Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C (XBCU.L)
XBCU.L is a passive ETF by DWS Investment S.A. (ETF) tracking the investment results of the Bloomberg ex-Agriculture and Livestock 15/30 Capped 3 Month Forward. XBCU.L launched on Apr 9, 2010 and has a 0.29% expense ratio.
ETF Info
| ISIN | LU0460391732 |
|---|---|
| WKN | DBX0DZ |
| Issuer | DWS Investment S.A. (ETF) |
| Inception Date | Apr 9, 2010 |
| Category | Commodities |
| Leveraged | 1x |
| Index Tracked | Bloomberg ex-Agriculture and Livestock 15/30 Capped 3 Month Forward |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Commodity |
Expense Ratio
XBCU.L features an expense ratio of 0.29%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C, 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 Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C had a return of 6.40% year-to-date (YTD) and 0.05% in the last 12 months. Over the past 10 years, Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C had an annualized return of 1.80%, while the S&P 500 had an annualized return of 10.88%, indicating that Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.40% | 18.13% |
| 1 month | -0.19% | 1.45% |
| 6 months | 2.26% | 8.81% |
| 1 year | 0.05% | 26.52% |
| 5 years (annualized) | 10.76% | 13.43% |
| 10 years (annualized) | 1.80% | 10.88% |
Monthly Returns
The table below presents the monthly returns of XBCU.L, 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 | 0.26% | -0.27% | 3.61% | 6.04% | 1.93% | -0.57% | -4.17% | -0.15% | 6.40% | ||||
| 2023 | 0.05% | -5.77% | -0.38% | -1.04% | -6.33% | 2.24% | 7.33% | -0.64% | -0.30% | -0.08% | -3.60% | -1.24% | -9.97% |
| 2022 | 7.84% | 5.50% | 13.36% | 2.42% | 2.89% | -11.31% | 3.92% | -2.27% | -7.45% | 0.34% | 7.72% | -1.75% | 20.31% |
| 2021 | 3.48% | 7.91% | -1.96% | 8.18% | 4.69% | 1.63% | 3.68% | 0.25% | 5.66% | 3.21% | -6.42% | 5.04% | 40.39% |
| 2020 | -6.32% | -5.73% | -12.34% | -2.45% | 5.24% | 4.76% | 5.59% | 4.32% | -3.01% | -1.27% | 7.12% | 4.88% | -1.34% |
| 2019 | 5.95% | 0.88% | -0.58% | -0.68% | -2.31% | 3.08% | -1.85% | -3.63% | 0.92% | 1.47% | -0.80% | 5.33% | 7.54% |
| 2018 | 2.40% | -1.61% | -0.54% | 2.96% | 2.14% | -3.76% | -2.18% | -0.89% | 2.44% | -3.29% | -6.91% | -2.17% | -11.30% |
| 2017 | 2.00% | -0.15% | -3.08% | -2.25% | -0.87% | -0.80% | 3.71% | 0.38% | 1.30% | 2.46% | 0.69% | 2.00% | 5.31% |
| 2016 | -3.13% | 2.27% | 4.02% | 7.40% | 0.47% | 4.31% | -4.86% | -0.36% | 3.36% | 0.08% | 0.23% | 1.92% | 16.17% |
| 2015 | -5.74% | 3.30% | -3.60% | 3.14% | -3.14% | 0.80% | -8.99% | -2.69% | -1.51% | 0.51% | -5.42% | -4.69% | -25.31% |
| 2014 | -2.98% | 4.95% | -0.26% | 1.42% | -1.63% | 2.09% | -4.67% | -1.02% | -6.74% | -2.95% | -4.10% | -6.68% | -20.93% |
| 2013 | 1.83% | -4.24% | -0.85% | -3.74% | -0.86% | -4.28% | 1.02% | 3.62% | -2.71% | -0.43% | -2.08% | -0.06% | -12.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XBCU.L is 10, indicating that it is in the bottom 10% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C (XBCU.L) 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 Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C. 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 Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C was 62.92%, occurring on Mar 16, 2020. Recovery took 555 trading sessions.
The current Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C drawdown is 19.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.92% | Apr 27, 2011 | 2214 | Mar 16, 2020 | 555 | Jun 6, 2022 | 2769 |
| -27.83% | Jun 9, 2022 | 383 | Dec 12, 2023 | — | — | — |
| -9.56% | Mar 10, 2011 | 3 | Mar 15, 2011 | 18 | Apr 8, 2011 | 21 |
| -8.21% | Nov 12, 2010 | 2 | Nov 19, 2010 | 12 | Dec 29, 2010 | 14 |
| -5.9% | Aug 11, 2010 | 2 | Aug 25, 2010 | 3 | Sep 17, 2010 | 5 |
Volatility
Volatility Chart
The current Xtrackers Bloomberg Commodity ex-Agriculture & Livestock Swap UCITS ETF 2C volatility is 4.84%, 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.