iShares MSCI Europe Financials ETF (EUFN) Performance
EUFN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.8% since Dec 31, 2025
- 1 year
- +18.1% total return
- 5 years
- +18.0% a year
- 10 years
- +12.6% a year
- Since first price
- +7.0% a year since 2010
EUFN trailing returns vs SPY, QQQ, AGG
| Period | EUFN total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −6.4% | −6.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.4% | −5.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.6% | +1.5% | +7.8% | +8.4% | −1.5% |
| YTD | +4.8% | +1.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.1% | +13.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +136.8%+33.3%/yr | +106.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +128.5%+18.0%/yr | +79.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +226.3%+12.6%/yr | +114.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +301.0%+9.7%/yr | +125.6% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionFeb 3, 2010 | +210.9%+7.0%/yr | +67.6% | — | — | — |
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: EUFN vs SPY
From Feb 3, 2010: EUFN grew to $31,088, SPY to $92,948.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EUFN returns by calendar year
8 of 15 full years positive. Best 2025 (+65.7%), worst 2011 (−26.6%). 2026 is year to date.
EUFN annual returns table
| Year | EUFN | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.8% | −14.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +65.7% | −15.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +17.2% | −8.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +26.1% | −14.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −8.8% | −35.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +19.1% | −11.5% | +28.7% | +27.4% | −1.8% |
| 2020 | −8.5% | −45.1% | +18.3% | +48.6% | +7.5% |
| 2019 | +20.7% | −16.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −23.1% | −33.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +26.9% | −5.9% | +21.7% | +32.7% | +3.6% |
| 2016 | −2.7% | −23.9% | +12.0% | +7.1% | +2.4% |
| 2015 | −4.7% | −17.2% | +1.2% | +9.4% | +0.5% |
| 2014 | −9.6% | −17.2% | +13.5% | +19.2% | +6.0% |
| 2013 | +29.3% | −10.7% | +32.3% | +36.6% | −2.0% |
| 2012 | +35.3% | −27.1% | +16.0% | +18.1% | +3.8% |
| 2011 | −26.6% | −43.4% | +1.9% | +3.4% | +7.7% |
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.
EUFN largest drawdowns
Now 12.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 26, 2018 | −53.3% | Mar 18, 2020 | Dec 1, 2023 | 2.1 years | 5.8 years |
| Apr 29, 2011 | −43.4% | Nov 25, 2011 | Sep 18, 2013 | 7 months | 2.4 years |
| Jun 6, 2014 | −39.4% | Jul 7, 2016 | Aug 1, 2017 | 2.1 years | 3.2 years |
| Apr 13, 2010 | −27.2% | Jun 7, 2010 | Nov 4, 2010 | 55 days | 7 months |
| Nov 4, 2010 | −17.2% | Nov 30, 2010 | Feb 1, 2011 | 26 days | 3 months |
| Mar 18, 2025 | −15.9% | Apr 8, 2025 | Apr 24, 2025 | 21 days | 37 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EUFN risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2010 |
|---|---|---|---|---|
| Annualized return | +34.2% | +20.8% | +13.4% | +7.7% |
| Volatility (annualized) | 15.6% | 20.2% | 22.3% | 23.4% |
| Sharpe ratio | 1.71 | 0.87 | 0.58 | 0.38 |
| Sortino ratio | 3.50 | 1.46 | 0.89 | 0.56 |
| Best month | +11.1% | +15.0% | +27.5% | +27.5% |
| Worst month | −7.6% | −10.0% | −26.1% | −26.1% |
| Best 12 months | +65.7% | +65.7% | +65.7% | +65.7% |
| Worst 12 months | +17.2% | −24.8% | −29.8% | −39.0% |
| Positive months | 69% | 65% | 63% | 58% |
| Beta vs S&P 500 | 0.58 | 0.79 | 0.98 | — |
| Correlation with S&P 500 | 0.46 | 0.61 | 0.67 | — |
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.
EUFN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 189 | −39.0% | +13.1% | +65.7% | 59% |
| 3-year (a year) | 165 | −13.5% | +5.4% | +41.4% | 75% |
| 5-year (a year) | 141 | −7.6% | +4.3% | +26.1% | 71% |
| 10-year (a year) | 81 | −2.5% | +3.7% | +14.5% | 94% |
Every holding period starting at a month-end since 2010. Returns for 3 years and longer are annualized.
EUFN performance overview
iShares MSCI Europe Financials ETF (EUFN) returned +18.1% over the past year and +12.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2010 it has returned +7.0% a year, turning $10,000 into about $31,088. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −53.3%, from Jan 26, 2018 to Mar 18, 2020, and it took 3.7 years to get back to the old high. EUFN finished 8 of its 15 full calendar years with a gain; the best year was 2025 (+65.7%) and the worst 2011 (−26.6%). Volatility has been 23.4% a year.
Related: EUFN chart, EUFN holdings, EUFN dividends. See the EUFN overview for the latest quote and fund facts.
EUFN performance FAQ
What is the EUFN return over the past year?
EUFN returned +18.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.0%.
What is the average annual return of EUFN?
EUFN has returned +18.0% a year over 5 years, +12.6% a year over 10 years, +7.0% a year since February 3, 2010 (total return, distributions reinvested).
How much would $10,000 invested in EUFN be worth?
$10,000 invested in EUFN at its first recorded close on February 3, 2010 would be worth about $31,088 on October 23, 2026 with distributions reinvested.
What was the worst year for EUFN?
The worst calendar year was 2011, with a total return of −26.6%. The best was 2025 at +65.7%.
What is the biggest drawdown of EUFN?
The largest peak-to-trough decline was −53.3% between January 26, 2018 and March 18, 2020. It recovered to the old high on December 1, 2023, 3.7 years after the bottom.
How volatile is EUFN?
Over the past 3 years EUFN had an annualized volatility of 15.6% and a Sharpe ratio of 1.71 (excess return over 1–3 month T-bills per unit of risk).