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Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D ...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
LU0321464652
Issuer
Xtrackers
Inception Date
Oct 10, 2007
Category
Money Market
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
Luxembourg
Distribution Policy
Distributing
Asset Class
Bond
Asset Class Size
Multi-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

XSTR.L is traded in GBp, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBp using the latest available exchange rates.

Returns By Period

Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D (XSTR.L) has returned 0.87% so far this year and 3.94% over the past 12 months. Over the last ten years, XSTR.L has returned 1.70% per year, falling short of the S&P 500 Index benchmark, which averaged 12.98% annually.


Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D

1D
0.03%
1M
0.32%
YTD
0.87%
6M
1.83%
1Y
3.94%
3Y*
4.63%
5Y*
3.18%
10Y*
1.70%

Benchmark (S&P 500 Index)

1D
2.61%
1M
-3.22%
YTD
-2.82%
6M
-0.72%
1Y
13.66%
3Y*
14.01%
5Y*
11.18%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 15, 2012, XSTR.L's average daily return is 0.00%, while the average monthly return is -0.03%.

Historically, 88% of months were positive and 12% were negative. The best month was Apr 2024 with a return of +0.5%, while the worst month was Apr 2012 at -23.6%. The longest winning streak lasted 62 consecutive months, and the longest losing streak was 7 months.

On a daily basis, XSTR.L closed higher 45% of trading days. The best single day was Mar 19, 2020 with a return of +1.7%, while the worst single day was Apr 10, 2012 at -23.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.30%0.25%0.32%0.87%
20250.37%0.35%0.39%0.41%0.29%0.33%0.40%0.30%0.33%0.34%0.29%0.31%4.20%
20240.44%0.41%0.41%0.45%0.43%0.41%0.44%0.42%0.45%0.38%0.36%0.42%5.14%
20230.28%0.29%0.32%0.33%0.33%0.40%0.43%0.40%0.40%0.44%0.41%0.43%4.57%
2022-0.00%0.01%0.04%0.04%0.06%0.08%0.08%0.14%0.12%0.17%0.25%0.26%1.25%
2021-0.01%0.01%-0.01%-0.01%-0.01%0.00%-0.01%-0.01%-0.01%-0.01%-0.02%0.01%-0.08%

Benchmark Metrics

Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D has an annualized alpha of -0.65%, beta of 0.01, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 10, 2012.

  • This ETF participated in 14.04% of S&P 500 Index downside but only 2.85% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.01 may look defensive, but with R² of 0.00 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.00 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-0.65%
Beta
0.01
0.00
Upside Capture
2.85%
Downside Capture
14.04%

Expense Ratio

XSTR.L has an expense ratio of 0.10%, which is considered low.


Return for Risk

Risk / Return Rank

XSTR.L ranks 94 for risk / return — in the top 94% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


XSTR.L Risk / Return Rank: 9494
Overall Rank
XSTR.L Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
XSTR.L Sortino Ratio Rank: 9191
Sortino Ratio Rank
XSTR.L Omega Ratio Rank: 9898
Omega Ratio Rank
XSTR.L Calmar Ratio Rank: 9595
Calmar Ratio Rank
XSTR.L Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D (XSTR.L) and compare them to a chosen benchmark (S&P 500 Index).


XSTR.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.87

0.73

+1.14

Sortino ratio

Return per unit of downside risk

2.73

1.14

+1.59

Omega ratio

Gain probability vs. loss probability

1.80

1.18

+0.62

Calmar ratio

Return relative to maximum drawdown

4.09

1.24

+2.86

Martin ratio

Return relative to average drawdown

32.65

4.87

+27.78

Explore XSTR.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D provided a 4.18% dividend yield over the last twelve months, with an annual payout of £7.55 per share.


0.00%1.00%2.00%3.00%4.00%5.00%£0.00£2.00£4.00£6.00£8.00£10.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend£7.55£8.41£9.27£7.44£0.61£0.03£1.02£1.76£1.12£0.35£2.18£1.45

Dividend yield

4.18%4.61%5.06%4.05%0.33%0.02%0.56%0.97%0.61%0.19%1.19%0.78%

Monthly Dividends

The table displays the monthly dividend distributions for Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026£0.00£3.57£0.00£3.57
2025£0.00£4.43£0.00£0.00£0.00£0.00£0.00£3.97£0.00£0.00£0.00£0.00£8.41
2024£0.00£4.59£0.00£0.00£0.00£0.00£0.00£4.69£0.00£0.00£0.00£0.00£9.27
2023£0.00£3.87£0.00£0.00£0.00£0.00£0.00£3.57£0.00£0.00£0.00£0.00£7.44
2022£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.61£0.00£0.00£0.00£0.00£0.61
2021£0.00£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.03

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D. 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 II GBP Overnight Rate Swap UCITS ETF 1D was 23.56%, occurring on Apr 10, 2012. The portfolio has not yet recovered.

The current Xtrackers II GBP Overnight Rate Swap UCITS ETF 1D drawdown is 8.48%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.56%Apr 10, 20121Apr 10, 2012

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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