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AAXJ: iShares MSCI All Country Asia ex Japan ETF (ETF)
Basic Info 70.76 0.56(0.80%) May 03
Asset Class: | PACIFIC/ASIA EX-JAPAN STK |
MyPlanIQ Rating: | (95%) |
Start Date: | 08/15/2008 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 2.27% |
Expenses | 0.70% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/15/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.5 | 6.3 | 10.1 | -7.0 | 1.5 | 3.7 | 6.0 | 4.0 | 5.1 | -20.3 | -5.7 | 23.4 | 17.9 | -15.0 | 41.8 | 4.7 | -10.3 | 2.8 | 1.5 | 23.6 | -20.2 | 16.2 | 68.5 | -33.1 |
Sharpe Ratio | NA | 0.33 | 0.19 | -0.55 | -0.04 | 0.12 | NA | 0.12 | 0.05 | -0.87 | -0.31 | 0.73 | 1.07 | -0.79 | 3.76 | 0.24 | -0.52 | 0.22 | 0.09 | 1.33 | -0.7 | 0.72 | 1.75 | -0.82 |
Draw Down(%) | NA | 7.2 | 13.2 | 41.0 | 44.5 | 44.5 | NA | 49.4 | 15.7 | 35.2 | 19.8 | 29.5 | 14.0 | 26.4 | 5.7 | 11.9 | 28.6 | 10.9 | 15.5 | 15.5 | 29.5 | 15.6 | 26.0 | 49.4 |
Standard Deviation(%) | NA | 14.9 | 15.6 | 19.5 | 22.1 | 19.8 | NA | 25.2 | 16.4 | 25.0 | 18.3 | 31.4 | 15.5 | 20.6 | 11.0 | 19.0 | 20.0 | 13.0 | 16.9 | 17.8 | 28.9 | 22.5 | 39.1 | 80.6 |
Treynor Ratio | NA | 0.05 | 0.03 | -0.12 | -0.01 | 0.03 | NA | 0.03 | 0.01 | -0.24 | -0.06 | 0.27 | 0.14 | -0.13 | 0.53 | 0.05 | -0.11 | 0.03 | 0.02 | 0.26 | -0.22 | 0.18 | 0.58 | -0.58 |
Alpha | NA | 0.04 | 0.02 | -0.02 | 0.0 | 0.01 | NA | 0.0 | -0.01 | -0.02 | -0.06 | 0.04 | 0.01 | 0.03 | 0.07 | -0.02 | -0.03 | 0.04 | 0.0 | 0.01 | 0.0 | -0.03 | -0.1 | 0.32 |
Beta | NA | 0.9 | 0.85 | 0.88 | 0.88 | 0.92 | NA | 0.99 | 0.7 | 0.9 | 0.9 | 0.86 | 1.16 | 1.26 | 0.78 | 0.99 | 0.91 | 0.81 | 0.94 | 0.92 | 0.94 | 0.89 | 1.17 | 1.13 |
RSquared | NA | 0.65 | 0.62 | 0.6 | 0.64 | 0.62 | NA | 0.67 | 0.51 | 0.62 | 0.52 | 0.73 | 0.56 | 0.66 | 0.32 | 0.61 | 0.62 | 0.45 | 0.5 | 0.72 | 0.81 | 0.83 | 0.69 | 0.7 |
Yield(%) | N/A | 0.0 | 2.3 | 1.6 | 1.8 | 2.2 | 2.8 | N/A | 2.3 | 1.4 | 2.0 | 1.3 | 2.1 | 1.7 | 2.7 | 1.9 | 2.1 | 1.9 | 1.7 | 2.0 | 1.6 | 1.7 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 33.6 | 23.2 | 8.2 | N/A | N/A | N/A | 33.6 | -37.9 | 93.6 | -29.9 | 0.0 | -11.8 | 55.1 | -24.6 | 19.3 | 2.8 | 1.0 | 0.0 | 8.2 | 36.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/2008
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See PACIFIC/ASIA EX-JAPAN STK Asset Class Trend Rankings |
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Best ETFs
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