WisdomTree Japan Equity UCITS ETF JPY Acc (DXJG.L)
DXJG.L is a passive ETF by WisdomTree tracking the investment results of the TOPIX TR JPY. DXJG.L launched on Nov 2, 2015 and has a 0.40% expense ratio.
ETF Info
ISIN | IE00BYQCZN58 |
---|---|
WKN | A1403E |
Issuer | WisdomTree |
Inception Date | Nov 2, 2015 |
Category | Japan Equities |
Leveraged | 1x |
Index Tracked | TOPIX TR JPY |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
DXJG.L features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in WisdomTree Japan Equity UCITS ETF JPY 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
WisdomTree Japan Equity UCITS ETF JPY Acc had a return of 10.37% year-to-date (YTD) and 13.26% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.37% | 25.45% |
1 month | -1.09% | 2.91% |
6 months | -0.80% | 14.05% |
1 year | 13.26% | 35.64% |
5 years (annualized) | 7.96% | 14.13% |
10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of DXJG.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 5.32% | 5.55% | 4.31% | -3.75% | -0.46% | 1.03% | 2.00% | -2.33% | -1.90% | -1.41% | 10.37% | ||
2023 | 4.39% | -0.27% | 1.53% | -1.85% | 2.04% | 5.19% | 2.73% | -0.93% | 3.74% | -2.97% | 1.78% | 2.37% | 18.87% |
2022 | -1.57% | 1.60% | 0.93% | -3.00% | 0.54% | -4.46% | 5.12% | 1.71% | -5.28% | -2.10% | 7.75% | 0.18% | 0.63% |
2021 | -0.31% | 1.21% | 3.58% | -2.26% | 0.25% | 1.00% | -1.32% | 2.25% | 5.45% | -5.00% | -0.87% | 3.06% | 6.81% |
2020 | -3.19% | -7.01% | -5.87% | 3.84% | 8.31% | 0.05% | -8.73% | 5.96% | 4.97% | -1.30% | 6.78% | 3.63% | 5.73% |
2019 | 4.55% | -1.47% | 1.56% | 1.86% | -4.13% | 4.69% | 3.69% | -2.94% | 5.41% | -0.78% | 1.76% | -1.67% | 12.68% |
2018 | -0.69% | 0.54% | -4.78% | 2.61% | -0.10% | -1.65% | 2.52% | -0.23% | 2.96% | -6.88% | -0.63% | -7.87% | -13.96% |
2017 | 0.98% | 4.14% | -0.81% | -2.46% | 0.93% | 0.97% | 1.14% | 2.08% | -1.45% | 5.99% | 0.26% | 2.34% | 14.74% |
2016 | -2.44% | -3.03% | 1.54% | -2.14% | 2.93% | 4.97% | 7.21% | 5.39% | 2.58% | 8.36% | -1.88% | 1.44% | 26.98% |
2015 | 2.66% | 0.28% | 2.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DXJG.L is 21, indicating that it is in the bottom 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Japan Equity UCITS ETF JPY Acc (DXJG.L) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Japan Equity UCITS ETF JPY 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 WisdomTree Japan Equity UCITS ETF JPY Acc was 29.26%, occurring on Mar 12, 2020. Recovery took 198 trading sessions.
The current WisdomTree Japan Equity UCITS ETF JPY Acc drawdown is 5.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-29.26% | Jan 11, 2018 | 549 | Mar 12, 2020 | 198 | Jan 8, 2021 | 747 |
-16.07% | Dec 4, 2015 | 48 | Feb 12, 2016 | 96 | Jul 1, 2016 | 144 |
-14.17% | Mar 25, 2024 | 93 | Aug 6, 2024 | — | — | — |
-11.74% | Sep 30, 2021 | 271 | Oct 28, 2022 | 60 | Jan 25, 2023 | 331 |
-7.83% | Sep 20, 2023 | 11 | Oct 4, 2023 | 69 | Jan 12, 2024 | 80 |
Volatility
Volatility Chart
The current WisdomTree Japan Equity UCITS ETF JPY Acc volatility is 3.74%, 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.