Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc (ESGJ.DE)
ESGJ.DE is a passive ETF by Invesco tracking the investment results of the MSCI Japan ESG Universal Select Business Screens. ESGJ.DE launched on Jan 8, 2021 and has a 0.19% expense ratio.
ETF Info
| ISIN | IE00BMDBMV87 |
|---|---|
| WKN | A2QGU3 |
| Issuer | Invesco |
| Inception Date | Jan 8, 2021 |
| Category | Japan Equities |
| Index Tracked | MSCI Japan ESG Universal Select Business Screens |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
ESGJ.DE features an expense ratio of 0.19%, 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 Invesco MSCI Japan ESG Universal Screened UCITS ETF 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
Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc had a return of 7.82% year-to-date (YTD) and 16.23% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.82% | 9.49% |
| 1 month | -1.88% | 1.20% |
| 6 months | 13.49% | 18.29% |
| 1 year | 16.23% | 26.44% |
| 5 years (annualized) | N/A | 12.64% |
| 10 years (annualized) | N/A | 10.67% |
Monthly Returns
The table below presents the monthly returns of ESGJ.DE, 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 | 5.55% | 3.16% | 3.12% | -3.82% | 7.82% | ||||||||
| 2023 | 4.96% | -1.62% | 2.00% | -1.43% | 4.31% | 2.84% | 1.55% | -2.03% | 0.62% | -2.65% | 3.36% | 3.03% | 15.59% |
| 2022 | 0.48% | -0.66% | -2.58% | -1.52% | -5.76% | 8.97% | -2.39% | -6.15% | 0.47% | 5.40% | -3.63% | -8.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ESGJ.DE is 51, 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.
ESGJ.DE (Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc (ESGJ.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 Invesco MSCI Japan ESG Universal Screened UCITS ETF 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 Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc was 12.59%, occurring on Jun 20, 2022. Recovery took 236 trading sessions.
The current Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc drawdown is 4.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.59% | Mar 28, 2022 | 59 | Jun 20, 2022 | 236 | May 22, 2023 | 295 |
| -8.57% | Jun 14, 2023 | 49 | Aug 21, 2023 | 98 | Jan 9, 2024 | 147 |
| -6.81% | Mar 25, 2024 | 22 | Apr 25, 2024 | — | — | — |
| -5.17% | Mar 1, 2022 | 6 | Mar 8, 2022 | 9 | Mar 21, 2022 | 15 |
| -3.15% | Mar 7, 2024 | 5 | Mar 13, 2024 | 6 | Mar 21, 2024 | 11 |
Volatility
Volatility Chart
The current Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc volatility is 4.09%, 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.