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ISIN
IE000LAUZQT6
WKN
DBX0TT
Issuer
Xtrackers
Inception Date
Jul 5, 2023
Region
Developed Markets ()
Leveraged
1x (No leverage)
Index Tracked
MSCI World Value Low Carbon SRI Screened Select
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value

Share Price Chart


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Performance

XWEV.L Performance Chart

Xtrackers MSCI World Value ESG UCITS ETF 1C (XWEV.L) is up 18.2% since the beginning of the year. XWEV.L is currently trading at $61 per share.


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S&P 500 Index

Returns By Period

Xtrackers MSCI World Value ESG UCITS ETF 1C (XWEV.L) has returned 18.20% so far this year and 43.60% over the past 12 months.


Xtrackers MSCI World Value ESG UCITS ETF 1C

1D
-0.36%
1M
5.85%
YTD
18.20%
6M
20.60%
1Y
43.60%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XWEV.L Monthly Returns History

Based on dividend-adjusted daily data since Jul 5, 2023, XWEV.L's average daily return is +0.09%, while the average monthly return is +1.88%. At this rate, an investment would double in approximately 3.1 years.

Historically, 75% of months were positive and 25% were negative. The best month was Apr 2026 with a return of +11.6%, while the worst month was Mar 2026 at -9.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, XWEV.L closed higher 54% of trading days. The best single day was Apr 10, 2025 with a return of +5.1%, while the worst single day was Apr 4, 2025 at -5.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.60%2.62%-9.56%11.59%10.42%-0.24%18.20%
20254.78%1.34%-1.77%1.45%5.44%3.71%0.36%4.21%4.02%3.84%1.69%4.26%38.58%
20240.01%1.67%4.54%-4.01%3.02%0.06%3.18%1.31%1.61%-3.42%1.22%-2.04%6.98%
20233.91%-3.94%-3.01%-5.44%10.78%6.35%7.84%

Benchmark Metrics

Xtrackers MSCI World Value ESG UCITS ETF 1C has an annualized alpha of 15.88%, beta of 0.42, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since July 05, 2023.

  • This ETF captured 106.28% of S&P 500 Index gains but only 85.84% of its losses - a favorable profile for investors.
  • Beta of 0.42 may look defensive, but with R2 of 0.18 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 0.18 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
15.88%
Beta
0.42
0.18
Upside Capture
106.28%
Downside Capture
85.84%

Expense Ratio

XWEV.L has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

XWEV.L ranks 88 for risk / return — in the top 88% 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.


XWEV.L Risk / Return Rank: 8888
Overall Rank
XWEV.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
XWEV.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
XWEV.L Omega Ratio Rank: 8989
Omega Ratio Rank
XWEV.L Calmar Ratio Rank: 8484
Calmar Ratio Rank
XWEV.L Martin Ratio Rank: 8585
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 MSCI World Value ESG UCITS ETF 1C (XWEV.L) 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.


XWEV.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.88

Sortino ratioReturn per unit of downside risk

+1.36

Omega ratioGain probability vs. loss probability

1.51

1.36

+0.15

Calmar ratioReturn relative to maximum drawdown

4.18

2.71

+1.48

Martin ratioReturn relative to average drawdown

16.28

12.15

+4.13

Dividends

Dividend History


Xtrackers MSCI World Value ESG UCITS ETF 1C doesn't pay dividends

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 MSCI World Value 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 Value ESG UCITS ETF 1C was 14.23%, occurring on Apr 7, 2025. Recovery took 22 trading sessions.

The current Xtrackers MSCI World Value ESG UCITS ETF 1C drawdown is 0.91%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-14.23%Apr 2025
1mo 17d1mo 5d
2mo 22dFeb 2025 - May 2025
2023 correction2023
-12.58%Oct 2023
3mo1mo 15d
4mo 15dAug 2023 - Dec 2023
2026 correction2026
-10.37%Mar 2026
1mo 2d18d
1mo 20dFeb 2026 - Apr 2026
2024 pullback2024
-8.79%Aug 2024
20d17d
1mo 7dJul 2024 - Aug 2024
2025 pullback2025
-6.71%Jan 2025
3mo 15d24d
4mo 9dSep 2024 - Feb 2025

Drawdown Indicators


XWEV.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-14.23%

-56.78%

+42.55%

Max Drawdown (1Y)

Largest decline over 1 year

-10.37%

-9.10%

-1.27%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.91%

-1.29%

+0.38%

Average Drawdown

Average peak-to-trough decline

-2.33%

-10.72%

+8.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

2.02%

+0.65%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with XWEV.L

Add Xtrackers MSCI World Value ESG UCITS ETF 1C to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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