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
EWJ: iShares MSCI Japan ETF (ETF)
Basic Info 90.72 3.41(3.62%) June 05
| Asset Class: | JAPAN STOCK |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 03/18/1996 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 4.93% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 12.4 | 29.3 | 16.9 | 8.3 | 9.2 | 9.4 | 6.6 | 5.6 | 25.8 | 7.0 | 20.3 | -17.7 | 1.2 | 15.4 | 19.3 | -14.1 | 24.3 | 5.2 | 13.3 | -2.5 | 30.6 | 16.2 | -9.2 | 18.5 | 7.8 | -24.0 | -2.5 | 8.2 | 25.9 | 15.1 | 38.8 | -9.9 | -30.3 | -3.0 | 66.1 | 4.7 | -24.3 | -13.3 |
| Sharpe Ratio | NA | 1.67 | 1.47 | 0.83 | 0.35 | 0.46 | NA | NA | 0.17 | 1.19 | 0.19 | 1.12 | -0.97 | 0.08 | 0.59 | 1.52 | -0.98 | 2.97 | 0.27 | 0.72 | -0.16 | 1.48 | 1.06 | -0.37 | 1.08 | 0.29 | -0.56 | -0.35 | 0.23 | 1.4 | 0.63 | 1.71 | -0.39 | -1.18 | -0.21 | 2.61 | 0.03 | -1.0 | -1.29 |
| Draw Down(%) | NA | 13.6 | 13.6 | 14.7 | 33.1 | 33.1 | NA | NA | 53.1 | 14.5 | 12.2 | 10.1 | 28.1 | 11.0 | 28.0 | 6.0 | 22.9 | 3.3 | 14.9 | 14.8 | 11.1 | 13.6 | 15.1 | 21.1 | 14.2 | 28.7 | 42.5 | 13.9 | 21.0 | 10.0 | 19.8 | 13.9 | 27.7 | 34.9 | 21.3 | 10.1 | 33.2 | 33.8 | 21.6 |
| Standard Deviation(%) | NA | 23.2 | 19.6 | 18.9 | 18.2 | 17.3 | NA | NA | 23.0 | 20.0 | 17.6 | 15.0 | 19.8 | 15.0 | 25.7 | 11.7 | 15.9 | 8.0 | 18.8 | 18.5 | 15.7 | 20.7 | 15.3 | 25.2 | 17.1 | 26.1 | 44.2 | 16.0 | 20.9 | 16.9 | 22.3 | 22.3 | 28.2 | 28.1 | 34.0 | 24.1 | 41.6 | 27.8 | 15.6 |
| Treynor Ratio | NA | 0.44 | 0.34 | 0.18 | 0.07 | 0.09 | NA | NA | 0.05 | 0.32 | 0.04 | 0.19 | -0.24 | 0.02 | 0.17 | 0.21 | -0.18 | 0.28 | 0.05 | 0.13 | -0.02 | 0.28 | 0.16 | -0.09 | 0.19 | 0.08 | -0.25 | -0.07 | 0.06 | 0.27 | 0.16 | 0.44 | -0.13 | -0.43 | -0.16 | 1.06 | 0.01 | -0.31 | -0.23 |
| Alpha | NA | -0.05 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.04 | -0.01 | 0.01 | 0.0 | -0.03 | -0.03 | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.03 | 0.02 | 0.02 | 0.04 | 0.01 | -0.02 | 0.07 | 0.0 | 0.05 | -0.03 | 0.02 | 0.02 | -0.01 | -0.01 | 0.08 | -0.01 | -0.02 | -0.07 | -0.04 |
| Beta | NA | 0.87 | 0.85 | 0.88 | 0.86 | 0.87 | NA | NA | 0.89 | 0.73 | 0.86 | 0.88 | 0.79 | 0.64 | 0.89 | 0.87 | 0.89 | 0.85 | 1.0 | 1.06 | 1.02 | 1.1 | 1.03 | 1.05 | 0.98 | 0.91 | 0.98 | 0.83 | 0.81 | 0.88 | 0.88 | 0.86 | 0.87 | 0.78 | 0.44 | 0.59 | 1.25 | 0.9 | 0.88 |
| RSquared | NA | 0.88 | 0.86 | 0.88 | 0.88 | 0.85 | NA | NA | 0.68 | 0.73 | 0.88 | 0.79 | 0.92 | 0.64 | 0.81 | 0.77 | 0.86 | 0.72 | 0.86 | 0.89 | 0.78 | 0.89 | 0.83 | 0.89 | 0.86 | 0.79 | 0.88 | 0.82 | 0.84 | 0.85 | 0.89 | 0.68 | 0.59 | 0.59 | 0.12 | 0.34 | 0.64 | 0.56 | 0.41 |
| Yield(%) | N/A | 0.0 | 5.0 | 3.5 | 2.5 | 11.0 | 10.9 | 6.8 | N/A | 5.5 | 2.5 | 2.4 | 1.0 | 2.1 | 1.2 | 2.4 | 1.4 | 1.5 | 8.0 | 5.5 | 5.0 | 5.4 | 8.1 | 7.1 | 5.7 | 5.7 | 4.1 | 3.9 | 2.9 | 2.1 | 1.8 | 0.1 | 0.0 | 0.0 | 25.0 | 6.3 | 0.9 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 132.2 | 136.4 | 92.4 | 121.8 | 109.2 | N/A | N/A | 132.2 | 20.5 | 94.7 | -51.9 | 99.0 | -41.8 | 39.0 | 15.8 | -21.4 | 54.9 | 3.1 | 10.2 | -28.6 | -2.7 | 37.0 | 2.8 | 2.6 | -2.9 | 39.2 | 71.8 | 35.3 | 2573.4 | N/A | N/A | -100.0 | 532.1 | 661.9 | 250.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/1996
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 EWJ
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
