iShares MSCI EM ex China UCITS ETF USD Acc (EXCS.L) Total Returns
Growth of £10,000 chart
2021-04-27 to 2026-03-18 to
£
%
%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | £11,347.47 | 13.47% | 2.62% | £0.00 | 0.00% |
| Real * | £9,204.71 | -7.95% | -1.68% | £0.00 | 0.00% |
* Adjusted to Apr 2021 purchasing power (UK CPI) 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 | +2.94% |
| Median Rolling Return | +5.34% |
| Best Rolling Return | +59.43% |
| Worst Rolling Return | -36.25% |
| % of Windows Positive | 64.3% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -37.54% |
| Drawdown Duration | 1041 Trading Days |
| Sortino Ratio | 0.32 |
| Calmar Ratio | 0.16 |
| CVaR (5%) | -2.87% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.58% (+68.14% ann.) | +£1157.73 | £0.00 | £0.00 | £0.00 |
| 2025 | +26.13% | +£2613.00 | £0.00 | £0.00 | £0.00 |
| 2024 | +5.55% | +£554.70 | £0.00 | £0.00 | £0.00 |
| 2023 | +10.95% | +£1095.33 | £0.00 | £0.00 | £0.00 |
| 2022 | -8.40% | £840.35 | £0.00 | £0.00 | £0.00 |
| 2021 partial | -24.83% (-34.32% ann.) | £2483.09 | £0.00 | £0.00 | £0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | 2021-04-27 – 2021-11-29 | -26.96% | -41.21% | £2695.95 | £0.00 | £0.00 | £0.00 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -2.12% | -2.24% | £211.58 | £0.00 | £0.00 | £0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +16.15% | +8.41% | +£1615.43 | £0.00 | £0.00 | £0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +38.23% | +24.18% | +£3822.63 | £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.
GSEM.L
Goldman Sachs ActiveBeta Emerging Market Equity UCITS ETF A USD Acc
CAGR 6.99% Total 53.80% Final $15,380.38
2019-11-04 — 2026-03-18
XCEM
Columbia EM Core ex-China ETF
CAGR 9.60% Total 162.81% Final $26,280.56
2015-09-02 — 2026-03-18
EEM
iShares MSCI Emerging Markets ETF
CAGR 9.04% Total 627.81% Final $72,780.83
2003-04-14 — 2026-03-18