iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) (SGJP.L)
SGJP.L is a passive ETF by iShares tracking the investment results of the TOPIX TR JPY. SGJP.L launched on Oct 19, 2018 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BFNM3L97 |
|---|---|
| WKN | A2N6TF |
| Issuer | iShares |
| Inception Date | Oct 19, 2018 |
| Category | Japan Equities |
| Index Tracked | TOPIX TR JPY |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SGJP.L features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Popular comparisons: SGJP.L vs. LCJP.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI Japan ESG Screened UCITS ETF USD (Acc), 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 ESG Screened UCITS ETF USD (Acc) had a return of 8.19% year-to-date (YTD) and 14.13% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.19% | 16.08% |
| 1 month | 0.79% | 4.80% |
| 6 months | 9.12% | 17.69% |
| 1 year | 14.13% | 24.27% |
| 5 years (annualized) | N/A | 13.15% |
| 10 years (annualized) | N/A | 10.82% |
Monthly Returns
The table below presents the monthly returns of SGJP.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 | 3.93% | 4.23% | 3.15% | -4.57% | -0.12% | 1.40% | 8.19% | ||||||
| 2023 | 4.54% | -2.21% | 2.30% | -1.78% | 2.48% | 2.69% | 1.70% | -2.02% | 1.96% | -2.05% | 2.01% | 3.47% | 13.55% |
| 2022 | -5.71% | 0.51% | 0.23% | -3.29% | -0.15% | -4.45% | 6.06% | 0.98% | -4.75% | -1.39% | 5.90% | -1.54% | -8.07% |
| 2021 | -0.93% | 3.10% | 4.96% | -4.48% | -0.24% | 1.29% | 3.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SGJP.L is 51, 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 ESG Screened UCITS ETF USD (Acc) (SGJP.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI Japan ESG 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 ESG Screened UCITS ETF USD (Acc) was 18.79%, occurring on Jun 20, 2022. Recovery took 394 trading sessions.
The current iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) drawdown is 4.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.79% | Sep 17, 2021 | 188 | Jun 20, 2022 | 394 | Jan 11, 2024 | 582 |
| -8% | Mar 25, 2024 | 59 | Jun 19, 2024 | — | — | — |
| -3.37% | Mar 7, 2024 | 6 | Mar 14, 2024 | 5 | Mar 21, 2024 | 11 |
| -3% | Jan 16, 2024 | 2 | Jan 17, 2024 | 18 | Feb 12, 2024 | 20 |
| -2.54% | Jul 15, 2021 | 12 | Jul 30, 2021 | 17 | Aug 24, 2021 | 29 |
Volatility
Volatility Chart
The current iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) volatility is 3.90%, 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.