Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE)
XDW0.DE is a passive ETF by Xtrackers tracking the investment results of the MSCI World/Energy NR USD. XDW0.DE launched on Mar 9, 2016 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE00BM67HM91 |
|---|---|
| WKN | A113FF |
| Issuer | Xtrackers |
| Inception Date | Mar 9, 2016 |
| Category | Energy Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Energy NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
XDW0.DE has an expense ratio of 0.25%, 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: XDW0.DE vs. BRK-B, XDW0.DE vs. IWDA.L, XDW0.DE vs. SCHG, XDW0.DE vs. SXR8.DE, XDW0.DE vs. JEPI, XDW0.DE vs. IXC, XDW0.DE vs. XLE, XDW0.DE vs. VDE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Xtrackers MSCI World Energy 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 World Energy UCITS ETF 1C had a return of 14.27% year-to-date (YTD) and 13.12% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.27% | 25.82% |
| 1 month | 1.86% | 3.20% |
| 6 months | 0.70% | 14.94% |
| 1 year | 13.12% | 35.92% |
| 5 years (annualized) | 11.25% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of XDW0.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 | 1.33% | 1.49% | 8.84% | 2.91% | -3.44% | 0.46% | 0.94% | -3.85% | -3.81% | 3.24% | 14.27% | ||
| 2023 | 1.77% | -1.57% | -4.46% | 2.25% | -6.66% | 3.85% | 5.37% | 3.42% | 5.71% | -4.91% | -3.30% | -0.31% | 0.18% |
| 2022 | 16.49% | 5.11% | 10.77% | 4.15% | 11.24% | -14.02% | 8.95% | 4.37% | -6.42% | 17.35% | -1.04% | -7.13% | 55.05% |
| 2021 | 4.43% | 15.33% | 5.61% | -1.81% | 3.17% | 5.69% | -5.96% | -0.41% | 12.09% | 7.65% | -4.23% | 2.52% | 51.10% |
| 2020 | -8.09% | -14.96% | -26.81% | 15.75% | -1.75% | -2.70% | -8.00% | 1.70% | -12.11% | -5.97% | 28.79% | 0.00% | -36.97% |
| 2019 | 10.23% | 3.19% | 2.69% | 0.70% | -7.53% | 3.88% | 0.26% | -6.94% | 6.06% | -4.32% | 2.68% | 3.82% | 14.05% |
| 2018 | -1.49% | -5.86% | -1.24% | 11.87% | 5.32% | 1.49% | 0.80% | -2.90% | 3.67% | -7.79% | -4.16% | -10.54% | -12.13% |
| 2017 | -6.17% | -0.03% | -0.79% | -3.78% | -4.87% | -2.39% | 0.04% | -4.27% | 9.57% | 1.52% | -0.51% | 4.76% | -7.68% |
| 2016 | 2.42% | 1.74% | 3.84% | -3.06% | 1.35% | 2.39% | 0.85% | 9.02% | 4.59% | 25.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XDW0.DE is 18, indicating that it is in the bottom 18% 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 World Energy UCITS ETF 1C (XDW0.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 World Energy 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 World Energy UCITS ETF 1C was 61.44%, occurring on Mar 18, 2020. Recovery took 476 trading sessions.
The current Xtrackers MSCI World Energy UCITS ETF 1C drawdown is 3.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.44% | Oct 5, 2018 | 364 | Mar 18, 2020 | 476 | Feb 1, 2022 | 840 |
| -22.96% | Dec 21, 2016 | 169 | Aug 29, 2017 | 179 | May 17, 2018 | 348 |
| -21.36% | Jun 9, 2022 | 26 | Jul 14, 2022 | 72 | Oct 24, 2022 | 98 |
| -19.55% | Nov 8, 2022 | 93 | Mar 17, 2023 | 264 | Apr 2, 2024 | 357 |
| -14.6% | Apr 15, 2024 | 107 | Sep 11, 2024 | — | — | — |
Volatility
Volatility Chart
The current Xtrackers MSCI World Energy UCITS ETF 1C volatility is 4.90%, 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.