Xtrackers MSCI World Swap UCITS ETF 1C (XMWD.L)
XMWD.L is a passive ETF by Xtrackers tracking the investment results of the MSCI ACWI NR USD. XMWD.L launched on Dec 19, 2006 and has a 0.45% expense ratio.
ETF Info
ISIN | LU0274208692 |
---|---|
WKN | DBX1MW |
Issuer | Xtrackers |
Inception Date | Dec 19, 2006 |
Category | Global Equities |
Leveraged | 1x |
Index Tracked | MSCI ACWI NR USD |
Domicile | Luxembourg |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
XMWD.L features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: XMWD.L vs. XLKQ.L
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Xtrackers MSCI World Swap 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 Swap UCITS ETF 1C had a return of 15.61% year-to-date (YTD) and 25.49% in the last 12 months. Over the past 10 years, Xtrackers MSCI World Swap UCITS ETF 1C had an annualized return of 9.53%, while the S&P 500 had an annualized return of 10.85%, indicating that Xtrackers MSCI World Swap UCITS ETF 1C did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 15.61% | 17.79% |
1 month | 0.94% | 0.18% |
6 months | 8.06% | 7.53% |
1 year | 25.49% | 26.42% |
5 years (annualized) | 12.25% | 13.48% |
10 years (annualized) | 9.53% | 10.85% |
Monthly Returns
The table below presents the monthly returns of XMWD.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 | 1.33% | 3.39% | 3.53% | -3.02% | 2.73% | 3.61% | 1.17% | 1.97% | 15.61% | ||||
2023 | 6.61% | -1.64% | 2.48% | 1.86% | -1.18% | 6.39% | 3.41% | -2.08% | -4.15% | -3.62% | 9.24% | 5.68% | 24.27% |
2022 | -6.82% | -1.24% | 3.46% | -7.72% | -1.72% | -8.49% | 7.28% | -3.21% | -8.11% | 5.56% | 4.49% | -2.23% | -18.70% |
2021 | -0.41% | 2.30% | 3.39% | 4.48% | 1.73% | 1.18% | 1.90% | 2.43% | -3.36% | 4.54% | -1.59% | 4.38% | 22.70% |
2020 | -0.28% | -9.51% | -10.76% | 9.06% | 4.04% | 3.13% | 4.61% | 7.04% | -2.82% | -3.37% | 12.29% | 4.30% | 16.04% |
2019 | 7.32% | 3.32% | 1.06% | 3.35% | -5.13% | 6.02% | 1.47% | -3.15% | 2.64% | 2.20% | 3.25% | 2.55% | 27.14% |
2018 | 4.68% | -3.33% | -3.10% | 1.94% | 0.22% | 0.29% | 2.68% | 1.02% | 0.89% | -7.48% | 0.58% | -6.84% | -8.85% |
2017 | 1.68% | 3.31% | 1.11% | 1.43% | 1.93% | 0.43% | 2.47% | -0.02% | 2.28% | 2.17% | 1.90% | 2.02% | 22.74% |
2016 | -7.26% | 0.67% | 6.36% | 0.75% | 1.20% | -1.63% | 4.59% | 0.26% | 0.73% | -1.89% | 1.50% | 2.43% | 7.29% |
2015 | -2.40% | 5.71% | -1.30% | 2.30% | -0.20% | -2.15% | 2.11% | -6.02% | -4.85% | 8.30% | -0.44% | -1.44% | -1.29% |
2014 | -3.64% | 5.31% | -0.20% | 0.95% | 2.06% | 1.94% | -1.40% | 1.70% | -2.17% | 0.36% | 2.06% | -0.95% | 5.88% |
2013 | 5.74% | 0.08% | 1.97% | 2.81% | 1.41% | -3.00% | 5.27% | -2.52% | 5.03% | 4.27% | 1.68% | 1.60% | 26.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XMWD.L is 80, placing it in the top 20% 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 Swap UCITS ETF 1C (XMWD.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 MSCI World Swap 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 Swap UCITS ETF 1C was 57.51%, occurring on Mar 9, 2009. Recovery took 120 trading sessions.
The current Xtrackers MSCI World Swap UCITS ETF 1C drawdown is 0.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-57.51% | Dec 18, 2007 | 113 | Mar 9, 2009 | 120 | Dec 7, 2009 | 233 |
-38.02% | Dec 8, 2009 | 90 | Jul 5, 2010 | 714 | Sep 19, 2013 | 804 |
-34.04% | Feb 18, 2020 | 25 | Mar 23, 2020 | 105 | Aug 24, 2020 | 130 |
-25.94% | Jan 6, 2022 | 193 | Oct 12, 2022 | 301 | Dec 20, 2023 | 494 |
-19.23% | May 22, 2015 | 185 | Feb 11, 2016 | 212 | Dec 12, 2016 | 397 |
Volatility
Volatility Chart
The current Xtrackers MSCI World Swap UCITS ETF 1C volatility is 3.77%, 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.