iShares Core MSCI EAFE ETF (IEFA.K)

At A Glance

You hold IEFA.K in 0 portfolios

Price

61.47USD

 -0.08 -0.12%

10:38am EDT

Category
World Equity
YTD Return (Cumulative)
 -17.64%
Classification
Intl Multi-Cap Core
3 Year Return (Annualized)
 3.61%
52 Week High
$78.34
52 Week Low
$56.11
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

IEFA.K — More Risk, More Return

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IEFA.K outperforms 37 funds in its category for 3 Year Return, which is lower than the category median.

IEFA.K has a lower risk than 27 other funds in its category, but its risk/return ratio is still higher than the category median.

Compare IEFA.K to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.08
 
 
IEFA.K
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$48 in fees
$20,427 before
 
$20,379 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Aug 09, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
IEFA.K18.3130.136-0.640.910.85
Lipper Intl Mlt-Cp Cr IX
Lipper Classification Index
17.9610.1270.0140.9990.98
MSCI EAFE ND IX
Broad-Based Index
18.0410.1170.0261.0160.995

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3Yr Return
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5Yr Return
 7.6%

CSUZX's YTD, 3 year, and 5 year Returns outperformed IEFA.K

YTD Return
 0.1%
3Yr Return
 7.3%
5Yr Return
 6.4%

FMGIX's YTD, 3 year, and 5 year Returns outperformed IEFA.K

1 ETF »

Japanese (FLJH)
YTD Return
 -0.7%
3Yr Return
 11.1%
5Yr Return
--

FLJH's YTD and 3 year Returns outperformed IEFA.K

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