iShares MSCI EM UCITS ETF USD (Dist) (IEEM.L) 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 | £12,729.61 | 27.30% | 4.95% | £1,026.76 | 10.27% |
| Real * | £10,260.38 | 2.60% | 0.52% | £889.48 | 8.89% |
* Adjusted to Mar 2021 purchasing power (UK CPI) Taxes: £205.35 · Transaction costs: £1.64 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +3.96% |
| Median Rolling Return | +2.62% |
| Best Rolling Return | +37.64% |
| Worst Rolling Return | -19.77% |
| % of Windows Positive | 57.6% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -24.47% |
| Drawdown Duration | 1018 Trading Days |
| Sortino Ratio | 0.54 |
| Calmar Ratio | 0.25 |
| CVaR (5%) | -2.31% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.71% (+36.09% ann.) | +£671.16 | £0.00 | £0.00 | £0.00 |
| 2025 | +25.24% | +£2523.55 | £228.21 | £45.64 | £0.36 |
| 2024 | +8.64% | +£864.15 | £238.14 | £47.63 | £0.39 |
| 2023 | +2.74% | +£274.13 | £235.69 | £47.14 | £0.38 |
| 2022 | -10.85% | £1084.90 | £249.10 | £49.82 | £0.40 |
| 2021 | -2.49% | £248.68 | £192.60 | £38.52 | £0.31 |
| 2020 | +15.01% | +£1501.45 | £175.04 | £35.01 | £0.28 |
| 2019 | +11.65% | +£1164.80 | £203.49 | £40.70 | £0.33 |
| 2018 | -9.93% | £993.30 | £169.85 | £33.97 | £0.27 |
| 2017 | +24.10% | +£2409.73 | £174.23 | £34.84 | £0.28 |
| 2016 | +33.30% | +£3329.68 | £206.37 | £41.28 | £0.33 |
| 2015 | -12.05% | £1204.52 | £191.56 | £38.31 | £0.31 |
| 2014 | +2.47% | +£247.23 | £203.38 | £40.68 | £0.32 |
| 2013 | -7.31% | £731.37 | £0.00 | £0.00 | £0.00 |
| 2012 | +9.50% | +£950.08 | £0.00 | £0.00 | £0.00 |
| 2011 | -20.53% | £2052.73 | £0.00 | £0.00 | £0.00 |
| 2010 | +21.85% | +£2185.25 | £0.00 | £0.00 | £0.00 |
| 2009 partial | +49.04% (+49.41% ann.) | +£4903.94 | £0.00 | £0.00 | £0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| GFC / deleveraging / dollar shortage partial | 2009-01-02 – 2009-03-09 | -14.72% | -58.57% | £1471.96 | £0.00 | £0.00 | £0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | 2009-03-10 – 2012-07-25 | +59.16% | +14.76% | +£5916.20 | £0.00 | £0.00 | £0.00 |
| Secular stagnation / QE / low inflation / duration bull | 2012-07-26 – 2020-02-19 | +54.34% | +5.90% | +£5433.51 | £1347.57 | £269.51 | £2.16 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -21.39% | -93.59% | £2138.90 | £21.16 | £4.23 | £0.03 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +30.71% | +53.86% | +£3070.74 | £155.90 | £31.18 | £0.25 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +0.47% | +0.44% | +£46.60 | £182.28 | £36.46 | £0.30 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -11.36% | -12.02% | £1136.21 | £255.52 | £51.11 | £0.41 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +9.03% | +4.77% | +£902.79 | £488.03 | £97.61 | £0.78 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +39.41% | +24.89% | +£3940.57 | £271.72 | £54.34 | £0.43 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-06-17 | £17.4323 | 0.46% | £46.59 | £9.32 | £0.07 | 0.0098 |
| 2021-09-16 | £28.7147 | 0.79% | £77.02 | £15.41 | £0.12 | 0.0171 |
| 2021-12-16 | £13.8618 | 0.39% | £37.42 | £7.49 | £0.06 | 0.0084 |
| 2022-03-17 | £11.3699 | 0.35% | £30.79 | £6.16 | £0.05 | 0.0075 |
| 2022-06-16 | £22.1099 | 0.67% | £60.04 | £12.01 | £0.10 | 0.0154 |
| 2022-09-15 | £42.1810 | 1.30% | £115.18 | £23.04 | £0.18 | 0.0287 |
| 2022-12-15 | £11.7531 | 0.39% | £32.43 | £6.49 | £0.05 | 0.0086 |
| 2023-03-16 | £9.1318 | 0.30% | £25.28 | £5.06 | £0.04 | 0.0066 |
| 2023-06-15 | £18.8537 | 0.60% | £52.31 | £10.46 | £0.09 | 0.0133 |
| 2023-09-14 | £34.1134 | 1.11% | £95.11 | £19.02 | £0.15 | 0.0247 |
| 2023-12-14 | £10.1093 | 0.34% | £28.43 | £5.69 | £0.05 | 0.0075 |
| 2024-03-14 | £9.2168 | 0.29% | £25.99 | £5.20 | £0.04 | 0.0065 |
| 2024-06-13 | £22.0577 | 0.67% | £62.35 | £12.47 | £0.10 | 0.0153 |
| 2024-09-12 | £31.5662 | 0.99% | £89.71 | £17.94 | £0.14 | 0.0225 |
| 2024-12-12 | £10.7328 | 0.32% | £30.74 | £6.15 | £0.05 | 0.0072 |
| 2025-03-13 | £11.5266 | 0.34% | £33.10 | £6.62 | £0.05 | 0.0079 |
| 2025-06-12 | £23.9729 | 0.68% | £69.03 | £13.81 | £0.11 | 0.0159 |
| 2025-09-11 | £28.8452 | 0.76% | £83.52 | £16.70 | £0.13 | 0.0175 |
| 2025-12-11 | £10.8894 | 0.27% | £31.72 | £6.34 | £0.05 | 0.0063 |
| Total | 19 payments | £1026.76 | £205.35 | £1.64 | 0.2468 |
FRDM
Freedom 100 Emerging Markets ETF
CAGR 14.38% Total 147.96% Final $24,796.24
2019-06-14 — 2026-03-18
VTI
Vanguard Total Stock Market Index Fund ETF Shares
CAGR 8.92% Total 729.12% Final $82,911.88
2001-06-15 — 2026-03-18
DVYE
iShares Emerging Markets Dividend ETF
CAGR 1.53% Total 23.77% Final $12,376.52
2012-02-24 — 2026-03-18