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Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

LU2233156749

WKN

A2QEUK

Issuer

Amundi Luxembourg S.A.

Inception Date

Oct 13, 2020

Leveraged

1x

Index Tracked

TOPIX TR JPY

Domicile

Luxembourg

Distribution Policy

Accumulating

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

JARI.L has an expense ratio of 0.18%, which is considered low compared to other funds.


Expense ratio chart for JARI.L: current value at 0.18% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.18%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
-1.41%
13.88%
JARI.L (Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C))
Benchmark (^GSPC)

Returns By Period

Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) had a return of 2.91% year-to-date (YTD) and -0.34% in the last 12 months.


JARI.L

YTD

2.91%

1M

-0.10%

6M

-1.41%

1Y

-0.34%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of JARI.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.12%2.91%
20241.80%-0.29%0.58%-5.93%0.50%2.00%3.44%1.43%-2.27%-3.74%2.01%-1.41%-2.28%
20233.95%-3.17%3.19%-0.42%1.68%0.15%-0.59%-2.49%-0.48%-3.27%2.49%4.24%5.00%
20224.82%0.29%-4.51%-2.19%4.86%-1.94%0.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of JARI.L is 6, meaning it’s performing worse than 94% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JARI.L is 66
Overall Rank
The Sharpe Ratio Rank of JARI.L is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of JARI.L is 66
Sortino Ratio Rank
The Omega Ratio Rank of JARI.L is 66
Omega Ratio Rank
The Calmar Ratio Rank of JARI.L is 55
Calmar Ratio Rank
The Martin Ratio Rank of JARI.L is 66
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for JARI.L, currently valued at -0.08, compared to the broader market0.002.004.00-0.081.74
The chart of Sortino ratio for JARI.L, currently valued at -0.01, compared to the broader market-2.000.002.004.006.008.0010.0012.00-0.012.36
The chart of Omega ratio for JARI.L, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.001.001.32
The chart of Calmar ratio for JARI.L, currently valued at -0.10, compared to the broader market0.005.0010.0015.00-0.102.62
The chart of Martin ratio for JARI.L, currently valued at -0.26, compared to the broader market0.0020.0040.0060.0080.00100.00-0.2610.69
JARI.L
^GSPC

The current Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) Sharpe ratio is -0.08. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.08
1.52
JARI.L (Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C))
Benchmark (^GSPC)

Dividends

Dividend History


Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) 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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-5.11%
-2.49%
JARI.L (Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C))
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C). 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 Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) was 13.29%, occurring on Oct 26, 2023. The portfolio has not yet recovered.

The current Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) drawdown is 5.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-13.29%Jun 7, 2023101Oct 26, 2023
-11.15%Aug 16, 202243Oct 17, 2022145May 17, 2023188
-4.45%May 23, 20236May 31, 20234Jun 6, 202310
-1.55%Aug 2, 20226Aug 9, 20223Aug 12, 20229
-1.3%Jul 25, 20222Jul 26, 20222Jul 28, 20224

Volatility

Volatility Chart

The current Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) volatility is 3.94%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
3.94%
3.63%
JARI.L (Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C))
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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