WisdomTree Japan Hedged SmallCap Equity Fund (DXJS)
DXJS is a passive ETF by WisdomTree tracking the investment results of the WisdomTree Japan Hedged SmallCap Equity Index. DXJS launched on Jun 28, 2013 and has a 0.58% expense ratio.
ETF Info
| ISIN | US97717W5215 |
|---|---|
| CUSIP | 97717W521 |
| Issuer | WisdomTree |
| Inception Date | Jun 28, 2013 |
| Region | Developed Asia Pacific (Japan) |
| Category | Japan Equities |
| Leveraged | 1x |
| Index Tracked | WisdomTree Japan Hedged SmallCap Equity Index |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
DXJS features an expense ratio of 0.58%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: DXJS vs. DXJ, DXJS vs. FXY, DXJS vs. SH, DXJS vs. DFJ, DXJS vs. FJSCX, DXJS vs. GSJY, DXJS vs. AVDV, DXJS vs. ITB, DXJS vs. SJNK, DXJS vs. SPHD
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Japan Hedged SmallCap Equity Fund, 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 Hedged SmallCap Equity Fund had a return of 16.06% year-to-date (YTD) and 20.65% in the last 12 months. Over the past 10 years, WisdomTree Japan Hedged SmallCap Equity Fund had an annualized return of 11.42%, while the S&P 500 benchmark had an annualized return of 11.39%, indicating that WisdomTree Japan Hedged SmallCap Equity Fund performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.06% | 25.45% |
| 1 month | -0.32% | 2.91% |
| 6 months | 0.57% | 14.05% |
| 1 year | 20.65% | 35.64% |
| 5 years (annualized) | 13.35% | 14.13% |
| 10 years (annualized) | 11.42% | 11.39% |
Monthly Returns
The table below presents the monthly returns of DXJS, 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 | 4.43% | 4.27% | 3.88% | 0.72% | 1.93% | 1.81% | -0.17% | -3.59% | 1.09% | -0.15% | 16.06% | ||
| 2023 | 6.40% | 2.11% | 2.06% | 2.98% | -1.30% | 9.03% | 3.54% | 2.12% | 1.77% | 1.11% | 2.55% | 1.34% | 38.96% |
| 2022 | -2.51% | 1.98% | -2.44% | 0.52% | 1.09% | 1.04% | 3.74% | 1.06% | -1.00% | 1.88% | 3.80% | -3.92% | 5.02% |
| 2021 | 0.98% | 3.37% | 7.76% | -3.78% | 0.91% | 0.77% | 1.30% | 0.23% | 2.87% | -0.64% | -7.87% | 6.10% | 11.66% |
| 2020 | -5.36% | -11.87% | -6.16% | 5.08% | 8.14% | -1.32% | -4.93% | 7.95% | 4.33% | -3.03% | 2.06% | 4.04% | -3.23% |
| 2019 | 5.72% | 3.12% | -1.05% | 1.11% | -8.48% | 3.42% | 1.06% | -3.95% | 7.84% | 5.44% | 3.17% | 0.60% | 18.26% |
| 2018 | 1.04% | -4.14% | -0.84% | 3.13% | -1.97% | -0.89% | 1.86% | -2.60% | 4.37% | -9.67% | 3.04% | -12.33% | -18.69% |
| 2017 | 0.53% | 3.57% | -0.49% | 1.63% | 1.50% | 4.15% | 0.73% | 1.67% | 4.94% | 4.57% | 1.25% | 2.30% | 29.56% |
| 2016 | -2.98% | -10.97% | 6.16% | -6.28% | 7.73% | -8.37% | 5.09% | 1.14% | 2.94% | 6.15% | 7.32% | 2.62% | 8.51% |
| 2015 | 0.49% | 7.65% | 3.16% | 0.74% | 5.20% | 0.47% | 1.48% | -5.76% | -3.20% | 5.42% | 3.88% | -3.55% | 16.16% |
| 2014 | -5.90% | 0.63% | 1.39% | -2.82% | 3.21% | 4.92% | 0.53% | 1.06% | 2.25% | 3.64% | -1.19% | 1.48% | 9.09% |
| 2013 | -0.75% | -1.89% | 9.40% | 0.48% | 3.37% | 3.32% | 14.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DXJS is 31, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree Japan Hedged SmallCap Equity Fund provided a 2.06% dividend yield over the last twelve months, with an annual payout of $0.70 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.70 | $0.81 | $0.58 | $0.64 | $0.61 | $0.46 | $0.38 | $0.35 | $0.30 | $0.68 | $1.32 | $0.03 |
Dividend yield | 2.06% | 2.71% | 2.63% | 2.96% | 3.04% | 2.16% | 2.06% | 1.53% | 1.66% | 3.99% | 8.65% | 0.21% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Japan Hedged SmallCap Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.36 | |
| 2023 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.81 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.58 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.40 | $0.64 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.61 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.24 | $0.46 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.35 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.30 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.68 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $1.32 |
| 2013 | $0.03 | $0.03 |
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 Hedged SmallCap Equity Fund. 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 Hedged SmallCap Equity Fund was 39.29%, occurring on Mar 16, 2020. Recovery took 251 trading sessions.
The current WisdomTree Japan Hedged SmallCap Equity Fund drawdown is 3.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.29% | Jan 9, 2018 | 549 | Mar 16, 2020 | 251 | Mar 15, 2021 | 800 |
| -23.77% | Aug 11, 2015 | 128 | Feb 11, 2016 | 208 | Dec 7, 2016 | 336 |
| -16.49% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -14.47% | Sep 17, 2021 | 118 | Mar 8, 2022 | 178 | Nov 22, 2022 | 296 |
| -11.84% | Jan 22, 2014 | 57 | Apr 11, 2014 | 55 | Jul 1, 2014 | 112 |
Volatility
Volatility Chart
The current WisdomTree Japan Hedged SmallCap Equity Fund volatility is 4.02%, 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.