Performance analysis of SCZ (ISHARES MSCI EAFE SMALL-CAP ETF)
Annual Return
Over the past 3 years, SCZ has had an average annual return of +14.46%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SCZ has had an average annual return of +5.33%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SCZ has had an average annual return of +8.33%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 12, 2007, SCZ has had an average annual return of +5.46%, underperforming the benchmark SPY, which returned +11.08% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.41% | +32.07% | +1.55% | +13% | -21.24% | +10.14% | +11.69% | +24.67% | -17.63% | +32.72% | +2.63% | +9.10% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -6.07% | +28.60% | +21.29% | -15.14% | +21.50% | +42.85% | -48.55% | -0.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.47% | +4.83% | -8.53% | +6.60% | +3.47% | -3.56% | +0.76% | +8.41% | |||||
| 2025 | +2.98% | +0.51% | +1.03% | +4.68% | +6.21% | +4.45% | -0.37% | +4.37% | +1.52% | -0.66% | +1.66% | +2.04% | +32.07% |
| 2024 | -2.57% | +1.56% | +3.39% | -3.41% | +5.49% | -3.10% | +5.11% | +1.87% | +2.57% | -6.26% | +0.82% | -3.15% | +1.55% |
| 2023 | +8.25% | -3.14% | +0.49% | +2.23% | -4.36% | +3.09% | +3.93% | -3.45% | -4.58% | -4.71% | +8.83% | +7.16% | +13% |
| 2022 | -6.09% | -2.96% | -0.41% | -6.99% | +0.47% | -10.25% | +6.63% | -5.89% | -10.95% | +4.43% | +11.90% | -0.91% | -21.24% |
| 2021 | -0.38% | +3.10% | +2.33% | +3.79% | +2.10% | -1.68% | +1.73% | +2.81% | -4.06% | +2.47% | -5.68% | +3.71% | +10.14% |
| 2020 | -3.80% | -8.93% | -17.84% | +9.57% | +8.08% | +2.03% | +2.68% | +7.35% | -0.20% | -3.46% | +12.94% | +7.06% | +11.69% |
| 2019 | +8.09% | +2.04% | +0.51% | +3.26% | -5.67% | +4.30% | -1.49% | -1.68% | +2.95% | +4.11% | +2.40% | +4.15% | +24.67% |
| 2018 | +5.19% | -3.81% | -0.11% | +0.66% | -0.97% | -2.29% | +1.18% | -1.18% | -0.72% | -9.68% | -0.03% | -6.64% | -17.63% |
| 2017 | +3.83% | +2.03% | +2.54% | +4.20% | +3.28% | +0.61% | +3.41% | +0.72% | +2.92% | +1.68% | +0.92% | +2.59% | +32.72% |
Drawdown analysis of SCZ (ISHARES MSCI EAFE SMALL-CAP ETF)
The maximum drawdown for the SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1039 trading sessions.
The current SCZ drawdown is -2.82%.
Since Dec 12, 2007 SCZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.87% | Dec 13, 2007 | 309 | Mar 9, 2009 | 1039 | Apr 24, 2013 | 1348 |
| -41.07% | Jan 26, 2018 | 541 | Mar 23, 2020 | 171 | Nov 23, 2020 | 712 |
| -36.83% | Sep 3, 2021 | 278 | Oct 12, 2022 | 660 | Jun 2, 2025 | 938 |
| -17.42% | May 15, 2015 | 187 | Feb 11, 2016 | 143 | Sep 6, 2016 | 330 |
| -16.12% | Jul 3, 2014 | 73 | Oct 16, 2014 | 143 | May 13, 2015 | 216 |
| -11.43% | Feb 27, 2026 | 15 | Mar 20, 2026 | 34 | May 8, 2026 | 49 |
| -10.32% | May 8, 2013 | 32 | Jun 24, 2013 | 29 | Aug 5, 2013 | 61 |
| -6.64% | Sep 28, 2016 | 35 | Nov 16, 2016 | 51 | Feb 1, 2017 | 86 |
| -6.18% | Jan 15, 2014 | 12 | Feb 3, 2014 | 10 | Feb 18, 2014 | 22 |
| -5.77% | Oct 27, 2025 | 18 | Nov 20, 2025 | 14 | Dec 11, 2025 | 32 |
| -5.67% | Jun 14, 2021 | 24 | Jul 19, 2021 | 19 | Aug 13, 2021 | 43 |
| -4.87% | Mar 6, 2014 | 28 | Apr 15, 2014 | 36 | Jun 6, 2014 | 64 |
| -4.39% | May 29, 2026 | 8 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.34% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -4.09% | Aug 13, 2013 | 13 | Aug 30, 2013 | 5 | Sep 9, 2013 | 18 |
| -3.84% | Feb 16, 2021 | 14 | Mar 8, 2021 | 6 | Mar 16, 2021 | 20 |
| -3.60% | Jan 8, 2021 | 14 | Jan 29, 2021 | 5 | Feb 5, 2021 | 19 |
| -3.49% | Sep 18, 2013 | 14 | Oct 8, 2013 | 7 | Oct 17, 2013 | 21 |
| -3.47% | Jul 23, 2025 | 6 | Jul 31, 2025 | 8 | Aug 12, 2025 | 14 |
| -3.37% | Oct 22, 2013 | 37 | Dec 13, 2013 | 8 | Dec 26, 2013 | 45 |
| -3.30% | Oct 6, 2025 | 4 | Oct 10, 2025 | 11 | Oct 27, 2025 | 15 |
| -3.23% | Sep 8, 2016 | 3 | Sep 13, 2016 | 7 | Sep 22, 2016 | 10 |
| -2.65% | Mar 17, 2021 | 5 | Mar 24, 2021 | 7 | Apr 5, 2021 | 12 |
| -2.61% | Nov 6, 2017 | 7 | Nov 15, 2017 | 5 | Nov 22, 2017 | 12 |
| -2.57% | May 11, 2026 | 6 | May 19, 2026 | 4 | May 26, 2026 | 10 |