Performance analysis of HEZU (ISHARES CURRENCY HEDGED MSCI EUROZONE ETF)
Annual Return
Over the past 3 years, HEZU has had an average annual return of +17.78%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HEZU has had an average annual return of +12.72%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, HEZU has had an average annual return of +12.05%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Aug 7, 2014, HEZU has had an average annual return of +10.82%, underperforming the benchmark SPY, which returned +14.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.46% | +25.91% | +10.64% | +22.98% | -9.47% | +23.49% | +0.50% | +29.48% | -10.24% | +14.27% | +6.70% | +7.59% |
| 2014 | |||||||||||
| +4% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.40% | +3.32% | -6.53% | +5.33% | +3.90% | +1.07% | +10.46% | ||||||
| 2025 | +7.23% | +4.06% | -2.55% | -0.05% | +5.52% | -0.17% | +0.79% | +0.73% | +3.39% | +2.24% | +0.42% | +2.06% | +25.91% |
| 2024 | +1.53% | +4.14% | +4.43% | -2.34% | +4.11% | -2.96% | +0.41% | +2.07% | +0.95% | -3.30% | +0.44% | +1.08% | +10.64% |
| 2023 | +11.08% | +1.07% | +1.15% | +1.77% | -1.93% | +3.88% | +1.80% | -2.88% | -3.21% | -2.67% | +8.46% | +3.40% | +22.98% |
| 2022 | -2.12% | -7.11% | -0% | -2.54% | +2.88% | -8.68% | +7.81% | -5.61% | -6.83% | +9.51% | +10.10% | -4.86% | -9.47% |
| 2021 | -0.93% | +4.01% | +6.53% | +2.13% | +3.12% | +1.05% | +0.96% | +2.53% | -3.38% | +4.80% | -3.44% | +4.44% | +23.49% |
| 2020 | -2.20% | -6.95% | -18.36% | +7.37% | +6.07% | +4.65% | -1.74% | +3.65% | -1.97% | -4.78% | +17.35% | +1.74% | +0.50% |
| 2019 | +6.90% | +4% | +1.81% | +5.31% | -5.85% | +5.60% | +0.10% | -0.40% | +3.41% | +1.88% | +2.29% | +1.69% | +29.48% |
| 2018 | +3.86% | -4.20% | -1.08% | +4.13% | -0.23% | -1.38% | +3.89% | -2.30% | -0.26% | -6.10% | +0.04% | -6.39% | -10.24% |
| 2017 | -0.23% | +2.18% | +5.75% | +2.41% | +1.94% | -2.11% | -0.09% | -0.07% | +4.48% | +2.66% | -2.17% | -1.00% | +14.27% |
Drawdown analysis of HEZU (ISHARES CURRENCY HEDGED MSCI EUROZONE ETF)
The maximum drawdown for the HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 207 trading sessions.
Since Aug 7, 2014 HEZU has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.80% | Feb 19, 2020 | 18 | Mar 16, 2020 | 207 | Jan 8, 2021 | 225 |
| -26.18% | Apr 10, 2015 | 212 | Feb 11, 2016 | 283 | Mar 28, 2017 | 495 |
| -22.76% | Nov 16, 2021 | 219 | Sep 30, 2022 | 93 | Feb 14, 2023 | 312 |
| -17.41% | Jan 22, 2018 | 233 | Dec 24, 2018 | 78 | Apr 17, 2019 | 311 |
| -14.83% | Mar 19, 2025 | 14 | Apr 8, 2025 | 23 | May 12, 2025 | 37 |
| -12.51% | Sep 5, 2014 | 29 | Oct 16, 2014 | 33 | Dec 3, 2014 | 62 |
| -10.95% | Feb 25, 2026 | 17 | Mar 20, 2026 | 32 | May 6, 2026 | 49 |
| -10.36% | Jul 28, 2023 | 64 | Oct 27, 2023 | 26 | Dec 5, 2023 | 90 |
| -9.62% | May 15, 2024 | 55 | Aug 5, 2024 | 38 | Sep 27, 2024 | 93 |
| -7.71% | Dec 5, 2014 | 7 | Dec 16, 2014 | 22 | Jan 20, 2015 | 29 |
| -7.66% | Jul 24, 2019 | 16 | Aug 15, 2019 | 19 | Sep 12, 2019 | 35 |
| -6.28% | Mar 3, 2023 | 10 | Mar 17, 2023 | 15 | Apr 10, 2023 | 25 |
| -5.85% | Apr 30, 2019 | 22 | May 31, 2019 | 21 | Jul 1, 2019 | 43 |
| -5.19% | Nov 12, 2025 | 6 | Nov 20, 2025 | 14 | Dec 11, 2025 | 20 |
| -5.11% | Sep 27, 2024 | 33 | Nov 13, 2024 | 41 | Jan 15, 2025 | 74 |
| -5.01% | May 5, 2017 | 68 | Aug 11, 2017 | 34 | Sep 29, 2017 | 102 |
| -4.88% | Aug 13, 2021 | 35 | Oct 4, 2021 | 19 | Oct 29, 2021 | 54 |
| -4.60% | Jan 8, 2021 | 14 | Jan 29, 2021 | 6 | Feb 8, 2021 | 20 |
| -4.38% | Jun 15, 2021 | 23 | Jul 19, 2021 | 8 | Jul 29, 2021 | 31 |
| -4.28% | Jan 17, 2020 | 9 | Jan 31, 2020 | 4 | Feb 6, 2020 | 13 |
| -3.84% | Sep 13, 2019 | 13 | Oct 2, 2019 | 9 | Oct 15, 2019 | 22 |
| -3.82% | Apr 1, 2024 | 12 | Apr 17, 2024 | 15 | May 8, 2024 | 27 |
| -3.81% | Jul 9, 2025 | 17 | Aug 1, 2025 | 8 | Aug 13, 2025 | 25 |
| -3.73% | Nov 2, 2017 | 9 | Nov 15, 2017 | 36 | Jan 9, 2018 | 45 |
| -3.50% | Jun 30, 2023 | 3 | Jul 6, 2023 | 5 | Jul 13, 2023 | 8 |