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iShares Core MSCI Pacific ex Japan UCITS ETF (CPXJ.AS)

ETF · Currency in EUR · Last updated Mar 5, 2024

CPXJ.AS is a passive ETF by iShares tracking the investment results of the MSCI Pacific Ex Japan NR USD. CPXJ.AS launched on Jan 12, 2010 and has a 0.20% expense ratio.

Summary

ETF Info

ISINIE00B52MJY50
IssueriShares
Inception DateJan 12, 2010
CategoryAsia Pacific Equities
Index TrackedMSCI Pacific Ex Japan NR USD
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Value

Expense Ratio

The iShares Core MSCI Pacific ex Japan UCITS ETF has a high expense ratio of 0.20%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.20%

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of €10,000 in iShares Core MSCI Pacific ex Japan UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%OctoberNovemberDecember2024FebruaryMarch
94.79%
389.82%
CPXJ.AS (iShares Core MSCI Pacific ex Japan UCITS ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with CPXJ.AS

iShares Core MSCI Pacific ex Japan UCITS ETF

Return

iShares Core MSCI Pacific ex Japan UCITS ETF had a return of -0.56% year-to-date (YTD) and -1.54% in the last 12 months. Over the past 10 years, iShares Core MSCI Pacific ex Japan UCITS ETF had an annualized return of 5.73%, while the S&P 500 had an annualized return of 10.60%, indicating that iShares Core MSCI Pacific ex Japan UCITS ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.56%7.57%
1 month1.54%3.48%
6 months4.09%13.62%
1 year-1.54%26.83%
5 years (annualized)3.47%13.14%
10 years (annualized)5.73%10.60%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.37%0.73%
2023-4.76%-0.45%-4.20%3.07%7.43%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for iShares Core MSCI Pacific ex Japan UCITS ETF (CPXJ.AS) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
CPXJ.AS
iShares Core MSCI Pacific ex Japan UCITS ETF
-0.10
^GSPC
S&P 500
2.35

Sharpe Ratio

The current iShares Core MSCI Pacific ex Japan UCITS ETF Sharpe ratio is -0.10. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50OctoberNovemberDecember2024FebruaryMarch
-0.10
2.11
CPXJ.AS (iShares Core MSCI Pacific ex Japan UCITS ETF)
Benchmark (^GSPC)

Dividend History


iShares Core MSCI Pacific ex Japan UCITS ETF doesn't pay dividends

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-7.05%
0
CPXJ.AS (iShares Core MSCI Pacific ex Japan UCITS ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Core MSCI Pacific ex Japan UCITS ETF. 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 Core MSCI Pacific ex Japan UCITS ETF was 36.83%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.

The current iShares Core MSCI Pacific ex Japan UCITS ETF drawdown is 7.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.83%Jan 20, 202046Mar 23, 2020236Feb 23, 2021282
-30.97%Apr 13, 2015215Feb 11, 2016261Feb 15, 2017476
-22.01%Feb 8, 2011156Oct 4, 2011189Jul 5, 2012345
-17.42%May 6, 201336Jun 24, 2013271Jul 16, 2014307
-15.68%Apr 6, 2022402Oct 27, 2023

Volatility Chart

The current iShares Core MSCI Pacific ex Japan UCITS ETF volatility is 3.60%, 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.


2.00%2.50%3.00%3.50%4.00%4.50%OctoberNovemberDecember2024FebruaryMarch
3.60%
3.38%
CPXJ.AS (iShares Core MSCI Pacific ex Japan UCITS ETF)
Benchmark (^GSPC)