Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (XSDR.L)
XSDR.L is a passive ETF by Xtrackers tracking the investment results of the MSCI World/Health Care NR USD. XSDR.L launched on Jun 26, 2007 and has a 0.20% expense ratio.
ETF Info
| ISIN | LU0292103222 |
|---|---|
| WKN | DBX1SH |
| Issuer | Xtrackers |
| Inception Date | Jun 26, 2007 |
| Category | Health & Biotech Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Health Care NR USD |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
XSDR.L has an expense ratio of 0.20%, 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: XSDR.L vs. VOO, XSDR.L vs. XDEQ.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Xtrackers MSCI Europe Health Care ESG Screened 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 Europe Health Care ESG Screened UCITS ETF 1C had a return of 15.65% year-to-date (YTD) and 13.63% in the last 12 months. Over the past 10 years, Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C had an annualized return of 8.88%, while the S&P 500 had an annualized return of 11.12%, indicating that Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.65% | 19.79% |
| 1 month | -3.16% | 2.08% |
| 6 months | 7.99% | 9.01% |
| 1 year | 13.63% | 29.79% |
| 5 years (annualized) | 9.50% | 13.85% |
| 10 years (annualized) | 8.88% | 11.12% |
Monthly Returns
The table below presents the monthly returns of XSDR.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 | 3.31% | 0.35% | 4.52% | -0.06% | 3.35% | 2.70% | 1.27% | 4.14% | 15.65% | ||||
| 2023 | -0.94% | -0.33% | 4.24% | 4.61% | -2.70% | -1.02% | 1.10% | 1.08% | 0.63% | -4.60% | 1.35% | 3.70% | 6.92% |
| 2022 | -7.39% | 1.11% | 7.05% | 0.85% | -2.52% | -0.39% | 1.79% | -4.34% | -2.54% | 2.51% | 3.56% | 1.02% | -0.10% |
| 2021 | -1.04% | -4.79% | 2.39% | 4.89% | 1.37% | 5.82% | 1.73% | 3.88% | -4.14% | 3.14% | -0.76% | 4.42% | 17.51% |
| 2020 | 0.76% | -4.50% | -0.54% | 7.69% | 6.11% | 0.22% | -3.46% | -1.82% | 3.26% | -8.17% | 5.34% | 0.50% | 4.29% |
| 2019 | 0.25% | 3.38% | 4.08% | -1.81% | 1.32% | 7.05% | 3.71% | 1.68% | -0.57% | -1.36% | 2.55% | 1.54% | 23.70% |
| 2018 | -1.59% | -3.77% | -0.75% | 2.21% | 3.11% | 1.61% | 7.29% | -0.62% | -0.50% | -2.91% | 1.73% | -4.39% | 0.84% |
| 2017 | -0.49% | 6.35% | 1.82% | -0.24% | 6.84% | -2.58% | -1.86% | 2.98% | -1.97% | -1.80% | -1.43% | 1.07% | 8.44% |
| 2016 | -3.44% | -0.92% | -0.65% | 1.68% | 2.96% | 9.93% | 3.27% | -4.37% | 0.80% | -2.70% | -4.47% | 5.35% | 6.63% |
| 2015 | 5.90% | 1.83% | 4.49% | -0.30% | 0.23% | -6.15% | 7.43% | -5.04% | -2.65% | 2.16% | 0.05% | 2.71% | 10.21% |
| 2014 | -0.26% | 7.42% | -1.35% | 2.03% | 0.68% | 1.09% | -1.39% | 3.24% | 3.43% | -3.23% | 5.68% | -4.48% | 12.90% |
| 2013 | 8.63% | 3.99% | 4.51% | 2.59% | 1.68% | -3.04% | 3.01% | -2.76% | -0.28% | 4.03% | 0.40% | 0.72% | 25.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XSDR.L is 43, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C (XSDR.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 Europe Health Care ESG Screened 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 Europe Health Care ESG Screened UCITS ETF 1C was 19.01%, occurring on Mar 12, 2020. Recovery took 30 trading sessions.
The current Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C drawdown is 4.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.01% | Feb 20, 2020 | 16 | Mar 12, 2020 | 30 | Apr 27, 2020 | 46 |
| -18.9% | Jan 15, 2009 | 5 | Mar 5, 2009 | 38 | Sep 21, 2009 | 43 |
| -17.9% | Apr 13, 2015 | 211 | Feb 9, 2016 | 98 | Jun 30, 2016 | 309 |
| -17.51% | Jun 23, 2017 | 193 | Mar 26, 2018 | 92 | Aug 7, 2018 | 285 |
| -17.38% | Aug 18, 2008 | 3 | Oct 13, 2008 | 4 | Nov 12, 2008 | 7 |
Volatility
Volatility Chart
The current Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C volatility is 3.00%, 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.