ducovest

DXJ:ARCA-WisdomTree Japan Hedged Equity Fund (USD)

ETF | Japan Stock | NYSE Arca

Last Closing

USD 105.42

Change

+0.68 (+0.65)%

Market Cap

USD 7.45B

Volume

0.74M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 (exclusive of collateral held from securities lending) will be invested in the 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 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.

Company Website : www.wisdomtree.com

Currency: USD

Country : USA

Inception Date: 16/06/2006

Primary Benchmark: WisdomTree Japan Equity TR Hdg USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.48%

Management Expense Ratio: 0.48 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Japan Stock

Symbol Name Mer Price(Change) Market Cap
FLJP Franklin FTSE Japan ETF 0.09 %

-0.05 (-0.17%)

 USD 2.08B
DBJP Xtrackers MSCI Japan Hedged Eq.. 0.47 %

+0.62 (+0.87%)

 USD 0.43B
DXJS WisdomTree Japan Hedged SmallC.. 0.58 %

+0.21 (+0.63%)

 USD 0.08B
FLJH Franklin FTSE Japan Hedged ETF 0.09 %

+0.32 (+1.06%)

 USD 0.07B
DFJ WisdomTree Japan SmallCap Divi.. 0.58 %

-0.29 (-0.36%)

 N/A
JPXN iShares JPX-Nikkei 400 ETF 0.48 %

-0.09 (-0.12%)

 N/A
SCJ iShares MSCI Japan Small-Cap E.. 0.47 %

-0.17 (-0.22%)

 N/A
GSJY Goldman Sachs ActiveBeta® Jap.. 0.25 %

-0.08 (-0.20%)

 N/A
EWJ iShares MSCI Japan ETF 0.47 %

-0.13 (-0.18%)

 N/A
HEWJ iShares Currency Hedged MSCI J.. 0.01 %

+0.39 (+0.96%)

 N/A

ETFs Containing DXJ

XNAV FundX Aggressive ETF 7.46 % 0.00 %

+0.16 (+0.23%)

 N/A
GTAA 0.00 % 1.25 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Japan Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.82% 100% F 80% B-
Dividend Return 1.09% 55% F 23% F
Total Return 20.91% 100% F 78% C+
Trailing 12 Months  
Capital Gain 17.60% 91% A- 52% F
Dividend Return 2.86% 73% C 42% F
Total Return 20.47% 82% B 51% F
Trailing 5 Years  
Capital Gain 109.67% 100% F 87% B+
Dividend Return 19.14% 73% C 66% D+
Total Return 128.80% 100% F 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 20.56% 100% F 83% B
Dividend Return 23.72% 100% F 84% B
Total Return 3.16% 80% B- 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 16.74% 50% F 60% D-
Risk Adjusted Return 141.70% 100% F 100% F
Market Capitalization 7.45B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.