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Performance analysis of EPHE (ISHARES MSCI PHILIPPINES ETF)

Annual Return

Over the past 3 years, EPHE has had an average annual return of +0.24%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, EPHE has had an average annual return of -3.12%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, EPHE has had an average annual return of -3.20%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Sep 29, 2010, EPHE has had an average annual return of +1.01%, underperforming the benchmark SPY, which returned +14.78% annual.

202620252024202320222021202020192018201720162015
-1.12%+1.55%-1.39%+1.27%-15.86%-2.22%-3.94%+8.50%-17.50%+20.20%-3.29%-10.85%
20142013201220112010
+22.09%-7.66%+47.94%-4.46%+0.02%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.21%+7.47%-11.03%-2.54%-1.40%+3.27%-1.12%
2025-6.83%+2.92%+5.42%+6.28%+1.31%+0.74%-6.27%+2.88%-5.01%-1.17%+2.69%-0.36%+1.55%
2024+1.88%+3.70%+0.62%-6.77%-4.89%+0.11%+4.42%+9.24%+5.69%-6.04%-6.21%-1.65%-1.39%
2023+7.37%-6.08%+2.09%+0.22%-5.48%+3.19%+3.95%-10.12%+2.38%-6.19%+7.23%+4.57%+1.27%
2022+1.99%+2.11%-5.61%-7.30%+1.87%-12.57%+2.20%+0.96%-15.69%+8.48%+11.77%-1.72%-15.86%
2021-8.44%+0.84%-3.22%-1.06%+6.50%+1.17%-9.60%+7.47%-1.03%+6.45%+0.95%-0.67%-2.22%
2020-9.15%-6.28%-21.15%+4.74%+4.02%+7.80%-3.68%+2.48%+0.11%+5.64%+9.61%+6.47%-3.94%
2019+9.38%-3.82%+2.27%+1.87%+0.72%+1.89%-0.98%-2.33%-2.87%+4.87%-3.19%+1.16%+8.50%
2018-1.83%-5.06%-3.43%-3.24%-3.79%-6.94%+8.62%+0.49%-8.69%-0.37%+6.58%-0.03%-17.50%
2017+5.73%-3.04%+2.77%+4.92%+1.59%-1.28%+1.65%-1.78%+3.35%+0.11%-1.08%+6.11%+20.20%

Drawdown analysis of EPHE (ISHARES MSCI PHILIPPINES ETF)

The maximum drawdown for the EPHE was -53.82%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current EPHE drawdown is -34.59%.

Since Sep 29, 2010 EPHE has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-53.82%Apr 10, 20151243Mar 18, 2020OngoingOngoingOngoing
-31.78%May 15, 201373Aug 28, 2013401Apr 2, 2015474
-22.95%Nov 4, 2010229Oct 3, 201185Feb 3, 2012314
-10.93%May 3, 20129May 16, 201232Jul 2, 201241
-7.07%Jul 3, 201238Aug 27, 201213Sep 14, 201251
-6.88%Mar 11, 20136Mar 19, 20136Mar 27, 201312
-4.29%Mar 19, 201215Apr 10, 20125Apr 17, 201220
-4.04%Feb 22, 20124Feb 28, 20123Mar 2, 20127
-3.99%Dec 11, 20125Dec 18, 20129Jan 2, 201314
-3.59%Mar 28, 201313Apr 17, 20133Apr 22, 201316
-3.40%Oct 7, 20108Oct 19, 20104Oct 25, 201012
-2.74%Mar 5, 20121Mar 6, 20122Mar 8, 20123
-2.71%Feb 8, 20125Feb 15, 20124Feb 22, 20129
-2.61%Oct 17, 20125Oct 24, 20127Nov 6, 201212
-2.50%Sep 14, 20128Sep 26, 20124Oct 2, 201212
-2.10%Nov 6, 20126Nov 14, 20123Nov 19, 20129
-2.02%Oct 4, 20124Oct 10, 20124Oct 16, 20128
-1.77%Apr 22, 20132Apr 24, 20134Apr 30, 20136
-1.60%Apr 17, 20124Apr 23, 20123Apr 26, 20127
-1.37%Feb 28, 20132Mar 4, 20132Mar 6, 20134
-1.36%May 3, 20132May 7, 20135May 14, 20137
-1.10%Feb 3, 20122Feb 7, 20121Feb 8, 20123
-0.92%Oct 25, 20103Oct 28, 20101Oct 29, 20104
-0.88%Feb 19, 20132Feb 21, 20134Feb 27, 20136
-0.83%Dec 4, 20121Dec 5, 20121Dec 6, 20122