EWZiShares MSCI Brazil ETF

Grow my money26y track recordRanked #363 of 3,055 in this goal

Tracks the investment results of the MSCI Brazil 25/50 Index.

By iShares · Launched 2000

Annual Cost

0.59%

#3,222 of 6,040 · average

Fund Size

$8.2B

#345 of 6,040 · large

Return (1Y)

+28.5%

Track Record

26 years

#98 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,242+12.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Latin america

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Brazil 25/50 Index

Holdings

By weight

Concentration

Top 10 holdings = 57.0% of fundmoderately concentrated

Vale SA

11.1%

NU Holdings Ltd/Cayman Islands

9.2%

Itau Unibanco Holding SA

9.0%

Petroleo Brasileiro SA - Petrobras

6.2%

Petroleo Brasileiro SA - Petrobras

5.6%

Banco Bradesco SA

3.6%

B3 SA - Brasil Bolsa Balcao

3.5%

WEG SA

3.1%

Ambev SA

2.9%

Cia de Saneamento Basico do Estado de Sao Paulo SABESP

2.9%

Asset allocation

Stocks

96.5%

Cash

2.7%

Preferred

0.8%

By sector

Financial Services

34.0%

Energy

17.4%

Basic Materials

14.5%

Utilities

12.4%

Industrials

11.5%

Consumer Defensive

4.4%

Healthcare

2.3%

Communication

1.8%

Other

1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

25.3%High

Year-on-year price swings

Max drawdown

-57.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.46Below average

Sortino (3Y)

0.65Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the MSCI Brazil 25/50 Index.
Strategy: Invests primarily in Brazilian equities, seeking to track the MSCI Brazil 25/50 Index using a representative sampling indexing strategy. Focuses on large- and mid-capitalization segments of the Brazilian equity market.
Inception date: July 10, 2000
Fund family: iShares