Performance analysis of HSCZ (ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF)
Annual Return
Over the past 3 years, HSCZ has had an average annual return of +18.69%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HSCZ has had an average annual return of +10.99%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, HSCZ has had an average annual return of +11.63%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jul 14, 2015, HSCZ has had an average annual return of +10.59%, underperforming the benchmark SPY, which returned +14.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.57% | +25.73% | +12.89% | +17.02% | -11.43% | +17.73% | +6.40% | +27.89% | -13.92% | +24.52% | +6.87% | +0.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.82% | +5.16% | -6.61% | +5.05% | +4.24% | -0.98% | +10.57% | ||||||
| 2025 | +2.42% | -1.00% | -0.79% | +1.05% | +5.88% | +3.18% | +2.96% | +2.52% | +1.70% | +1.90% | +1.84% | +1.64% | +25.73% |
| 2024 | +0.23% | +2.76% | +4.37% | -0.89% | +4.03% | -1.66% | +2.59% | -0.38% | +1.43% | -2.19% | +1.52% | +0.64% | +12.89% |
| 2023 | +7.06% | +0.28% | -1.21% | +2.61% | -1.79% | +3.13% | +2.90% | -1.09% | -2.16% | -3.50% | +5.97% | +4.25% | +17.02% |
| 2022 | -5.05% | -2.94% | +1.39% | -1.95% | -0.30% | -6.87% | +6.55% | -2.57% | -7.09% | +4.88% | +6.16% | -3.06% | -11.43% |
| 2021 | +0.59% | +3.61% | +4.71% | +1.95% | +1.31% | +0.33% | +1.56% | +3.30% | -2.62% | +2.23% | -3.90% | +3.73% | +17.73% |
| 2020 | -2.69% | -8.23% | -16.74% | +9.69% | +8.09% | +1.10% | -1.47% | +6.54% | +1.48% | -3.46% | +10.55% | +4.98% | +6.40% |
| 2019 | +7.75% | +3.31% | +1.18% | +4.04% | -5.65% | +3.27% | +1.10% | -1.71% | +3.45% | +2.60% | +3.48% | +2.63% | +27.89% |
| 2018 | +1.63% | -1.47% | -2.42% | +4% | +0.38% | -0.95% | +1.38% | -0.37% | -0.05% | -8.00% | -0.49% | -7.82% | -13.92% |
| 2017 | +0.85% | +2.95% | +2.11% | +3.08% | +2.57% | -0.14% | +0.78% | +1.22% | +3.42% | +3.21% | -0.08% | +2.26% | +24.52% |
Drawdown analysis of HSCZ (ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF)
The maximum drawdown for the HSCZ was -34.89%, occurring on Mar 16, 2020. Recovery took 176 trading sessions.
The current HSCZ drawdown is -0.98%.
Since Jul 14, 2015 HSCZ has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.89% | Feb 12, 2020 | 22 | Mar 16, 2020 | 176 | Nov 23, 2020 | 198 |
| -20.59% | May 22, 2018 | 149 | Dec 24, 2018 | 216 | Nov 1, 2019 | 365 |
| -20.10% | Sep 7, 2021 | 268 | Sep 29, 2022 | 307 | Dec 19, 2023 | 575 |
| -17.04% | Jul 20, 2015 | 143 | Feb 11, 2016 | 166 | Oct 7, 2016 | 309 |
| -12.81% | Mar 19, 2025 | 14 | Apr 8, 2025 | 21 | May 8, 2025 | 35 |
| -9.83% | Jul 16, 2024 | 14 | Aug 5, 2024 | 37 | Sep 26, 2024 | 51 |
| -9.61% | Feb 27, 2026 | 15 | Mar 20, 2026 | 19 | Apr 17, 2026 | 34 |
| -7.83% | Jan 23, 2018 | 12 | Feb 8, 2018 | 63 | May 10, 2018 | 75 |
| -4.25% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -3.96% | Apr 16, 2021 | 18 | May 12, 2021 | 13 | Jun 1, 2021 | 31 |
| -3.64% | Feb 18, 2025 | 15 | Mar 11, 2025 | 4 | Mar 17, 2025 | 19 |
| -3.53% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -3.48% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -3.37% | Apr 17, 2026 | 8 | Apr 29, 2026 | 8 | May 11, 2026 | 16 |
| -3.16% | Nov 8, 2017 | 5 | Nov 15, 2017 | 22 | Dec 18, 2017 | 27 |
| -3.06% | Dec 11, 2024 | 5 | Dec 18, 2024 | 20 | Jan 21, 2025 | 25 |
| -2.97% | Oct 24, 2016 | 14 | Nov 11, 2016 | 12 | Nov 30, 2016 | 26 |
| -2.96% | Sep 26, 2024 | 25 | Oct 31, 2024 | 28 | Dec 11, 2024 | 53 |
| -2.85% | May 31, 2024 | 10 | Jun 14, 2024 | 16 | Jul 10, 2024 | 26 |
| -2.82% | Mar 27, 2024 | 14 | Apr 17, 2024 | 13 | May 6, 2024 | 27 |
| -2.73% | Jan 20, 2021 | 7 | Jan 29, 2021 | 2 | Feb 2, 2021 | 9 |
| -2.72% | Feb 16, 2021 | 8 | Feb 26, 2021 | 9 | Mar 11, 2021 | 17 |
| -2.44% | Jun 14, 2021 | 4 | Jun 18, 2021 | 15 | Jul 12, 2021 | 19 |
| -2.28% | Oct 9, 2025 | 1 | Oct 10, 2025 | 9 | Oct 23, 2025 | 10 |
| -2.27% | Aug 7, 2017 | 4 | Aug 11, 2017 | 15 | Sep 1, 2017 | 19 |