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JPXN: iShares JPX-Nikkei 400 ETF (ETF)
Basic Info 71.1 0.14(0.20%) May 01
Asset Class: | EQUITY |
MyPlanIQ Rating: | (98%) |
Start Date: | 10/26/2001 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.69% |
Expenses | - |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/26/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 4.6 | 16.3 | 1.6 | 5.8 | 5.8 | 6.1 | 3.9 | 4.0 | 19.7 | -16.3 | 0.2 | 15.1 | 19.4 | -14.9 | 23.2 | 3.0 | 9.8 | -6.7 | 25.7 | 12.1 | -16.7 | 14.1 | 3.4 | -27.9 | -6.3 | 8.2 | 23.7 | 12.5 | 35.1 | -11.0 | -10.0 |
Sharpe Ratio | NA | 0.78 | 0.9 | -0.07 | 0.23 | 0.29 | NA | NA | 0.15 | 1.06 | -0.91 | 0.01 | 0.58 | 1.5 | -1.02 | 2.73 | 0.14 | 0.51 | -0.45 | 1.25 | 0.79 | -0.71 | 0.78 | 0.12 | -0.72 | -0.59 | 0.24 | 1.3 | 0.55 | 1.54 | -0.51 | -1.91 |
Draw Down(%) | NA | 7.0 | 10.6 | 33.2 | 33.2 | 33.2 | NA | NA | 55.5 | 10.6 | 27.3 | 11.8 | 28.3 | 5.9 | 23.8 | 3.5 | 14.9 | 16.5 | 12.1 | 13.6 | 15.1 | 25.0 | 14.8 | 29.5 | 44.7 | 13.4 | 20.5 | 10.0 | 19.4 | 15.7 | 27.2 | 11.8 |
Standard Deviation(%) | NA | 13.6 | 14.5 | 16.4 | 18.0 | 17.0 | NA | NA | 20.4 | 14.7 | 19.4 | 15.0 | 25.5 | 12.0 | 15.9 | 8.3 | 19.6 | 19.0 | 15.0 | 20.5 | 15.5 | 23.5 | 17.9 | 26.3 | 40.1 | 15.7 | 20.7 | 16.6 | 21.0 | 22.4 | 23.9 | 24.5 |
Treynor Ratio | NA | 0.16 | 0.18 | -0.02 | 0.07 | 0.07 | NA | NA | 0.04 | 0.24 | -0.28 | 0.0 | 0.25 | 0.24 | -0.23 | 0.39 | 0.03 | 0.11 | -0.1 | 0.25 | 0.17 | -0.23 | 0.2 | 0.04 | -0.34 | -0.14 | 0.04 | 0.28 | 0.1 | 0.76 | -0.34 | -0.62 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.01 | -0.02 | -0.06 | 0.01 | -0.01 | -0.05 | 0.04 | -0.03 | 0.04 | -0.06 | -0.02 | 0.0 | -0.07 | 0.01 | -0.06 | 0.03 | -0.04 | -0.04 | 0.07 | 0.0 | 0.08 | -0.01 | -0.32 |
Beta | NA | 0.68 | 0.73 | 0.65 | 0.62 | 0.67 | NA | NA | 0.71 | 0.64 | 0.63 | 0.71 | 0.59 | 0.75 | 0.7 | 0.59 | 0.93 | 0.89 | 0.68 | 1.04 | 0.74 | 0.72 | 0.69 | 0.76 | 0.85 | 0.68 | 1.37 | 0.78 | 1.11 | 0.46 | 0.35 | 0.75 |
RSquared | NA | 0.35 | 0.37 | 0.5 | 0.57 | 0.51 | NA | NA | 0.47 | 0.36 | 0.65 | 0.42 | 0.67 | 0.62 | 0.56 | 0.25 | 0.41 | 0.52 | 0.28 | 0.33 | 0.39 | 0.57 | 0.52 | 0.65 | 0.74 | 0.48 | 0.5 | 0.24 | 0.37 | 0.11 | 0.14 | 0.26 |
Yield(%) | N/A | 0.0 | 2.8 | 2.0 | 2.2 | 2.2 | 2.5 | 1.7 | N/A | 3.0 | 1.2 | 2.6 | 1.4 | 2.2 | 1.3 | 0.7 | 2.1 | 1.5 | 1.3 | 1.4 | 2.2 | 2.0 | 1.7 | 1.3 | 1.1 | 0.5 | 0.3 | 0.2 | 0.2 | 0.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 103.5 | 48.5 | 78.6 | 108.3 | N/A | N/A | N/A | 103.5 | -53.8 | 102.2 | -24.6 | 40.2 | 141.7 | -67.0 | 55.7 | 2.9 | 9.7 | -28.7 | -7.4 | 30.6 | 35.8 | -13.1 | 103.3 | 57.9 | 111.1 | 12.5 | 14.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/26/2001
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