iShares MSCI Japan SRI UCITS ETF USD (Acc) (SUJA.L)
SUJA.L is a passive ETF by iShares tracking the investment results of the TOPIX TR JPY. SUJA.L launched on Apr 20, 2017 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BYX8XC17 |
|---|---|
| WKN | A2AUE9 |
| Issuer | iShares |
| Inception Date | Apr 20, 2017 |
| Category | Japan Equities |
| Leveraged | 1x |
| Index Tracked | TOPIX TR JPY |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
SUJA.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SUJA.L vs. CSJP.L, SUJA.L vs. PRIJ.L, SUJA.L vs. IJPH.L, SUJA.L vs. XDJP.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares MSCI Japan SRI 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 SRI UCITS ETF USD (Acc) had a return of 3.29% year-to-date (YTD) and 7.66% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.29% | 21.24% |
| 1 month | -3.80% | 0.55% |
| 6 months | 0.05% | 11.47% |
| 1 year | 7.66% | 32.45% |
| 5 years (annualized) | 2.73% | 13.43% |
| 10 years (annualized) | N/A | 11.05% |
Monthly Returns
The table below presents the monthly returns of SUJA.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 | 2.53% | -0.02% | 2.24% | -3.20% | -0.05% | 2.45% | 3.50% | 0.09% | -2.03% | -3.18% | 3.29% | ||
| 2023 | 4.73% | -2.72% | 1.68% | -1.00% | 0.74% | 1.10% | -0.17% | -2.15% | 1.01% | -2.35% | 2.73% | 3.88% | 7.41% |
| 2022 | -5.82% | 0.83% | -0.84% | -2.88% | -0.49% | -4.75% | 6.61% | 0.22% | -3.95% | -2.81% | 6.39% | -1.19% | -9.13% |
| 2021 | -1.10% | -1.42% | 2.34% | -2.57% | -0.80% | 2.00% | -1.15% | 5.36% | 3.67% | -3.76% | -1.01% | 1.35% | 2.54% |
| 2020 | -0.69% | -6.76% | 0.55% | 1.78% | 6.99% | 0.26% | -6.58% | 3.90% | 4.49% | -1.91% | 9.69% | 2.53% | 13.75% |
| 2019 | 3.52% | -1.67% | 0.40% | 2.81% | -0.89% | 4.04% | 4.42% | -1.37% | 4.98% | -0.04% | 2.03% | -0.93% | 18.34% |
| 2018 | -1.69% | 1.18% | -2.53% | 3.00% | 1.66% | -1.38% | 2.08% | 0.96% | 3.71% | -8.08% | 0.06% | -7.54% | -9.00% |
| 2017 | -1.02% | -3.00% | 1.91% | 1.15% | 1.21% | 1.99% | -3.07% | 7.26% | 0.85% | -0.08% | 7.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SUJA.L is 18, indicating that it is in the bottom 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI Japan SRI UCITS ETF USD (Acc) (SUJA.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 SRI 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 SRI UCITS ETF USD (Acc) was 23.81%, occurring on Mar 12, 2020. Recovery took 165 trading sessions.
The current iShares MSCI Japan SRI UCITS ETF USD (Acc) drawdown is 5.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.81% | Feb 7, 2020 | 25 | Mar 12, 2020 | 165 | Nov 5, 2020 | 190 |
| -20.93% | Sep 17, 2021 | 188 | Jun 20, 2022 | — | — | — |
| -17.94% | Oct 2, 2018 | 60 | Dec 24, 2018 | 199 | Oct 9, 2019 | 259 |
| -11.75% | Jan 11, 2018 | 53 | Mar 26, 2018 | 121 | Sep 18, 2018 | 174 |
| -10.27% | Jan 15, 2021 | 81 | May 12, 2021 | 79 | Sep 2, 2021 | 160 |
Volatility
Volatility Chart
The current iShares MSCI Japan SRI UCITS ETF USD (Acc) volatility is 3.24%, 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.