Performance analysis of HEWU (iShares Currency Hedged MSCI United Kingdom ETF)
Annual Return
Over the past 3 years, HEWU has had an average annual return of -0.95%, outperforming the benchmark SPY, which returned -1.98% annual.
Over the past 5 years, HEWU has had an average annual return of +7.59%, outperforming the benchmark SPY, which returned +0.91% annual.
Over the past 10 years, HEWU has had an average annual return of +7.01%, underperforming the benchmark SPY, which returned +11.54% annual.
Since Jul 9, 2015, HEWU has had an average annual return of +5.85%, underperforming the benchmark SPY, which returned +10.85% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.67% | +8.99% | +19.39% | -13.20% | +18.91% | -8.20% | +12.09% | +17.79% | -3.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +4.11% | +1.73% | -2.57% | +3.43% | -4.95% | +1.25% | +1.96% | -2.51% | +2.50% | -1.89% | +2.67% | ||
| 2022 | +2.93% | -0.94% | +2.69% | +0.46% | +2.56% | -4.85% | +3.15% | -1.67% | -5.44% | +4.46% | +7.45% | -1.36% | +8.99% |
| 2021 | -0.58% | +2.19% | +4.09% | +3.56% | +1.38% | +0.77% | -0.10% | +1.85% | -0.32% | +2.86% | -2.21% | +4.61% | +19.39% |
| 2020 | -3.87% | -7.77% | -14.96% | +4.59% | +4.04% | +1.35% | -5.28% | +0.81% | -0.91% | -5.14% | +13.21% | +2.74% | -13.20% |
| 2019 | +4.64% | +2.40% | +3.34% | +2.34% | -3.02% | +4.34% | +1.84% | -3.54% | +2.51% | -1.70% | +1.57% | +3.14% | +18.91% |
| 2018 | -1.53% | -3.55% | -1.72% | +6.55% | +2.94% | -0.52% | +2.13% | -3.20% | +0.96% | -4.19% | -1.26% | -4.55% | -8.20% |
| 2017 | +0.57% | +2.64% | +1.41% | -1.73% | +4.98% | -2.46% | +1.09% | +1.40% | -1.42% | +2.30% | -1.83% | +4.85% | +12.09% |
Drawdown analysis of HEWU (iShares Currency Hedged MSCI United Kingdom ETF)
The maximum drawdown for the HEWU was -33.11%, occurring on Mar 16, 2020. Recovery took 412 trading sessions.
The current HEWU drawdown is -4.41%.
Since Jul 9, 2015 HEWU has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.11% | Jan 17, 2020 | 39 | Mar 16, 2020 | 412 | Nov 1, 2021 | 451 |
| -16.98% | Jul 16, 2015 | 145 | Feb 11, 2016 | 98 | Jul 1, 2016 | 243 |
| -14.28% | May 22, 2018 | 149 | Dec 24, 2018 | 79 | Apr 18, 2019 | 228 |
| -10.07% | Jan 12, 2018 | 48 | Mar 23, 2018 | 32 | May 9, 2018 | 80 |
| -9.26% | Jun 7, 2022 | 80 | Sep 30, 2022 | 39 | Nov 25, 2022 | 119 |
| -8.23% | Feb 9, 2022 | 17 | Mar 7, 2022 | 14 | Mar 25, 2022 | 31 |
| -8.14% | Feb 17, 2023 | 96 | Jul 10, 2023 | Ongoing | Ongoing | Ongoing |
| -7.73% | Jul 29, 2019 | 19 | Aug 23, 2019 | 81 | Dec 18, 2019 | 100 |
| -6.42% | Oct 10, 2016 | 19 | Nov 4, 2016 | 35 | Dec 27, 2016 | 54 |
| -4.74% | Apr 8, 2022 | 20 | May 9, 2022 | 13 | May 26, 2022 | 33 |
| -4.34% | Apr 23, 2019 | 14 | May 13, 2019 | 25 | Jun 18, 2019 | 39 |
| -4.25% | Mar 17, 2017 | 22 | Apr 19, 2017 | 17 | May 12, 2017 | 39 |
| -4.16% | Nov 11, 2021 | 13 | Dec 1, 2021 | 5 | Dec 8, 2021 | 18 |
| -3.93% | Aug 15, 2016 | 21 | Sep 14, 2016 | 13 | Oct 3, 2016 | 34 |
| -3.61% | Jun 2, 2017 | 73 | Sep 15, 2017 | 14 | Oct 5, 2017 | 87 |
| -2.97% | Nov 30, 2022 | 12 | Dec 16, 2022 | 10 | Jan 3, 2023 | 22 |
| -2.84% | Nov 6, 2017 | 17 | Nov 30, 2017 | 12 | Dec 18, 2017 | 29 |
| -2.66% | Jan 12, 2017 | 13 | Feb 1, 2017 | 12 | Feb 17, 2017 | 25 |
| -2.63% | Jan 19, 2022 | 3 | Jan 24, 2022 | 7 | Feb 2, 2022 | 10 |
| -1.72% | Jul 3, 2019 | 15 | Jul 25, 2019 | 2 | Jul 29, 2019 | 17 |
| -1.64% | Dec 8, 2021 | 4 | Dec 14, 2021 | 6 | Dec 22, 2021 | 10 |
| -1.37% | Jul 1, 2016 | 2 | Jul 6, 2016 | 3 | Jul 11, 2016 | 5 |
| -1.35% | Jul 27, 2016 | 5 | Aug 3, 2016 | 1 | Aug 4, 2016 | 6 |
| -1.30% | Jan 13, 2023 | 6 | Jan 24, 2023 | 8 | Feb 3, 2023 | 14 |
| -1.27% | Dec 27, 2021 | 4 | Dec 31, 2021 | 1 | Jan 3, 2022 | 5 |