Performance analysis of HEFA (ISHARES CURRENCY HEDGED MSCI EAFE ETF)
Annual Return
Over the past 3 years, HEFA has had an average annual return of +18.52%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HEFA has had an average annual return of +13.73%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, HEFA has had an average annual return of +12.66%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 14, 2014, HEFA has had an average annual return of +10.69%, underperforming the benchmark SPY, which returned +14.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.74% | +24.54% | +13.72% | +20.33% | -4.79% | +19.58% | +2.07% | +27.54% | -9.30% | +16.68% | +6.40% | +4.35% |
| 2014 | |||||||||||
| +6.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.50% | +5.19% | -5.63% | +3.73% | +3.29% | +0.59% | +10.74% | ||||||
| 2025 | +4.75% | +2.06% | -2.32% | -0.52% | +4.62% | +0.50% | +1.38% | +2.41% | +2.23% | +3.51% | +0.71% | +3.05% | +24.54% |
| 2024 | +2.19% | +3.95% | +4.21% | -1.23% | +3.71% | -0.49% | +0.50% | +1.08% | -0.25% | -1.86% | +1.24% | +0.10% | +13.72% |
| 2023 | +7.67% | +0.24% | +1.13% | +2.65% | -1.42% | +3.96% | +1.69% | -1.90% | -0.89% | -2.29% | +5.41% | +2.92% | +20.33% |
| 2022 | -2.66% | -3.43% | +2.20% | -1.74% | +1.20% | -5.72% | +5.51% | -3.05% | -5.83% | +6.12% | +7.47% | -3.77% | -4.79% |
| 2021 | +0.07% | +2.79% | +5.20% | +1.25% | +2.46% | +1.28% | +0.29% | +2.05% | -1.63% | +3.05% | -2.88% | +4.39% | +19.58% |
| 2020 | -1.87% | -6.91% | -13.16% | +5.61% | +5.09% | +2.71% | -1.86% | +3.59% | -0.51% | -3.49% | +12.34% | +2.92% | +2.07% |
| 2019 | +6.20% | +3.53% | +1.73% | +3.50% | -4.72% | +4.74% | +0.71% | -2.01% | +3.85% | +1.64% | +2.33% | +3.55% | +27.54% |
| 2018 | +1.45% | -3.71% | -0.97% | +3.76% | -0.10% | -0.54% | +3.15% | -1.44% | +1.46% | -6.35% | +0.54% | -6.36% | -9.30% |
| 2017 | +0.46% | +2.17% | +2.65% | +1.31% | +2.37% | -0.43% | +0.49% | -0% | +2.96% | +3.17% | -0.50% | +0.97% | +16.68% |
Drawdown analysis of HEFA (ISHARES CURRENCY HEDGED MSCI EAFE ETF)
The maximum drawdown for the HEFA was -32.38%, occurring on Mar 16, 2020. Recovery took 204 trading sessions.
Since Feb 14, 2014 HEFA has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.38% | Feb 12, 2020 | 22 | Mar 16, 2020 | 204 | Jan 5, 2021 | 226 |
| -23.14% | May 27, 2015 | 180 | Feb 11, 2016 | 264 | Mar 1, 2017 | 444 |
| -15.43% | Jan 23, 2018 | 232 | Dec 24, 2018 | 75 | Apr 12, 2019 | 307 |
| -14.77% | Jan 4, 2022 | 186 | Sep 30, 2022 | 77 | Jan 23, 2023 | 263 |
| -14.28% | Feb 18, 2025 | 35 | Apr 8, 2025 | 23 | May 12, 2025 | 58 |
| -9.79% | Jul 12, 2024 | 16 | Aug 5, 2024 | 49 | Oct 14, 2024 | 65 |
| -9.52% | Feb 25, 2026 | 17 | Mar 20, 2026 | 43 | May 21, 2026 | 60 |
| -9.49% | Sep 4, 2014 | 29 | Oct 15, 2014 | 24 | Nov 18, 2014 | 53 |
| -7.49% | Dec 5, 2014 | 6 | Dec 15, 2014 | 27 | Jan 26, 2015 | 33 |
| -6.87% | Jul 3, 2019 | 29 | Aug 14, 2019 | 20 | Sep 12, 2019 | 49 |
| -6.78% | Jul 31, 2023 | 63 | Oct 27, 2023 | 19 | Nov 24, 2023 | 82 |
| -5.83% | Mar 3, 2023 | 10 | Mar 17, 2023 | 15 | Apr 10, 2023 | 25 |
| -5.59% | Nov 16, 2021 | 10 | Dec 1, 2021 | 22 | Jan 3, 2022 | 32 |
| -4.97% | Apr 29, 2019 | 23 | May 31, 2019 | 21 | Jul 1, 2019 | 44 |
| -4.84% | Jun 19, 2014 | 35 | Aug 8, 2014 | 18 | Sep 4, 2014 | 53 |
| -4.54% | Nov 12, 2025 | 6 | Nov 20, 2025 | 9 | Dec 4, 2025 | 15 |
| -4.41% | Sep 7, 2021 | 19 | Oct 4, 2021 | 20 | Nov 1, 2021 | 39 |
| -4.37% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -4.24% | Apr 10, 2015 | 19 | May 7, 2015 | 13 | May 27, 2015 | 32 |
| -3.73% | Mar 6, 2014 | 10 | Mar 20, 2014 | 10 | Apr 3, 2014 | 20 |
| -3.66% | Jan 8, 2021 | 14 | Jan 29, 2021 | 6 | Feb 8, 2021 | 20 |
| -3.44% | Jun 16, 2021 | 22 | Jul 19, 2021 | 11 | Aug 3, 2021 | 33 |
| -3.33% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -3.28% | Dec 11, 2024 | 7 | Dec 20, 2024 | 17 | Jan 17, 2025 | 24 |
| -3.28% | Apr 4, 2014 | 6 | Apr 14, 2014 | 20 | May 13, 2014 | 26 |