iShares Edge MSCI EM Minimum Volatility UCITS ETF USD (Acc) (EUNZ.DE) 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 | €12,170.43 | 21.70% | 4.01% | €0.00 | 0.00% |
| Real * | €10,006.90 | 0.07% | 0.01% | €0.00 | 0.00% |
* Adjusted to Mar 2021 purchasing power (EU HICP) Taxes: €0.00 · Transaction costs: €0.00 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +3.11% |
| Median Rolling Return | +3.26% |
| Best Rolling Return | +23.16% |
| Worst Rolling Return | -10.58% |
| % of Windows Positive | 65.8% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -17.89% |
| Drawdown Duration | 97 Trading Days (Unrecovered) |
| Sortino Ratio | 0.49 |
| Calmar Ratio | 0.28 |
| CVaR (5%) | -1.82% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.05% (+20.41% ann.) | +€404.56 | €0.00 | €0.00 | €0.00 |
| 2025 | -0.15% | €15.19 | €0.00 | €0.00 | €0.00 |
| 2024 | +15.73% | +€1572.94 | €0.00 | €0.00 | €0.00 |
| 2023 | +3.85% | +€385.10 | €0.00 | €0.00 | €0.00 |
| 2022 | -8.85% | €885.04 | €0.00 | €0.00 | €0.00 |
| 2021 | +13.05% | +€1305.25 | €0.00 | €0.00 | €0.00 |
| 2020 | -2.49% | €249.40 | €0.00 | €0.00 | €0.00 |
| 2019 | +10.59% | +€1058.60 | €0.00 | €0.00 | €0.00 |
| 2018 | -1.89% | €189.01 | €0.00 | €0.00 | €0.00 |
| 2017 | +11.39% | +€1139.19 | €0.00 | €0.00 | €0.00 |
| 2016 | +7.33% | +€732.63 | €0.00 | €0.00 | €0.00 |
| 2015 | -3.09% | €308.89 | €0.00 | €0.00 | €0.00 |
| 2014 | +14.16% | +€1415.79 | €0.00 | €0.00 | €0.00 |
| 2013 | -27.34% | €2734.26 | €0.00 | €0.00 | €0.00 |
| 2012 partial | +3.44% (+55.36% ann.) | +€343.50 | €0.00 | €0.00 | €0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | 2012-11-30 – 2020-02-19 | +8.32% | +1.11% | +€831.95 | €0.00 | €0.00 | €0.00 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -23.76% | -95.48% | €2376.19 | €0.00 | €0.00 | €0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +18.04% | +30.59% | +€1804.15 | €0.00 | €0.00 | €0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +12.71% | +12.02% | +€1270.75 | €0.00 | €0.00 | €0.00 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -4.69% | -4.97% | €468.83 | €0.00 | €0.00 | €0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +10.67% | +5.62% | +€1066.56 | €0.00 | €0.00 | €0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +9.53% | +6.28% | +€952.61 | €0.00 | €0.00 | €0.00 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| Total | 0 payments | €0.00 | €0.00 | €0.00 | 0.0000 |
No dividends in the selected period.