iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc (APJX.DE)
APJX.DE is a passive ETF by iShares tracking the investment results of the MSCI Pacific ex Japan ESG Enhanced Focus. APJX.DE launched on Dec 8, 2021 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BMDBMK72 |
|---|---|
| WKN | A2QGKU |
| Issuer | iShares |
| Inception Date | Dec 8, 2021 |
| Category | Asia Pacific Equities |
| Index Tracked | MSCI Pacific ex Japan ESG Enhanced Focus |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Value |
Expense Ratio
APJX.DE has a high expense ratio of 0.20%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc had a return of 0.34% year-to-date (YTD) and 1.75% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.34% | 5.21% |
| 1 month | -1.23% | -4.30% |
| 6 months | 10.79% | 18.42% |
| 1 year | 1.75% | 21.82% |
| 5 years (annualized) | N/A | 11.27% |
| 10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.97% | 1.66% | 1.95% | |||||||||
| 2023 | -5.23% | 4.36% | 7.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of APJX.DE is 17, indicating that it is in the bottom 17% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc(APJX.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc (APJX.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc was 18.67%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc drawdown is 8.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.67% | Apr 6, 2022 | 402 | Oct 27, 2023 | — | — | — |
| -0.49% | Mar 31, 2022 | 1 | Mar 31, 2022 | 1 | Apr 1, 2022 | 2 |
Volatility
Volatility Chart
The current iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc volatility is 3.73%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.