Xtrackers MSCI World Financials UCITS ETF 1C (XDWF.DE)
XDWF.DE is a passive ETF by Xtrackers tracking the investment results of the MSCI World Financials. XDWF.DE launched on Mar 4, 2016 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE00BM67HL84 |
|---|---|
| WKN | A113FE |
| Issuer | Xtrackers |
| Inception Date | Mar 4, 2016 |
| Category | Financials Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World Financials |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
XDWF.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
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Popular comparisons: XDWF.DE vs. V, XDWF.DE vs. ^GSPC, XDWF.DE vs. FNCW.L, XDWF.DE vs. WFIN.AS, XDWF.DE vs. VOO, XDWF.DE vs. XLFQ.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Xtrackers MSCI World Financials 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 Financials UCITS ETF 1C had a return of 19.37% year-to-date (YTD) and 26.62% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.37% | 17.79% |
| 1 month | 2.37% | 0.18% |
| 6 months | 8.50% | 7.53% |
| 1 year | 26.62% | 26.42% |
| 5 years (annualized) | 10.58% | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of XDWF.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 | 3.94% | 3.07% | 5.35% | -2.12% | 2.03% | 0.95% | 4.69% | 0.38% | 19.37% | ||||
| 2023 | 6.21% | 1.22% | -10.28% | 1.54% | -1.14% | 4.35% | 4.29% | -2.04% | 0.90% | -4.31% | 7.48% | 4.95% | 12.42% |
| 2022 | 0.84% | -2.08% | 2.50% | -3.66% | -0.86% | -8.00% | 7.90% | -0.69% | -4.90% | 7.05% | 2.43% | -4.30% | -4.89% |
| 2021 | 0.16% | 10.64% | 7.40% | 2.48% | 3.10% | -0.34% | 0.05% | 4.39% | 0.66% | 6.60% | -4.01% | 3.49% | 39.52% |
| 2020 | -1.74% | -9.70% | -20.45% | 6.05% | 0.20% | 1.68% | -3.04% | 4.75% | -3.64% | -1.03% | 17.21% | 1.74% | -11.91% |
| 2019 | 8.00% | 4.21% | -1.30% | 7.04% | -5.48% | 3.43% | 2.90% | -4.33% | 6.56% | -0.28% | 4.78% | 1.33% | 29.11% |
| 2018 | 1.63% | -0.99% | -5.57% | 3.78% | -0.76% | -0.99% | 2.96% | -0.51% | -0.07% | -4.24% | 0.71% | -10.01% | -13.92% |
| 2017 | -2.46% | 4.46% | -0.30% | -1.32% | -3.66% | 3.38% | 0.13% | -2.79% | 4.48% | 3.47% | -0.27% | 1.53% | 6.37% |
| 2016 | -0.66% | 4.21% | -6.11% | 4.81% | 2.93% | -1.47% | 4.79% | 11.65% | 6.08% | 28.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XDWF.DE is 88, placing it in the top 12% 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 Financials UCITS ETF 1C (XDWF.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 Financials 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 Financials UCITS ETF 1C was 42.06%, occurring on Mar 23, 2020. Recovery took 250 trading sessions.
The current Xtrackers MSCI World Financials UCITS ETF 1C drawdown is 0.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.06% | Feb 18, 2020 | 25 | Mar 23, 2020 | 250 | Mar 18, 2021 | 275 |
| -18.56% | Jan 24, 2018 | 234 | Dec 27, 2018 | 142 | Jul 23, 2019 | 376 |
| -16.97% | Jan 14, 2022 | 108 | Jun 16, 2022 | 385 | Dec 13, 2023 | 493 |
| -10.73% | May 31, 2016 | 17 | Jun 27, 2016 | 36 | Aug 30, 2016 | 53 |
| -10.01% | Mar 2, 2017 | 116 | Sep 7, 2017 | 34 | Oct 26, 2017 | 150 |
Volatility
Volatility Chart
The current Xtrackers MSCI World Financials UCITS ETF 1C volatility is 3.57%, 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.