iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc (EDMJ.DE)
EDMJ.DE is a passive ETF by iShares tracking the investment results of the MSCI Japan ESG Enhanced Focus. EDMJ.DE launched on Apr 16, 2019 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BHZPJ452 |
|---|---|
| WKN | A2PCB2 |
| Issuer | iShares |
| Inception Date | Apr 16, 2019 |
| Category | Japan Equities |
| Index Tracked | MSCI Japan ESG Enhanced Focus |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Blend |
Expense Ratio
The iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc features an expense ratio of 0.15%, falling within the medium range.
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 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 Japan ESG Enhanced UCITS ETF USD Acc had a return of 5.53% year-to-date (YTD) and 16.64% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.53% | 6.92% |
| 1 month | -5.51% | -2.83% |
| 6 months | 14.60% | 23.86% |
| 1 year | 16.64% | 23.33% |
| 5 years (annualized) | N/A | 11.66% |
| 10 years (annualized) | N/A | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.99% | 3.31% | 2.73% | |||||||||
| 2023 | 0.50% | -2.29% | 3.06% | 3.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc(EDMJ.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc (EDMJ.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 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 Japan ESG Enhanced UCITS ETF USD Acc was 27.95%, occurring on Mar 12, 2020. Recovery took 172 trading sessions.
The current iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc drawdown is 6.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.95% | Feb 12, 2020 | 18 | Mar 12, 2020 | 172 | Nov 16, 2020 | 190 |
| -19.81% | Sep 17, 2021 | 193 | Jun 20, 2022 | 402 | Jan 12, 2024 | 595 |
| -9% | Feb 17, 2021 | 60 | May 13, 2021 | 80 | Sep 3, 2021 | 140 |
| -7.38% | Mar 25, 2024 | 22 | Apr 25, 2024 | — | — | — |
| -4.98% | Aug 14, 2019 | 1 | Aug 14, 2019 | 2 | Sep 16, 2019 | 3 |
Volatility
Volatility Chart
The current iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc volatility is 4.10%, 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.