Seasonal Evaluation for iShares Core MSCI EAFE ETF (IEFA)
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 | 69.23% | 61.54% | 53.85% | 69.23% |
| Median Return | 4.28% | 2.93% | 1.12% | 4.14% |
| Average Return | 4.86% | 4.88% | 5.06% | 6.70% |
| Maximum Gain | 10.49% | 15.98% | 12.01% | 17.65% |
| Gain Year | 2019 | 2020 | 2013 | 2022 |
| Maximum Loss | -23.53% | -13.53% | -10.50% | -13.01% |
| Loss Year | 2020 | 2022 | 2022 | 2018 |
| Based on the past 13 years (2013-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 69.23% | 57.69% | 65.38% | 61.54% |
| Median Return | 4.23% | 2.13% | 3.43% | 3.97% |
| Average Return | 5.70% | 4.96% | 4.87% | 5.92% |
| Maximum Gain | 17.65% | 15.98% | 15.98% | 17.65% |
| Gain Year | 2022 | 2020 | 2020 | 2022 |
| Maximum Loss | -23.53% | -13.53% | -23.53% | -13.01% |
| Loss Year | 2020 | 2022 | 2020 | 2018 |
| Based on the past 13 years (2013-2025) | ||||