Seasonal Evaluation for iShares MSCI EAFE Value ETF (EFV)
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% | 65.00% | 55.00% | 70.00% |
| Median Return | 3.56% | 1.20% | 1.03% | 4.02% |
| Average Return | 4.24% | 3.01% | 6.11% | 5.89% |
| Maximum Gain | 12.33% | 30.11% | 21.39% | 20.45% |
| Gain Year | 2025 | 2009 | 2009 | 2022 |
| Maximum Loss | -28.52% | -16.82% | -20.74% | -18.76% |
| 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% | 67.50% | 62.50% |
| Median Return | 3.91% | 1.13% | 1.89% | 2.98% |
| Average Return | 5.00% | 4.16% | 3.60% | 5.99% |
| Maximum Gain | 20.45% | 30.11% | 30.11% | 21.39% |
| Gain Year | 2022 | 2009 | 2009 | 2009 |
| Maximum Loss | -28.52% | -20.74% | -28.52% | -20.74% |
| Loss Year | 2020 | 2011 | 2020 | 2011 |
| Based on the past 20 years (2006-2025) | ||||