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SCJ: iShares MSCI Japan Small-Cap ETF (ETF)
Basic Info 84.45 0.03(0.04%) July 10
Asset Class: | JAPAN STOCK |
MyPlanIQ Rating: | (55%) |
Start Date: | 12/21/2007 |
Last Dividend Date: | 12/17/2024 |
12-Mo. Yield | 0.84% |
Expenses | 0.50% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/21/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 15.4 | 20.1 | 13.0 | 6.2 | 5.5 | 6.9 | 5.1 | 3.4 | 13.2 | -12.8 | -3.0 | 7.5 | 19.2 | -17.2 | 31.6 | 8.3 | 14.9 | -2.7 | 24.7 | 5.5 | -4.8 | 19.1 | 2.2 | -19.0 | 0.4 |
Sharpe Ratio | NA | 1.71 | 0.95 | 0.6 | 0.29 | 0.25 | NA | 0.21 | -0.21 | 0.68 | -0.8 | -0.21 | 0.27 | 1.39 | -1.1 | 3.85 | 0.5 | 0.86 | -0.17 | 1.24 | 0.39 | -0.2 | 1.17 | 0.08 | -0.47 | NA |
Draw Down(%) | NA | 12.4 | 12.4 | 13.4 | 33.3 | 37.3 | NA | 43.5 | 9.6 | 9.6 | 24.1 | 14.6 | 32.7 | 6.4 | 26.5 | 3.9 | 11.5 | 12.0 | 12.3 | 15.4 | 12.6 | 19.4 | 11.1 | 24.4 | 43.5 | NA |
Standard Deviation(%) | NA | 18.0 | 17.7 | 15.7 | 15.7 | 16.6 | NA | 20.1 | 15.2 | 13.3 | 17.8 | 14.5 | 26.5 | 12.8 | 16.8 | 8.1 | 16.1 | 17.2 | 15.6 | 19.9 | 14.1 | 24.9 | 16.3 | 25.9 | 42.4 | NA |
Treynor Ratio | NA | 0.44 | 0.25 | 0.13 | 0.06 | 0.05 | NA | 0.05 | -0.05 | 0.12 | -0.21 | -0.04 | 0.08 | 0.19 | -0.2 | 0.39 | 0.1 | 0.17 | -0.03 | 0.26 | 0.07 | -0.05 | 0.25 | 0.03 | -0.24 | NA |
Alpha | NA | 0.03 | 0.03 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | -0.06 | -0.02 | -0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.01 | -0.01 | 0.05 | 0.03 | -0.03 | 0.07 | NA |
Beta | NA | 0.7 | 0.67 | 0.71 | 0.72 | 0.8 | NA | 0.82 | 0.62 | 0.77 | 0.68 | 0.8 | 0.96 | 0.95 | 0.93 | 0.79 | 0.83 | 0.88 | 0.97 | 0.95 | 0.79 | 1.0 | 0.77 | 0.71 | 0.81 | NA |
RSquared | NA | 0.77 | 0.76 | 0.77 | 0.76 | 0.77 | NA | 0.69 | 0.67 | 0.75 | 0.84 | 0.76 | 0.86 | 0.77 | 0.85 | 0.61 | 0.8 | 0.72 | 0.72 | 0.72 | 0.59 | 0.84 | 0.59 | 0.49 | 0.65 | NA |
Yield(%) | N/A | 0.0 | 0.8 | 1.5 | 1.5 | 2.3 | 3.0 | N/A | 1.8 | 2.2 | 1.0 | 1.8 | 0.9 | 5.1 | 1.2 | 1.9 | 2.9 | 1.7 | 2.2 | 2.2 | 2.9 | 2.3 | 2.2 | 2.1 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -63.8 | -45.1 | -40.6 | N/A | N/A | N/A | -8.5 | 87.6 | -45.8 | 101.1 | -78.8 | 252.7 | -18.6 | -31.3 | 87.9 | -24.9 | 18.4 | -21.3 | 19.0 | 19.9 | 7.7 | 43.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2007
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Best ETFs
- SCJ (iShares MSCI Japan Small-Cap ETF) 0.04% (55%)
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- JSC (SPDR Russell/Nomura Small Cap Japan ETF) (27%)
- FJP (First Trust Japan AlphaDEX Fund) 0.76% (18%)
- DXJ (WisdomTree Japan Hedged Equity Fund) 0.24% (14%)
Best Closed End Funds
- JEQ (Aberdeen Japan Equity Fund Inc) 0.41% (68%)
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