(EWZ) iShares MSCI Brazil - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642864007 • Latin America Stock
EWZ: Brazilian Stocks, Large Cap, Mid Cap
The iShares MSCI Brazil ETF, traded on the NYSE ARCA under the ticker EWZ, is designed to track the performance of the Brazilian equity market, focusing on large- and mid-capitalization segments. This fund typically allocates at least 80% of its assets to the component securities of its underlying index, which is a free float-adjusted, market capitalization-weighted index. By doing so, it aims to replicate the performance of the Brazilian market, providing investors with exposure to the country's economic growth and development. The underlying index is constructed to include a broad range of securities from various sectors, offering a comprehensive view of the Brazilian market.
As a non-diversified fund, the iShares MSCI Brazil ETF may have a higher concentration of investments in a particular sector or industry, which can be beneficial for investors seeking targeted exposure to the Brazilian market. The fund's investment strategy involves investing in securities that have economic characteristics substantially identical to the component securities of its underlying index, allowing for a high degree of correlation between the fund's performance and the underlying index. With its listing on the NYSE ARCA, the fund provides liquidity and ease of access for investors looking to gain exposure to the Brazilian equity market.
From a structural perspective, the iShares MSCI Brazil ETF is a US-domiciled exchange-traded fund, or ETF, with the ISIN code US4642864007. It falls under the Latin America Stock category, making it a suitable option for investors seeking to diversify their portfolios with emerging market exposure. The fund's website, http://www.ishares.com, provides detailed information on the fund's holdings, performance, and other relevant data, enabling investors to make informed decisions about their investments.
Additional Sources for EWZ ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EWZ ETF Overview
Market Cap in USD | 3,097m |
Category | Latin America Stock |
TER | 0.59% |
IPO / Inception | 2000-07-10 |
EWZ ETF Ratings
Growth 5y | -14.6% |
Fundamental | - |
Dividend | 75.9% |
Rel. Strength Industry | -171 |
Analysts | - |
Fair Price Momentum | 20.99 USD |
Fair Price DCF | - |
EWZ Dividends
Dividend Yield 12m | 8.30% |
Yield on Cost 5y | 6.44% |
Annual Growth 5y | 25.95% |
Payout Consistency | 86.9% |
EWZ Growth Ratios
Growth Correlation 3m | -89.2% |
Growth Correlation 12m | -83.1% |
Growth Correlation 5y | 53.3% |
CAGR 5y | -4.95% |
CAGR/Mean DD 5y | -0.24 |
Sharpe Ratio 12m | -1.12 |
Alpha | -46.23 |
Beta | 0.95 |
Volatility | 29.28% |
Current Volume | 24714.4k |
Average Volume 20d | 20173.8k |
As of January 23, 2025, the stock is trading at USD 24.18 with a total of 24,714,400 shares traded.
Over the past week, the price has changed by +1.68%, over one month by +6.90%, over three months by -9.97% and over the past year by -19.19%.
Neither. Based on ValueRay Analyses, iShares MSCI Brazil is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of -14.61 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EWZ as of January 2025 is 20.99. This means that EWZ is currently overvalued and has a potential downside of -13.19%.
iShares MSCI Brazil has no consensus analysts rating.
According to ValueRays Forecast Model, EWZ iShares MSCI Brazil will be worth about 23.3 in January 2026. The stock is currently trading at 24.18. This means that the stock has a potential downside of -3.64%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 23.3 | -3.6% |