Monex Group, Inc.
ISIN JP3869970008
|WKN A0B7CU
Overview
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Description
Monex Group, Inc. operates as a holding company which provides online brokerage and financial services through its subsidiaries. It operates through the following segments: Japan, United States, Asia Pacific, Crypto Assets, and Investment. The regional segments (Japan, United States, and Asia Pacific) offer financial product trading services. The Crypto Assets segment deals with virtual currency exchange business. The Investment segment deals with securities investments. The company was founded on August 2, 2004 and is headquartered in Tokyo, Japan.
Finance Investment Services Japan
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Financials
Key metrics
| Market capitalisation, EUR | 1,151.28 m |
| EPS, EUR | 0.45 |
| P/B ratio | 1.47 |
| P/E ratio | 9.85 |
| Dividend yield | 4.16% |
Income statement (2023)
| Revenue, EUR | 421.93 m |
| Net income, EUR | 108.52 m |
| Profit margin | 25.72% |
What ETF is Monex Group, Inc. in?
There are 30 ETFs which contain Monex Group, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Monex Group, Inc. is the Invesco CoinShares Global Blockchain UCITS ETF Acc.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| WisdomTree Japan Equity UCITS ETF USD Hedged | 0.10% | Equity Japan Dividend | 495 | 0.48% | 73 | +10.33% | A14SCB | IE00BVXC4854 |
| Amundi MSCI World Small Cap Screened CTB UCITS ETF Acc | 0.03% | Equity World Small Cap Climate Change | 1,158 | 0.25% | - | - | ETF218 | IE000UZZ5D45 |
| iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc) | 0.02% | Equity Japan | 1,018 | 0.17% | 38 | +10.43% | A2PRG3 | IE00BKT6FV49 |
| WisdomTree Blockchain UCITS ETF USD Acc | 1.52% | Equity World Social/Environmental Blockchain | 34 | 0.45% | 29 | +9.12% | A3DJ99 | IE000940RNE6 |
| WisdomTree Japan Equity UCITS ETF EUR Hedged Acc | 0.10% | Equity Japan Dividend | 495 | 0.45% | 27 | +8.07% | A1403D | IE00BYQCZJ13 |
| Rize Digital Payments Economy UCITS ETF | 1.01% | Equity World Technology Digitalisation | 65 | 0.45% | 3 | +1.12% | A3CN9T | IE00BLRPRQ96 |
| WisdomTree Japan Equity UCITS ETF CHF Hedged Acc | 0.10% | Equity Japan Dividend | 495 | 0.45% | 7 | +9.61% | A2AB8B | IE00BYQCZL35 |
| iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.11% | Equity Japan Small Cap | 829 | 0.58% | 281 | +7.88% | A0Q1YX | IE00B2QWDY88 |
| Amundi Japan TOPIX II UCITS ETF EUR Dist | 0.02% | Equity Japan | 1,846 | 0.45% | 412 | +4.08% | A0ESMK | FR0010245514 |
| WisdomTree Japan Equity UCITS ETF USD Acc | 0.10% | Equity Japan Dividend | 495 | 0.40% | 152 | +5.72% | A1403E | IE00BYQCZN58 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis | 0.06% | Equity World Small Cap | 720 | 0.23% | 21 | -0.16% | A3CMCU | IE00BKSCBW67 |
| iShares MSCI World Small Cap UCITS ETF | 0.02% | Equity World Small Cap | 3,316 | 0.35% | 4,585 | +2.00% | A2DWBY | IE00BF4RFH31 |
| HANetf Grayscale Future of Finance UCITS ETF | 4.06% | Equity World Technology Fintech | 23 | 0.70% | 2 | +8.45% | A3DJZD | IE000TVPSRI1 |
| iShares Core MSCI Japan IMI UCITS ETF USD (Dist) | 0.02% | Equity Japan | 1,018 | 0.12% | 198 | +7.39% | A2N8RU | IE00BFM15T99 |
| Invesco CoinShares Global Blockchain UCITS ETF Acc | 5.56% | Equity World Technology Blockchain | 45 | 0.65% | 558 | -3.74% | A2PA3S | IE00BGBN6P67 |
| WisdomTree Japan Equity UCITS ETF USD Hedged Acc | 0.10% | Equity Japan Dividend | 495 | 0.48% | 64 | +10.54% | A2AB8C | IE00BYQCZD50 |
| Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating | 0.02% | Equity Asia Pacific Social/Environmental | 2,058 | 0.17% | 40 | +0.65% | A3DJRA | IE000GOJO2A3 |
| Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist | 0.02% | Equity Japan | 1,846 | 0.45% | 85 | +5.82% | LYX0NY | FR0011475078 |
| WisdomTree Japan Equity UCITS ETF GBP Hedged | 0.10% | Equity Japan Dividend | 495 | 0.45% | 19 | +11.88% | A143NM | IE00BYQCZF74 |
| Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing | 0.02% | Equity Asia Pacific Social/Environmental | 2,058 | 0.17% | 16 | +0.46% | A3DJRB | IE0008T6IUX0 |
| SPDR MSCI World Small Cap UCITS ETF | 0.01% | Equity World Small Cap | 3,544 | 0.45% | 1,018 | +2.27% | A1W56P | IE00BCBJG560 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.00% | Equity World Social/Environmental | 5,826 | 0.24% | 412 | +7.30% | A2QL8V | IE00BNG8L385 |
| iShares Core MSCI Japan IMI UCITS ETF | 0.02% | Equity Japan | 1,018 | 0.12% | 5,416 | +4.23% | A0RPWL | IE00B4L5YX21 |
| Fidelity Sustainable Research Enhanced Japan Equity UCITS ETF Acc | 0.02% | Equity Japan Social/Environmental | 139 | 0.25% | 237 | +2.32% | A2QD43 | IE00BNGFMX61 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc | 0.06% | Equity World Small Cap | 720 | 0.23% | 464 | +0.00% | A3CMCT | IE00BKSCBX74 |
| Amundi Japan TOPIX II UCITS ETF JPY Dist | 0.02% | Equity Japan | 1,846 | 0.45% | 89 | +4.11% | LYX0BT | FR0010377028 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.05% | Equity World Small Cap | 2,528 | 0.35% | 66 | +1.35% | A3C14G | IE000T9EOCL3 |
| HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) | 0.03% | Equity World Small Cap | 1,143 | 0.25% | 59 | +1.06% | A3DUNV | IE000C692SN6 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.00% | Equity World Social/Environmental | 5,826 | 0.24% | 476 | +7.29% | A2QL8U | IE00BNG8L278 |
| Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY | 0.02% | Equity Japan Social/Environmental | 139 | 0.25% | 45 | +1.49% | A3ENLE | IE000B5UZSG9 |
Performance
Returns overview
| YTD | -22.76% |
| 1 month | -18.99% |
| 3 months | -31.08% |
| 6 months | +14.29% |
| 1 year | -20.43% |
| 3 years | - |
| 5 years | - |
| Since inception (MAX) | +6.16% |
| 2024 | +24.20% |
| 2023 | - |
| 2022 | - |
| 2021 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 42.95% |
| Volatility 3 years | - |
| Volatility 5 years | - |
| Return per risk 1 year | -0.48 |
| Return per risk 3 years | - |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -40.00% |
| Maximum drawdown 3 years | - |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -40.00% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.