MUFG Japan Small Cap Active ETF (MJSC) Performance
MJSC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.9% since Dec 31, 2025
- 1 year
- +19.7% total return
- Since first price
- +17.3% since 2025
MJSC trailing returns vs SPY, QQQ, AGG
| Period | MJSC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −5.3% | −5.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.1% | −2.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.5% | +3.5% | +7.8% | +8.4% | −1.5% |
| YTD | +16.9% | +16.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +19.7% | +18.9% | +14.4% | +15.9% | −1.1% |
| Since inceptionSep 17, 2025 | +17.3% | +16.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: MJSC vs SPY
From Sep 17, 2025: MJSC grew to $11,733, SPY to $11,686.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
MJSC returns by calendar year
2026 is year to date.
MJSC annual returns table
| Year | MJSC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.9% | −12.6% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
MJSC largest drawdowns
Now 8.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 27, 2026 | −12.6% | Mar 20, 2026 | May 8, 2026 | 21 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
MJSC risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +26.1% |
| Volatility (annualized) | 21.7% |
| Sharpe ratio | 1.01 |
| Sortino ratio | 1.94 |
| Best month | +14.1% |
| Worst month | −10.3% |
| Best 12 months | +26.1% |
| Worst 12 months | +26.1% |
| Positive months | 58% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
MJSC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 2 | +19.3% | +22.7% | +26.1% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
MJSC performance overview
MUFG Japan Small Cap Active ETF (MJSC) returned +19.7% over the past year, with distributions reinvested. Since its first recorded price on Sep 17, 2025 it has returned +17.3%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −12.6%, from Feb 27, 2026 to Mar 20, 2026, and it took 49 days to get back to the old high. Volatility has been 21.7% a year.
Related: MJSC chart, MJSC holdings, MJSC dividends. See the MJSC overview for the latest quote and fund facts.
MJSC performance FAQ
What is the MJSC return over the past year?
MJSC returned +19.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 18.9%.
How much would $10,000 invested in MJSC be worth?
$10,000 invested in MJSC at its first recorded close on September 17, 2025 would be worth about $11,733 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of MJSC?
The largest peak-to-trough decline was −12.6% between February 27, 2026 and March 20, 2026. It recovered to the old high on May 8, 2026, 49 days after the bottom.
How volatile is MJSC?
Over the past history MJSC had an annualized volatility of 21.7% and a Sharpe ratio of 1.01 (excess return over 1–3 month T-bills per unit of risk).