Performance analysis of EMXF (ISHARES ESG ADVANCED MSCI EM ETF)
Annual Return
Over the past 3 years, EMXF has had an average annual return of +22.27%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EMXF has had an average annual return of +7.68%, underperforming the benchmark SPY, which returned +14% annual.
Since Oct 13, 2020, EMXF has had an average annual return of +11.40%, underperforming the benchmark SPY, which returned +16.28% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +26.41% | +29.41% | +8.05% | +6.67% | -19.08% | +4.47% | +15.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.97% | +4.65% | -8.16% | +11.82% | +8.08% | +1.74% | +26.41% | ||||||
| 2025 | +2.11% | -0.37% | +0.86% | +1.02% | +5.19% | +6.84% | -0.34% | +1.63% | +4.25% | +3.78% | -1.10% | +2.50% | +29.41% |
| 2024 | -4.63% | +3.34% | +1.75% | -0.28% | +2.06% | +2.14% | +1.54% | +1.89% | +6.75% | -3.14% | -1.50% | -1.63% | +8.05% |
| 2023 | +8.56% | -7.52% | +2.50% | -0.95% | -1.93% | +4.95% | +6.61% | -7.30% | -3.44% | -2.34% | +5.28% | +3.63% | +6.67% |
| 2022 | -0.14% | -2.82% | -1.86% | -7.02% | +0.75% | -4.70% | -0.99% | -1.48% | -10.78% | -2.12% | +14.84% | -2.71% | -19.08% |
| 2021 | +3.82% | -0.03% | +0.43% | +1.28% | +3.03% | +2.24% | -5.40% | +3.16% | -4.39% | +1.44% | -2.05% | +1.33% | +4.47% |
| 2020 | -0.86% | +9.27% | +6.45% | +15.32% |
Drawdown analysis of EMXF (ISHARES ESG ADVANCED MSCI EM ETF)
The maximum drawdown for the EMXF was -33.10%, occurring on Oct 24, 2022. Recovery took 667 trading sessions.
Since Oct 13, 2020 EMXF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.10% | Feb 17, 2021 | 425 | Oct 24, 2022 | 667 | Jun 24, 2025 | 1092 |
| -12.53% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -5.67% | May 11, 2026 | 6 | May 19, 2026 | 4 | May 26, 2026 | 10 |
| -4.91% | Jan 21, 2021 | 6 | Jan 29, 2021 | 7 | Feb 9, 2021 | 13 |
| -4.78% | Nov 11, 2025 | 7 | Nov 20, 2025 | 26 | Dec 30, 2025 | 33 |
| -3.77% | Oct 8, 2025 | 2 | Oct 10, 2025 | 4 | Oct 16, 2025 | 6 |
| -3.22% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -3.13% | Oct 23, 2020 | 3 | Oct 28, 2020 | 5 | Nov 4, 2020 | 8 |
| -2.55% | Nov 24, 2020 | 3 | Nov 30, 2020 | 3 | Dec 3, 2020 | 6 |
| -2.50% | Aug 22, 2025 | 6 | Sep 2, 2025 | 6 | Sep 10, 2025 | 12 |
| -2.30% | Apr 17, 2026 | 4 | Apr 23, 2026 | 5 | Apr 30, 2026 | 9 |
| -2.22% | Jan 28, 2026 | 6 | Feb 5, 2026 | 1 | Feb 6, 2026 | 7 |
| -1.90% | Sep 17, 2025 | 7 | Sep 26, 2025 | 4 | Oct 2, 2025 | 11 |
| -1.82% | Oct 29, 2025 | 4 | Nov 4, 2025 | 5 | Nov 11, 2025 | 9 |
| -1.76% | Dec 17, 2020 | 3 | Dec 22, 2020 | 5 | Dec 30, 2020 | 8 |
| -1.71% | Jan 14, 2021 | 1 | Jan 15, 2021 | 2 | Jan 20, 2021 | 3 |
| -1.45% | Jul 3, 2025 | 1 | Jul 7, 2025 | 6 | Jul 15, 2025 | 7 |
| -1.40% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.17% | Jan 12, 2026 | 5 | Jan 20, 2026 | 1 | Jan 21, 2026 | 6 |
| -1.07% | Feb 11, 2026 | 1 | Feb 12, 2026 | 5 | Feb 20, 2026 | 6 |
| -1.00% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.98% | Feb 20, 2026 | 1 | Feb 23, 2026 | 1 | Feb 24, 2026 | 2 |
| -0.88% | Oct 20, 2025 | 2 | Oct 22, 2025 | 2 | Oct 24, 2025 | 4 |
| -0.70% | Oct 13, 2020 | 3 | Oct 16, 2020 | 5 | Oct 23, 2020 | 8 |
| -0.65% | Jan 6, 2026 | 2 | Jan 8, 2026 | 2 | Jan 12, 2026 | 4 |