JOF vs NJAN

Comparison between Japan Smaller Capitalization Fund Inc (JOF, ETF) and Innovator Growth-100 Power Buffer ETF - January (NJAN, ETF).

5-Year PerformanceJOF has outperformed NJAN, delivering a return of +11.1% compared to +7.8%

JOF vs NJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JOF(ETF)	NJAN(ETF)
Net Assets	$374M	$373M
Expense Ratio	N/A	0.79%
Max Drawdown	69.98%	20.70%
Sharpe Ratio	1.51	1.86
5Y Beta	0.61	0.60
5Y Dividends CAGR	25.34%	N/A

Net Assets

Winner

JOF

$374M

NJAN

$373M

Expense Ratio

JOF

N/A

NJAN

0.79%

Max Drawdown

JOF

69.98%

Winner

NJAN

20.70%

Sharpe Ratio

JOF

1.51

Winner

NJAN

1.86

5Y Beta

JOF

0.61

Winner

NJAN

0.60

5Y Dividends CAGR

JOF

25.34%

NJAN

N/A

JOF vs NJAN - Historical Returns

Returns include dividend reinvestment.

Period	JOF	NJAN
1 month	+4.18%	+0.52%
3 months	+13.84%	+9.07%
6 months	+16.07%	+7.53%
1 year	+38.72%	+18.02%
5 years(CAGR)	+11.10%	+7.80%
10 years(CAGR)	+10.49%	N/A
Max(CAGR)	+4.28%	+8.28%

Winner

JOF

+4.18%

NJAN

+0.52%

Winner

JOF

+13.84%

NJAN

+9.07%

Winner

JOF

+16.07%

NJAN

+7.53%

Winner

JOF

+38.72%

NJAN

+18.02%

5Y(CAGR)

Winner

JOF

+11.10%

NJAN

+7.80%

10Y(CAGR)

JOF

+10.49%

NJAN

N/A

Max(CAGR)

JOF

+4.28%

Winner

NJAN

+8.28%

JOF vs NJAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JOF	NJAN
2026	+12.31%	+7.30%
2025	+50.68%	+14.49%
2024	+5.64%	+16.44%
2023	+20.84%	+21.55%
2022	-17.17%	-18.98%
2021	-5.68%	+12.25%
2020	+4.08%	+8.29%
2019	+15.72%	N/A
2018	-16.43%	N/A
2017	+40.89%	N/A
2016	+5.37%	N/A
2015	+24.58%	N/A
2014	+0.35%	N/A
2013	+27.75%	N/A
2012	+0.20%	N/A
2011	-20.53%	N/A
2010	+20.38%	N/A
2009	-2.21%	N/A
2008	-21.92%	N/A
2007	-29.27%	N/A
2006	-10.36%	N/A
2005	+25.43%	N/A
2004	+13.19%	N/A
2003	+76.38%	N/A
2002	+6.09%	N/A
2001	+0.04%	N/A
2000	-46.26%	N/A
1999	-10.46%	N/A

JOF vs NJAN Drawdown Comparison

The maximum drawdown for JOF was -65.75%, occurring on Nov 20, 2008. Recovery took 2983 trading sessions.

The maximum drawdown for NJAN was -20.70%, occurring on Oct 14, 2022. Recovery took 516 trading sessions.

The current JOF drawdown is -3.70%. The current NJAN drawdown is -0.30%.

Rank	JOF	NJAN
#1	-65.75% Sep 29, 2005 - Aug 7, 2017	-20.70% Jan 3, 2022 - Jan 24, 2024
#2	-58.12% Nov 5, 1999 - Mar 17, 2004	-15.96% Feb 19, 2020 - Jun 5, 2020
#3	-42.14% Jan 17, 2018 - Mar 12, 2025	-13.14% Feb 18, 2025 - Jun 3, 2025
#4	-30.52% Apr 12, 2004 - Sep 12, 2005	-5.90% Jan 28, 2026 - Apr 14, 2026
#5	-17.23% Feb 23, 2026 - Mar 20, 2026	-5.22% Jul 10, 2024 - Sep 19, 2024
#6	-9.79% Mar 27, 2025 - Apr 22, 2025	-4.12% Feb 12, 2021 - Apr 1, 2021
#7	-8.29% Sep 17, 2025 - Nov 28, 2025	-3.39% Apr 15, 2021 - Jun 7, 2021
#8	-6.41% Apr 5, 2004 - Apr 12, 2004	-3.27% Mar 22, 2024 - May 10, 2024
#9	-5.05% Nov 8, 2017 - Nov 27, 2017	-2.07% Jan 26, 2021 - Feb 2, 2021
#10	-4.09% Dec 20, 2017 - Jan 4, 2018	-2.07% Jun 2, 2026 - Jun 10, 2026
#11	-4.04% Sep 20, 2005 - Sep 27, 2005	-2.02% Jun 10, 2020 - Jul 1, 2020
#12	-3.91% Nov 28, 2017 - Dec 18, 2017	-1.88% Oct 29, 2025 - Nov 26, 2025
#13	-3.47% Aug 7, 2017 - Sep 8, 2017	-1.83% Aug 30, 2021 - Oct 15, 2021
#14	-3.05% Sep 16, 2005 - Sep 20, 2005	-1.76% Jan 6, 2025 - Jan 17, 2025
#15	-3.01% Jul 23, 2025 - Aug 6, 2025	-1.67% Jan 23, 2025 - Feb 13, 2025