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iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPXJ.L)

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

CPXJ.L is a passive ETF by iShares tracking the investment results of the MSCI Pacific Ex Japan NR USD. CPXJ.L 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

Expense Ratio

The iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc 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


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Performance

The chart shows the growth of an initial investment of $10,000 in iShares VII plc - iShares Core MSCI Pac ex-Jpn 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.


0.00%100.00%200.00%300.00%400.00%OctoberNovemberDecember2024FebruaryMarch
71.06%
351.26%
CPXJ.L (iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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

iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc

Return

iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc had a return of -2.63% year-to-date (YTD) and -0.01% in the last 12 months. Over the past 10 years, iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc had an annualized return of 3.22%, while the S&P 500 had an annualized return of 10.60%, indicating that iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-2.63%7.57%
1 month1.90%3.48%
6 months4.28%13.62%
1 year-0.01%26.83%
5 years (annualized)2.66%13.14%
10 years (annualized)3.22%10.60%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-3.47%0.33%
2023-6.25%-2.95%-4.19%6.30%9.20%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPXJ.L) 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.L
iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc
-0.00
^GSPC
S&P 500
2.35

Sharpe Ratio

The current iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc Sharpe ratio is -0.00. 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-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.00
2.35
CPXJ.L (iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc)
Benchmark (^GSPC)

Dividend History


iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc doesn't pay dividends

Drawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-10.15%
-0.12%
CPXJ.L (iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares VII plc - iShares Core MSCI Pac ex-Jpn 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 VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc was 38.92%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.

The current iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc drawdown is 10.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.92%Jan 20, 202046Mar 23, 2020179Dec 4, 2020225
-31.15%Sep 5, 2014348Jan 20, 2016375Jul 14, 2017723
-25.38%May 11, 2021367Oct 24, 2022
-23.46%Apr 12, 201124Sep 30, 201132Dec 6, 201256
-16.89%Jan 29, 2018190Oct 26, 2018162Jun 20, 2019352

Volatility Chart

The current iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc volatility is 2.95%, 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%3.00%4.00%5.00%6.00%OctoberNovemberDecember2024FebruaryMarch
2.95%
3.33%
CPXJ.L (iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc)
Benchmark (^GSPC)