Summary
JPXN
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 28.99% 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: 02/06/2026

Current price: $99.93

Expense ratio: 0.48%

Assets under management
$145.2M
1.01% 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

4.98%

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

2.26%

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

17.52%

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

28.99%

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

43.30%

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

63.45%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.108%

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
02/06/2026 $98.93 $99.94 $98.93 $99.93 23,500
01/06/2026 $99.45 $100.02 $99.00 $99.44 27,300
29/05/2026 $99.94 $100.36 $99.73 $100.06 9,300
28/05/2026 $98.78 $99.88 $98.78 $99.66 16,100
27/05/2026 $99.20 $99.37 $98.97 $99.24 4,800
26/05/2026 $100.01 $100.21 $99.66 $99.80 11,700
22/05/2026 $98.29 $98.74 $98.10 $98.49 8,700
21/05/2026 $96.71 $98.28 $96.65 $97.96 4,800
20/05/2026 $96.47 $98.09 $96.32 $98.04 22,400
19/05/2026 $97.19 $97.80 $96.79 $97.36 7,100