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Issuer
iShares
Inception Date
Oct 19, 2018
Leveraged
1x (No leverage)
Index Tracked
iShares MSCI Japan Screened UCITS ETF USD (Acc)
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

SAJP.L Performance Chart

iShares MSCI Japan Screened UCITS ETF USD (Acc) (SAJP.L) is up 16.3% since the beginning of the year. SAJP.L is currently trading at $10 per share. Investors who bought $1,000 worth of SAJP.L shares 5 years ago would now be looking at an investment worth $1,541.


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S&P 500 Index

Returns By Period

iShares MSCI Japan Screened UCITS ETF USD (Acc) (SAJP.L) has returned 16.26% so far this year and 35.58% over the past 12 months.


iShares MSCI Japan Screened UCITS ETF USD (Acc)

1D
-1.17%
1M
-1.57%
6M
10.14%
YTD
16.26%
1Y
35.58%
3Y*
17.39%
5Y*
9.04%
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SAJP.L Monthly Returns History

Based on dividend-adjusted daily data since Oct 19, 2018, SAJP.L's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, an investment would double in approximately 7.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +11.6%, while the worst month was Mar 2026 at -10.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SAJP.L closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +8.2%, while the worst single day was Mar 12, 2020 at -12.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.92%7.64%-10.81%8.08%5.49%1.15%-0.87%16.26%
20252.87%-0.15%-1.03%4.46%3.42%2.34%-1.35%5.73%2.06%4.17%-0.49%0.98%25.26%
20243.54%3.73%3.15%-5.38%1.38%0.76%3.61%1.31%-0.57%-5.62%2.44%-1.49%6.44%
20236.99%-3.94%4.51%-0.08%0.94%5.39%2.71%-3.47%-1.71%-2.61%6.43%4.19%20.16%
2022-5.31%-0.05%-1.40%-7.66%0.04%-7.89%6.15%-3.43%-8.63%1.61%9.93%-0.58%-17.41%
2021-1.00%1.65%0.75%-1.65%1.98%-1.44%-0.27%2.09%2.77%-2.91%-3.74%2.65%0.61%

Benchmark Metrics

iShares MSCI Japan Screened UCITS ETF USD (Acc) has an annualized alpha of 4.45%, beta of 0.45, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since October 19, 2018.

  • This ETF participated in 73.87% of S&P 500 Index downside but only 65.46% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.45 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
4.45%
Beta
0.45
0.22
Upside Capture
65.46%
Downside Capture
73.87%

Expense Ratio

SAJP.L has an expense ratio of 0.15%, which is considered low.


Return for Risk

Risk / Return Rank

SAJP.L ranks 63 for risk / return — better than 63% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


SAJP.L Risk / Return Rank: 6363
Overall Rank
SAJP.L Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SAJP.L Sortino Ratio Rank: 6363
Sortino Ratio Rank
SAJP.L Omega Ratio Rank: 6161
Omega Ratio Rank
SAJP.L Calmar Ratio Rank: 6868
Calmar Ratio Rank
SAJP.L Martin Ratio Rank: 6363
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 Screened UCITS ETF USD (Acc) (SAJP.L) 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.


SAJP.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

+0.02

Omega ratioGain probability vs. loss probability

1.30

1.31

-0.01

Calmar ratioReturn relative to maximum drawdown

2.75

2.35

+0.40

Martin ratioReturn relative to average drawdown

8.96

10.19

-1.23

Dividends

Dividend History


iShares MSCI Japan Screened UCITS ETF USD (Acc) 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 Screened UCITS ETF USD (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 Screened UCITS ETF USD (Acc) was 32.71%, occurring on Oct 19, 2022. Recovery took 348 trading sessions.

The current iShares MSCI Japan Screened UCITS ETF USD (Acc) drawdown is 4.79%.


Drawdown

Fall

Recovery

Underwater

Related event

-32.71%Oct 2022
1y 1mo1y 4mo
2y 5moSep 2021 - Mar 2024
Bear market2022
-27.81%Mar 2020
3mo7mo 22d
10mo 22dDec 2019 - Nov 2020
COVID crash2020
-14.47%Apr 2025
6mo 12d22d
7mo 4dSep 2024 - Apr 2025
2025 selloff2025
-12.88%Mar 2026
1mo 13d1mo 17d
3moFeb 2026 - May 2026
-12.87%Dec 2018
2mo 3d6mo 10d
8mo 13dOct 2018 - Jul 2019
Rate-hike selloffLate 2018

Drawdown Indicators


SAJP.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-32.71%

-56.78%

+24.07%

Max Drawdown (1Y)

Largest decline over 1 year

-12.88%

-9.10%

-3.78%

Max Drawdown (3Y)

Largest decline over 3 years

-14.47%

-18.90%

+4.43%

Max Drawdown (5Y)

Largest decline over 5 years

-32.71%

-25.43%

-7.28%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-4.79%

-0.49%

-4.30%

Average Drawdown

Average peak-to-trough decline

-7.95%

-10.70%

+2.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.96%

2.09%

+1.87%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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