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ISIN
US46434V8862
CUSIP
46434V886
Issuer
iShares
Inception Date
Jan 31, 2014
Region
Developed Asia Pacific (Japan)
Leveraged
1x (No leverage)
Index Tracked
MSCI Japan 100% Hedged to USD Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$722M

Share Price Chart


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Performance

HEWJ Performance Chart

iShares Currency Hedged MSCI Japan ETF (HEWJ) is up 26.5% since the beginning of the year. HEWJ is currently trading at $67 per share. Investors who bought $1,000 worth of HEWJ shares 5 years ago would now be looking at an investment worth $2,797.


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S&P 500 Index

Returns By Period

iShares Currency Hedged MSCI Japan ETF (HEWJ) has returned 26.51% so far this year and 61.45% over the past 12 months. Looking at the last ten years, HEWJ has achieved an annualized return of 17.92%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


iShares Currency Hedged MSCI Japan ETF

1D
0.98%
1M
8.32%
YTD
26.51%
6M
27.05%
1Y
61.45%
3Y*
30.43%
5Y*
22.84%
10Y*
17.92%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HEWJ Monthly Returns History

Based on dividend-adjusted daily data since Feb 5, 2014, HEWJ's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +10.3%, while the worst month was Feb 2016 at -11.8%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HEWJ closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +9.1%, while the worst single day was Mar 12, 2020 at -10.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.05%9.12%-6.84%4.55%6.02%6.88%26.51%
20250.75%-2.37%0.04%0.14%4.24%2.31%3.14%4.15%3.39%8.58%1.10%1.65%30.25%
20247.88%6.72%4.63%-1.21%2.65%2.35%-2.86%-0.45%-2.07%0.96%1.19%3.19%24.80%
20237.34%0.14%2.70%3.36%3.48%8.93%1.64%-0.26%0.83%-0.15%4.42%-0.64%36.21%
2022-4.29%-1.90%3.65%-1.84%1.11%-2.32%4.96%-0.42%-4.71%5.34%4.30%-7.38%-4.39%
20210.56%3.47%4.31%-2.80%2.25%0.44%-1.85%2.03%3.99%-0.27%-3.79%4.20%12.79%

Benchmark Metrics

iShares Currency Hedged MSCI Japan ETF has an annualized alpha of 4.56%, beta of 0.86, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since February 05, 2014.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (78.23%) than losses (58.14%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 4.56% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 0.86 and R2 of 0.52, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
4.56%
Beta
0.86
0.52
Upside Capture
78.23%
Downside Capture
58.14%

Expense Ratio

HEWJ has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HEWJ ranks 92 for risk / return — in the top 92% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


HEWJ Risk / Return Rank: 9292
Overall Rank
HEWJ Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
HEWJ Sortino Ratio Rank: 9292
Sortino Ratio Rank
HEWJ Omega Ratio Rank: 9191
Omega Ratio Rank
HEWJ Calmar Ratio Rank: 9393
Calmar Ratio Rank
HEWJ Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Currency Hedged MSCI Japan ETF (HEWJ) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HEWJBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.16

Sortino ratioReturn per unit of downside risk

+1.46

Omega ratioGain probability vs. loss probability

1.57

1.37

+0.20

Calmar ratioReturn relative to maximum drawdown

5.95

2.78

+3.17

Martin ratioReturn relative to average drawdown

23.05

12.44

+10.61

Dividends

Dividend History

iShares Currency Hedged MSCI Japan ETF provided a 4.03% dividend yield over the last twelve months, with an annual payout of $2.69 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%10.00%20.00%30.00%40.00%50.00%$0.00$2.00$4.00$6.00$8.00$10.00$12.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.69$2.69$0.94$0.71$12.47$0.80$0.43$0.92$0.39$0.40$0.52$0.93

Dividend yield

4.03%5.10%2.20%2.02%47.68%2.03%1.20%2.78%1.37%1.21%1.88%3.25%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Currency Hedged MSCI Japan ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.00$2.26$2.69
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.65$0.94
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.00$0.00$0.00$0.00$0.52$0.71
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.00$12.12$12.47
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.52$0.80

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Currency Hedged MSCI Japan ETF. 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 Currency Hedged MSCI Japan ETF was 31.53%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-31.53%Mar 2020
1mo 8d7mo 28d
9mo 6dFeb 2020 - Nov 2020
2016 bear market2016
-29.58%Jun 2016
10mo 21d1y 3mo
2y 2moAug 2015 - Oct 2017
Rate-hike selloffLate 2018
-21.57%Dec 2018
11mo 4d1y 1mo
2y 13dJan 2018 - Feb 2020
2024 bear market2024
-20.90%Aug 2024
26d10mo 25d
11mo 21dJul 2024 - Jun 2025
Bear market2022
-16.02%Mar 2022
5mo 25d8mo 22d
1y 2moSep 2021 - Nov 2022

Drawdown Indicators


HEWJBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-31.53%

-56.78%

+25.25%

Max Drawdown (1Y)

Largest decline over 1 year

-10.37%

-9.10%

-1.27%

Max Drawdown (3Y)

Largest decline over 3 years

-20.90%

-18.90%

-2.00%

Max Drawdown (5Y)

Largest decline over 5 years

-20.90%

-25.43%

+4.53%

Max Drawdown (10Y)

Largest decline over 10 years

-31.53%

-33.92%

+2.39%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-6.59%

-10.71%

+4.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

2.03%

+0.64%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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