iShares VII PLC - iShares Core MSCI Pac ex-Jpn ETF USD Acc

10-Year Study

CPJ1.LSE · · GB · ETF

Executive Summary: iShares VII PLC - iShares Core MSCI Pac ex-Jpn ETF USD Acc has compounded at 9.1% annually over the last 10 years, with a maximum drawdown of 26.5% and an annualized volatility of 13.5%.

1Y CAGR
+22.8%
3Y CAGR
+12.7%
5Y CAGR
+6.5%
10Y CAGR
+9.1%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
26.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.38
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.59
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
14.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · +15.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -5.5%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
90%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20264.27.6-6.24.7————————10.1%
20254.2-2.8-4.10.44.82.24.41.90.61.8-2.00.712.0%
2024-3.21.01.8-1.02.01.40.31.35.0-2.15.3-4.66.9%
20236.6-5.4-0.8-1.5-5.32.23.0-4.90.6-3.72.08.40.2%
2022-5.33.78.0-1.4-1.1-4.84.21.7-5.4-3.210.2-0.64.9%
2021-0.41.82.03.70.4-0.0-1.41.0-2.12.9-3.91.95.7%
2020-2.7-4.6-15.27.01.48.9-4.24.1-1.6-1.011.13.23.5%
20194.42.73.01.30.45.73.1-6.01.1-2.60.80.114.3%
2018-1.6-0.1-5.64.83.5-0.12.2-1.0-1.2-6.42.7-2.2-5.5%
20173.54.91.7-3.0-1.01.62.72.7-4.52.40.13.515.2%
2016———-0.1-1.611.07.0-0.64.53.5-2.20.523.4%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 13.5%. The dominant macroeconomic risk driver is VEA.US, accounting for 31.1% of variance. Idiosyncratic stock-specific factors contribute 21.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019990.932642487047
2016-05-019835.492227979274
2016-06-0110914.507772020725
2016-07-0111674.870466321243
2016-08-0111604.274611398963
2016-09-0112130.18134715026
2016-10-0112559.58549222798
2016-11-0112282.38341968912
2016-12-0112344.559585492227
2017-01-0112781.735751295339
2017-02-0113405.440414507771
2017-03-0113628.238341968912
2017-04-0113225.38860103627
2017-05-0113095.854922279792
2017-06-0113305.699481865286
2017-07-0113661.269430051814
2017-08-0114025.906735751294
2017-09-0113398.963730569949
2017-10-0113715.025906735751
2017-11-0113733.160621761657
2017-12-0114218.264248704663
2018-01-0113992.875647668394
2018-02-0113974.093264248704
2018-03-0113189.766839378239
2018-04-0113819.948186528496
2018-05-0114305.699481865286
2018-06-0114290.155440414506
2018-07-0114610.751295336788
2018-08-0114461.787564766839
2018-09-0114286.917098445596
2018-10-0113376.943005181347
2018-11-0113739.637305699482
2018-12-0113431.347150259067
2019-01-0114023.316062176165
2019-02-0114401.554404145078
2019-03-0114837.43523316062
2019-04-0115033.678756476686
2019-05-0115091.321243523316
2019-06-0115952.720207253886
2019-07-0116449.481865284975
2019-08-0115461.139896373057
2019-09-0115629.533678756477
2019-10-0115216.321243523316
2019-11-0115343.911917098445
2019-12-0115352.331606217618
2020-01-0114940.41450777202
2020-02-0114248.056994818651
2020-03-0112084.19689119171
2020-04-0112926.165803108808
2020-05-0113106.217616580312
2020-06-0114273.316062176167
2020-07-0113670.98445595855
2020-08-0114233.160621761657
2020-09-0113998.704663212437
2020-10-0113852.331606217616
2020-11-0115388.601036269429
2020-12-0115882.772020725388
2021-01-0115812.176165803108
2021-02-0116089.37823834197
2021-03-0116418.39378238342
2021-04-0117024.61139896373
2021-05-0117088.082901554404
2021-06-0117086.787564766837
2021-07-0116843.264248704665
2021-08-0117011.010362694302
2021-09-0116656.088082901555
2021-10-0117146.37305699482
2021-11-0116481.21761658031
2021-12-0116790.155440414506
2022-01-0115898.963730569949
2022-02-0116493.523316062176
2022-03-0117816.709844559588
2022-04-0117575.12953367876
2022-05-0117389.896373056996
2022-06-0116559.58549222798
2022-07-0117249.352331606216
2022-08-0117545.336787564767
2022-09-0116606.21761658031
2022-10-0116068.00518134715
2022-11-0117714.378238341968
2022-12-0117606.21761658031
2023-01-0118766.839378238343
2023-02-0117753.886010362694
2023-03-0117604.922279792747
2023-04-0117335.492227979274
2023-05-0116419.041450777204
2023-06-0116777.20207253886
2023-07-0117282.38341968912
2023-08-0116439.766839378237
2023-09-0116545.336787564767
2023-10-0115939.766839378237
2023-11-0116265.544041450778
2023-12-0117633.41968911917
2024-01-0117066.709844559584
2024-02-0117235.103626943004
2024-03-0117545.98445595855
2024-04-0117365.93264248705
2024-05-0117704.663212435233
2024-06-0117944.300518134714
2024-07-0117993.523316062176
2024-08-0118236.398963730568
2024-09-0119155.44041450777
2024-10-0118762.305699481865
2024-11-0119764.248704663212
2024-12-0118847.79792746114
2025-01-0119646.37305699482
2025-02-0119097.150259067355
2025-03-0118312.17616580311
2025-04-0118388.60103626943
2025-05-0119266.19170984456
2025-06-0119685.233160621763
2025-07-0120547.927461139898
2025-08-0120928.75647668394
2025-09-0121045.336787564767
2025-10-0121415.155440414506
2025-11-0120979.274611398963
2025-12-0121118.523316062176
2026-01-0122010.36269430052
2026-02-0123687.823834196894
2026-03-0122225.38860103627
2026-04-0123259.06735751295
Annual Return Matrix
YearAnnual Return
20170.15178384050367266
2018-0.05534551086411876
20190.143022470826502
20200.03455113061086745
20210.05713004118582554
20220.048603610553926924
20230.0015450264861682772
20240.06886799382942765
20250.12047695955465443
20260.10135860398074037
Total Factor Risk
0.13504183835684477
VTI.US Exposure
0.15043687384532548
VEA.US Exposure
0.3112749992118834
VWO.US Exposure
0.15032713104678175
QQQ.US Exposure
-0.0992027955626145
VTV.US Exposure
-0.046748394460166
IJR.US Exposure
0.12754302561044703
QUAL.US Exposure
-0.0016761106576722827
SHV.US Exposure
0.009136760971021379
TLT.US Exposure
0.09845483859363992
LQD.US Exposure
-0.0009932258176797916
HYG.US Exposure
-0.02428214383911619
GLD.US Exposure
0.0158993568813458
USO.US Exposure
0.027064903145584525
VNQ.US Exposure
0.015121952617249907
BTC-USD.CC Exposure
0.016762856687241073
CPER.US Exposure
-0.022087211834205506
VIX.INDX Exposure
0.0467887927640392
UUP.US Exposure
0.019019710317243265
TIP.US Exposure
-0.008069376300790819
Idiosyncratic Exposure
0.21522805678044246
Value Score
43.4
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
13.5%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →16.5x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$50.6B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+2.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+9.2%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
1.8% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is iShares VII PLC - iShares Core MSCI Pac ex-Jpn ETF USD Acc a high-risk investment?

iShares VII PLC - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.LSE) has an annualized volatility of 13.5% and experienced a maximum drawdown of 26.5% over the last 10 years. Its primary macro risk driver is VEA.US.

What is the 10-year return of CPJ1.LSE?

Over the past 10 years, CPJ1.LSE has generated a Compound Annual Growth Rate (CAGR) of 9.1%. It has had a positive return in 90% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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