Xtrackers MSCI Europe ESG UCITS ETF 1C (XZEU.DE)
XZEU.DE is a passive ETF by Xtrackers tracking the investment results of the MSCI Europe NR EUR. XZEU.DE launched on Jun 27, 2018 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BFMNHK08 |
|---|---|
| WKN | A2JHSG |
| Issuer | Xtrackers |
| Inception Date | Jun 27, 2018 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Europe NR EUR |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
XZEU.DE has an expense ratio of 0.20%, 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 Europe 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 Europe ESG UCITS ETF 1C had a return of 12.78% year-to-date (YTD) and 22.44% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.78% | 19.77% |
| 1 month | -1.43% | -0.67% |
| 6 months | 3.75% | 10.27% |
| 1 year | 22.44% | 31.07% |
| 5 years (annualized) | 8.17% | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of XZEU.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 | 2.26% | 1.67% | 3.70% | 0.08% | 4.21% | 0.03% | 1.02% | 1.74% | 0.00% | -2.98% | 12.78% | ||
| 2023 | 7.05% | 1.19% | 0.14% | 2.37% | -1.24% | 1.62% | 1.69% | -2.77% | -1.39% | -3.70% | 6.64% | 4.29% | 16.38% |
| 2022 | -4.72% | -4.40% | 1.26% | -0.77% | -2.43% | -6.09% | 8.20% | -6.13% | -6.77% | 5.84% | 7.25% | -3.24% | -12.79% |
| 2021 | -1.14% | 1.59% | 6.27% | 2.10% | 2.24% | 2.60% | 2.20% | 3.05% | -3.74% | 4.81% | -2.01% | 5.16% | 25.16% |
| 2020 | -0.37% | -8.64% | -12.26% | 6.19% | 2.87% | 3.79% | -1.11% | 2.92% | -0.17% | -6.13% | 12.17% | 3.33% | 0.09% |
| 2019 | 5.84% | 4.08% | 0.43% | 5.28% | -2.63% | 2.71% | -0.29% | -2.57% | 6.02% | 2.36% | 2.64% | 2.24% | 28.87% |
| 2018 | -1.79% | 4.53% | -1.36% | -0.23% | -6.79% | -0.34% | -3.76% | -9.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XZEU.DE is 71, 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 Europe ESG UCITS ETF 1C (XZEU.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 Europe 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 Europe ESG UCITS ETF 1C was 33.18%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The current Xtrackers MSCI Europe ESG UCITS ETF 1C drawdown is 3.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.18% | Feb 20, 2020 | 19 | Mar 18, 2020 | 224 | Feb 15, 2021 | 243 |
| -22.04% | Jan 5, 2022 | 190 | Sep 29, 2022 | 312 | Dec 15, 2023 | 502 |
| -12.02% | Aug 2, 2018 | 35 | Dec 21, 2018 | 22 | Apr 3, 2019 | 57 |
| -7.53% | Jul 5, 2019 | 18 | Aug 14, 2019 | 14 | Sep 20, 2019 | 32 |
| -6.53% | Jun 7, 2024 | 42 | Aug 5, 2024 | 18 | Aug 29, 2024 | 60 |
Volatility
Volatility Chart
The current Xtrackers MSCI Europe ESG UCITS ETF 1C volatility is 2.79%, 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.