PortfoliosLab logoPortfoliosLab logo
ISIN
LU1399300455
Issuer
Xtrackers
Inception Date
May 12, 2023
Leveraged
1x (No leverage)
Index Tracked
iBoxx USD Treasuries Index (EUR Hedged)
Domicile
Luxembourg
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

XUTE.DE Performance Chart

Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist) (XUTE.DE) is down 0.8% since the beginning of the year. XUTE.DE is currently trading at €90 per share. Investors who bought €1,000 worth of XUTE.DE shares 5 years ago would now be looking at an investment worth €882.


Loading charts...

S&P 500 Index

Returns By Period

Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist) (XUTE.DE) has returned -0.78% so far this year and 1.15% over the past 12 months.


Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist)

1D
-0.07%
1M
0.37%
6M
-0.57%
YTD
-0.78%
1Y
1.15%
3Y*
1.17%
5Y*
-2.48%
10Y*

Benchmark (S&P 500 Index)

1D
-0.43%
1M
0.48%
6M
11.83%
YTD
12.30%
1Y
22.52%
3Y*
17.03%
5Y*
12.27%
10Y*
13.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XUTE.DE Monthly Returns History

Based on dividend-adjusted daily data since Nov 30, 2016, XUTE.DE's average daily return is 0.00%, while the average monthly return is -0.05%.

Historically, 45% of months were positive and 55% were negative. The best month was Mar 2020 with a return of +3.9%, while the worst month was Sep 2022 at -3.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 7 months.

On a daily basis, XUTE.DE closed higher 50% of trading days. The best single day was Dec 14, 2023 with a return of +1.7%, while the worst single day was Mar 12, 2020 at -1.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.29%1.70%-1.99%-0.10%-0.07%0.37%-0.36%-0.78%
20250.62%1.73%0.22%0.31%-1.23%0.94%-0.32%0.55%1.05%0.16%0.59%-0.49%4.18%
2024-0.29%-1.29%0.45%-2.45%1.16%1.16%1.60%1.63%0.89%-2.61%0.55%-1.85%-1.19%
20232.22%-2.58%2.62%0.59%-1.54%-0.77%-0.59%-0.64%-2.53%-1.32%3.28%3.10%1.61%
2022-1.87%-0.83%-2.95%-3.47%-0.19%-0.96%1.67%-2.72%-3.62%-2.22%1.80%-0.21%-14.67%
2021-0.88%-2.87%-0.76%0.48%0.19%0.86%1.26%-0.19%-1.36%-0.07%0.77%-0.79%-3.37%

Benchmark Metrics

Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist) has an annualized alpha of 0.03%, beta of -0.03, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since November 30, 2016.

  • This ETF participated in 7.13% of S&P 500 Index downside but only 1.19% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of -0.03 may look defensive, but with R2 of 0.01 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 0.01 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
0.03%
Beta
-0.03
0.01
Upside Capture
1.19%
Downside Capture
7.13%

Expense Ratio

XUTE.DE has an expense ratio of 0.10%, which is considered low.


Return for Risk

Risk / Return Rank

XUTE.DE ranks 13 for risk / return — in the bottom 13% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


XUTE.DE Risk / Return Rank: 1313
Overall Rank
XUTE.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
XUTE.DE Sortino Ratio Rank: 1212
Sortino Ratio Rank
XUTE.DE Omega Ratio Rank: 1111
Omega Ratio Rank
XUTE.DE Calmar Ratio Rank: 1313
Calmar Ratio Rank
XUTE.DE Martin Ratio Rank: 1313
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 US Treasuries UCITS ETF EUR Hedged (Dist) (XUTE.DE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XUTE.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.60

Sortino ratioReturn per unit of downside risk

-2.02

Omega ratioGain probability vs. loss probability

1.05

1.35

-0.30

Calmar ratioReturn relative to maximum drawdown

0.33

3.18

-2.86

Martin ratioReturn relative to average drawdown

0.86

11.76

-10.90

Dividends

Dividend History

Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist) provided a 3.39% dividend yield over the last twelve months, with an annual payout of €3.04 per share.


1.00%1.50%2.00%2.50%3.00%3.50%€0.00€1.00€2.00€3.00€4.0020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend€3.04€3.09€3.25€2.18€2.07€3.81€2.31€1.51€0.97

Dividend yield

3.39%3.36%3.56%2.27%2.15%3.30%1.87%1.28%0.85%

Monthly Dividends

The table displays the monthly dividend distributions for Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026€0.00€0.79€0.00€0.00€0.81€0.00€0.00€1.60
2025€0.00€0.93€0.00€0.00€0.72€0.00€0.00€0.67€0.00€0.00€0.77€0.00€3.09
2024€0.00€1.23€0.00€0.00€0.66€0.00€0.00€0.73€0.00€0.00€0.64€0.00€3.25
2023€0.00€0.36€0.00€0.00€0.55€0.00€0.00€0.59€0.00€0.00€0.68€0.00€2.18
2022€0.00€0.50€0.00€0.00€0.00€0.46€0.00€0.52€0.00€0.00€0.59€0.00€2.07
2021€0.00€0.00€0.00€2.25€0.00€0.00€0.54€0.00€0.50€0.00€0.00€0.52€3.81

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist). 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 US Treasuries UCITS ETF EUR Hedged (Dist) was 23.77%, occurring on Oct 18, 2023. The portfolio has not yet recovered.

The current Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist) drawdown is 16.71%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-23.77%Oct 2023
3y 2mo
5y 11moAug 2020 - now
Rate-hike selloffLate 2018
-6.72%Nov 2018
1y 2mo8mo 27d
1y 10moSep 2017 - Aug 2019
COVID crash2020
-4.69%Mar 2020
9d4mo 13d
4mo 22dMar 2020 - Jul 2020
2019 pullback2019
-3.38%Nov 2019
2mo 8d3mo 15d
5mo 23dSep 2019 - Feb 2020
2017 pullback2017
-1.66%Mar 2017
11d1mo 2d
1mo 13dFeb 2017 - Apr 2017

Drawdown Indicators


XUTE.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-23.77%

-51.62%

+27.85%

Max Drawdown (1Y)

Largest decline over 1 year

-3.49%

-7.57%

+4.08%

Max Drawdown (3Y)

Largest decline over 3 years

-5.77%

-23.99%

+18.22%

Max Drawdown (5Y)

Largest decline over 5 years

-20.57%

-23.99%

+3.42%

Max Drawdown (10Y)

Largest decline over 10 years

-33.42%

Current Drawdown

Current decline from peak

-16.71%

-0.43%

-16.28%

Average Drawdown

Average peak-to-trough decline

-9.85%

-9.08%

-0.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.34%

2.04%

-0.70%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with XUTE.DE

Add Xtrackers II US Treasuries UCITS ETF EUR Hedged (Dist) to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with XUTE.DE