Performance analysis of EPP (ISHARES MSCI PACIFIC EX JAPAN ETF)
Annual Return
Over the past 3 years, EPP has had an average annual return of +12.78%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, EPP has had an average annual return of +5.70%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, EPP has had an average annual return of +7.18%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 26, 2001, EPP has had an average annual return of +8.96%, underperforming the benchmark SPY, which returned +10.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.94% | +19.69% | +4.78% | +5.81% | -6.56% | +4.29% | +6.03% | +18.27% | -10.77% | +26.10% | +7.22% | -8.58% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -1.94% | +3.43% | +26.74% | -13.69% | +17.70% | +63.49% | -47.57% | +29.21% | +32.44% | +13.55% | +28.64% | +46.40% |
| 2002 | 2001 | ||||||||||
| -5.05% | +8.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.18% | +5.99% | -6.44% | +4.76% | -0.41% | -2.46% | +3.55% | +10.94% | |||||
| 2025 | +2.35% | -0.20% | -1.45% | +3.79% | +5.44% | +4.10% | -0.06% | +4.48% | +0.02% | -0.48% | -1.33% | +1.78% | +19.69% |
| 2024 | -4.38% | +1.64% | +1.47% | -2.64% | +5.23% | -0.35% | +1.93% | +4.04% | +7.11% | -5.79% | +3.48% | -6.01% | +4.78% |
| 2023 | +9.65% | -7.46% | +0.85% | +0.78% | -6.37% | +4.22% | +4.02% | -6.28% | -3.40% | -3.34% | +6.14% | +8.82% | +5.81% |
| 2022 | -4.59% | +2.35% | +5.53% | -6.66% | +0.76% | -7.66% | +4.01% | -3.65% | -10.09% | +1.09% | +16.13% | -1.30% | -6.56% |
| 2021 | +0.15% | +3.30% | +1.43% | +3.60% | +2.88% | -2.29% | -1.26% | +0.12% | -4.56% | +5.06% | -6.94% | +3.46% | +4.29% |
| 2020 | -3.15% | -6.02% | -19.53% | +8.08% | +1.34% | +8.53% | +1.53% | +5.18% | -4.43% | -0.81% | +13.79% | +5.74% | +6.03% |
| 2019 | +7.86% | +3.37% | +1.15% | +1.81% | -3.36% | +6.53% | -1.67% | -5.08% | +1.47% | +2.59% | +0.59% | +2.37% | +18.27% |
| 2018 | +3.64% | -3.71% | -2.60% | +1.44% | +0.85% | -1.37% | +1.89% | -1.90% | -1.24% | -8.24% | +3.43% | -2.90% | -10.77% |
| 2017 | +6.67% | +2.92% | +2.88% | +0.29% | -1.32% | +2.29% | +4.41% | +0.41% | -0.84% | +1% | +1.78% | +3.21% | +26.10% |
Drawdown analysis of EPP (ISHARES MSCI PACIFIC EX JAPAN ETF)
The maximum drawdown for the EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1040 trading sessions.
The current EPP drawdown is -1.58%.
Since Oct 26, 2001 EPP has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.01% | Oct 31, 2007 | 267 | Nov 20, 2008 | 1040 | Jan 10, 2013 | 1307 |
| -39.30% | Jan 16, 2020 | 45 | Mar 23, 2020 | 183 | Dec 10, 2020 | 228 |
| -30.42% | Sep 3, 2014 | 345 | Jan 15, 2016 | 376 | Jul 14, 2017 | 721 |
| -26.24% | Jun 4, 2021 | 344 | Oct 14, 2022 | 484 | Sep 19, 2024 | 828 |
| -19.29% | Oct 2, 2024 | 128 | Apr 8, 2025 | 33 | May 27, 2025 | 161 |
| -18.74% | May 22, 2002 | 97 | Oct 9, 2002 | 168 | Jun 11, 2003 | 265 |
| -17.80% | Jan 26, 2018 | 229 | Dec 24, 2018 | 127 | Jun 27, 2019 | 356 |
| -17.59% | Jul 23, 2007 | 18 | Aug 16, 2007 | 23 | Sep 19, 2007 | 41 |
| -17.21% | Apr 30, 2013 | 36 | Jun 20, 2013 | 86 | Oct 22, 2013 | 122 |
| -16.92% | Feb 17, 2004 | 63 | May 17, 2004 | 94 | Sep 30, 2004 | 157 |
| -15.01% | May 9, 2006 | 24 | Jun 13, 2006 | 94 | Oct 25, 2006 | 118 |
| -12.96% | Oct 22, 2013 | 70 | Feb 3, 2014 | 46 | Apr 9, 2014 | 116 |
| -10.37% | Jul 3, 2019 | 29 | Aug 14, 2019 | 104 | Jan 13, 2020 | 133 |
| -10.31% | Feb 26, 2007 | 5 | Mar 5, 2007 | 15 | Mar 26, 2007 | 20 |
| -8.79% | Feb 25, 2026 | 23 | Mar 30, 2026 | 26 | May 6, 2026 | 49 |
| -8.57% | Sep 29, 2005 | 15 | Oct 20, 2005 | 50 | Jan 3, 2006 | 65 |
| -7.96% | Mar 8, 2005 | 28 | Apr 18, 2005 | 43 | Jun 17, 2005 | 71 |
| -7.08% | Sep 11, 2025 | 50 | Nov 20, 2025 | 36 | Jan 14, 2026 | 86 |
| -6.82% | May 6, 2026 | 24 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -5.01% | Oct 12, 2007 | 5 | Oct 19, 2007 | 5 | Oct 26, 2007 | 10 |
| -4.98% | Jan 26, 2004 | 3 | Jan 29, 2004 | 9 | Feb 11, 2004 | 12 |
| -4.86% | Jan 21, 2021 | 6 | Jan 29, 2021 | 9 | Feb 11, 2021 | 15 |
| -4.78% | Jan 31, 2006 | 9 | Feb 13, 2006 | 34 | Apr 3, 2006 | 43 |
| -4.71% | Jun 17, 2005 | 13 | Jul 7, 2005 | 10 | Jul 21, 2005 | 23 |
| -4.66% | Dec 3, 2004 | 5 | Dec 10, 2004 | 7 | Dec 21, 2004 | 12 |