Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JPXN (iShares JPX-Nikkei 400 ETF) 13.35% 28.59% 16.29% 8.31% 9.09% 7.57% 4.60%
Data as of 06/11/2026, Common starting date is 10/26/2001
More Performance Analytics Comparison
Name Start Date End Date
JPXN (iShares JPX-Nikkei 400 ETF) 10/26/2001 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 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
Annualized Return (%) -2.14 28.59 16.29 8.31 9.09 7.57 4.60 13.35 22.61 6.49 19.68 -16.28 0.16 15.12 19.39 -14.87 23.22 3.03 9.77 -6.69 25.66 12.14 -16.67 14.06 3.37 -27.88 -6.27 8.16 23.75 12.48 35.09 -11.02 -10.02
Sharpe Ratio NA 1.32 0.74 0.31 0.41 NA NA 1.23 1.06 -0.01 1.06 -0.91 0.01 0.58 1.50 -1.02 2.73 0.14 0.51 -0.45 1.25 0.79 -0.71 0.78 0.12 -0.72 -0.59 0.24 1.30 0.55 1.54 -0.51 -1.91
Standard Deviation(%) NA 19.04 18.15 17.73 17.12 NA NA 22.70 18.91 17.37 14.67 19.43 15.03 25.48 12.02 15.91 8.31 19.57 19.00 15.04 20.48 15.48 23.54 17.94 26.35 40.10 15.73 20.65 16.65 21.01 22.35 23.93 24.45
Draw Down(%) NA 13.11 13.96 33.21 33.21 NA NA 13.11 13.29 11.60 10.65 27.31 11.85 28.27 5.95 23.75 3.50 14.92 16.53 12.13 13.56 15.10 25.05 14.75 29.54 44.69 13.42 20.47 10.03 19.35 15.75 27.19 11.76
Yield(%) 0.00 3.46 2.80 2.24 2.66 2.63 1.75 0.00 3.84 2.41 2.99 1.21 2.59 1.43 2.23 1.34 0.67 2.12 1.44 1.33 1.41 2.19 1.98 1.64 1.28 1.05 0.48 0.32 0.20 0.20 0.24 0.00 0.00
Data as of 06/11/2026, Common starting date is 10/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPXN (iShares JPX-Nikkei 400 ETF) -18.41%
Feb 2006 – Feb 2009
-8.72%
May 2007 – May 2012
-1.28%
Apr 2006 – Apr 2016
0.34%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPXN (iShares JPX-Nikkei 400 ETF) 32.97%
Apr 2003 – Apr 2006
16.71%
Apr 2003 – Apr 2008
9.83%
Feb 2016 – Feb 2026
7.54%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return