- Issuer
- Expat
- Inception Date
- Dec 21, 2017
- Region
- Europe (Poland)
- Category
- Europe Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- WIG20 Index
- Domicile
- Bulgaria
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Compare stocks, funds, or ETFs
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Performance
PLX.DE Performance Chart
Expat Poland WIG20 UCITS ETF (PLX.DE) is up 17.8% since the beginning of the year. PLX.DE is currently trading at €1 per share. Investors who bought €1,000 worth of PLX.DE shares 5 years ago would now be looking at an investment worth €1,421.
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Returns By Period
Expat Poland WIG20 UCITS ETF (PLX.DE) has returned 17.82% so far this year and 28.98% over the past 12 months.
Expat Poland WIG20 UCITS ETF
- 1D
- -0.19%
- 1M
- 2.77%
- 6M
- 14.98%
- YTD
- 17.82%
- 1Y
- 28.98%
- 3Y*
- 21.26%
- 5Y*
- 7.28%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.09%
- 1M
- 1.27%
- 6M
- 10.98%
- YTD
- 13.27%
- 1Y
- 22.64%
- 3Y*
- 18.04%
- 5Y*
- 12.49%
- 10Y*
- 12.92%
PLX.DE Monthly Returns History
Based on dividend-adjusted daily data since Mar 19, 2018, PLX.DE's average daily return is +0.02%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.
Historically, 55% of months were positive and 45% were negative. The best month was Nov 2020 with a return of +22.8%, while the worst month was Mar 2020 at -18.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PLX.DE closed higher 49% of trading days. The best single day was Nov 21, 2022 with a return of +18.5%, while the worst single day was Mar 12, 2020 at -12.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.50% | 1.39% | -5.05% | 5.11% | 7.42% | -2.72% | 4.61% | 17.82% | |||||
| 2025 | 11.53% | 6.69% | 5.86% | -3.50% | 1.71% | 1.12% | 2.97% | -5.30% | 1.32% | 5.57% | 0.59% | 5.70% | 38.63% |
| 2024 | -6.84% | 9.00% | -0.42% | 2.48% | 1.69% | 1.43% | -4.14% | 0.63% | -2.36% | -6.09% | 0.65% | 0.84% | -4.03% |
| 2023 | 9.07% | -3.04% | -4.62% | 11.38% | -0.43% | 5.42% | 12.74% | -6.81% | -9.41% | 16.05% | 5.61% | 6.51% | 46.50% |
| 2022 | -3.73% | -9.85% | 7.63% | -14.33% | 0.44% | -12.90% | -3.23% | -10.58% | -14.06% | -0.91% | 22.57% | -3.34% | -38.88% |
| 2021 | -2.45% | -1.11% | -1.38% | 5.60% | 9.79% | -1.98% | 0.92% | 5.59% | -2.96% | 3.92% | -9.73% | 4.66% | 9.75% |
Benchmark Metrics
Expat Poland WIG20 UCITS ETF has an annualized alpha of -0.23%, beta of 0.27, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since March 19, 2018.
- This ETF participated in 93.75% of S&P 500 Index downside but only 46.55% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.27 may look defensive, but with R2 of 0.04 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 0.04 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
- -0.23%
- Beta
- 0.27
- R²
- 0.04
- Upside Capture
- 46.55%
- Downside Capture
- 93.75%
Expense Ratio
PLX.DE has a high expense ratio of 1.38%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PLX.DE ranks 47 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Expat Poland WIG20 UCITS ETF (PLX.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.
| PLX.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 3.01 | -0.47 |
| Martin ratioReturn relative to average drawdown | 7.44 | 11.10 | -3.66 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Expat Poland WIG20 UCITS ETF. 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 Expat Poland WIG20 UCITS ETF was 60.63%, occurring on Oct 13, 2022. Recovery took 774 trading sessions.
The current Expat Poland WIG20 UCITS ETF drawdown is 0.19%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-60.63%Oct 2022 | 4y 5mo | 3y 2mo | 7y 8moApr 2018 - Jan 2026 | Bear market2022 |
-11.07%Mar 2026 | 4d | 1mo 7d | 1mo 11dFeb 2026 - Apr 2026 | — |
-5.99%Apr 2026 | 10d | 25d | 1mo 5dApr 2026 - May 2026 | — |
-5.34%Jun 2026 | 6d | 19d | 25dJun 2026 - Jul 2026 | — |
-4.71%Jan 2026 | 12d | 8d | 20dJan 2026 - Jan 2026 | — |
Drawdown Indicators
| PLX.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.63% | -51.17% | -9.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -7.57% | -3.50% |
Max Drawdown (3Y)Largest decline over 3 years | -18.01% | -23.99% | +5.98% |
Max Drawdown (5Y)Largest decline over 5 years | -55.50% | -23.99% | -31.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -0.19% | -0.52% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -22.59% | -8.90% | -13.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 2.04% | +1.75% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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