iShares Core MSCI EAFE ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$71.80
- Net Assets:$0 Million
- NAV:$72.46
- Premium-0.91%
- Peer Rank:17 of 104
- Investment Rating:C+
- Performance:C+
- RiskB-
We rate iShares Core MSCI EAFE at C+. Positive factors that influence this rating include a greater than above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund may be considered for investors seeking an Emerging Market Equity strategy.
Total return ranks above peers over the last three years. The iShares Core MSCI EAFE has returned an annual rate of 6.52% since inception. More recently, the fund has generated a total return of 7.16% in the last five years, 3.92% in the last three years, and 12.71% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 58% of them. It has also outpaced 54% of its competitors on a three year basis and 60% of them over the last year for the period ending 2/29/2024. On a year to date basis, IEFA has returned 3.06%.
Downside risk has been below average. IEFA has a draw down risk of -31.42%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 17.6%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As IEFA is an exchange traded fund, it has no front end or back end load.
The iShares Core MSCI EAFE is managed by Gregory R Savage at BlackRock Fund Advisors. This fund is one of 353 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.