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iShares MSCI Japan EUR Hedged UCITS ETF Accumulati...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE00B42Z5J44
Issuer
iShares
Inception Date
Sep 30, 2010
Leveraged
1x (No leverage)
Index Tracked
MSCI Japan Index
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

Performance Chart

The chart shows the growth of an initial investment of €10,000 in iShares MSCI Japan EUR Hedged UCITS ETF Accumulating, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

IJPE.L is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.

Returns By Period

iShares MSCI Japan EUR Hedged UCITS ETF Accumulating (IJPE.L) has returned 4.01% so far this year and 35.57% over the past 12 months. Over the last decade, IJPE.L has posted an annualized return of 12.45%, slightly higher than the S&P 500 Index benchmark’s 11.99%.


iShares MSCI Japan EUR Hedged UCITS ETF Accumulating

1D
-0.02%
1M
-9.25%
YTD
4.01%
6M
15.60%
1Y
35.57%
3Y*
25.44%
5Y*
15.73%
10Y*
12.45%

Benchmark (S&P 500 Index)

1D
2.02%
1M
-2.96%
YTD
-3.12%
6M
-0.95%
1Y
8.84%
3Y*
14.21%
5Y*
10.59%
10Y*
11.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 6, 2010, IJPE.L's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, your investment would double in approximately 6.0 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2013 with a return of +11.9%, while the worst month was May 2012 at -11.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IJPE.L closed higher 52% of trading days. The best single day was Oct 31, 2014 with a return of +8.4%, while the worst single day was Mar 12, 2020 at -11.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.89%9.27%-9.25%4.01%
20251.65%-3.55%-0.36%-0.55%5.17%2.32%2.71%3.70%2.89%8.62%0.87%1.44%27.34%
20247.38%6.19%4.76%-0.93%1.55%3.19%-3.06%-1.44%-1.91%0.92%1.41%2.62%22.07%
20235.69%0.70%2.23%2.39%4.05%8.94%1.46%-0.54%1.12%-1.02%4.12%0.01%32.82%
2022-5.33%0.26%3.15%-1.20%-0.86%-2.54%4.26%0.30%-4.61%4.31%3.35%-5.89%-5.43%
20210.69%3.55%4.25%-2.92%2.43%-0.36%-1.44%2.01%4.42%-1.10%-4.16%4.00%11.46%

Benchmark Metrics

iShares MSCI Japan EUR Hedged UCITS ETF Accumulating has an annualized alpha of 5.00%, beta of 0.53, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since October 07, 2010.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (66.71%) than losses (63.27%) — typical of diversified or defensive assets.
  • Beta of 0.53 may look defensive, but with R² of 0.21 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 0.21 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
5.00%
Beta
0.53
0.21
Upside Capture
66.71%
Downside Capture
63.27%

Expense Ratio

IJPE.L has an expense ratio of 0.64%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IJPE.L ranks 84 for risk / return — in the top 84% 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.


IJPE.L Risk / Return Rank: 8484
Overall Rank
IJPE.L Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
IJPE.L Sortino Ratio Rank: 8383
Sortino Ratio Rank
IJPE.L Omega Ratio Rank: 8181
Omega Ratio Rank
IJPE.L Calmar Ratio Rank: 8888
Calmar Ratio Rank
IJPE.L Martin Ratio Rank: 8888
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 MSCI Japan EUR Hedged UCITS ETF Accumulating (IJPE.L) and compare them to a chosen benchmark (S&P 500 Index).


IJPE.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.61

0.43

+1.18

Sortino ratio

Return per unit of downside risk

2.23

0.73

+1.50

Omega ratio

Gain probability vs. loss probability

1.32

1.11

+0.21

Calmar ratio

Return relative to maximum drawdown

2.92

0.67

+2.25

Martin ratio

Return relative to average drawdown

11.22

2.80

+8.42

Explore IJPE.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


iShares MSCI Japan EUR Hedged UCITS ETF Accumulating doesn't pay dividends

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 Accumulating. 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 Accumulating was 34.53%, occurring on Mar 16, 2020. Recovery took 205 trading sessions.

The current iShares MSCI Japan EUR Hedged UCITS ETF Accumulating drawdown is 9.25%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.53%Jan 24, 2018543Mar 16, 2020205Jan 7, 2021748
-30.84%Aug 11, 2015222Jun 27, 2016336Oct 23, 2017558
-29.12%Feb 18, 2011305Jun 1, 2012181Mar 1, 2013486
-21.5%Jul 11, 202418Aug 5, 2024244Jul 23, 2025262
-19.16%May 23, 201316Jun 14, 2013138Dec 30, 2013154

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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