Performance analysis of EPU (ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF)
Annual Return
Over the past 3 years, EPU has had an average annual return of +47.21%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EPU has had an average annual return of +26.15%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, EPU has had an average annual return of +14.52%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 22, 2009, EPU has had an average annual return of +10.66%, underperforming the benchmark SPY, which returned +15.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.11% | +86.84% | +21.78% | +25.35% | +2.13% | -11.83% | -4.31% | +7.31% | -12.15% | +29.69% | +64.01% | -35.88% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| -3.56% | -25.43% | +24.16% | -21.80% | +57.70% | +34.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +19.70% | +8.36% | -13.99% | -1.66% | +8.06% | +0.48% | +19.11% | ||||||
| 2025 | +1.69% | +1.64% | +7.20% | +1% | +5.21% | +6.14% | +0.12% | +10.59% | +14.31% | +2.08% | +2.69% | +12.68% | +86.84% |
| 2024 | -2.08% | +4.41% | +11.44% | +4.26% | +7.37% | -6.00% | +2.21% | -1.07% | +6.15% | +0.93% | -2.16% | -4.16% | +21.78% |
| 2023 | +8.44% | -6.60% | +4.96% | +1.77% | -5.13% | +6.63% | +10.44% | -5.38% | -5.78% | -4.40% | +6.14% | +14.63% | +25.35% |
| 2022 | +11.17% | +5.80% | +6.77% | -14.11% | -3.10% | -14.53% | +1.45% | -1.74% | -3.53% | +7.04% | +12.98% | -1.70% | +2.13% |
| 2021 | -1.04% | +8.02% | -8.29% | -6.67% | +3.72% | -10.95% | -7.61% | +0.11% | -1.92% | +13.87% | -4.60% | +5.88% | -11.83% |
| 2020 | -7.04% | -9.29% | -26.12% | +9.53% | +7.99% | +5.88% | +7.31% | +3.22% | -6.32% | -0.69% | +14.01% | +4.40% | -4.31% |
| 2019 | +6.36% | +2.49% | +1.53% | -2.95% | -8.18% | +7.78% | -3.16% | -5.60% | +3.54% | +0.86% | -2.86% | +8.87% | +7.31% |
| 2018 | +5.57% | -3.10% | +1.55% | +2.80% | -3.70% | -5.97% | +3.49% | -9.01% | -0.10% | -5.61% | +1.26% | +1.04% | -12.15% |
| 2017 | +6.83% | -2.28% | -0.47% | -2.11% | +3.05% | +0.32% | +4.96% | +5.32% | +3.61% | +7.84% | -1.86% | +1.76% | +29.69% |
Drawdown analysis of EPU (ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF)
The maximum drawdown for the EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 508 trading sessions.
The current EPU drawdown is -8.16%.
Since Jun 22, 2009 EPU has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.62% | Jan 17, 2013 | 755 | Jan 19, 2016 | 508 | Jan 24, 2018 | 1263 |
| -50.96% | Apr 19, 2018 | 484 | Mar 23, 2020 | 997 | Mar 8, 2024 | 1481 |
| -31.96% | Dec 7, 2010 | 208 | Oct 4, 2011 | 320 | Jan 14, 2013 | 528 |
| -20.85% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -17.30% | Jan 11, 2010 | 19 | Feb 8, 2010 | 121 | Aug 2, 2010 | 140 |
| -14.82% | Mar 25, 2025 | 10 | Apr 8, 2025 | 19 | May 6, 2025 | 29 |
| -12.39% | May 20, 2024 | 52 | Aug 5, 2024 | 37 | Sep 26, 2024 | 89 |
| -9.88% | Oct 28, 2024 | 43 | Dec 30, 2024 | 51 | Mar 17, 2025 | 94 |
| -9.75% | Oct 22, 2009 | 6 | Oct 30, 2009 | 45 | Jan 6, 2010 | 51 |
| -9.28% | Jan 26, 2018 | 9 | Feb 8, 2018 | 47 | Apr 18, 2018 | 56 |
| -8.27% | Jan 29, 2026 | 12 | Feb 17, 2026 | 6 | Feb 25, 2026 | 18 |
| -7.82% | Oct 16, 2025 | 25 | Nov 20, 2025 | 6 | Dec 1, 2025 | 31 |
| -7.19% | Jul 1, 2009 | 4 | Jul 8, 2009 | 8 | Jul 20, 2009 | 12 |
| -5.96% | Nov 8, 2010 | 6 | Nov 16, 2010 | 11 | Dec 2, 2010 | 17 |
| -4.88% | Oct 14, 2010 | 3 | Oct 19, 2010 | 10 | Nov 2, 2010 | 13 |
| -4.74% | Aug 4, 2009 | 9 | Aug 17, 2009 | 15 | Sep 8, 2009 | 24 |
| -4.59% | Jul 23, 2025 | 5 | Jul 30, 2025 | 6 | Aug 7, 2025 | 11 |
| -4.12% | Oct 8, 2025 | 2 | Oct 10, 2025 | 3 | Oct 15, 2025 | 5 |
| -4.11% | Jul 3, 2025 | 8 | Jul 16, 2025 | 5 | Jul 23, 2025 | 13 |
| -3.84% | Sep 22, 2009 | 8 | Oct 2, 2009 | 2 | Oct 6, 2009 | 10 |
| -3.74% | Apr 11, 2024 | 3 | Apr 16, 2024 | 8 | Apr 26, 2024 | 11 |
| -3.66% | Sep 26, 2024 | 8 | Oct 8, 2024 | 8 | Oct 18, 2024 | 16 |
| -3.63% | Jul 27, 2009 | 2 | Jul 29, 2009 | 3 | Aug 3, 2009 | 5 |
| -2.95% | Aug 4, 2010 | 5 | Aug 11, 2010 | 4 | Aug 17, 2010 | 9 |
| -2.66% | Apr 29, 2024 | 2 | May 1, 2024 | 6 | May 9, 2024 | 8 |