Performance analysis of JEQ (abrdn Japan Equity Fund)
Annual Return
Over the past 3 years, JEQ has had an average annual return of +23.62%, outperforming the benchmark SPY, which returned +20.48% annual.
Over the past 5 years, JEQ has had an average annual return of +8.69%, underperforming the benchmark SPY, which returned +12.28% annual.
Over the past 10 years, JEQ has had an average annual return of +8.73%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, JEQ has had an average annual return of +2.55%, underperforming the benchmark SPY, which returned +8.15% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +55.31% | +8.37% | +17.06% | -29.82% | -3.57% | +26.94% | +23.85% | -20.76% | +29.02% | -0.26% | +18.29% | -2.21% |
| 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
| +28.19% | +12.70% | -17.45% | +17.89% | +6.41% | -32.36% | -12.74% | -5.83% | +38.53% | -1.04% | +52.74% | -5.82% |
| 2001 | 2000 | 1999 | |||||||||
| -21.68% | -38.71% | -1.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.87% | +1.02% | +13.08% | +3.35% | +6.70% | +5.16% | -0.39% | +7.72% | +6.04% | +2.16% | +55.31% | ||
| 2024 | +3.48% | +4.24% | +2.47% | -5.94% | +3.53% | -1.26% | +5.45% | +2.26% | +0.66% | -7.05% | +2.47% | -1.37% | +8.37% |
| 2023 | +7% | -5.88% | +4.78% | -2.37% | +6.14% | +8.97% | -0.16% | -3.07% | -7.12% | -5.24% | +9.51% | +5.32% | +17.06% |
| 2022 | -6.15% | -6.03% | -0.78% | -12.07% | +1.94% | -8.98% | +7.72% | -3.40% | -11.77% | +5.37% | +11.24% | -8.65% | -29.82% |
| 2021 | -1.91% | -2.26% | -0.44% | -1.22% | +0.34% | -1.45% | +1.02% | +5.05% | +4.28% | -4.92% | -6.36% | +4.99% | -3.57% |
| 2020 | -1.93% | -12.58% | -6.30% | +9.28% | +8.35% | +4.73% | -3.48% | +6.17% | +4.20% | -0.66% | +13.01% | +6.31% | +26.94% |
| 2019 | +5.39% | +2.48% | -0.42% | +2% | -3.79% | +2.19% | +2% | -1.82% | +3.85% | +3.44% | +5.31% | +1.36% | +23.85% |
| 2018 | +4.88% | -2.74% | -0.43% | -0.88% | -1.54% | -1.13% | -3.85% | -2.12% | +0.84% | -11.80% | +2.71% | -5.95% | -20.76% |
| 2017 | +3.19% | +2.50% | +2.18% | +2.89% | +3.54% | +0.23% | +1.88% | +0.69% | -0.11% | +5.28% | +3.48% | +0.14% | +29.02% |
Drawdown analysis of JEQ (abrdn Japan Equity Fund)
The maximum drawdown for the JEQ was -63.42%, occurring on Mar 9, 2009. Recovery took 2068 trading sessions.
The current JEQ drawdown is -3.48%.
Since Nov 1, 1999 JEQ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.42% | Dec 7, 1999 | 2325 | Mar 9, 2009 | 2068 | May 24, 2017 | 4393 |
| -41.61% | Sep 16, 2021 | 262 | Sep 30, 2022 | 664 | May 27, 2025 | 926 |
| -40.44% | Jan 24, 2018 | 538 | Mar 16, 2020 | 165 | Nov 6, 2020 | 703 |
| -13.59% | Feb 8, 2021 | 65 | May 12, 2021 | 81 | Sep 7, 2021 | 146 |
| -6.92% | Nov 22, 1999 | 6 | Dec 1, 1999 | 4 | Dec 7, 1999 | 10 |
| -6.55% | Sep 17, 2025 | 6 | Sep 25, 2025 | 6 | Oct 3, 2025 | 12 |
| -5.60% | Jan 11, 2021 | 13 | Jan 29, 2021 | 6 | Feb 8, 2021 | 19 |
| -4.51% | Jun 30, 2025 | 10 | Jul 15, 2025 | 6 | Jul 23, 2025 | 16 |
| -3.87% | Nov 8, 2017 | 2 | Nov 10, 2017 | 9 | Nov 24, 2017 | 11 |
| -3.80% | Jun 7, 2017 | 22 | Jul 10, 2017 | 16 | Aug 1, 2017 | 38 |
| -3.74% | Dec 30, 2020 | 2 | Jan 4, 2021 | 4 | Jan 8, 2021 | 6 |
| -3.48% | Oct 6, 2025 | 4 | Oct 10, 2025 | Ongoing | Ongoing | Ongoing |
| -3.42% | Aug 3, 2017 | 5 | Aug 10, 2017 | 22 | Sep 12, 2017 | 27 |
| -3.26% | Nov 30, 2017 | 4 | Dec 6, 2017 | 8 | Dec 18, 2017 | 12 |
| -3.25% | Jul 23, 2025 | 3 | Jul 28, 2025 | 7 | Aug 6, 2025 | 10 |
| -3.19% | Nov 1, 1999 | 1 | Nov 2, 1999 | 2 | Nov 4, 1999 | 3 |
| -3.16% | Nov 4, 1999 | 9 | Nov 17, 1999 | 3 | Nov 22, 1999 | 12 |
| -3.09% | Jun 3, 2025 | 13 | Jun 23, 2025 | 3 | Jun 26, 2025 | 16 |
| -2.69% | Aug 13, 2025 | 1 | Aug 14, 2025 | 6 | Aug 22, 2025 | 7 |
| -2.69% | Aug 28, 2025 | 2 | Sep 2, 2025 | 3 | Sep 5, 2025 | 5 |
| -1.79% | Nov 9, 2020 | 2 | Nov 11, 2020 | 3 | Nov 16, 2020 | 5 |
| -1.78% | Dec 3, 2020 | 13 | Dec 22, 2020 | 3 | Dec 28, 2020 | 16 |
| -1.69% | Nov 27, 2020 | 1 | Nov 30, 2020 | 2 | Dec 2, 2020 | 3 |
| -1.25% | Sep 15, 2017 | 5 | Sep 22, 2017 | 12 | Oct 10, 2017 | 17 |
| -1.10% | Oct 24, 2017 | 2 | Oct 26, 2017 | 2 | Oct 30, 2017 | 4 |