It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
DFJSX: JAPANESE SMALL COMPANY PORTFOLIO JAPANESE SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 31.56 0.39(1.22%) June 05
| Asset Class: | JAPAN STOCK |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 12/29/1987 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 3.95% |
| Expenses | 0.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/29/1987 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 11.5 | 29.3 | 19.5 | 7.8 | 7.8 | 8.1 | 5.3 | 2.7 | 31.7 | 4.4 | 17.1 | -14.9 | -3.4 | 3.8 | 18.2 | -19.6 | 35.7 | 9.2 | 14.7 | -1.5 | 23.7 | 4.2 | -1.0 | 17.5 | 3.2 | -12.1 | -8.5 | -12.7 | 39.3 | 30.4 | 55.8 | 1.9 | -16.9 | -9.8 | 14.7 | 16.1 | -54.8 | -22.8 | -3.6 | 29.5 | 14.2 | -28.0 | 5.1 | -37.5 | 33.9 | 25.2 | -7.4 |
| Sharpe Ratio | NA | 1.98 | 1.94 | 1.09 | 0.37 | 0.4 | NA | NA | 0.03 | 1.8 | 0.04 | 0.99 | -0.87 | -0.22 | 0.14 | 1.32 | -1.31 | 4.14 | 0.56 | 1.03 | -0.12 | 1.39 | 0.32 | -0.04 | 1.33 | 0.18 | -0.45 | -0.79 | -0.77 | 2.52 | 1.48 | 3.18 | 0.04 | -0.98 | -0.72 | 0.54 | 0.37 | -2.2 | -1.98 | -0.37 | 1.52 | 0.55 | -1.22 | 0.06 | -1.31 | 1.94 | 1.29 | -1.21 |
| Draw Down(%) | NA | 12.5 | 12.5 | 13.3 | 33.4 | 37.6 | NA | NA | 78.6 | 13.3 | 11.1 | 8.2 | 23.6 | 14.8 | 30.5 | 7.5 | 29.3 | 4.9 | 13.4 | 10.9 | 11.2 | 13.0 | 12.8 | 19.6 | 10.7 | 21.4 | 36.1 | 17.6 | 24.6 | 9.4 | 20.7 | 12.2 | 24.4 | 30.9 | 25.8 | 18.5 | 36.0 | 56.3 | 33.0 | 18.9 | 18.3 | 33.4 | 42.1 | 24.7 | 38.3 | 10.2 | 16.9 | 7.4 |
| Standard Deviation(%) | NA | 18.6 | 16.3 | 16.2 | 16.3 | 16.5 | NA | NA | 19.5 | 16.1 | 16.3 | 13.7 | 18.9 | 15.3 | 25.8 | 12.7 | 16.0 | 8.5 | 15.9 | 14.2 | 13.0 | 17.0 | 12.9 | 23.7 | 13.0 | 17.7 | 28.7 | 14.9 | 20.9 | 14.7 | 19.9 | 17.3 | 20.4 | 20.0 | 19.3 | 21.0 | 33.9 | 26.4 | 13.3 | 20.3 | 17.3 | 21.8 | 24.8 | 21.1 | 32.6 | 14.4 | 15.7 | 86.3 |
| Treynor Ratio | NA | 0.58 | 0.49 | 0.26 | 0.08 | 0.09 | NA | NA | 0.01 | 0.45 | 0.01 | 0.17 | -0.23 | -0.04 | 0.05 | 0.19 | -0.24 | 0.42 | 0.11 | 0.19 | -0.02 | 0.31 | 0.05 | -0.01 | 0.26 | 0.06 | -0.25 | -0.19 | -0.21 | 0.55 | 0.43 | 0.95 | 0.01 | -0.35 | -0.32 | 0.2 | 0.16 | -0.83 | -0.32 | -0.09 | 0.25 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.03 | -0.01 | 0.01 | 0.0 | -0.02 | -0.05 | -0.02 | -0.03 | 0.03 | 0.03 | 0.03 | 0.02 | 0.02 | -0.01 | 0.06 | 0.03 | -0.02 | 0.04 | -0.03 | -0.04 | 0.03 | 0.08 | 0.1 | 0.02 | 0.01 | 0.03 | -0.15 | 0.03 | -0.28 | -0.07 | -0.01 | 0.04 | 0.13 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.63 | 0.65 | 0.69 | 0.7 | 0.74 | NA | NA | 0.67 | 0.65 | 0.73 | 0.79 | 0.71 | 0.82 | 0.71 | 0.9 | 0.86 | 0.84 | 0.83 | 0.76 | 0.8 | 0.76 | 0.76 | 0.89 | 0.66 | 0.5 | 0.51 | 0.6 | 0.75 | 0.68 | 0.68 | 0.58 | 0.63 | 0.56 | 0.43 | 0.56 | 0.78 | 0.71 | 0.81 | 0.87 | 1.08 | 1.19 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.73 | 0.73 | 0.73 | 0.75 | 0.68 | NA | NA | 0.46 | 0.71 | 0.74 | 0.73 | 0.82 | 0.72 | 0.5 | 0.71 | 0.79 | 0.63 | 0.81 | 0.78 | 0.71 | 0.63 | 0.65 | 0.74 | 0.68 | 0.51 | 0.58 | 0.5 | 0.72 | 0.67 | 0.67 | 0.51 | 0.59 | 0.6 | 0.39 | 0.39 | 0.37 | 0.38 | 0.47 | 0.57 | 0.67 | 0.58 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.9 | 4.9 | 3.0 | 3.9 | 4.3 | 2.9 | N/A | 4.4 | 3.2 | 7.1 | 1.1 | 2.1 | 2.2 | 4.5 | 5.6 | 3.2 | 2.1 | 1.6 | 1.6 | 3.5 | 1.8 | 1.7 | 1.6 | 1.8 | 1.9 | 1.3 | 1.1 | 1.0 | 1.4 | 2.5 | 2.6 | 1.0 | 1.1 | 0.8 | 0.8 | 0.6 | 5.1 | 1.9 | 4.1 | 3.8 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 40.5 | 135.0 | -9.5 | 182.7 | 177.3 | N/A | N/A | 40.5 | -50.4 | 451.8 | -51.1 | -2.6 | -45.4 | -39.6 | 133.4 | 62.5 | 52.1 | -4.7 | -45.3 | 93.3 | 4.8 | 20.6 | -9.3 | -18.5 | 31.9 | 4.1 | 59.4 | -14.3 | -13.9 | -4.1 | 116.7 | -21.1 | 54.1 | 17.5 | -40.0 | -91.3 | 158.6 | -43.4 | 20.0 | 2279.3 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1987
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See JAPAN STOCK Asset Class Trend Rankings |
Top Rated Funds in JAPAN STOCK
Best Mutual Funds
- PRJPX (T. ROWE PRICE JAPAN FUND T. ROWE PRICE JAPAN FUND) (100%)
- FJPIX (FIDELITY JAPAN FUND FIDELITY ADVISOR JAPAN FUND: CLASS I) (95%)
- MIJFX (MATTHEWS JAPAN FUND INSTITUTIONAL CLASS SHARES) (91%)
- FJPNX (FIDELITY JAPAN FUND FIDELITY JAPAN FUND) (86%)
- MJFOX (MATTHEWS JAPAN FUND INVESTOR CLASS SHARES) (73%)
- FJSCX (FIDELITY JAPAN SMALLER COMPANIES FUND FIDELITY JAPAN SMALLER COMPANIES FUND) (59%)
- CNJFX (COMMONWEALTH JAPAN FUND COMMONWEALTH JAPAN FUND) (45%)
- DFJSX (JAPANESE SMALL COMPANY PORTFOLIO JAPANESE SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) (41%)
- SAESX (SUNAMERICA JAPAN FUND CLASS A) (23%)
- IJIAX (VOYA JAPAN TOPIX INDEX(R) PORTFOLIO CLASS ADV) (5%)
Best ETFs
- SCJ (iShares MSCI Japan Small-Cap ETF) 2.05% (55%)
- DBJP (Xtrackers MSCI Japan Hedged Equity ETF) 3.50% (50%)
- DFJ (WisdomTree Japan SmallCap Dividend Fund) 1.50% (36%)
- EWJ (iShares MSCI Japan ETF) 3.62% (32%)
- JSC (SPDR Russell/Nomura Small Cap Japan ETF) (27%)
- FJP (First Trust Japan AlphaDEX Fund) 3.01% (18%)
- DXJ (WisdomTree Japan Hedged Equity Fund) 2.44% (14%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to DFJSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
