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ISIN
LU0476289540
Issuer
Xtrackers
Inception Date
Mar 26, 2010
Leveraged
1x (No leverage)
Index Tracked
MSCI Canada Index
Domicile
Luxembourg
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

D5BH.DE Performance Chart

Xtrackers MSCI Canada Screened UCITS ETF (Acc) (D5BH.DE) is up 9.0% since the beginning of the year. D5BH.DE is currently trading at €110 per share. Investors who bought €1,000 worth of D5BH.DE shares 5 years ago would now be looking at an investment worth €1,786.


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S&P 500 Index

Returns By Period

Xtrackers MSCI Canada Screened UCITS ETF (Acc) (D5BH.DE) has returned 9.03% so far this year and 27.64% over the past 12 months. Over the last ten years, D5BH.DE has returned 10.71% per year, falling short of the S&P 500 Index benchmark, which averaged 13.23% annually.


Xtrackers MSCI Canada Screened UCITS ETF (Acc)

1D
0.64%
1M
1.07%
6M
10.24%
YTD
9.03%
1Y
27.64%
3Y*
18.86%
5Y*
12.30%
10Y*
10.71%

Benchmark (S&P 500 Index)

1D
-0.43%
1M
0.48%
6M
11.83%
YTD
12.30%
1Y
22.52%
3Y*
17.03%
5Y*
12.27%
10Y*
13.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

D5BH.DE Monthly Returns History

Based on dividend-adjusted daily data since Mar 26, 2010, D5BH.DE's average daily return is +0.05%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jul 2011 with a return of +42.5%, while the worst month was Aug 2011 at -33.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, D5BH.DE closed higher 53% of trading days. The best single day was May 3, 2011 with a return of +44.7%, while the worst single day was May 5, 2011 at -32.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.09%6.08%-5.56%6.11%1.97%1.23%0.48%9.03%
20254.71%-2.20%-5.18%0.18%6.38%-0.59%3.62%2.56%2.58%2.85%2.71%3.03%22.05%
20242.57%-0.50%4.05%-2.82%0.76%1.45%3.35%1.92%3.16%1.20%10.00%-4.65%21.66%
20237.03%-1.98%-2.02%1.03%-2.17%3.48%2.19%-3.40%-0.79%-6.10%7.71%5.97%10.35%
2022-0.24%0.71%7.79%-2.45%-1.28%-7.85%8.49%-2.57%-5.14%2.60%0.96%-7.36%-7.54%
20210.18%5.68%7.72%2.18%4.27%2.05%-0.03%1.46%-0.92%7.91%-2.17%2.84%35.28%

Benchmark Metrics

Xtrackers MSCI Canada Screened UCITS ETF (Acc) has an annualized alpha of 4.15%, beta of 0.46, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since March 26, 2010.

  • This ETF participated in 100.22% of S&P 500 Index downside but only 65.65% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.46 may look defensive, but with R2 of 0.06 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.06 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.15%
Beta
0.46
0.06
Upside Capture
65.65%
Downside Capture
100.22%

Expense Ratio

D5BH.DE has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

D5BH.DE ranks 84 for risk / return — in the top 84% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


D5BH.DE Risk / Return Rank: 8484
Overall Rank
D5BH.DE Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
D5BH.DE Sortino Ratio Rank: 8686
Sortino Ratio Rank
D5BH.DE Omega Ratio Rank: 7979
Omega Ratio Rank
D5BH.DE Calmar Ratio Rank: 8383
Calmar Ratio Rank
D5BH.DE Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Xtrackers MSCI Canada Screened UCITS ETF (Acc) (D5BH.DE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


D5BH.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.30

Sortino ratioReturn per unit of downside risk

+0.67

Omega ratioGain probability vs. loss probability

1.38

1.35

+0.03

Calmar ratioReturn relative to maximum drawdown

3.62

3.18

+0.43

Martin ratioReturn relative to average drawdown

15.52

11.76

+3.76

Dividends

Dividend History


Xtrackers MSCI Canada Screened UCITS ETF (Acc) doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Xtrackers MSCI Canada Screened UCITS ETF (Acc). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Xtrackers MSCI Canada Screened UCITS ETF (Acc) was 45.61%, occurring on Oct 4, 2011. Recovery took 2098 trading sessions.

The current Xtrackers MSCI Canada Screened UCITS ETF (Acc) drawdown is 0.65%.


Related event

Drawdown

Fall

Recovery

Underwater

2011 bear market2011
-45.61%Oct 2011
5mo 3d8y 3mo
8y 8moMay 2011 - Jan 2020
COVID crash2020
-40.85%Mar 2020
1mo 2d11mo 20d
1y 17dFeb 2020 - Mar 2021
2010 bear market2010
-32.42%Jul 2010
2mo 9d6mo 5d
8mo 14dApr 2010 - Jan 2011
2011 bear market2011
-28.06%Mar 2011
2mo 7d1mo 19d
3mo 26dJan 2011 - May 2011
2023 correction2023
-19.57%Oct 2023
1y 6mo8mo 23d
2y 3moApr 2022 - Jul 2024

Drawdown Indicators


D5BH.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-45.61%

-51.62%

+6.01%

Max Drawdown (1Y)

Largest decline over 1 year

-7.60%

-7.57%

-0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-17.32%

-23.99%

+6.67%

Max Drawdown (5Y)

Largest decline over 5 years

-19.57%

-23.99%

+4.42%

Max Drawdown (10Y)

Largest decline over 10 years

-40.85%

-33.42%

-7.43%

Current Drawdown

Current decline from peak

-0.65%

-0.43%

-0.22%

Average Drawdown

Average peak-to-trough decline

-17.02%

-9.08%

-7.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.78%

2.04%

-0.26%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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