Xtrackers MSCI USA Climate Transition UCITS ETF 1D (XCUD.DE)
XCUD.DE is a passive ETF by Xtrackers tracking the investment results of the MSCI USA Select Sustainability Screened CTB. XCUD.DE launched on Jan 25, 2023 and has a 0.09% expense ratio.
ETF Info
| ISIN | IE000GYDNJS5 |
|---|---|
| WKN | DBX0TE |
| Issuer | Xtrackers |
| Inception Date | Jan 25, 2023 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Select Sustainability Screened CTB |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
XCUD.DE has an expense ratio of 0.09%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Xtrackers MSCI USA Climate Transition UCITS ETF 1D, 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 USA Climate Transition UCITS ETF 1D had a return of 15.33% year-to-date (YTD) and 21.51% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.33% | 17.79% |
| 1 month | 0.45% | 0.18% |
| 6 months | 6.22% | 7.53% |
| 1 year | 21.51% | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of XCUD.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 | 3.67% | 3.57% | 3.23% | -2.60% | 0.73% | 7.09% | -0.34% | -0.82% | 15.33% | ||||
| 2023 | -0.54% | -0.24% | 4.43% | 4.37% | 2.06% | -0.11% | -2.37% | -3.46% | 6.21% | 4.35% | 15.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XCUD.DE is 79, placing it in the top 21% 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 MSCI USA Climate Transition UCITS ETF 1D (XCUD.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 USA Climate Transition UCITS ETF 1D. 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 USA Climate Transition UCITS ETF 1D was 8.48%, occurring on Aug 5, 2024. The portfolio has not yet recovered.
The current Xtrackers MSCI USA Climate Transition UCITS ETF 1D drawdown is 2.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.48% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -7.44% | Sep 15, 2023 | 32 | Oct 30, 2023 | 24 | Dec 1, 2023 | 56 |
| -4.73% | Mar 9, 2023 | 3 | Mar 13, 2023 | 40 | May 11, 2023 | 43 |
| -4.57% | Apr 2, 2024 | 15 | Apr 22, 2024 | 17 | May 16, 2024 | 32 |
| -4.09% | Jul 28, 2023 | 16 | Aug 18, 2023 | 12 | Sep 5, 2023 | 28 |
Volatility
Volatility Chart
The current Xtrackers MSCI USA Climate Transition UCITS ETF 1D volatility is 3.97%, 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.