Performance analysis of EFG (ISHARES MSCI EAFE GROWTH ETF)
Annual Return
Over the past 3 years, EFG has had an average annual return of +10.08%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, EFG has had an average annual return of +4.06%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, EFG has had an average annual return of +7.89%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Aug 5, 2005, EFG has had an average annual return of +6.06%, underperforming the benchmark SPY, which returned +11.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.07% | +20.69% | +1.54% | +17.57% | -23.10% | +11.01% | +17.84% | +27.46% | -12.91% | +28.87% | -3.09% | +3.72% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| -5.90% | +21.53% | +18.39% | -12.90% | +13.04% | +24.20% | -40.20% | +14.99% | +21.77% | +10.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.39% | +3.44% | -9.47% | +6.94% | +3.55% | +1.68% | -2.74% | +7.07% | |||||
| 2025 | +5.11% | +1.05% | -2.77% | +4.36% | +5.20% | +3.01% | -4.03% | +3.26% | +2.61% | +1.57% | -1.39% | +1.48% | +20.69% |
| 2024 | +0.29% | +4.56% | +2.19% | -4.73% | +4.98% | -0.60% | +1.04% | +3.97% | +0.17% | -6.33% | +0.27% | -3.57% | +1.54% |
| 2023 | +9.39% | -3.75% | +6.22% | +2.24% | -2.75% | +3.43% | +1.23% | -4.72% | -6.22% | -2.61% | +9.63% | +5.84% | +17.57% |
| 2022 | -9.46% | -3.90% | +0.31% | -8.34% | +0.32% | -8.12% | +8.17% | -7.54% | -9.87% | +5% | +13.96% | -3.34% | -23.10% |
| 2021 | -1.41% | -0.06% | +1.04% | +4.08% | +3.30% | +0.14% | +1.77% | +1.93% | -4.33% | +4.21% | -3.23% | +3.49% | +11.01% |
| 2020 | -1.29% | -7.15% | -10.27% | +6.92% | +6.36% | +3.41% | +3.98% | +4.25% | -0.23% | -3.98% | +11.41% | +5.33% | +17.84% |
| 2019 | +6.16% | +3.34% | +2.21% | +3.50% | -4.20% | +6.48% | -1.14% | -0.55% | +1.39% | +3.27% | +1.81% | +2.74% | +27.46% |
| 2018 | +4.49% | -4.55% | -0.19% | +0.58% | +0.11% | -1.46% | +2.37% | -0.56% | -0.18% | -9.29% | +0.74% | -5.05% | -12.91% |
| 2017 | +3.67% | +1.77% | +3.41% | +2.99% | +4.82% | -0.24% | +2.31% | +0.61% | +1.65% | +2.38% | +0.88% | +1.48% | +28.87% |
Drawdown analysis of EFG (ISHARES MSCI EAFE GROWTH ETF)
The maximum drawdown for the EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1296 trading sessions.
The current EFG drawdown is -3.51%.
Since Aug 5, 2005 EFG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.41% | Oct 31, 2007 | 339 | Mar 9, 2009 | 1296 | May 1, 2014 | 1635 |
| -35.76% | Sep 7, 2021 | 266 | Sep 27, 2022 | 662 | May 19, 2025 | 928 |
| -29.88% | Jan 17, 2020 | 44 | Mar 23, 2020 | 84 | Jul 22, 2020 | 128 |
| -20.72% | Jan 26, 2018 | 229 | Dec 24, 2018 | 216 | Nov 1, 2019 | 445 |
| -18.89% | May 21, 2015 | 183 | Feb 11, 2016 | 307 | May 2, 2017 | 490 |
| -16.38% | May 9, 2006 | 24 | Jun 13, 2006 | 119 | Nov 30, 2006 | 143 |
| -13.53% | Jul 3, 2014 | 73 | Oct 16, 2014 | 129 | Apr 23, 2015 | 202 |
| -12.78% | Feb 25, 2026 | 22 | Mar 27, 2026 | 45 | Jun 2, 2026 | 67 |
| -12.13% | Jul 12, 2007 | 25 | Aug 16, 2007 | 29 | Sep 27, 2007 | 54 |
| -7.80% | Feb 16, 2021 | 14 | Mar 8, 2021 | 27 | Apr 15, 2021 | 41 |
| -7.73% | Feb 26, 2007 | 5 | Mar 5, 2007 | 12 | Mar 21, 2007 | 17 |
| -7.08% | Oct 12, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -6.95% | Oct 27, 2025 | 18 | Nov 20, 2025 | 29 | Jan 5, 2026 | 47 |
| -5.44% | Jul 23, 2025 | 7 | Aug 1, 2025 | 28 | Sep 11, 2025 | 35 |
| -5.20% | Sep 29, 2005 | 15 | Oct 20, 2005 | 29 | Dec 1, 2005 | 44 |
| -5.15% | Jun 22, 2026 | 19 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -4.45% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -4.35% | Jan 27, 2026 | 7 | Feb 5, 2026 | 3 | Feb 10, 2026 | 10 |
| -4.33% | Jun 4, 2026 | 4 | Jun 10, 2026 | 3 | Jun 15, 2026 | 7 |
| -4.08% | Jun 4, 2007 | 3 | Jun 7, 2007 | 17 | Jul 2, 2007 | 20 |
| -4.07% | Sep 2, 2020 | 3 | Sep 8, 2020 | 23 | Oct 9, 2020 | 26 |
| -3.90% | Jan 8, 2021 | 14 | Jan 29, 2021 | 7 | Feb 9, 2021 | 21 |
| -3.79% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -3.71% | Feb 1, 2006 | 8 | Feb 13, 2006 | 20 | Mar 14, 2006 | 28 |
| -3.29% | Jun 15, 2021 | 23 | Jul 19, 2021 | 8 | Jul 29, 2021 | 31 |