UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (FRCJ.DE)
FRCJ.DE is a passive ETF by UBS tracking the investment results of the MSCI Japan SRI Low Carbon Select 5% Issuer Capped. FRCJ.DE launched on Jul 22, 2015 and has a 0.19% expense ratio.
ETF Info
ISIN | LU1230561679 |
---|---|
WKN | A14UX8 |
Issuer | UBS |
Inception Date | Jul 22, 2015 |
Category | Japan Equities |
Index Tracked | MSCI Japan SRI Low Carbon Select 5% Issuer Capped |
Domicile | Luxembourg |
Distribution Policy | Distributing |
Asset Class | Equity |
Expense Ratio
FRCJ.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 UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis, 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
UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis had a return of 1.67% year-to-date (YTD) and 3.55% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 1.67% | 9.49% |
1 month | -1.82% | 1.20% |
6 months | 7.62% | 18.29% |
1 year | 3.55% | 26.44% |
5 years (annualized) | 4.06% | 12.64% |
10 years (annualized) | N/A | 10.67% |
Monthly Returns
The table below presents the monthly returns of FRCJ.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 | 4.27% | -0.85% | 2.47% | -3.83% | 1.67% | ||||||||
2023 | 4.79% | -2.83% | 1.99% | -0.45% | 3.25% | 1.38% | 0.14% | -3.12% | -0.32% | -2.96% | 3.38% | 3.22% | 8.38% |
2022 | -4.86% | -0.57% | -1.23% | -3.03% | -1.74% | -5.47% | 9.72% | -3.86% | -6.03% | -0.24% | 4.82% | -4.08% | -16.33% |
2021 | 0.24% | -0.73% | 1.90% | -4.31% | -0.85% | 3.11% | -1.05% | 3.48% | 3.78% | -2.21% | -2.69% | 2.35% | 2.66% |
2020 | -1.54% | -9.24% | -0.60% | 3.62% | 2.39% | 0.23% | -5.28% | 2.69% | 4.59% | -0.81% | 10.24% | 2.95% | 8.19% |
2019 | 6.23% | 0.25% | 0.03% | 2.75% | -3.70% | 2.43% | 1.51% | -0.38% | 6.96% | 2.89% | 3.16% | 0.43% | 24.48% |
2018 | -0.86% | -0.67% | -1.24% | 2.99% | 1.86% | -2.39% | 0.36% | 0.43% | 3.96% | -7.42% | 0.25% | -9.05% | -11.92% |
2017 | -0.45% | 3.50% | 0.00% | -1.63% | -1.44% | 0.56% | -1.29% | -1.19% | 1.55% | 6.60% | 1.11% | -0.58% | 6.63% |
2016 | -8.41% | -3.21% | -0.20% | -0.07% | 7.37% | -1.34% | 3.57% | 0.48% | 1.36% | 3.73% | 0.90% | -0.72% | 2.65% |
2015 | 0.49% | -7.02% | 10.28% | 5.43% | -2.91% | 5.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FRCJ.DE is 15, indicating that it is in the bottom 15% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
FRCJ.DE (UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (FRCJ.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 UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis. 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 UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis was 26.69%, occurring on Mar 12, 2020. Recovery took 168 trading sessions.
The current UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis drawdown is 13.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-26.69% | Feb 7, 2020 | 25 | Mar 12, 2020 | 168 | Nov 9, 2020 | 193 |
-23.45% | Nov 27, 2015 | 51 | Feb 11, 2016 | 212 | Dec 9, 2016 | 263 |
-23.24% | Sep 17, 2021 | 283 | Oct 24, 2022 | — | — | — |
-18.06% | Oct 2, 2018 | 59 | Dec 27, 2018 | 210 | Oct 28, 2019 | 269 |
-11.49% | Feb 17, 2021 | 60 | May 13, 2021 | 80 | Sep 3, 2021 | 140 |
Volatility
Volatility Chart
The current UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis volatility is 4.04%, 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.