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ISIN
LU0494592974
Issuer
Xtrackers
Inception Date
May 19, 2010
Leveraged
1x (No leverage)
Index Tracked
FTSE Australian Government Bond Index
Domicile
Luxembourg
Distribution Policy
Accumulating
Asset Class
Bond

Share Price Chart


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Performance

XCS2.DE Performance Chart

Xtrackers II Australia Government Bond UCITS ETF (Acc) (XCS2.DE) is up 8.7% since the beginning of the year. XCS2.DE is currently trading at €149 per share. Investors who bought €1,000 worth of XCS2.DE shares 5 years ago would now be looking at an investment worth €908.


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S&P 500 Index

Returns By Period

Xtrackers II Australia Government Bond UCITS ETF (Acc) (XCS2.DE) has returned 8.74% so far this year and 9.20% over the past 12 months. Over the last ten years, XCS2.DE has returned -0.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.23% annually.


Xtrackers II Australia Government Bond UCITS ETF (Acc)

1D
0.64%
1M
0.17%
6M
8.57%
YTD
8.74%
1Y
9.20%
3Y*
2.45%
5Y*
-1.91%
10Y*
-0.09%

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)

XCS2.DE Monthly Returns History

Based on dividend-adjusted daily data since May 19, 2010, XCS2.DE's average daily return is +0.10%, while the average monthly return is +0.21%. At this rate, an investment would double in approximately 27.5 years.

Historically, 51% of months were positive and 49% were negative. The best month was Jan 2016 with a return of +51.3%, while the worst month was Feb 2016 at -33.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, XCS2.DE closed higher 51% of trading days. The best single day was Oct 6, 2015 with a return of +57.8%, while the worst single day was Aug 25, 2015 at -37.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.58%3.53%-3.00%2.93%2.26%-0.55%-0.14%8.74%
20251.23%0.35%-3.33%-0.13%0.48%-1.08%0.48%-0.39%0.81%1.04%-1.52%-0.04%-2.17%
2024-0.66%-1.69%1.43%-1.97%1.33%2.23%-0.99%2.40%1.82%-5.57%3.84%-3.46%-1.70%
20235.59%-4.07%1.54%-3.05%-0.51%-1.96%0.59%-1.95%-0.25%-4.28%4.80%4.98%0.78%
2022-3.68%0.77%0.22%-2.85%-1.60%-2.51%7.63%-3.81%-4.80%-1.23%2.58%-4.87%-13.88%
20210.22%-2.60%1.85%-0.47%-0.88%1.06%0.04%0.17%-1.29%0.70%-1.46%2.52%-0.26%

Benchmark Metrics

Xtrackers II Australia Government Bond UCITS ETF (Acc) has an annualized alpha of 24.53%, beta of 0.03, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since May 19, 2010.

  • This ETF participated in 54.56% of S&P 500 Index downside but only 12.34% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.03 may look defensive, but with R2 of 0.00 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 0.00 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
24.53%
Beta
0.03
0.00
Upside Capture
12.34%
Downside Capture
54.56%

Expense Ratio

XCS2.DE has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

XCS2.DE ranks 39 for risk / return — below 39% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


XCS2.DE Risk / Return Rank: 3939
Overall Rank
XCS2.DE Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
XCS2.DE Sortino Ratio Rank: 3333
Sortino Ratio Rank
XCS2.DE Omega Ratio Rank: 3232
Omega Ratio Rank
XCS2.DE Calmar Ratio Rank: 4848
Calmar Ratio Rank
XCS2.DE Martin Ratio Rank: 4848
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 II Australia Government Bond UCITS ETF (Acc) (XCS2.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.


XCS2.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.87

Sortino ratioReturn per unit of downside risk

-0.93

Omega ratioGain probability vs. loss probability

1.19

1.35

-0.16

Calmar ratioReturn relative to maximum drawdown

2.01

3.18

-1.18

Martin ratioReturn relative to average drawdown

6.68

11.76

-5.09

Dividends

Dividend History


Xtrackers II Australia Government Bond 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 II Australia Government Bond 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 II Australia Government Bond UCITS ETF (Acc) was 41.58%, occurring on Oct 31, 2023. The portfolio has not yet recovered.

The current Xtrackers II Australia Government Bond UCITS ETF (Acc) drawdown is 32.78%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-41.58%Oct 2023
6y 3mo
9y 1dJul 2017 - now
2015 bear market2015
-38.27%Sep 2015
13d4mo 24d
5mo 7dAug 2015 - Jan 2016
2016 bear market2016
-36.74%Feb 2016
8d23d
1mo 1dFeb 2016 - Mar 2016
2013 bear market2013
-36.38%Dec 2013
7mo 26d2mo 4d
10moMay 2013 - Mar 2014
2014 bear market2014
-35.65%Mar 2014
7d1mo 26d
2mo 3dMar 2014 - May 2014

Drawdown Indicators


XCS2.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-41.58%

-51.62%

+10.04%

Max Drawdown (1Y)

Largest decline over 1 year

-4.56%

-7.57%

+3.01%

Max Drawdown (3Y)

Largest decline over 3 years

-12.00%

-23.99%

+11.99%

Max Drawdown (5Y)

Largest decline over 5 years

-22.36%

-23.99%

+1.63%

Max Drawdown (10Y)

Largest decline over 10 years

-41.58%

-33.42%

-8.16%

Current Drawdown

Current decline from peak

-32.78%

-0.43%

-32.35%

Average Drawdown

Average peak-to-trough decline

-25.75%

-9.08%

-16.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.37%

2.04%

-0.67%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with XCS2.DE

Add Xtrackers II Australia Government Bond UCITS ETF (Acc) to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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