Monex Group, Inc.
ISIN JP3869970008
|WKN A0B7CU
Overzicht
Koers
Handel met je broker
Beschrijving
Monex Group, Inc. is een holding die online brokerage en financiële diensten aanbiedt via haar dochterondernemingen. Het is actief via de volgende segmenten: Japan, Verenigde Staten, Azië-Pacific, Crypto Assets en Beleggingen. De regionale segmenten (Japan, Verenigde Staten en Azië-Pacific) bieden handelsdiensten aan in financiële producten. Het Crypto Assets segment houdt zich bezig met de handel in virtuele valuta. Het segment Investeringen houdt zich bezig met beleggingen in effecten. Het bedrijf werd opgericht op 2 augustus 2004 en het hoofdkantoor is gevestigd in Tokio, Japan.
Financiën Beleggingsdiensten Japan
Grafiek
Financiële kerngegevens
Kerncijfers
| Marktkapitalisatie, EUR | 1.520,84 m |
| WPA, EUR | 0,74 |
| KBV | 1,88 |
| K/W | 7,99 |
| Dividendrendement | 3,12% |
Winst- en verliesrekening (2023)
| Omzet, EUR | 421,93 m |
| Netto-inkomen, EUR | 108,52 m |
| Winstmarge | 25,72% |
In welke ETF zit Monex Group, Inc.?
Er zijn 28 ETF's die Monex Group, Inc. bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Monex Group, Inc. is de Invesco CoinShares Global Blockchain UCITS ETF Acc.
| ETF | Weging | Investeringsfocus | Bedrijven | TER | Fondsgrootte (in m EUR) | Rendement 1j | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| WisdomTree Japan Equity UCITS ETF USD Hedged | 0,08% | Aandelen Japan Dividend | 478 | 0,48% | 72 | +34,51% | A14SCB | IE00BVXC4854 |
| iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc) | 0,02% | Aandelen Japan | 1.055 | 0,17% | 68 | +22,46% | A2PRG3 | IE00BKT6FV49 |
| WisdomTree Blockchain UCITS ETF USD Acc | 1,04% | Aandelen Wereld Sociaal/Milieu Blockchain | 33 | 0,45% | 29 | +70,80% | A3DJ99 | IE000940RNE6 |
| WisdomTree Japan Equity UCITS ETF EUR Hedged Acc | 0,08% | Aandelen Japan Dividend | 478 | 0,45% | 26 | +25,47% | A1403D | IE00BYQCZJ13 |
| Rize Digital Payments Economy UCITS ETF | 1,02% | Aandelen Wereld Technologie Digitalisering | 61 | 0,45% | 5 | +26,73% | A3CN9T | IE00BLRPRQ96 |
| WisdomTree Japan Equity UCITS ETF CHF Hedged Acc | 0,08% | Aandelen Japan Dividend | 478 | 0,45% | 13 | +26,13% | A2AB8B | IE00BYQCZL35 |
| iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0,09% | Aandelen Japan Small Cap | 860 | 0,58% | 247 | +12,02% | A0Q1YX | IE00B2QWDY88 |
| Amundi Japan TOPIX II UCITS ETF EUR Dist | 0,02% | Aandelen Japan | 1.858 | 0,45% | 429 | +13,54% | A0ESMK | FR0010245514 |
| WisdomTree Japan Equity UCITS ETF USD Acc | 0,08% | Aandelen Japan Dividend | 478 | 0,40% | 134 | +18,12% | A1403E | IE00BYQCZN58 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis | 0,04% | Aandelen Wereld Small Cap | 762 | 0,23% | 11 | +13,33% | A3CMCU | IE00BKSCBW67 |
| iShares MSCI World Small Cap UCITS ETF | 0,01% | Aandelen Wereld Small Cap | 3.321 | 0,35% | 4.796 | +16,96% | A2DWBY | IE00BF4RFH31 |
| HANetf Grayscale Future of Finance UCITS ETF | 3,42% | Aandelen Wereld Technologie Fintech | 23 | 0,70% | 2 | +63,01% | A3DJZD | IE000TVPSRI1 |
| iShares Core MSCI Japan IMI UCITS ETF USD (Dist) | 0,02% | Aandelen Japan | 1.055 | 0,12% | 192 | +15,25% | A2N8RU | IE00BFM15T99 |
| Invesco CoinShares Global Blockchain UCITS ETF Acc | 5,32% | Aandelen Wereld Technologie Blockchain | 44 | 0,65% | 682 | +43,25% | A2PA3S | IE00BGBN6P67 |
| WisdomTree Japan Equity UCITS ETF USD Hedged Acc | 0,08% | Aandelen Japan Dividend | 478 | 0,48% | 61 | +34,69% | A2AB8C | IE00BYQCZD50 |
| Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating | 0,01% | Aandelen Azië-Pacific Sociaal/Milieu | 2.058 | 0,17% | 31 | +8,67% | A3DJRA | IE000GOJO2A3 |
| Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist | 0,02% | Aandelen Japan | 1.858 | 0,45% | 87 | +20,45% | LYX0NY | FR0011475078 |
| WisdomTree Japan Equity UCITS ETF GBP Hedged | 0,08% | Aandelen Japan Dividend | 478 | 0,45% | 19 | +32,83% | A143NM | IE00BYQCZF74 |
| SPDR MSCI World Small Cap UCITS ETF | 0,01% | Aandelen Wereld Small Cap | 3.545 | 0,45% | 890 | +16,42% | A1W56P | IE00BCBJG560 |
| Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing | 0,01% | Aandelen Azië-Pacific Sociaal/Milieu | 2.058 | 0,17% | 12 | +8,88% | A3DJRB | IE0008T6IUX0 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0,00% | Aandelen Wereld Sociaal/Milieu | 5.774 | 0,24% | 407 | +26,93% | A2QL8V | IE00BNG8L385 |
| iShares Core MSCI Japan IMI UCITS ETF | 0,02% | Aandelen Japan | 1.055 | 0,12% | 5.015 | +13,93% | A0RPWL | IE00B4L5YX21 |
| Fidelity Sustainable Research Enhanced Japan Equity UCITS ETF Acc | 0,07% | Aandelen Japan Sociaal/Milieu | 143 | 0,25% | 212 | +14,41% | A2QD43 | IE00BNGFMX61 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc | 0,04% | Aandelen Wereld Small Cap | 762 | 0,23% | 438 | +13,42% | A3CMCT | IE00BKSCBX74 |
| Amundi Japan TOPIX II UCITS ETF JPY Dist | 0,02% | Aandelen Japan | 1.858 | 0,45% | 86 | +15,07% | LYX0BT | FR0010377028 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0,05% | Aandelen Wereld Small Cap | 2.278 | 0,35% | 59 | +16,12% | A3C14G | IE000T9EOCL3 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0,00% | Aandelen Wereld Sociaal/Milieu | 5.774 | 0,24% | 450 | +26,57% | A2QL8U | IE00BNG8L278 |
| Fidelity Sustainable Research Enhanced Japan Equity UCITS ETF INC-JPY | 0,07% | Aandelen Japan Sociaal/Milieu | 143 | 0,25% | 46 | +12,73% | A3ENLE | IE000B5UZSG9 |
Prestaties
Rendementsoverzicht
| YTD | +25,27% |
| 1 maand | -4,10% |
| 3 maanden | +51,95% |
| 6 maanden | +38,30% |
| 1 jaar | +36,68% |
| 3 jaar | - |
| 5 jaar | - |
| Since inception | +38,63% |
| 2023 | - |
| 2022 | - |
| 2021 | - |
| 2020 | - |
Maandelijks rendement in een heat map
Risico
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%.
Risico-overzicht
| Volatiliteit 1 jaar | 41,35% |
| Volatiliteit 3 jaar | - |
| Volatiliteit 5 jaar | - |
| Rendement/Risico 1 jaar | 0,88 |
| Rendement/Risico 3 jaar | - |
| Rendement/Risico 5 jaar | - |
| Maximaal waardedaling 1 jaar | -36,56% |
| Maximaal waardedaling 3 jaar | - |
| Maximaal waardedaling 5 jaar | - |
| Maximaal waardedaling sinds aanvang | -36,56% |
Voortschrijdende volatiliteit over 1 jaar
Nieuwste artikelen
— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.
Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing).