iShares MSCI EAFE Growth ETF (EFG) Performance
EFG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.2% since Dec 31, 2025
- 1 year
- +3.3% total return
- 5 years
- +3.0% a year
- 10 years
- +7.6% a year
- Since first price
- +5.9% a year since 2005
EFG trailing returns vs SPY, QQQ, AGG
| Period | EFG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.2% | −2.2% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.1% | −1.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.3% | −0.4% | +7.8% | +8.4% | −1.5% |
| YTD | +4.2% | +3.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.3% | +0.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +48.9%+14.2%/yr | +40.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +16.2%+3.0%/yr | +6.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +108.7%+7.6%/yr | +77.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +184.2%+7.2%/yr | +116.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +161.8%+4.9%/yr | +80.9% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionAug 5, 2005 | +234.2%+5.9%/yr | +129.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EFG vs SPY
From Aug 5, 2005: EFG grew to $33,417, SPY to $91,159.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EFG returns by calendar year
14 of 20 full years positive. Best 2017 (+28.9%), worst 2008 (−40.2%). 2026 is year to date.
EFG annual returns table
| Year | EFG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.2% | −12.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +20.7% | −15.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +1.5% | −10.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.6% | −15.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −23.1% | −34.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +11.0% | −7.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +17.8% | −29.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +27.5% | −6.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.9% | −20.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +28.9% | −3.1% | +21.7% | +32.7% | +3.6% |
| 2016 | −3.1% | −10.0% | +12.0% | +7.1% | +2.4% |
| 2015 | +3.7% | −14.9% | +1.2% | +9.4% | +0.5% |
| 2014 | −5.9% | −13.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +21.6% | −9.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +18.3% | −15.6% | +16.0% | +18.1% | +3.8% |
| 2011 | −12.9% | −25.8% | +1.9% | +3.4% | +7.7% |
| 2010 | +13.0% | −18.8% | +15.1% | +19.9% | +6.4% |
| 2009 | +24.2% | −27.1% | +26.4% | +54.7% | +3.0% |
| 2008 | −40.2% | −53.5% | −36.8% | −41.7% | +7.9% |
| 2007 | +15.0% | −12.1% | +5.1% | +19.0% | +6.6% |
| 2006 | +21.8% | −16.4% | +15.8% | +7.1% | +3.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EFG largest drawdowns
Now 7.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 31, 2007 | −58.4% | Mar 9, 2009 | May 1, 2014 | 1.4 years | 6.5 years |
| Sep 7, 2021 | −35.8% | Sep 27, 2022 | May 19, 2025 | 1.1 years | 3.7 years |
| Jan 17, 2020 | −29.9% | Mar 23, 2020 | Jul 22, 2020 | 2 months | 6 months |
| Jan 26, 2018 | −20.7% | Dec 24, 2018 | Nov 1, 2019 | 11 months | 1.8 years |
| May 21, 2015 | −18.9% | Feb 11, 2016 | May 2, 2017 | 9 months | 1.9 years |
| May 9, 2006 | −16.4% | Jun 13, 2006 | Nov 30, 2006 | 35 days | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EFG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2005 |
|---|---|---|---|---|
| Annualized return | +13.7% | +4.1% | +7.5% | +5.8% |
| Volatility (annualized) | 14.0% | 17.8% | 15.8% | 16.9% |
| Sharpe ratio | 0.68 | 0.12 | 0.39 | — |
| Sortino ratio | 1.04 | 0.16 | 0.57 | — |
| Best month | +9.6% | +14.0% | +14.0% | +14.0% |
| Worst month | −9.5% | −9.9% | −10.3% | −19.2% |
| Best 12 months | +26.7% | +26.7% | +42.7% | +51.5% |
| Worst 12 months | −2.2% | −30.6% | −30.6% | −49.2% |
| Positive months | 69% | 62% | 63% | 61% |
| Beta vs S&P 500 | 0.84 | 0.96 | 0.87 | — |
| Correlation with S&P 500 | 0.74 | 0.85 | 0.85 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EFG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 243 | −49.2% | +8.7% | +51.5% | 72% |
| 3-year (a year) | 219 | −14.1% | +6.1% | +20.0% | 78% |
| 5-year (a year) | 195 | −5.6% | +5.4% | +17.4% | 88% |
| 10-year (a year) | 135 | +1.4% | +5.8% | +10.0% | 100% |
Every holding period starting at a month-end since 2005. Returns for 3 years and longer are annualized.
EFG performance overview
iShares MSCI EAFE Growth ETF (EFG) returned +3.3% over the past year and +7.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2005 it has returned +5.9% a year, turning $10,000 into about $33,417. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −58.4%, from Oct 31, 2007 to Mar 9, 2009, and it took 5.1 years to get back to the old high. EFG finished 14 of its 20 full calendar years with a gain; the best year was 2017 (+28.9%) and the worst 2008 (−40.2%). Volatility has been 16.9% a year.
Related: EFG chart, EFG holdings, EFG dividends. See the EFG overview for the latest quote and fund facts.
EFG performance FAQ
What is the EFG return over the past year?
EFG returned +3.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 0.9%.
What is the average annual return of EFG?
EFG has returned +3.0% a year over 5 years, +7.6% a year over 10 years, +5.9% a year since August 5, 2005 (total return, distributions reinvested).
How much would $10,000 invested in EFG be worth?
$10,000 invested in EFG at its first recorded close on August 5, 2005 would be worth about $33,417 on October 23, 2026 with distributions reinvested.
What was the worst year for EFG?
The worst calendar year was 2008, with a total return of −40.2%. The best was 2017 at +28.9%.
What is the biggest drawdown of EFG?
The largest peak-to-trough decline was −58.4% between October 31, 2007 and March 9, 2009. It recovered to the old high on May 1, 2014, 5.1 years after the bottom.
How volatile is EFG?
Over the past 3 years EFG had an annualized volatility of 14.0% and a Sharpe ratio of 0.68 (excess return over 1–3 month T-bills per unit of risk).