Xtrackers S&P 500 Equal Weight UCITS ETF 1C (XDWE.L)
XDWE.L is a passive ETF by Xtrackers tracking the investment results of the Russell 1000 TR USD. XDWE.L launched on Jun 10, 2014 and has a 0.20% expense ratio.
ETF Info
IE00BLNMYC90
A1106A
Jun 10, 2014
1x
Russell 1000 TR USD
Ireland
Accumulating
Mid-Cap
Blend
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Xtrackers S&P 500 Equal Weight 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 S&P 500 Equal Weight UCITS ETF 1C had a return of 16.38% year-to-date (YTD) and 24.84% in the last 12 months. Over the past 10 years, Xtrackers S&P 500 Equal Weight UCITS ETF 1C had an annualized return of 12.53%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
XDWE.L
16.38%
2.74%
9.27%
24.84%
12.05%
12.53%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of XDWE.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 | -0.08% | 3.43% | 4.58% | -3.30% | -0.76% | 1.72% | 2.84% | -0.91% | 0.68% | 3.25% | 16.38% | ||
| 2023 | 4.12% | -0.25% | -3.95% | -1.13% | -2.57% | 5.23% | 2.32% | -1.14% | -1.28% | -4.61% | 4.69% | 6.88% | 7.78% |
| 2022 | -5.32% | 0.84% | 5.63% | -1.22% | -1.91% | -5.88% | 7.69% | 2.15% | -3.88% | 4.51% | -0.13% | -3.23% | -1.78% |
| 2021 | 0.40% | 3.74% | 6.97% | 4.26% | -0.70% | 2.53% | 0.84% | 3.40% | -0.68% | 2.56% | 1.49% | 3.50% | 31.96% |
| 2020 | -1.24% | -7.46% | -13.28% | 11.65% | 5.54% | 1.57% | -1.61% | 3.63% | 0.97% | -1.45% | 11.21% | 0.82% | 7.89% |
| 2019 | 6.49% | 2.66% | 2.68% | 3.09% | -2.92% | 5.80% | 6.36% | -4.02% | 2.33% | -4.18% | 4.03% | 0.08% | 23.88% |
| 2018 | -1.45% | -0.49% | -4.08% | 3.69% | 4.50% | 1.89% | 2.91% | 2.95% | -0.22% | -5.03% | 1.75% | -9.22% | -3.69% |
| 2017 | -1.15% | 5.16% | -0.89% | -2.79% | 0.51% | 0.69% | 0.19% | 1.17% | -1.13% | 2.24% | 1.87% | 2.03% | 7.95% |
| 2016 | -3.14% | 5.10% | 3.51% | -0.93% | 2.47% | 8.38% | 4.99% | 1.44% | 0.97% | 4.13% | 3.18% | 2.71% | 37.57% |
| 2015 | -0.29% | 2.55% | 3.48% | -3.06% | 0.73% | -5.04% | 1.89% | -3.36% | -3.02% | 5.77% | 2.76% | -0.46% | 1.35% |
| 2014 | 0.36% | 0.40% | 3.80% | 5.20% | 1.47% | 11.65% |
Expense Ratio
XDWE.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XDWE.L is 76, placing it in the top 24% 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 S&P 500 Equal Weight UCITS ETF 1C (XDWE.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 S&P 500 Equal Weight 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 S&P 500 Equal Weight UCITS ETF 1C was 31.08%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The current Xtrackers S&P 500 Equal Weight UCITS ETF 1C drawdown is 1.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.08% | Feb 21, 2020 | 22 | Mar 23, 2020 | 158 | Nov 9, 2020 | 180 |
| -16.14% | Apr 13, 2015 | 94 | Aug 24, 2015 | 161 | Apr 13, 2016 | 255 |
| -15.96% | Sep 5, 2018 | 79 | Dec 24, 2018 | 78 | Apr 16, 2019 | 157 |
| -12.74% | Apr 22, 2022 | 37 | Jun 16, 2022 | 37 | Aug 8, 2022 | 74 |
| -12.41% | Feb 6, 2023 | 185 | Oct 30, 2023 | 72 | Feb 12, 2024 | 257 |
Volatility
Volatility Chart
The current Xtrackers S&P 500 Equal Weight UCITS ETF 1C volatility is 3.88%, 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.