HEWJiShares Currency Hedged MSCI Japan ETF

Grow my money12y track recordRanked #661 of 3,055 in this goal

Tracks the investment results of the MSCI Japan 100% Hedged to USD Index.

By iShares · Launched 2014

Annual Cost

0.49%

#2,575 of 6,040 · average

Fund Size

$774M

#1,332 of 6,040 · large

Return (1Y)

+37.8%

Track Record

12 years

#1,158 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,928+39.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Japan 100% Hedged to USD Index

Holdings

By weight

Concentration

Top 10 holdings = 127.8% of fundconcentrated

iShares, Inc - iShares MSCI Japan ETF

98.5%

BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares

27.7%

U S DOLLARS

1.2%

U S DOLLARS

0.3%

BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agency Shares

0.1%

U S DOLLARS

0.0%

U S DOLLARS

0.0%

U S DOLLARS

0.0%

U S DOLLARS

0.0%

U S DOLLARS

0.0%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Industrials

23.2%

Technology

21.0%

Financial Services

19.1%

Consumer Cyclical

11.6%

Communication

9.3%

Healthcare

5.5%

Consumer Defensive

3.5%

Basic Materials

3.0%

Other

3.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.2%High

Year-on-year price swings

Max drawdown

-31.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.07Strong risk-adjusted returns

Sortino (3Y)

1.53Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the MSCI Japan 100% Hedged to USD Index.
Strategy: Seeks to track large- and mid-capitalization Japanese equities while mitigating currency fluctuations between the Japanese yen and the U.S. dollar. Invests primarily in the MSCI Japan 100% Hedged to USD Index and uses foreign currency forward contracts for hedging.
Inception date: January 31, 2014
Fund family: iShares