- ISIN
- IE00B42Z5J44
- Issuer
- iShares
- Inception Date
- Sep 30, 2010
- Category
- Japan Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI Japan Index (EUR Hedged)
- Domicile
- Ireland
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
IBCG.DE Performance Chart
iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) is up 21.3% since the beginning of the year. IBCG.DE is currently trading at €144 per share. Investors who bought €1,000 worth of IBCG.DE shares 5 years ago would now be looking at an investment worth €2,444.
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Returns By Period
iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) has returned 21.27% so far this year and 48.23% over the past 12 months. Looking at the last ten years, IBCG.DE has achieved an annualized return of 14.99%, outperforming the S&P 500 Index benchmark, which averaged 13.23% per year.
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)
- 1D
- 1.23%
- 1M
- 1.98%
- 6M
- 20.86%
- YTD
- 21.27%
- 1Y
- 48.23%
- 3Y*
- 25.91%
- 5Y*
- 19.57%
- 10Y*
- 14.99%
Benchmark (S&P 500 Index)
- 1D
- -0.43%
- 1M
- 0.48%
- 6M
- 11.83%
- YTD
- 12.30%
- 1Y
- 22.52%
- 3Y*
- 17.03%
- 5Y*
- 12.27%
- 10Y*
- 13.23%
IBCG.DE Monthly Returns History
Based on dividend-adjusted daily data since Mar 16, 2011, IBCG.DE's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2013 with a return of +11.8%, while the worst month was May 2012 at -11.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, IBCG.DE closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +8.1%, while the worst single day was Mar 12, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.62% | 9.36% | -9.36% | 5.83% | 6.74% | 2.67% | 0.83% | 21.27% | |||||
| 2025 | 1.08% | -3.33% | -1.08% | 0.20% | 4.68% | 2.27% | 2.90% | 3.67% | 3.00% | 8.66% | 0.87% | 1.66% | 26.94% |
| 2024 | 7.35% | 6.18% | 4.77% | -0.94% | 1.56% | 3.21% | -2.94% | -1.54% | -1.90% | 0.95% | 1.23% | 3.34% | 22.76% |
| 2023 | 5.68% | 0.65% | 2.24% | 2.51% | 3.83% | 9.11% | 1.34% | -0.53% | 1.09% | -0.88% | 4.11% | 0.04% | 32.85% |
| 2022 | -5.66% | 0.02% | 3.26% | -1.17% | -0.82% | -2.71% | 4.27% | 0.39% | -4.60% | 4.19% | 3.42% | -5.88% | -5.89% |
| 2021 | 0.68% | 3.81% | 3.99% | -2.80% | 1.36% | 0.57% | -1.42% | 2.14% | 4.19% | -0.91% | -4.45% | 4.78% | 12.06% |
Benchmark Metrics
iShares MSCI Japan EUR Hedged UCITS ETF (Acc) has an annualized alpha of 5.16%, beta of 0.53, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since March 16, 2011.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (66.23%) than losses (62.01%) - typical of diversified or defensive assets.
- Beta of 0.53 may look defensive, but with R2 of 0.22 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.22 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 5.16%
- Beta
- 0.53
- R²
- 0.22
- Upside Capture
- 66.23%
- Downside Capture
- 62.01%
Expense Ratio
IBCG.DE has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IBCG.DE ranks 89 for risk / return — in the top 89% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) 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.
| IBCG.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.35 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 4.83 | 3.18 | +1.65 |
| Martin ratioReturn relative to average drawdown | 16.49 | 11.76 | +4.72 |
Dividends
Dividend History
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 MSCI Japan EUR Hedged 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 iShares MSCI Japan EUR Hedged UCITS ETF (Acc) was 34.79%, occurring on Mar 12, 2020. Recovery took 207 trading sessions.
The current iShares MSCI Japan EUR Hedged UCITS ETF (Acc) drawdown is 2.74%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.79%Mar 2020 | 2y 1mo | 10mo 1d | 2y 11moJan 2018 - Jan 2021 |
2016 bear market2016 | -30.84%Jun 2016 | 10mo 21d | 1y 3mo | 2y 2moAug 2015 - Oct 2017 |
2012 bear market2012 | -22.14%Jun 2012 | 10mo 29d | 7mo 14d | 1y 6moJul 2011 - Jan 2013 |
2024 bear market2024 | -21.63%Aug 2024 | 25d | 11mo 22d | 1y 12dJul 2024 - Jul 2025 |
2013 correction2013 | -19.00%Jun 2013 | 22d | 6mo 19d | 7mo 11dMay 2013 - Dec 2013 |
Drawdown Indicators
| IBCG.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.79% | -51.62% | +16.83% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -7.57% | -2.37% |
Max Drawdown (3Y)Largest decline over 3 years | -21.63% | -23.99% | +2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | -23.99% | +2.36% |
Max Drawdown (10Y)Largest decline over 10 years | -34.79% | -33.42% | -1.37% |
Current DrawdownCurrent decline from peak | -2.74% | -0.43% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -9.08% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.04% | +0.88% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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