Xtrackers MSCI World Quality ESG UCITS ETF 1C (XWEQ.DE)
XWEQ.DE is a passive ETF by Xtrackers tracking the investment results of the MSCI World Quality Low Carbon SRI Screened Select. XWEQ.DE launched on Jul 5, 2023 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE0003NQ0IY5 |
|---|---|
| WKN | DBX0TV |
| Issuer | Xtrackers |
| Inception Date | Jul 5, 2023 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World Quality Low Carbon SRI Screened Select |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
XWEQ.DE has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Xtrackers MSCI World Quality ESG 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 Quality ESG UCITS ETF 1C had a return of 18.83% year-to-date (YTD) and 25.51% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.83% | 18.10% |
| 1 month | 2.92% | 1.42% |
| 6 months | 7.79% | 10.08% |
| 1 year | 25.51% | 26.58% |
| 5 years (annualized) | N/A | 13.42% |
| 10 years (annualized) | N/A | 10.87% |
Monthly Returns
The table below presents the monthly returns of XWEQ.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 | 4.65% | 4.92% | 3.28% | -2.42% | 2.52% | 5.53% | -0.55% | -0.05% | 18.83% | ||||
| 2023 | -5.75% | 0.13% | -2.12% | -2.60% | 6.41% | 4.96% | 0.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XWEQ.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 Quality ESG UCITS ETF 1C (XWEQ.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 Quality ESG 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 Quality ESG UCITS ETF 1C was 12.83%, occurring on Oct 27, 2023. Recovery took 57 trading sessions.
The current Xtrackers MSCI World Quality ESG UCITS ETF 1C drawdown is 1.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.83% | Jul 17, 2023 | 75 | Oct 27, 2023 | 57 | Jan 19, 2024 | 132 |
| -8.18% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -4.26% | Apr 2, 2024 | 18 | Apr 25, 2024 | 13 | May 15, 2024 | 31 |
| -1.95% | Feb 19, 2024 | 3 | Feb 21, 2024 | 1 | Feb 22, 2024 | 4 |
| -1.94% | May 24, 2024 | 6 | May 31, 2024 | 3 | Jun 5, 2024 | 9 |
Volatility
Volatility Chart
The current Xtrackers MSCI World Quality ESG UCITS ETF 1C volatility is 3.72%, 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.