Seasonal Analysis for iShares MSCI EAFE ETF (EFA)
The following two tables show the seasonal performance of iShares MSCI EAFE ETF, with the stock symbol EFA. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 60.00% | 60.00% | 70.00% |
| Median Return | 3.86% | 1.38% | 2.93% | 4.24% |
| Average Return | 4.32% | 4.28% | 5.72% | 6.26% |
| Maximum Gain | 10.82% | 24.46% | 19.36% | 17.66% |
| Gain Year | 2012 | 2009 | 2009 | 2022 |
| Maximum Loss | -23.01% | -15.46% | -20.55% | -19.31% |
| 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 | 70.00% | 60.00% | 65.00% | 65.00% |
| Median Return | 3.88% | 2.15% | 3.21% | 3.69% |
| Average Return | 5.20% | 4.95% | 4.30% | 6.00% |
| Maximum Gain | 17.66% | 24.46% | 24.46% | 19.36% |
| Gain Year | 2022 | 2009 | 2009 | 2009 |
| Maximum Loss | -23.01% | -20.55% | -23.01% | -20.55% |
| Loss Year | 2020 | 2011 | 2020 | 2011 |
| Based on the past 20 years (2006-2025) | ||||