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SCJ vs. PESI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCJ vs. PESI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Japan Small Cap ETF (SCJ) and Perma-Fix Environmental Services, Inc. (PESI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCJ achieves a 15.89% return, which is significantly lower than PESI's 31.85% return. Over the past 10 years, SCJ has underperformed PESI with an annualized return of 7.48%, while PESI has yielded a comparatively higher 13.19% annualized return.


SCJ

1D
-0.74%
1M
-1.70%
6M
9.71%
YTD
15.89%
1Y
25.74%
3Y*
17.39%
5Y*
7.87%
10Y*
7.48%
ALL TIME*
6.06%

PESI

1D
-1.37%
1M
22.87%
6M
8.71%
YTD
31.85%
1Y
56.46%
3Y*
19.78%
5Y*
23.71%
10Y*
13.19%
ALL TIME*
1.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$6.39M$8.23M$5.08M
$4.19M$4.72M$5.32M

SCJ vs. PESI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCJ
iShares MSCI Japan Small Cap ETF
15.89%29.58%3.41%13.22%-12.75%-2.95%7.46%16.16%-17.17%31.61%
PESI
Perma-Fix Environmental Services, Inc.
31.85%13.73%40.84%122.66%-44.23%6.03%-34.40%287.23%-35.62%-6.41%

Correlation

The correlation between SCJ and PESI is 0.21, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.21

Correlation (3Y)
Balances recent behavior with more history.

0.18

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.16

Correlation (10Y)
Provides a long-term view across more market conditions.

0.12

Correlation (All Time)
Calculated using the full available price history since Dec 27, 2007

0.11

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Return for Risk

SCJ vs. PESI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SCJ
SCJ Risk / Return Rank: 6868
Overall Rank
SCJ Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
SCJ Sortino Ratio Rank: 7171
Sortino Ratio Rank
SCJ Omega Ratio Rank: 6868
Omega Ratio Rank
SCJ Calmar Ratio Rank: 6767
Calmar Ratio Rank
SCJ Martin Ratio Rank: 6363
Martin Ratio Rank

PESI
PESI Risk / Return Rank: 6666
Overall Rank
PESI Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
PESI Sortino Ratio Rank: 6666
Sortino Ratio Rank
PESI Omega Ratio Rank: 6666
Omega Ratio Rank
PESI Calmar Ratio Rank: 6666
Calmar Ratio Rank
PESI Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SCJ vs. PESI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Small Cap ETF (SCJ) and Perma-Fix Environmental Services, Inc. (PESI). 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.

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.


SCJPESIDifference
Sharpe ratioReturn per unit of total volatility

+1.00

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.28

1.17

+0.11

Calmar ratioReturn relative to maximum drawdown

2.30

0.98

+1.33

Martin ratioReturn relative to average drawdown

7.49

2.28

+5.20

SCJ vs. PESI - Sharpe Ratio Comparison

The current SCJ Sharpe Ratio is 1.63, which is higher than the PESI Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of SCJ and PESI, 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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Drawdowns

SCJ vs. PESI - Drawdown Comparison

The maximum SCJ drawdown since its inception was -43.52%, smaller than the maximum PESI drawdown of -89.92%. Use the drawdown chart below to compare losses from any high point for SCJ and PESI.


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Drawdown Indicators


SCJPESIDifference

Max Drawdown

Largest peak-to-trough decline

-43.52%

-89.92%

+46.40%

Max Drawdown (1Y)

Largest decline over 1 year

-12.17%

-45.37%

+33.20%

Max Drawdown (3Y)

Largest decline over 3 years

-12.43%

-58.00%

+45.57%

Max Drawdown (5Y)

Largest decline over 5 years

-33.25%

-58.00%

+24.75%

Max Drawdown (10Y)

Largest decline over 10 years

-38.87%

-65.61%

+26.74%

Current Drawdown

Current decline from peak

-3.27%

-7.00%

+3.73%

Average Drawdown

Average peak-to-trough decline

-10.31%

-51.05%

+40.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.74%

19.39%

-15.65%

Volatility

SCJ vs. PESI - Volatility Comparison

The current volatility for iShares MSCI Japan Small Cap ETF (SCJ) is 6.35%, while Perma-Fix Environmental Services, Inc. (PESI) has a volatility of 23.54%. This indicates that SCJ experiences smaller price fluctuations and is considered to be less risky than PESI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCJPESIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.35%

23.54%

-17.19%

Volatility (6M)

Calculated over the trailing 6-month period

14.53%

47.99%

-33.46%

Volatility (1Y)

Calculated over the trailing 1-year period

17.23%

70.39%

-53.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.02%

60.86%

-44.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.34%

60.20%

-43.86%

Dividends

SCJ vs. PESI - Dividend Comparison

SCJ's dividend yield for the trailing twelve months is around 2.77%, while PESI has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
PESI
Perma-Fix Environmental Services, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCJ
iShares MSCI Japan Small Cap ETF
2.77%3.14%1.79%1.99%1.18%1.87%0.89%1.85%1.44%1.45%2.73%1.53%

Frequently Asked Questions


SCJ and PESI have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PESI has higher volatility (23.54%) compared to SCJ (6.35%). In terms of maximum drawdown, SCJ dropped -43.52% vs PESI's -89.92%.

SCJ currently has the higher Sharpe Ratio (1.63 vs 0.63), 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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