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IAF vs JPXN

Comparison between abrdn Australia Equity Fund Inc (IAF, ETF) and ISHARES JPX-NIKKEI 400 ETF (JPXN, ETF).

5-Year PerformanceJPXN has outperformed IAF, delivering a return of +8.5% compared to +1.5%

IAF vs JPXN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IAF
$135M
Winner
JPXN
$136M
Expense Ratio
IAF
N/A
JPXN
0.48%
Max Drawdown
IAF
83.73%
Winner
JPXN
56.49%
Sharpe Ratio
IAF
0.02
Winner
JPXN
1.24
5Y Beta
Winner
IAF
0.74
JPXN
0.81
5Y Dividends CAGR
IAF
1.98%
Winner
JPXN
17.12%

IAF vs JPXN - Historical Returns

Returns include dividend reinvestment.

1M
IAF
-1.29%
Winner
JPXN
-1.27%
3M
IAF
+0.34%
Winner
JPXN
+8.63%
6M
IAF
+2.19%
Winner
JPXN
+13.63%
1Y
IAF
+2.28%
Winner
JPXN
+28.45%
5Y(CAGR)
IAF
+1.51%
Winner
JPXN
+8.46%
10Y(CAGR)
IAF
+8.24%
Winner
JPXN
+9.27%
Max(CAGR)
Winner
IAF
+8.00%
JPXN
+5.37%

IAF vs JPXN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIAFJPXN
2026+1.09%+13.28%
2025+14.07%+26.24%
2024+8.06%+7.51%
2023+11.95%+19.38%
2022-19.23%-16.26%
2021+26.30%+1.29%
2020+11.14%+13.93%
2019+27.76%+18.54%
2018-16.70%-15.31%
2017+28.33%+24.39%
2016+14.33%+4.90%
2015-9.42%+10.41%
2014-9.81%-5.18%
2013-12.07%+21.40%
2012+23.34%+9.44%
2011-15.81%-17.23%
2010+4.62%+11.09%
2009+72.62%+2.75%
2008-53.84%-27.57%
2007+40.72%-6.43%
2006+21.65%+5.08%
2005+27.45%+24.52%
2004+41.09%+11.06%
2003+57.37%+35.19%
2002+10.82%-9.93%
2001+1.54%-10.01%
2000-15.88%N/A
1999-3.17%N/A

IAF vs JPXN Drawdown Comparison

The maximum drawdown for IAF was -67.63%, occurring on Nov 20, 2008. Recovery took 717 trading sessions.

The maximum drawdown for JPXN was -55.53%, occurring on Mar 9, 2009. Recovery took 2783 trading sessions.

The current IAF drawdown is -9.59%. The current JPXN drawdown is -2.34%.

RankIAFJPXN
#1-67.63%
Jan 2, 2008 - Nov 4, 2010
-55.53%
May 9, 2006 - May 30, 2017
#2-45.13%
Mar 15, 2013 - Jan 15, 2020
-33.49%
May 24, 2002 - Oct 3, 2003
#3-43.97%
Jan 23, 2020 - Nov 16, 2020
-33.20%
Sep 15, 2021 - Mar 6, 2024
#4-33.95%
Mar 30, 2022 - Jun 5, 2025
-31.62%
Jan 26, 2018 - Nov 9, 2020
#5-31.78%
Jul 23, 2007 - Oct 12, 2007
-19.95%
Oct 26, 2001 - Mar 7, 2002
#6-28.94%
Nov 22, 1999 - May 30, 2002
-19.35%
Apr 5, 2004 - Sep 1, 2005
#7-28.46%
Nov 8, 2010 - Jan 14, 2013
-13.95%
Sep 26, 2024 - May 5, 2025
#8-21.64%
Mar 21, 2005 - Aug 31, 2005
-13.11%
Feb 11, 2026 - Mar 20, 2026
#9-20.52%
Feb 19, 2004 - Sep 27, 2004
-11.60%
Jul 16, 2024 - Aug 23, 2024
#10-17.53%
Jun 3, 2002 - Apr 23, 2003
-10.81%
Oct 21, 2003 - Jan 2, 2004
#11-17.36%
May 11, 2006 - Oct 25, 2006
-9.79%
Mar 11, 2002 - May 17, 2002
#12-16.20%
Feb 11, 2026 - Mar 24, 2026
-8.85%
Feb 17, 2021 - Sep 3, 2021
#13-14.82%
Jun 11, 2021 - Mar 24, 2022
-7.46%
Jan 9, 2006 - Mar 20, 2006
#14-14.21%
Sep 20, 2005 - Dec 27, 2005
-6.96%
Mar 21, 2024 - Jul 10, 2024
#15-11.12%
Oct 31, 2007 - Dec 24, 2007
-6.89%
Sep 29, 2005 - Nov 7, 2005

Correlation

Correlation between IAF and JPXN is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

IAF vs JPXN dividend yield comparison.

YearIAFJPXN
20265.80%0.00%
202511.30%3.14%
202411.69%2.29%
202311.32%2.57%
202212.53%1.47%
202110.25%2.63%
20209.68%1.27%
201910.54%1.92%
201813.26%1.60%
201710.05%1.50%
201611.99%2.07%
201514.31%1.32%
201412.97%1.42%
201311.97%1.18%
20129.96%2.04%
201112.71%2.45%
20108.93%1.50%
20097.64%1.26%
200821.41%1.47%
20079.32%0.51%
200610.10%0.30%
20059.62%0.16%
20048.07%0.18%
20031.81%0.25%
20022.88%0.56%
200111.52%0.00%
200013.59%0.00%

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