Xtrackers MSCI World Information Technology UCITS ETF (XXTW.L)
XXTW.L is a passive ETF by Xtrackers tracking the investment results of the MSCI World Information Technology 20/35 Custom index. XXTW.L launched on Mar 9, 2016 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE00BM67HT60 |
|---|---|
| Issuer | Xtrackers |
| Inception Date | Mar 9, 2016 |
| Category | Technology Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World Information Technology 20/35 Custom index |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
XXTW.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Xtrackers MSCI World Information Technology UCITS ETF, 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 Information Technology UCITS ETF had a return of 29.51% year-to-date (YTD) and 35.99% in the last 12 months. Over the past 10 years, Xtrackers MSCI World Information Technology UCITS ETF had an annualized return of 16.66%, outperforming the S&P 500 benchmark which had an annualized return of 11.43%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 29.51% | 25.82% |
| 1 month | 3.25% | 3.20% |
| 6 months | 15.64% | 14.94% |
| 1 year | 35.99% | 35.92% |
| 5 years (annualized) | 16.41% | 14.22% |
| 10 years (annualized) | 16.66% | 11.43% |
Monthly Returns
The table below presents the monthly returns of XXTW.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 | 4.22% | 5.78% | 2.28% | -3.58% | 4.06% | 12.50% | -5.31% | -1.30% | 0.59% | 3.46% | 29.51% | ||
| 2023 | 10.06% | -0.02% | 10.02% | -0.16% | 8.16% | 6.20% | 2.78% | -22.49% | -2.84% | -1.37% | 9.13% | 4.61% | 21.01% |
| 2022 | -8.50% | -4.69% | 2.98% | -11.87% | -1.53% | -9.89% | 13.10% | -5.94% | -11.93% | 7.59% | 6.16% | -8.02% | -30.86% |
| 2021 | -0.57% | 1.21% | 0.72% | 5.46% | -0.99% | 6.79% | 3.55% | 3.86% | -5.72% | 7.52% | 2.63% | 2.58% | 29.69% |
| 2020 | 3.33% | -7.38% | -9.29% | 13.55% | 7.69% | 7.22% | 5.84% | 10.15% | -4.12% | -5.16% | 12.56% | 5.71% | 43.59% |
| 2019 | 8.67% | 6.44% | 4.28% | 6.38% | -8.42% | 8.65% | 2.85% | -2.16% | 1.58% | 3.85% | 5.35% | 4.14% | 48.72% |
| 2018 | 6.93% | -0.21% | -3.70% | 0.12% | 6.31% | -0.51% | 1.93% | 6.49% | -0.41% | -8.70% | -1.96% | -8.89% | -4.08% |
| 2017 | 4.54% | 4.67% | 2.51% | 2.40% | 4.84% | -2.34% | 4.11% | 3.02% | 1.04% | 7.11% | 1.17% | 0.44% | 38.72% |
| 2016 | -5.82% | -1.45% | 8.66% | -4.23% | 4.66% | -2.78% | 8.13% | 1.86% | 2.53% | -0.65% | -0.57% | 1.37% | 11.15% |
| 2015 | -3.19% | 7.81% | -2.45% | 1.83% | 2.03% | -4.22% | 2.24% | -4.96% | -2.44% | 10.33% | 0.94% | -2.31% | 4.49% |
| 2014 | -2.74% | 4.76% | -0.18% | -0.64% | 3.48% | 2.43% | 1.24% | 3.32% | -0.98% | 0.96% | 4.94% | -1.59% | 15.68% |
| 2013 | 2.15% | 0.26% | 2.30% | 1.46% | 3.01% | -3.33% | 4.47% | -0.47% | 4.31% | 3.57% | 3.53% | 4.22% | 28.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XXTW.L is 48, 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 World Information Technology UCITS ETF (XXTW.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 World Information Technology UCITS ETF. 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 Information Technology UCITS ETF was 36.07%, occurring on Oct 14, 2022. Recovery took 417 trading sessions.
The current Xtrackers MSCI World Information Technology UCITS ETF drawdown is 0.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.07% | Dec 30, 2021 | 199 | Oct 14, 2022 | 417 | Jun 12, 2024 | 616 |
| -31.32% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 9, 2020 | 75 |
| -21.9% | Aug 30, 2018 | 88 | Jan 3, 2019 | 64 | Apr 3, 2019 | 152 |
| -15.81% | Dec 7, 2015 | 44 | Feb 9, 2016 | 112 | Jul 20, 2016 | 156 |
| -14.44% | Jul 11, 2024 | 18 | Aug 5, 2024 | 68 | Nov 8, 2024 | 86 |
Volatility
Volatility Chart
The current Xtrackers MSCI World Information Technology UCITS ETF volatility is 5.32%, 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.