Seasonal Evaluation for iShares MSCI Emerging Markets ETF (EEM)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 60.00% | 55.00% | 65.00% |
| Median Return | 2.16% | 1.08% | 4.33% | 5.34% |
| Average Return | 4.22% | 4.60% | 9.09% | 7.53% |
| Maximum Gain | 13.19% | 30.97% | 20.73% | 19.66% |
| Gain Year | 2012 | 2009 | 2009 | 2006 |
| Maximum Loss | -23.94% | -10.82% | -26.27% | -25.89% |
| Loss Year | 2020 | 2010 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.50% | 57.50% | 65.00% | 60.00% |
| Median Return | 2.85% | 1.63% | 2.15% | 4.76% |
| Average Return | 5.58% | 6.37% | 4.39% | 8.21% |
| Maximum Gain | 19.66% | 30.97% | 30.97% | 20.73% |
| Gain Year | 2006 | 2009 | 2009 | 2009 |
| Maximum Loss | -25.89% | -26.27% | -23.94% | -26.27% |
| Loss Year | 2008 | 2011 | 2020 | 2011 |
| Based on the past 20 years (2006-2025) | ||||