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Performance analysis of IEFA (ISHARES CORE MSCI EAFE ETF)

Annual Return

Over the past 3 years, IEFA has had an average annual return of +15.77%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, IEFA has had an average annual return of +8.87%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, IEFA has had an average annual return of +9.50%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Oct 24, 2012, IEFA has had an average annual return of +8.44%, underperforming the benchmark SPY, which returned +14.88% annual.

202620252024202320222021202020192018201720162015
+10.10%+32.08%+3.29%+17.99%-15.21%+11.65%+8.17%+22.62%-14.13%+26.58%+1.59%+0.73%
201420132012
-6.33%+22.43%+7.32%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+5.13%+4.54%-7.92%+5.53%+2.60%+0.14%+0.35%+10.10%
2025+4.69%+2.45%+0.36%+4.05%+4.89%+2.93%-1.93%+4.45%+2.10%+0.89%+0.85%+2.65%+32.08%
2024-0.68%+2.76%+3.37%-3.26%+5.08%-2.00%+2.95%+3.22%+1.12%-5.47%-0.18%-3.07%+3.29%
2023+8.81%-3.04%+2.80%+2.87%-3.98%+4.21%+3.04%-3.79%-3.83%-3.09%+8.33%+5.61%+17.99%
2022-4.06%-3.24%+0.31%-6.76%+1.68%-8.79%+5.43%-6.06%-9.64%+5.79%+13.16%-1.72%-15.21%
2021-0.74%+2.55%+2.45%+3.14%+3.35%-1.14%+0.92%+1.59%-3.26%+3.05%-4.61%+4.22%+11.65%
2020-2.74%-7.90%-14.63%+6.29%+5.66%+3.27%+2.10%+5.26%-1.87%-3.52%+13.90%+5.25%+8.17%
2019+6.69%+2.75%+0.79%+2.95%-5.07%+5.45%-1.67%-1.72%+2.93%+3.53%+0.93%+3.60%+22.62%
2018+5.21%-4.88%-0.39%+1.16%-1.52%-1.71%+2.45%-1.86%+0.58%-8.27%+0.34%-5.48%-14.13%
2017+3.37%+1.30%+3.18%+2.71%+3.53%+0.39%+2.80%+0.11%+2.39%+1.69%+0.89%+1.52%+26.58%

Drawdown analysis of IEFA (ISHARES CORE MSCI EAFE ETF)

The maximum drawdown for the IEFA was -34.78%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current IEFA drawdown is -1.41%.

Since Oct 24, 2012 IEFA has experienced the following drawdowns:

  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-34.78%Jan 26, 2018541Mar 23, 2020166Nov 16, 2020707
-30.37%Sep 3, 2021267Sep 27, 2022358Mar 1, 2024625
-22.07%May 15, 2015187Feb 11, 2016302Apr 25, 2017489
-14.43%Jul 3, 2014128Jan 6, 201589May 14, 2015217
-13.76%Mar 19, 202514Apr 8, 202514Apr 29, 202528
-11.49%Feb 25, 202617Mar 20, 202660Jun 16, 202677
-10.26%Sep 26, 202473Jan 13, 202535Mar 5, 2025108
-10.06%May 21, 201323Jun 24, 201354Sep 10, 201377
-7.43%Jul 12, 202416Aug 5, 202412Aug 21, 202428
-6.74%Jan 21, 20149Feb 3, 201414Feb 24, 201423
-5.36%Nov 12, 20256Nov 20, 202513Dec 10, 202519
-5.31%Jun 15, 202123Jul 19, 202119Aug 13, 202142
-4.92%Mar 27, 202415Apr 18, 202415May 9, 202430
-4.46%Jul 23, 20257Aug 1, 20258Aug 13, 202515
-4.42%Jan 8, 202114Jan 29, 20217Feb 9, 202121
-4.28%Mar 6, 20146Mar 14, 201432Apr 30, 201438
-4.03%Oct 22, 201337Dec 13, 20139Dec 27, 201346
-3.93%Nov 1, 201210Nov 15, 20125Nov 23, 201215
-3.77%Aug 30, 20244Sep 6, 20249Sep 19, 202413
-3.63%Feb 16, 20218Feb 26, 202113Mar 17, 202121
-3.54%May 7, 20213May 12, 202111May 27, 202114
-3.47%Jun 6, 20246Jun 14, 202417Jul 11, 202423
-3.43%Sep 18, 201314Oct 8, 20137Oct 17, 201321
-3.26%Oct 6, 20254Oct 10, 202511Oct 27, 202515
-3.25%Feb 1, 201315Feb 25, 201313Mar 14, 201328