Summary
JPXN
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 29.15% Volatility 20.73% Sharpe 1.33
Official loaded data — not a live quote.

ISHARES JPX-NIKKEI 400 ETF

Symbol: JPXN

Exchange: NYSE

Sector: Industrials

Category: Japan Stock

Inception date: 23/10/2001

Latest date: 17/07/2026

Current price: $97.10

Expense ratio: 0.48%

Assets under management
$134.4M
1.10% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-3.13%

Ann. -47.37% (Sharpe / Sortino numerator)

Volatility

31.70%

Sharpe ratio

-1.609

VaR 95%

-3.48%

CVaR 95%: -3.77%
Max drawdown: -8.29%
Sortino ratio: -2.676
Calmar ratio: -5.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.75%

Ann. 25.92% (Sharpe / Sortino numerator)

Volatility

24.39%

Sharpe ratio

0.914

VaR 95%

-2.12%

CVaR 95%: -3.14%
Max drawdown: -13.11%
Sortino ratio: 1.340
Calmar ratio: 1.98

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.02%

Ann. 23.12% (Sharpe / Sortino numerator)

Volatility

20.56%

Sharpe ratio

0.948

VaR 95%

-1.97%

CVaR 95%: -2.92%
Max drawdown: -13.11%
Sortino ratio: 1.276
Calmar ratio: 1.76

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

29.15%

Ann. 31.20% (Sharpe / Sortino numerator)

Volatility

20.73%

Sharpe ratio

1.330

VaR 95%

-1.80%

CVaR 95%: -2.97%
Max drawdown: -13.11%
Sortino ratio: 1.811
Calmar ratio: 2.38

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

34.74%

Ann. 15.05% (Sharpe / Sortino numerator)

Volatility

19.29%

Sharpe ratio

0.592

VaR 95%

-1.85%

CVaR 95%: -2.79%
Max drawdown: -13.96%
Sortino ratio: 0.825
Calmar ratio: 1.08

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

57.99%

Ann. 16.86% (Sharpe / Sortino numerator)

Volatility

17.75%

Sharpe ratio

0.745

VaR 95%

-1.68%

CVaR 95%: -2.51%
Max drawdown: -13.96%
Sortino ratio: 1.060
Calmar ratio: 1.21

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.11%

Best day

4.619%

08/04/2026
Worst day

-3.919%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $96.04 $97.14 $96.03 $97.10 7,200
16/07/2026 $98.64 $98.67 $98.22 $98.44 8,100
15/07/2026 $100.13 $100.13 $99.21 $99.84 4,300
14/07/2026 $100.40 $101.08 $100.17 $100.17 3,800
13/07/2026 $99.68 $99.86 $98.99 $99.22 10,700
10/07/2026 $100.39 $100.87 $99.82 $100.84 17,600
09/07/2026 $99.25 $99.62 $99.19 $99.44 7,300
08/07/2026 $97.85 $98.67 $97.67 $98.67 19,000
07/07/2026 $100.63 $100.63 $99.37 $99.44 17,000
06/07/2026 $101.08 $101.80 $101.08 $101.69 14,300