iShares MSCI Japan GBP Hedged UCITS ETF (IJPH.L)
IJPH.L is a passive ETF by iShares tracking the investment results of the MSCI Japan 100% Hedged to GBP Index. IJPH.L launched on Jul 31, 2012 and has a 0.64% expense ratio.
ETF Info
| ISIN | IE00B7XYN974 |
|---|---|
| Issuer | iShares |
| Inception Date | Jul 31, 2012 |
| Region | Developed Asia Pacific (Japan) |
| Category | Japan Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Japan 100% Hedged to GBP Index |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
IJPH.L features an expense ratio of 0.64%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI Japan GBP Hedged UCITS ETF, 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
iShares MSCI Japan GBP Hedged UCITS ETF had a return of 19.32% year-to-date (YTD) and 24.94% in the last 12 months. Over the past 10 years, iShares MSCI Japan GBP Hedged UCITS ETF had an annualized return of 9.48%, while the S&P 500 had an annualized return of 10.95%, indicating that iShares MSCI Japan GBP Hedged UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.32% | 18.42% |
| 1 month | -1.34% | 2.28% |
| 6 months | 2.59% | 9.95% |
| 1 year | 24.94% | 25.31% |
| 5 years (annualized) | 16.24% | 14.08% |
| 10 years (annualized) | 9.48% | 10.95% |
Monthly Returns
The table below presents the monthly returns of IJPH.L, 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 | 7.29% | 6.37% | 4.80% | -0.73% | 1.61% | 3.08% | -2.75% | 19.32% | |||||
| 2023 | 5.75% | 0.85% | 2.42% | 2.31% | 3.97% | 9.15% | 1.58% | -0.53% | 1.30% | -0.92% | 4.13% | 0.20% | 34.19% |
| 2022 | -5.39% | 0.52% | 3.23% | -1.06% | -0.73% | -2.43% | 4.27% | 0.46% | -4.50% | 4.23% | 3.41% | -5.65% | -4.30% |
| 2021 | 0.61% | 3.63% | 4.25% | -2.75% | 2.37% | -0.34% | -1.44% | 2.11% | 4.61% | -1.14% | -4.21% | 4.11% | 11.94% |
| 2020 | -2.10% | -10.50% | -5.32% | 3.58% | 7.37% | 0.98% | -3.63% | 6.37% | 2.30% | -2.52% | 10.95% | 3.41% | 9.27% |
| 2019 | 4.92% | 2.70% | -0.11% | 1.97% | -7.33% | 3.61% | 0.96% | -3.95% | 6.88% | 3.26% | 3.14% | -0.33% | 15.94% |
| 2018 | 1.50% | -4.61% | -1.81% | 3.77% | -2.75% | -0.09% | 2.08% | -1.82% | 6.19% | -9.63% | 1.15% | -9.82% | -15.89% |
| 2017 | -0.76% | 1.28% | -0.31% | 0.84% | 2.07% | 2.48% | 0.55% | -0.48% | 3.99% | 6.18% | 1.15% | 1.14% | 19.47% |
| 2016 | -6.30% | -10.73% | 3.97% | -5.27% | 7.19% | -10.94% | 5.01% | 2.44% | 0.58% | 4.50% | 6.70% | 1.79% | -3.41% |
| 2015 | 0.18% | 8.72% | 1.85% | 3.16% | 3.87% | -2.14% | 2.08% | -7.52% | -8.63% | 9.28% | 2.19% | -2.95% | 8.76% |
| 2014 | -8.61% | 1.64% | -1.04% | -3.80% | 4.57% | 4.28% | 1.28% | -0.79% | 5.15% | 4.25% | 2.17% | -1.30% | 7.10% |
| 2013 | 8.97% | 3.95% | 7.27% | 11.89% | -3.07% | 1.58% | -1.23% | -2.87% | 8.69% | 0.67% | 5.24% | 3.43% | 52.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IJPH.L is 46, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Japan GBP Hedged UCITS ETF (IJPH.L) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Japan GBP Hedged UCITS 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 MSCI Japan GBP Hedged UCITS ETF was 34.54%, occurring on Mar 16, 2020. Recovery took 193 trading sessions.
The current iShares MSCI Japan GBP Hedged UCITS ETF drawdown is 8.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.54% | Jan 24, 2018 | 543 | Mar 16, 2020 | 193 | Dec 17, 2020 | 736 |
| -32.34% | Aug 11, 2015 | 222 | Jun 27, 2016 | 336 | Oct 23, 2017 | 558 |
| -21.95% | Jul 11, 2024 | 19 | Aug 6, 2024 | — | — | — |
| -18.74% | May 23, 2013 | 10 | Jun 6, 2013 | 144 | Dec 30, 2013 | 154 |
| -16.07% | Sep 14, 2021 | 123 | Mar 8, 2022 | 249 | Mar 6, 2023 | 372 |
Volatility
Volatility Chart
The current iShares MSCI Japan GBP Hedged UCITS ETF volatility is 14.17%, 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.