Search markets
Search icon A magnifying glass. It indicates, "Click to perform a search".
Search markets
Search icon A magnifying glass. It indicates, "Click to perform a search".
Close icon Two crossed lines that form an 'X'. It indicates a way to close an interaction, or dismiss a notification.

WisdomTree Japan Hedged Equity Fund ETF , DXJ

105.72 +0.07 +0.07%
04/18/2024 10:15 PM NYA


NAV

105.6502
Nav
04/17/2024
Last Update

Ratings

Morningstar Rating
Sustainability Rating

Key Data

WisdomTree
Issuer
WisdomTree Japan Hedged Equity UCITS
Benchmark
4.66 B
Net Asset
USD
Currency
06/16/2006
Inception
Yes
Distributing
Japan Stock
Type
United States
Applied In
State Street Bank & Trust Co
Custodian
US97717W8516
ISIN
DXJ
Symbol

Asset Allocation Top Instruments

Asset Allocation Top Sectors

Asset Allocation Top Countries

Asset Allocation Top Holdings

Performance

Name %
Performance Current Year 21.18
Performance since Inception 254.28
High 1 Year 109.19
Maximum Loss 1 Year -3.13
Name %
Alpha 1 Year -0.35
Alpha 10 Years -0.57
Alpha 3 Years 0.24
Alpha 5 Years -0.23
Average Gain 1 Year 5.10
Average Gain 10 Years 4.04
Average Gain 15 Years 4.04
Average Gain 3 Years 4.28
Average Gain 5 Years 4.37
Average Loss 1 Year -2.00
Average Loss 10 Years -3.83
Average Loss 15 Years -3.62
Average Loss 3 Years -2.24
Average Loss 5 Years -3.54
Batting Average 1 Year 33.33
Batting Average 10 Years 30.83
Batting Average 3 Years 47.22
Batting Average 5 Years 38.33
Beta 1 Year 0.96
Beta 10 Years 0.99
Beta 3 Years 0.96
Beta 5 Years 0.98
Capture Ratio Down 1 Year 97.67
Capture Ratio Down 10 Years 100.07
Capture Ratio Down 3 Years 93.94
Capture Ratio Down 5 Years 97.55
Capture Ratio Up 1 Year 96.04
Capture Ratio Up 10 Years 97.80
Capture Ratio Up 3 Years 96.54
Capture Ratio Up 5 Years 97.23
Correlation 1 Year 99.87
Correlation 10 Years 99.87
Correlation 3 Years 99.51
Correlation 5 Years 99.79
High 1 Year 109.19
Information Ratio 1 Year -3.42
Information Ratio 10 Years -0.86
Information Ratio 3 Years -0.45
Information Ratio 5 Years -0.59
Low 1 Year 68.99
Maximum Loss 1 Year -3.13
Maximum Loss 10 Years -31.70
Maximum Loss 15 Years -31.70
Maximum Loss 3 Years -5.87
Maximum Loss 5 Years -21.41
Performance Current Year 21.18
Performance since Inception 254.28
Risk adjusted Return 10 Years 7.61
Risk adjusted Return 3 Years 20.32
Risk adjusted Return 5 Years 13.30
Risk adjusted Return Since Inception 11.86
R-Squared (R²) 1 Year 99.73
R-Squared (R²) 10 Years 99.73
R-Squared (R²) 3 Years 99.02
R-Squared (R²) 5 Years 99.58
Sortino Ratio 1 Year 10.99
Sortino Ratio 10 Years 1.10
Sortino Ratio 15 Years 1.10
Sortino Ratio 3 Years 3.44
Sortino Ratio 5 Years 1.83
Tracking Error 1 Year 0.89
Tracking Error 10 Years 0.88
Tracking Error 3 Years 1.38
Tracking Error 5 Years 1.10
Trailing Performance 1 Month 3.60
Trailing Performance 1 Week -2.04
Trailing Performance 1 Year 54.32
Trailing Performance 10 Years 239.74
Trailing Performance 2 Years 80.76
Trailing Performance 3 Months 14.17
Trailing Performance 3 Years 92.94
Trailing Performance 4 Years 181.91
Trailing Performance 5 Years 137.32
Trailing Performance 6 Months 25.51
Trailing Return 1 Month 4.74
Trailing Return 1 Year 58.03
Trailing Return 10 Years 12.86
Trailing Return 15 Years 11.96
Trailing Return 2 Months 11.96
Trailing Return 2 Years 33.90
Trailing Return 3 Months 22.58
Trailing Return 3 Years 24.94
Trailing Return 4 Years 30.12
Trailing Return 5 Years 19.97
Trailing Return 6 Months 24.92
Trailing Return 6 Years 15.11
Trailing Return 7 Years 14.74
Trailing Return 8 Years 15.07
Trailing Return 9 Months 33.38
Trailing Return 9 Years 11.17
Trailing Return Since Inception 7.44
Trailing Return YTD - Year to Date 22.58
Treynor Ratio 1 Year 54.55
Treynor Ratio 10 Years 11.49
Treynor Ratio 3 Years 22.84
Treynor Ratio 5 Years 18.18

Historical Prices for WisdomTree Japan Hedged Equity Fund

Loading..
Date Open Close Daily High Daily Low
Price change over selected period: 0% 0

Sustainability Rating

Morningstar Sustainability Rating
Average
Rating vs. Category
Equity
Category

Carbon Risk Score

0
10.95
100
0
Low High

Fossil-Fuel Involvement

0
12.77
100
0
Low High

Investment Policy

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Japan Hedged Equity Index. Under normal circumstances, at least 95% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a dividend weighted index designed to provide exposure to Japanese equity markets while at the same time neutralizing exposure to fluctuations of the Japanese yen relative to the U.S. dollar. The fund is non-diversified.

Terms

Initial minimum savings amount
Distribution Distributing

Investment Trust

Name WisdomTree
Address WisdomTree
Zip Code 10119
Website http://www.wisdomtree.com