iShares MSCI Emerging Markets ETF (EEM) Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $11,835.46 | 18.35% | 3.43% | $1,017.77 | 10.18% |
| Real * | $9,576.54 | -4.23% | -0.86% | $883.09 | 8.83% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $203.56 · Transaction costs: $1.63 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +3.62% |
| Median Rolling Return | +7.08% |
| Best Rolling Return | +46.83% |
| Worst Rolling Return | -33.56% |
| % of Windows Positive | 65.1% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -38.14% |
| Drawdown Duration | 1074 Trading Days |
| Sortino Ratio | 0.40 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -2.49% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.21% (+27.24% ann.) | +$520.93 | $0.00 | $0.00 | $0.00 |
| 2025 | +33.34% | +$3333.79 | $291.93 | $58.39 | $0.47 |
| 2024 | +5.99% | +$599.22 | $253.92 | $50.78 | $0.40 |
| 2023 | +8.40% | +$840.30 | $280.40 | $56.08 | $0.45 |
| 2022 | -20.93% | $2093.25 | $194.48 | $38.90 | $0.31 |
| 2021 | -3.99% | $398.71 | $189.05 | $37.81 | $0.30 |
| 2020 | +16.65% | +$1665.32 | $167.47 | $33.49 | $0.27 |
| 2019 | +17.53% | +$1752.55 | $318.90 | $63.78 | $0.51 |
| 2018 | -15.68% | $1567.53 | $186.14 | $37.23 | $0.30 |
| 2017 | +36.74% | +$3673.68 | $254.67 | $50.93 | $0.41 |
| 2016 | +10.44% | +$1044.43 | $206.42 | $41.28 | $0.33 |
| 2015 | -16.56% | $1656.48 | $204.88 | $40.97 | $0.33 |
| 2014 | -4.35% | $435.06 | $210.38 | $42.08 | $0.34 |
| 2013 | -4.11% | $410.69 | $194.53 | $38.91 | $0.31 |
| 2012 | +18.65% | +$1865.23 | $196.84 | $39.37 | $0.31 |
| 2011 | -19.13% | $1912.91 | $170.19 | $34.04 | $0.27 |
| 2010 | +16.16% | +$1616.10 | $156.19 | $31.24 | $0.25 |
| 2009 | +68.38% | +$6837.95 | $233.98 | $46.80 | $0.38 |
| 2008 | -49.14% | $4914.27 | $171.73 | $34.35 | $0.27 |
| 2007 | +32.97% | +$3297.17 | $170.53 | $34.11 | $0.27 |
| 2006 | +30.83% | +$3082.50 | $178.24 | $35.65 | $0.28 |
| 2005 | +32.32% | +$3232.37 | $146.84 | $29.37 | $0.24 |
| 2004 | +24.33% | +$2432.55 | $147.20 | $29.44 | $0.23 |
| 2003 partial | +62.97% (+98.08% ann.) | +$6297.31 | $80.63 | $16.12 | $0.13 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | 2003-04-14 – 2007-10-09 | +384.86% | +42.16% | +$38485.81 | $1095.94 | $219.19 | $1.75 |
| GFC / deleveraging / dollar shortage | 2007-10-10 – 2009-03-09 | -59.52% | -47.28% | $5951.75 | $288.18 | $57.64 | $0.46 |
| Policy-led rebound / euro-sovereign-crisis overlay | 2009-03-10 – 2012-07-25 | +76.71% | +18.37% | +$7671.42 | $1144.10 | $228.82 | $1.84 |
| Secular stagnation / QE / low inflation / duration bull | 2012-07-26 – 2020-02-19 | +30.88% | +3.62% | +$3088.38 | $1791.39 | $358.28 | $2.86 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -29.70% | -98.21% | $2969.68 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +46.32% | +84.49% | +$4632.05 | $69.89 | $13.98 | $0.11 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +2.50% | +2.37% | +$250.03 | $157.89 | $31.58 | $0.25 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -25.20% | -26.53% | $2519.67 | $225.16 | $45.03 | $0.36 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +20.41% | +10.54% | +$2041.20 | $527.44 | $105.49 | $0.84 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +38.70% | +24.46% | +$3869.69 | $458.21 | $91.64 | $0.73 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-06-10 | $0.2410 | 0.44% | $45.11 | $9.02 | $0.07 | 0.6492 |
| 2021-12-13 | $0.7070 | 1.41% | $132.81 | $26.56 | $0.21 | 2.1822 |
| 2021-12-30 | $0.0260 | 0.05% | $4.94 | $0.99 | $0.0081 | 0.0804 |
| 2022-06-09 | $0.3620 | 0.84% | $68.82 | $13.76 | $0.11 | 1.3211 |
| 2022-12-13 | $0.5840 | 1.50% | $111.79 | $22.36 | $0.18 | 2.3129 |
| 2023-06-07 | $0.3100 | 0.78% | $60.06 | $12.01 | $0.10 | 1.2171 |
| 2023-12-20 | $0.7480 | 1.86% | $145.83 | $29.17 | $0.23 | 2.9977 |
| 2024-06-11 | $0.2900 | 0.69% | $57.41 | $11.48 | $0.09 | 1.0949 |
| 2024-12-17 | $0.7270 | 1.66% | $144.71 | $28.94 | $0.23 | 2.6894 |
| 2025-06-16 | $0.4520 | 0.96% | $91.19 | $18.24 | $0.15 | 1.5415 |
| 2025-12-16 | $0.7630 | 1.41% | $155.10 | $31.02 | $0.25 | 2.3374 |
| Total | 11 payments | $1017.77 | $203.56 | $1.63 | 18.4238 |