EWOiShares MSCI Austria ETF

Grow my money30y track recordRanked #884 of 2,960 in this goal

Seeks to track the investment results of a broad-based index composed of Austrian equities.

By iShares · Launched 1996

Annual Cost

0.49%

#2,404 of 5,562 · average

Fund Size

$136M

#2,645 of 5,562 · mid-size

Return (1Y)Goal

+55.7%

Track Record

30 years

#27 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$16,507+65.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Austria IMI 25/50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 74.1% of fundconcentrated

Erste Group Bank AG

21.9%

BAWAG Group AG

12.0%

OMV Aktiengesellschaft

9.4%

Wienerberger AG

4.8%

voestalpine AG

4.7%

Raiffeisen Bank International AG

4.7%

Andritz AG

4.2%

UNIQA Insurance Group AG

4.2%

VERBUND AG

4.1%

VIENNA INSURANCE GROUP AG Wiener Versicherung Gruppe

4.1%

Asset allocation

Stocks

98.5%

Cash

1.5%

By sector

Financial Services

47.3%

Industrials

14.5%

Energy

9.7%

Basic Materials

8.8%

Utilities

6.5%

Technology

5.7%

Real Estate

4.1%

Consumer Cyclical

3.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.3%Moderate

Year-on-year price swings

Max drawdown

-58.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.52Strong risk-adjusted returns

Sortino (3Y)

2.32Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of a broad-based index composed of Austrian equities.
Strategy: Tracks the MSCI Austria IMI 25/50 Index, a market-capitalization-weighted index measuring large-, mid-, and small-cap segments of the Austrian equity market. Uses representative sampling indexing strategy.
Inception date: March 12, 1996
Fund family: iShares