Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.DE)
DXSE.DE is a passive ETF by Xtrackers tracking the investment results of the MSCI Europe Health Care ESG Screened 20-35. DXSE.DE launched on Jun 26, 2007 and has a 0.17% expense ratio.
ETF Info
ISIN | LU0292103222 |
---|---|
WKN | DBX1SH |
Issuer | Xtrackers |
Inception Date | Jun 26, 2007 |
Category | Health & Biotech Equities |
Leveraged | 1x |
Index Tracked | MSCI Europe Health Care ESG Screened 20-35 |
Domicile | Luxembourg |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
DXSE.DE has an expense ratio of 0.17%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: DXSE.DE vs. QDVG.DE, DXSE.DE vs. SXR8.DE, DXSE.DE vs. PPH
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C had a return of 9.93% year-to-date (YTD) and 14.52% in the last 12 months. Over the past 10 years, Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C had an annualized return of 7.63%, while the S&P 500 had an annualized return of 11.39%, indicating that Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 9.93% | 25.48% |
1 month | -6.22% | 2.14% |
6 months | -3.58% | 12.76% |
1 year | 14.52% | 33.14% |
5 years (annualized) | 7.95% | 13.96% |
10 years (annualized) | 7.63% | 11.39% |
Monthly Returns
The table below presents the monthly returns of DXSE.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 5.10% | -0.07% | 4.60% | -0.11% | 3.56% | 3.33% | 1.92% | 4.36% | -7.49% | -3.28% | 9.93% | ||
2023 | -0.32% | 0.41% | 4.09% | 4.48% | -0.64% | -0.69% | 0.99% | 1.23% | -0.48% | -4.89% | 2.38% | 2.98% | 9.56% |
2022 | -6.43% | 0.69% | 6.03% | 1.65% | -3.88% | -1.77% | 4.74% | -7.25% | -4.40% | 5.03% | 2.95% | -1.66% | -5.31% |
2021 | -0.05% | -2.46% | 4.28% | 2.40% | 2.15% | 6.56% | 2.34% | 3.53% | -4.72% | 5.16% | -1.72% | 5.87% | 25.16% |
2020 | 0.90% | -6.45% | -3.24% | 9.63% | 2.20% | -0.85% | -2.69% | -0.56% | 1.25% | -7.28% | 5.89% | 0.47% | -1.94% |
2019 | 4.14% | 5.12% | 3.60% | -1.64% | -1.41% | 5.52% | 1.98% | 2.83% | 1.00% | 1.46% | 3.99% | 2.47% | 32.90% |
2018 | -0.13% | -4.76% | 0.09% | 2.14% | 3.08% | 0.68% | 6.56% | -0.80% | -0.23% | -2.43% | 1.87% | -6.42% | -1.01% |
2017 | -1.06% | 6.94% | 2.01% | 1.17% | 3.23% | -3.23% | -3.72% | -0.27% | 2.87% | -1.62% | -1.90% | 0.42% | 4.42% |
2016 | -7.65% | -2.68% | -2.47% | 2.68% | 5.52% | 0.47% | 2.67% | -5.52% | -0.57% | -6.50% | 1.19% | 4.37% | -9.11% |
2015 | 9.87% | 5.57% | 4.58% | -1.00% | 1.91% | -5.16% | 7.99% | -8.03% | -3.78% | 5.91% | 1.59% | -1.24% | 17.85% |
2014 | 1.88% | 7.53% | -2.02% | 2.70% | 1.51% | 2.59% | -0.31% | 3.54% | 4.83% | -3.63% | 3.98% | -2.59% | 21.28% |
2013 | 3.35% | 3.71% | 5.99% | 2.85% | 0.67% | -3.14% | 0.82% | -0.62% | 2.09% | 2.57% | 2.29% | -0.01% | 22.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DXSE.DE is 31, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (DXSE.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C. 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 Europe Health Care ESG Screened UCITS ETF 1C was 34.30%, occurring on Mar 6, 2009. Recovery took 449 trading sessions.
The current Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C drawdown is 12.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-34.3% | Jul 23, 2007 | 339 | Mar 6, 2009 | 449 | Jan 6, 2011 | 788 |
-24.79% | Feb 20, 2020 | 23 | Mar 23, 2020 | 305 | Jun 9, 2021 | 328 |
-24.27% | Apr 13, 2015 | 211 | Feb 11, 2016 | 824 | Jun 18, 2019 | 1035 |
-18.78% | Apr 11, 2022 | 118 | Sep 26, 2022 | 326 | Jan 4, 2024 | 444 |
-13.99% | Jul 26, 2011 | 12 | Aug 10, 2011 | 87 | Dec 15, 2011 | 99 |
Volatility
Volatility Chart
The current Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C volatility is 4.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.