | +5.34% | +2.42% | +0.68% | -1.26% | +8.49% | |||||
| 2025 | +4.80% | +2.96% | +0.18% | +3.70% | +4.79% | +2.39% | -2.09% | +4.52% | +2.07% | +1.20% | +0.74% | +2.72% | +31.55% |
| 2024 | -0.45% | +2.99% | +3.38% | -3.24% | +5.06% | -1.81% | +2.59% | +3.26% | +0.78% | -5.27% | -0.32% | -2.95% | +3.51% |
| 2023 | +9% | -3.07% | +3.13% | +2.93% | -4.01% | +4.49% | +2.70% | -3.94% | -3.65% | -2.90% | +8.22% | +5.36% | +18.40% |
| 2022 | -3.63% | -3.43% | +0.52% | -6.74% | +2% | -8.73% | +5.17% | -6.12% | -9.22% | +5.90% | +13.16% | -1.82% | -14.35% |
| 2021 | -0.78% | +2.24% | +2.51% | +2.95% | +3.48% | -1.08% | +0.77% | +1.45% | -3.26% | +3.18% | -4.53% | +4.41% | +11.46% |
| 2020 | -2.82% | -7.77% | -14.11% | +5.82% | +5.43% | +3.50% | +1.94% | +4.73% | -2.05% | -3.55% | +14.27% | +5.02% | +7.59% |
| 2019 | +6.64% | +2.54% | +0.92% | +2.93% | -5.03% | +5.91% | -1.95% | -1.92% | +3.16% | +3.39% | +1.13% | +2.98% | +22.03% |
| 2018 | +5.02% | -4.83% | -0.84% | +1.52% | -1.90% | -1.57% | +2.85% | -2.24% | +0.97% | -8.13% | +0.49% | -5.35% | -13.81% |
| 2017 | +3.29% | +1.19% | +3.23% | +2.42% | +3.54% | +0.31% | +2.65% | -0.04% | +2.36% | +1.68% | +0.69% | +1.35% | +25.09% |
Drawdown analysis of EFA (ISHARES MSCI EAFE ETF)
The maximum drawdown for the EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1321 trading sessions.
The current EFA drawdown is -2.74%.
Since Aug 17, 2001 EFA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.04% | Oct 31, 2007 | 339 | Mar 9, 2009 | 1321 | Jun 6, 2014 | 1660 |
| -34.19% | Jan 26, 2018 | 541 | Mar 23, 2020 | 166 | Nov 16, 2020 | 707 |
| -31.40% | Aug 24, 2001 | 384 | Mar 12, 2003 | 150 | Oct 14, 2003 | 534 |
| -29.49% | Sep 7, 2021 | 266 | Sep 27, 2022 | 349 | Feb 16, 2024 | 615 |
| -22.97% | Jul 2, 2014 | 406 | Feb 11, 2016 | 309 | May 4, 2017 | 715 |
| -15.76% | May 9, 2006 | 24 | Jun 13, 2006 | 95 | Oct 26, 2006 | 119 |
| -14.05% | Mar 19, 2025 | 14 | Apr 8, 2025 | 17 | May 2, 2025 | 31 |
| -11.58% | Jul 12, 2007 | 25 | Aug 16, 2007 | 31 | Oct 1, 2007 | 56 |
| -11.42% | Feb 25, 2026 | 17 | Mar 20, 2026 | 59 | Jun 15, 2026 | 76 |
| -10.14% | Sep 26, 2024 | 73 | Jan 13, 2025 | 35 | Mar 5, 2025 | 108 |
| -9.81% | Feb 17, 2004 | 63 | May 17, 2004 | 98 | Oct 6, 2004 | 161 |
| -7.67% | Jul 12, 2024 | 16 | Aug 5, 2024 | 12 | Aug 21, 2024 | 28 |
| -7.59% | Feb 26, 2007 | 5 | Mar 5, 2007 | 21 | Apr 3, 2007 | 26 |
| -7.19% | Mar 4, 2005 | 38 | Apr 28, 2005 | 67 | Aug 3, 2005 | 105 |
| -6.43% | Sep 29, 2005 | 15 | Oct 20, 2005 | 24 | Nov 23, 2005 | 39 |
| -5.51% | Nov 12, 2025 | 6 | Nov 20, 2025 | 14 | Dec 11, 2025 | 20 |
| -5.34% | Jun 15, 2021 | 23 | Jul 19, 2021 | 19 | Aug 13, 2021 | 42 |
| -4.94% | Mar 27, 2024 | 15 | Apr 18, 2024 | 15 | May 9, 2024 | 30 |
| -4.64% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -4.41% | Jan 8, 2021 | 14 | Jan 29, 2021 | 9 | Feb 11, 2021 | 23 |
| -4.05% | Dec 31, 2004 | 13 | Jan 20, 2005 | 17 | Feb 14, 2005 | 30 |
| -3.98% | Jun 4, 2007 | 6 | Jun 12, 2007 | 14 | Jul 2, 2007 | 20 |
| -3.83% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.71% | Feb 16, 2021 | 8 | Feb 26, 2021 | 13 | Mar 17, 2021 | 21 |
| -3.70% | Jan 22, 2004 | 9 | Feb 4, 2004 | 5 | Feb 11, 2004 | 14 |