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JPYUSD=X vs. DXJ
Performance
Return for Risk
Drawdowns
Volatility

Performance

JPYUSD=X vs. DXJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPY/USD (JPYUSD=X) and WisdomTree Japan Hedged Equity Fund (DXJ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JPYUSD=X achieves a -2.29% return, which is significantly lower than DXJ's 17.40% return. Over the past 10 years, JPYUSD=X has underperformed DXJ with an annualized return of -3.93%, while DXJ has yielded a comparatively higher 17.86% annualized return.


JPYUSD=X

1D
-0.22%
1M
-2.53%
YTD
-2.29%
6M
-3.12%
1Y
-10.47%
3Y*
-4.50%
5Y*
-7.34%
10Y*
-3.93%

DXJ

1D
-2.44%
1M
2.34%
YTD
17.40%
6M
20.55%
1Y
52.96%
3Y*
31.49%
5Y*
25.66%
10Y*
17.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPYUSD=X vs. DXJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JPYUSD=X
JPY/USD
-2.29%0.33%-10.26%-7.04%-12.23%-10.24%5.18%0.86%2.82%3.91%
DXJ
WisdomTree Japan Hedged Equity Fund
17.40%32.78%29.83%42.04%5.96%17.99%3.94%18.94%-19.78%22.81%

Correlation

The correlation between JPYUSD=X and DXJ is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.00

Correlation (3Y)
Calculated over the trailing 3-year period

-0.22

Correlation (5Y)
Calculated over the trailing 5-year period

-0.24

Correlation (10Y)
Calculated over the trailing 10-year period

-0.37

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2007

-0.41

Over the past year, the inverse relationship between JPYUSD=X and DXJ has weakened: their correlation has moved from -0.41 to -0.00, meaning they move in opposite directions less often than they have historically.

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Return for Risk

JPYUSD=X vs. DXJ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JPYUSD=X
JPYUSD=X Risk / Return Rank: 99
Overall Rank
JPYUSD=X Sharpe Ratio Rank: 99
Sharpe Ratio Rank
JPYUSD=X Sortino Ratio Rank: 99
Sortino Ratio Rank
JPYUSD=X Omega Ratio Rank: 99
Omega Ratio Rank
JPYUSD=X Calmar Ratio Rank: 44
Calmar Ratio Rank
JPYUSD=X Martin Ratio Rank: 1313
Martin Ratio Rank

DXJ
DXJ Risk / Return Rank: 8989
Overall Rank
DXJ Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
DXJ Sortino Ratio Rank: 9090
Sortino Ratio Rank
DXJ Omega Ratio Rank: 8989
Omega Ratio Rank
DXJ Calmar Ratio Rank: 8787
Calmar Ratio Rank
DXJ Martin Ratio Rank: 8888
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.

JPYUSD=X vs. DXJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPY/USD (JPYUSD=X) and WisdomTree Japan Hedged Equity Fund (DXJ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


JPYUSD=XDXJDifference
Sharpe ratioReturn per unit of total volatility

-4.15

Sortino ratioReturn per unit of downside risk

-5.71

Omega ratioGain probability vs. loss probability

0.82

1.54

-0.73

Calmar ratioReturn relative to maximum drawdown

-0.80

4.85

-5.65

Martin ratioReturn relative to average drawdown

-1.19

18.91

-20.11

JPYUSD=X vs. DXJ - Sharpe Ratio Comparison

The current JPYUSD=X Sharpe Ratio is -1.13, which is lower than the DXJ Sharpe Ratio of 3.02. The chart below compares the historical Sharpe Ratios of JPYUSD=X and DXJ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JPYUSD=XDXJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.13

3.02

-4.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.71

1.36

-2.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.42

0.89

-1.31

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.13

0.42

-0.55

Drawdowns

JPYUSD=X vs. DXJ - Drawdown Comparison

The maximum JPYUSD=X drawdown since its inception was -52.96%, which is greater than DXJ's maximum drawdown of -49.63%. Use the drawdown chart below to compare losses from any high point for JPYUSD=X and DXJ.


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Drawdown Indicators


JPYUSD=XDXJDifference

Max Drawdown

Largest peak-to-trough decline

-52.96%

-49.63%

-3.33%

Max Drawdown (1Y)

Largest decline over 1 year

-10.63%

-10.98%

+0.35%

Max Drawdown (3Y)

Largest decline over 3 years

-14.63%

-22.19%

+7.56%

Max Drawdown (5Y)

Largest decline over 5 years

-32.59%

-22.19%

-10.40%

Max Drawdown (10Y)

Largest decline over 10 years

-38.21%

-39.14%

+0.93%

Current Drawdown

Current decline from peak

-52.55%

-2.44%

-50.11%

Average Drawdown

Average peak-to-trough decline

-26.85%

-14.33%

-12.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.01%

2.81%

+3.20%

Volatility

JPYUSD=X vs. DXJ - Volatility Comparison

The current volatility for JPY/USD (JPYUSD=X) is 0.68%, while WisdomTree Japan Hedged Equity Fund (DXJ) has a volatility of 4.18%. This indicates that JPYUSD=X experiences smaller price fluctuations and is considered to be less risky than DXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPYUSD=XDXJDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.68%

4.18%

-3.50%

Volatility (6M)

Calculated over the trailing 6-month period

5.53%

13.35%

-7.82%

Volatility (1Y)

Calculated over the trailing 1-year period

7.56%

17.60%

-10.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.57%

18.99%

-9.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.90%

20.19%

-11.29%

Frequently Asked Questions


JPYUSD=X and DXJ have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DXJ has higher volatility (4.18%) compared to JPYUSD=X (0.68%). In terms of maximum drawdown, JPYUSD=X dropped -52.96% vs DXJ's -49.63%.

DXJ currently has the higher Sharpe Ratio (3.02 vs -1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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