Performance analysis of EFV (ISHARES MSCI EAFE VALUE ETF)
Annual Return
Over the past 3 years, EFV has had an average annual return of +21.26%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, EFV has had an average annual return of +14.14%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, EFV has had an average annual return of +10.40%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Aug 5, 2005, EFV has had an average annual return of +6.02%, underperforming the benchmark SPY, which returned +11.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.49% | +42.23% | +5.40% | +18.89% | -5.18% | +11.10% | -2.98% | +15.78% | -14.66% | +21.26% | +5.05% | -5.86% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| -6.80% | +21.84% | +18.82% | -12.42% | +4.47% | +28.35% | -41.66% | +4.23% | +30.34% | +10.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.50% | +5.87% | -6.78% | +4.36% | +1.35% | -0.08% | +3.14% | +13.49% | |||||
| 2025 | +4.56% | +4.44% | +2.86% | +3.43% | +4.40% | +1.92% | -0.23% | +5.73% | +1.30% | +0.90% | +2.67% | +3.95% | +42.23% |
| 2024 | -1.08% | +1.18% | +4.32% | -1.71% | +5.23% | -3.02% | +4.07% | +2.95% | +1.23% | -4.61% | -0.23% | -2.52% | +5.40% |
| 2023 | +8.20% | -2.20% | -0.04% | +3.48% | -5.22% | +5.65% | +4.31% | -3.21% | -0.97% | -3.47% | +6.95% | +5.10% | +18.89% |
| 2022 | +2.09% | -2.90% | +0.62% | -5.28% | +3.81% | -9.59% | +2.14% | -4.63% | -8.87% | +7.16% | +12.59% | -0.17% | -5.18% |
| 2021 | -0.57% | +4.93% | +3.51% | +1.81% | +3.89% | -2.41% | -0.27% | +0.66% | -2.14% | +2.23% | -5.87% | +5.45% | +11.10% |
| 2020 | -4.25% | -8.12% | -18.75% | +4.93% | +4.57% | +3.35% | -0.20% | +5.29% | -3.93% | -3.74% | +17.89% | +4.48% | -2.98% |
| 2019 | +6.50% | +1.75% | -0.25% | +2.48% | -6.21% | +5.34% | -2.76% | -3.47% | +4.99% | +3.46% | +0.47% | +3.28% | +15.78% |
| 2018 | +5.70% | -5.33% | -1.27% | +2.35% | -4.12% | -1.42% | +3.04% | -3.84% | +2.04% | -7.07% | +0.43% | -5.39% | -14.66% |
| 2017 | +2.86% | +0.35% | +3.14% | +2.17% | +2.14% | +0.77% | +3.08% | -0.53% | +3.01% | +0.71% | +0.74% | +1.08% | +21.26% |
Drawdown analysis of EFV (ISHARES MSCI EAFE VALUE ETF)
The maximum drawdown for the EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2164 trading sessions.
The current EFV drawdown is -0.10%.
Since Aug 5, 2005 EFV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.96% | Oct 31, 2007 | 339 | Mar 9, 2009 | 2164 | Oct 10, 2017 | 2503 |
| -43.16% | Jan 26, 2018 | 541 | Mar 23, 2020 | 283 | May 6, 2021 | 824 |
| -25.80% | Feb 9, 2022 | 158 | Sep 27, 2022 | 198 | Jul 13, 2023 | 356 |
| -14.78% | May 9, 2006 | 24 | Jun 13, 2006 | 85 | Oct 12, 2006 | 109 |
| -13.72% | Mar 19, 2025 | 14 | Apr 8, 2025 | 13 | Apr 28, 2025 | 27 |
| -12.12% | Jul 12, 2007 | 25 | Aug 16, 2007 | 51 | Oct 29, 2007 | 76 |
| -10.90% | Feb 25, 2026 | 17 | Mar 20, 2026 | 72 | Jul 6, 2026 | 89 |
| -9.39% | Jun 7, 2021 | 124 | Dec 1, 2021 | 29 | Jan 12, 2022 | 153 |
| -9.13% | Sep 26, 2024 | 59 | Dec 19, 2024 | 37 | Feb 14, 2025 | 96 |
| -8.78% | Jul 28, 2023 | 64 | Oct 27, 2023 | 24 | Dec 1, 2023 | 88 |
| -7.65% | Feb 26, 2007 | 5 | Mar 5, 2007 | 23 | Apr 5, 2007 | 28 |
| -6.57% | Jul 17, 2024 | 14 | Aug 6, 2024 | 9 | Aug 19, 2024 | 23 |
| -6.52% | Sep 29, 2005 | 16 | Oct 21, 2005 | 22 | Nov 22, 2005 | 38 |
| -5.14% | Nov 12, 2025 | 6 | Nov 20, 2025 | 13 | Dec 10, 2025 | 19 |
| -4.43% | May 17, 2024 | 19 | Jun 14, 2024 | 18 | Jul 12, 2024 | 37 |
| -4.35% | Jan 14, 2022 | 5 | Jan 24, 2022 | 12 | Feb 9, 2022 | 17 |
| -4.12% | Apr 9, 2024 | 5 | Apr 16, 2024 | 14 | May 6, 2024 | 19 |
| -3.96% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -3.69% | Jan 11, 2006 | 6 | Jan 20, 2006 | 6 | Jan 30, 2006 | 12 |
| -3.66% | Jan 8, 2024 | 25 | Feb 13, 2024 | 12 | Mar 1, 2024 | 37 |
| -3.63% | Jun 4, 2007 | 6 | Jun 12, 2007 | 15 | Jul 3, 2007 | 21 |
| -3.38% | Aug 11, 2005 | 13 | Aug 30, 2005 | 3 | Sep 2, 2005 | 16 |
| -3.05% | Aug 22, 2025 | 7 | Sep 3, 2025 | 22 | Oct 3, 2025 | 29 |
| -2.86% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -2.83% | Jan 3, 2007 | 5 | Jan 10, 2007 | 9 | Jan 24, 2007 | 14 |