iShares Edge MSCI EM Minimum Volatility UCITS ETF USD (Acc) (EUNZ.DE) Total Returns
Growth of €10,000 chart
2021-04-20 to 2026-04-20 to
€
%
%
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Investment Performance
Final Value
€12,962
Total Return
29.62%
CAGR
5.33%
Dividends
€0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.40% |
| Median | +0.42% |
| Best | +21.82% |
| Worst | -15.57% |
| % of Windows Positive | 56.9% |
1-Year (252 Trading Days)
| Average | +3.21% |
| Median | +3.25% |
| Best | +23.16% |
| Worst | -10.58% |
| % of Windows Positive | 65.8% |
3-Year (756 Trading Days)
| Average | +11.64% |
| Median | +9.67% |
| Best | +41.84% |
| Worst | -2.43% |
| % of Windows Positive | 98.6% |
Risk Metrics
| Maximum Drawdown | -17.89% |
| Average Drawdown | -5.71% |
| Drawdown Duration | 118 Trading Days (Unrecovered) |
| Sortino Ratio | 0.56 |
| Calmar Ratio | 0.30 |
| CVaR (5%) | -2.05% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.14% (+37.43% ann.) | +€1014.45 | €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 Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | November 30, 2012 – February 19, 2020 | +8.32% | +1.11% | +€831.95 | €0.00 | €0.00 | €0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -23.76% | -95.48% | €2376.19 | €0.00 | €0.00 | €0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +18.04% | +30.59% | +€1804.15 | €0.00 | €0.00 | €0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +12.71% | +12.02% | +€1270.75 | €0.00 | €0.00 | €0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -4.69% | -4.97% | €468.83 | €0.00 | €0.00 | €0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +10.67% | +5.62% | +€1066.56 | €0.00 | €0.00 | €0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 20, 2026 | +15.95% | +9.78% | +€1594.63 | €0.00 | €0.00 | €0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.