iShares MSCI Pacific ex Japan ETF (EPP) Performance
EPP total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.9% since Dec 31, 2025
- 1 year
- +10.7% total return
- 5 years
- +5.7% a year
- 10 years
- +7.0% a year
- Since first price
- +8.8% a year since 2001
EPP trailing returns vs SPY, QQQ, AGG
| Period | EPP total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.3% | −0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.3% | +0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.6% | +0.0% | +7.8% | +8.4% | −1.5% |
| YTD | +10.9% | +9.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +10.7% | +6.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +60.8%+17.1%/yr | +43.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +31.7%+5.7%/yr | +7.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +96.1%+7.0%/yr | +32.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +144.8%+6.2%/yr | +32.7% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +220.3%+6.0%/yr | +41.5% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionOct 26, 2001 | +722.4%+8.8%/yr | +229.3% | — | — | — |
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: EPP vs SPY
From Oct 26, 2001: EPP grew to $82,239, SPY to $108,059.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EPP returns by calendar year
17 of 24 full years positive. Best 2009 (+63.5%), worst 2008 (−47.6%). 2026 is year to date.
EPP annual returns table
| Year | EPP | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.9% | −8.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +19.7% | −16.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +4.8% | −9.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +5.8% | −18.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −6.6% | −24.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +4.3% | −11.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +6.0% | −39.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +18.3% | −10.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −10.8% | −17.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +26.1% | −3.0% | +21.7% | +32.7% | +3.6% |
| 2016 | +7.2% | −11.3% | +12.0% | +7.1% | +2.4% |
| 2015 | −8.6% | −25.6% | +1.2% | +9.4% | +0.5% |
| 2014 | −1.9% | −15.7% | +13.5% | +19.2% | +6.0% |
| 2013 | +3.5% | −17.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +26.7% | −14.7% | +16.0% | +18.1% | +3.8% |
| 2011 | −13.6% | −28.8% | +1.9% | +3.4% | +7.7% |
| 2010 | +17.7% | −23.0% | +15.1% | +19.9% | +6.4% |
| 2009 | +63.5% | −25.4% | +26.4% | +54.7% | +3.0% |
| 2008 | −47.6% | −62.1% | −36.8% | −41.7% | +7.9% |
| 2007 | +29.2% | −17.6% | +5.1% | +19.0% | +6.6% |
| 2006 | +32.3% | −15.0% | +15.8% | +7.1% | +3.9% |
| 2005 | +13.5% | −8.6% | +4.8% | +1.6% | +2.3% |
| 2004 | +28.7% | −16.9% | +10.7% | +10.5% | +3.8% |
| 2003 | +44.8% | −9.0% | +28.2% | +49.7% | — |
| 2002 | −5.0% | −18.7% | −21.6% | −37.4% | — |
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.
EPP largest drawdowns
Now 5.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 31, 2007 | −66.0% | Nov 20, 2008 | Jan 10, 2013 | 1.1 years | 5.2 years |
| Jan 16, 2020 | −39.3% | Mar 23, 2020 | Dec 10, 2020 | 2 months | 11 months |
| Sep 3, 2014 | −30.4% | Jan 15, 2016 | Jul 14, 2017 | 1.4 years | 2.9 years |
| Jun 4, 2021 | −26.3% | Oct 14, 2022 | Sep 19, 2024 | 1.4 years | 3.3 years |
| Oct 2, 2024 | −19.3% | Apr 8, 2025 | May 27, 2025 | 6 months | 8 months |
| May 22, 2002 | −18.7% | Oct 9, 2002 | Jun 11, 2003 | 5 months | 1.1 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EPP risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +15.7% | +6.8% | +6.8% | +8.9% |
| Volatility (annualized) | 14.1% | 17.6% | 16.9% | 19.4% |
| Sharpe ratio | 0.80 | 0.25 | 0.34 | — |
| Sortino ratio | 1.34 | 0.39 | 0.50 | — |
| Best month | +8.8% | +16.1% | +16.1% | +16.1% |
| Worst month | −6.4% | −10.1% | −19.5% | −26.5% |
| Best 12 months | +31.9% | +31.9% | +51.9% | +95.8% |
| Worst 12 months | +4.8% | −21.6% | −23.2% | −54.2% |
| Positive months | 58% | 57% | 60% | 61% |
| Beta vs S&P 500 | 0.66 | 0.79 | 0.84 | — |
| Correlation with S&P 500 | 0.58 | 0.70 | 0.76 | — |
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.
EPP rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 289 | −54.2% | +10.6% | +95.8% | 71% |
| 3-year (a year) | 265 | −11.6% | +6.5% | +34.6% | 84% |
| 5-year (a year) | 241 | −1.6% | +5.5% | +32.0% | 95% |
| 10-year (a year) | 181 | +1.5% | +5.4% | +15.3% | 100% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
EPP performance overview
iShares MSCI Pacific ex Japan ETF (EPP) returned +10.7% over the past year and +7.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +8.8% a year, turning $10,000 into about $82,239. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −66.0%, from Oct 31, 2007 to Nov 20, 2008, and it took 4.1 years to get back to the old high. EPP finished 17 of its 24 full calendar years with a gain; the best year was 2009 (+63.5%) and the worst 2008 (−47.6%). Volatility has been 19.4% a year.
Related: EPP chart, EPP holdings, EPP dividends. See the EPP overview for the latest quote and fund facts.
EPP performance FAQ
What is the EPP return over the past year?
EPP returned +10.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.8%.
What is the average annual return of EPP?
EPP has returned +5.7% a year over 5 years, +7.0% a year over 10 years, +8.8% a year since October 26, 2001 (total return, distributions reinvested).
How much would $10,000 invested in EPP be worth?
$10,000 invested in EPP at its first recorded close on October 26, 2001 would be worth about $82,239 on October 23, 2026 with distributions reinvested.
What was the worst year for EPP?
The worst calendar year was 2008, with a total return of −47.6%. The best was 2009 at +63.5%.
What is the biggest drawdown of EPP?
The largest peak-to-trough decline was −66.0% between October 31, 2007 and November 20, 2008. It recovered to the old high on January 10, 2013, 4.1 years after the bottom.
How volatile is EPP?
Over the past 3 years EPP had an annualized volatility of 14.1% and a Sharpe ratio of 0.80 (excess return over 1–3 month T-bills per unit of risk).