iShares Asia 50 ETF

10-Year Study

AIA.US · · US · ETF

Executive Summary: iShares Asia 50 ETF has compounded at 13.3% annually over the last 10 years, with a maximum drawdown of 50.6% and an annualized volatility of 30.8%.

1Y CAGR
+71.0%
3Y CAGR
+31.6%
5Y CAGR
+8.1%
10Y CAGR
+13.3%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
50.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.52
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.87
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
20.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +47.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -24.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202612.27.9-10.111.9————————21.9%
20253.04.9-1.3-3.26.69.72.62.011.54.6-3.74.147.8%
2024-6.35.46.11.14.35.4-0.40.97.2-1.1-3.20.120.3%
202314.3-10.06.1-5.1-1.43.96.3-8.4-4.5-2.76.42.84.9%
20221.1-6.5-5.2-6.11.9-3.7-3.9-1.8-15.7-8.227.0-0.9-24.1%
20217.51.1-2.70.0-1.00.9-8.4-1.0-5.92.3-4.41.0-10.9%
2020-5.8-0.4-10.06.7-0.19.77.23.5-0.23.410.07.633.7%
20199.7-0.10.93.3-9.78.2-2.6-5.23.64.30.79.022.2%
20188.7-6.61.9-1.5-1.3-5.01.3-1.1-0.6-12.05.0-2.5-14.2%
20177.72.03.32.44.32.35.31.40.65.41.51.845.0%
2016———-1.1-0.24.95.62.43.7-2.1-1.3-2.79.2%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 30.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 47.6% of variance. Idiosyncratic stock-specific factors contribute 2.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019893.887105519074
2016-05-019875.441419887491
2016-06-0110357.75450312831
2016-07-0110942.192999819274
2016-08-0111199.629365072537
2016-09-0111619.433662945976
2016-10-0111371.263170879341
2016-11-0111218.189798359683
2016-12-0110916.145282006708
2017-01-0111758.938125195431
2017-02-0111995.03142651417
2017-03-0112396.361351842132
2017-04-0112689.082621180696
2017-05-0113239.154195030853
2017-06-0113541.485580522734
2017-07-0114259.203479148917
2017-08-0114455.794900040448
2017-09-0114536.319067331056
2017-10-0115320.332423958163
2017-11-0115545.352576515172
2017-12-0115828.607164269877
2018-01-0117206.783881396823
2018-02-0116065.876629058122
2018-03-0116363.101743877498
2018-04-0116123.422578322448
2018-05-0115919.688115872184
2018-06-0115126.035956177873
2018-07-0115316.373629841275
2018-08-0115150.132963845883
2018-09-0115063.412423154932
2018-10-0113261.501300951546
2018-11-0113928.787604958246
2018-12-0113577.430283627518
2019-01-0114888.50830916461
2019-02-0114871.324847744205
2019-03-0115011.25961370202
2019-04-0115512.133130229984
2019-05-0114007.074192965394
2019-06-0115150.878823607034
2019-07-0114762.601444099246
2019-08-0113995.914983461995
2019-09-0114500.431738054052
2019-10-0115123.68362923885
2019-11-0115222.194491538796
2019-12-0116593.342914762576
2020-01-0115625.38906626964
2020-02-0115562.536037935577
2020-03-0114006.270959376461
2020-04-0114941.550412948125
2020-05-0114934.005754594928
2020-06-0116383.69894805087
2020-07-0117562.61636129447
2020-08-0118176.05732792872
2020-09-0118130.617256326183
2020-10-0118746.582671382796
2020-11-0120627.29674604336
2020-12-0122190.475370850083
2021-01-0123845.16525096747
2021-02-0124114.994363021426
2021-03-0123465.866875507396
2021-04-0123473.49759460227
2021-05-0123244.375213358922
2021-06-0123446.73270394244
2021-07-0121476.831013996347
2021-08-0121259.38420670643
2021-09-0120005.823443519774
2021-10-0120468.88760754007
2021-11-0119573.482964276187
2021-12-0119768.754787128753
2022-01-0119985.656543054756
2022-02-0118689.409651999053
2022-03-0117721.11156053943
2022-04-0116634.049645573177
2022-05-0116946.478824754515
2022-06-0116324.919461489253
2022-07-0115692.63119242895
2022-08-0115403.811343379492
2022-09-0112989.176427389117
2022-10-0111922.338786715665
2022-11-0115143.62103439274
2022-12-0115007.84587094905
2023-01-0117152.967230938266
2023-02-0115433.703107653382
2023-03-0116370.043977038995
2023-04-0115528.914974855921
2023-05-0115306.73482677407
2023-06-0115899.492528493278
2023-07-0116897.366828173996
2023-08-0115485.913290934077
2023-09-0114794.874222226048
2023-10-0114394.634399625926
2023-11-0115315.168779457877
2023-12-0115738.616315395406
2024-01-0114742.233735236996
2024-02-0115534.996600600703
2024-03-0116482.52536640361
2024-04-0116667.154344202805
2024-05-0117389.318714482015
2024-06-0118325.1432194176
2024-07-0118245.967337079845
2024-08-0118404.347788669245
2024-09-0119736.88362579642
2024-10-0119526.608546979125
2024-11-0118906.770398547298
2024-12-0118927.080733581763
2025-01-0119496.315165910768
2025-02-0120445.04878209707
2025-03-0120188.329589691075
2025-04-0119546.545952133016
2025-05-0120835.707175457774
2025-06-0122855.265913348314
2025-07-0123447.363816048033
2025-08-0123927.18113778038
2025-09-0126672.949100808684
2025-10-0127905.080739319146
2025-11-0126870.315068375265
2025-12-0127972.609734617363
2026-01-0131372.009030640493
2026-02-0133856.29577355698
2026-03-0130451.15909475575
2026-04-0134085.7910846809
Annual Return Matrix
YearAnnual Return
20170.4500180013507582
2018-0.14222204501505153
20190.22212690974166316
20200.3373119259234927
2021-0.10913333505701073
2022-0.2408299848647769
20230.0486925605933175
20240.20258861098655934
20250.47791464137342565
20260.21854168803199658
Total Factor Risk
0.30797963008882107
VTI.US Exposure
-0.09185082622494498
VEA.US Exposure
0.053767338629655874
VWO.US Exposure
0.3890631530544445
QQQ.US Exposure
0.052891678270377544
VTV.US Exposure
0.02878822081027158
IJR.US Exposure
-0.007872175095671974
QUAL.US Exposure
0.057476634712464884
SHV.US Exposure
0.47597758280860003
TLT.US Exposure
0.03405638281565509
LQD.US Exposure
0.021097377592216714
HYG.US Exposure
-0.018424231387953422
GLD.US Exposure
0.007400892824399539
USO.US Exposure
-0.004549109810087404
VNQ.US Exposure
-0.0022448077386376165
BTC-USD.CC Exposure
0.0005035157268664496
CPER.US Exposure
0.0010203418826456518
VIX.INDX Exposure
-0.010434936217765898
UUP.US Exposure
-0.014121147444311094
TIP.US Exposure
-0.00004681409339550133
Idiosyncratic Exposure
0.027500928885170143
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
30.8%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+6.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+22.5%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
0.1% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.06
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is iShares Asia 50 ETF a high-risk investment?

iShares Asia 50 ETF (AIA.US) has an annualized volatility of 30.8% and experienced a maximum drawdown of 50.6% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of AIA.US?

Over the past 10 years, AIA.US has generated a Compound Annual Growth Rate (CAGR) of 13.3%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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