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Inception Date
Nov 30, 2015
Leveraged
1x (No leverage)
Index Tracked
MSCI Japan 100% Hedged to EUR Index
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

ZPDW.DE Performance Chart

State Street SPDR MSCI Japan EUR Hdg UCITS ETF (ZPDW.DE) is up 21.4% since the beginning of the year. ZPDW.DE is currently trading at €110 per share. Investors who bought €1,000 worth of ZPDW.DE shares 5 years ago would now be looking at an investment worth €2,472.


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S&P 500 Index

Returns By Period

State Street SPDR MSCI Japan EUR Hdg UCITS ETF (ZPDW.DE) has returned 21.38% so far this year and 48.83% over the past 12 months. Looking at the last ten years, ZPDW.DE has achieved an annualized return of 15.28%, outperforming the S&P 500 Index benchmark, which averaged 13.23% per year.


State Street SPDR MSCI Japan EUR Hdg UCITS ETF

1D
1.19%
1M
1.95%
6M
21.11%
YTD
21.38%
1Y
48.83%
3Y*
26.19%
5Y*
19.84%
10Y*
15.28%

Benchmark (S&P 500 Index)

1D
-0.43%
1M
0.48%
6M
11.83%
YTD
12.30%
1Y
22.52%
3Y*
17.03%
5Y*
12.27%
10Y*
13.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPDW.DE Monthly Returns History

Based on dividend-adjusted daily data since Nov 30, 2015, ZPDW.DE's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +10.9%, while the worst month was Feb 2016 at -10.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ZPDW.DE closed higher 53% 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 -12.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.60%9.24%-9.31%6.26%6.44%2.96%0.58%21.38%
20251.05%-3.49%-0.32%-0.59%5.03%2.48%2.82%3.68%2.94%8.74%0.96%1.73%27.50%
20247.46%6.15%4.78%-0.85%1.46%3.34%-3.06%-1.76%-2.03%1.04%1.18%3.60%22.78%
20235.81%0.63%2.34%2.48%3.86%9.32%1.35%-0.56%1.23%-0.93%4.32%-0.07%33.59%
2022-5.66%0.11%3.12%-1.27%-0.88%-2.64%4.28%0.54%-4.70%4.21%3.32%-5.80%-5.96%
20210.73%3.98%4.01%-2.80%1.50%0.50%-1.38%2.20%4.17%-0.78%-4.45%4.75%12.63%

Benchmark Metrics

State Street SPDR MSCI Japan EUR Hdg UCITS ETF has an annualized alpha of 5.24%, beta of 0.49, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since November 30, 2015.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (63.92%) than losses (60.22%) - typical of diversified or defensive assets.
  • Beta of 0.49 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
5.24%
Beta
0.49
0.22
Upside Capture
63.92%
Downside Capture
60.22%

Expense Ratio

ZPDW.DE has an expense ratio of 0.17%, which is considered low.


Return for Risk

Risk / Return Rank

ZPDW.DE ranks 90 for risk / return — in the top 90% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


ZPDW.DE Risk / Return Rank: 9090
Overall Rank
ZPDW.DE Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
ZPDW.DE Sortino Ratio Rank: 8989
Sortino Ratio Rank
ZPDW.DE Omega Ratio Rank: 8888
Omega Ratio Rank
ZPDW.DE Calmar Ratio Rank: 9292
Calmar Ratio Rank
ZPDW.DE Martin Ratio Rank: 9191
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 State Street SPDR MSCI Japan EUR Hdg UCITS ETF (ZPDW.DE) 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.


ZPDW.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.49

Sortino ratioReturn per unit of downside risk

+0.87

Omega ratioGain probability vs. loss probability

1.45

1.35

+0.10

Calmar ratioReturn relative to maximum drawdown

5.04

3.18

+1.85

Martin ratioReturn relative to average drawdown

16.98

11.76

+5.22

Dividends

Dividend History


State Street SPDR MSCI Japan EUR Hdg UCITS ETF 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 State Street SPDR MSCI Japan EUR Hdg 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 State Street SPDR MSCI Japan EUR Hdg UCITS ETF was 34.37%, occurring on Mar 12, 2020. Recovery took 202 trading sessions.

The current State Street SPDR MSCI Japan EUR Hdg UCITS ETF drawdown is 2.76%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-34.37%Mar 2020
2y 1mo9mo 22d
2y 11moJan 2018 - Dec 2020
2016 bear market2016
-26.76%Jun 2016
6mo 27d1y 1mo
1y 8moDec 2015 - Aug 2017
2024 bear market2024
-21.70%Aug 2024
25d11mo 22d
1y 12dJul 2024 - Jul 2025
Bear market2022
-16.32%Mar 2022
5mo 25d1y 1mo
1y 7moSep 2021 - Apr 2023
2026 pullback2026
-9.65%Mar 2026
18d1mo 22d
2mo 10dMar 2026 - May 2026

Drawdown Indicators


ZPDW.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.37%

-51.62%

+17.25%

Max Drawdown (1Y)

Largest decline over 1 year

-9.65%

-7.57%

-2.08%

Max Drawdown (3Y)

Largest decline over 3 years

-21.70%

-23.99%

+2.29%

Max Drawdown (5Y)

Largest decline over 5 years

-21.70%

-23.99%

+2.29%

Max Drawdown (10Y)

Largest decline over 10 years

-34.37%

-33.42%

-0.95%

Current Drawdown

Current decline from peak

-2.76%

-0.43%

-2.33%

Average Drawdown

Average peak-to-trough decline

-7.48%

-9.08%

+1.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

2.04%

+0.83%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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