Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C (XZEW.DE)
XZEW.DE is a passive ETF by Xtrackers tracking the investment results of the S&P 500 Equal Weight ESG. XZEW.DE launched on Dec 6, 2022 and has a 0.17% expense ratio.
ETF Info
| ISIN | IE0004MFRED4 |
|---|---|
| WKN | DBX0S3 |
| Issuer | Xtrackers |
| Inception Date | Dec 6, 2022 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | S&P 500 Equal Weight ESG |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
XZEW.DE has an expense ratio of 0.17%, 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 S&P 500 Equal Weight 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 S&P 500 Equal Weight ESG UCITS ETF 1C had a return of 20.95% year-to-date (YTD) and 32.58% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.95% | 25.70% |
| 1 month | 4.70% | 3.51% |
| 6 months | 12.49% | 14.80% |
| 1 year | 32.58% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of XZEW.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 | 1.71% | 2.66% | 4.88% | -3.22% | -0.45% | 2.22% | 3.58% | -0.64% | 2.15% | 1.46% | 20.95% | ||
| 2023 | 4.97% | 0.19% | -3.70% | -1.09% | -0.80% | 5.24% | 3.14% | -1.36% | -2.31% | -4.87% | 5.35% | 6.20% | 10.63% |
| 2022 | -3.60% | -3.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XZEW.DE is 81, placing it in the top 19% 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 S&P 500 Equal Weight ESG UCITS ETF 1C (XZEW.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 S&P 500 Equal Weight 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 S&P 500 Equal Weight ESG UCITS ETF 1C was 10.11%, occurring on Oct 30, 2023. Recovery took 33 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.11% | Jul 28, 2023 | 67 | Oct 30, 2023 | 33 | Dec 14, 2023 | 100 |
| -9.7% | Feb 6, 2023 | 61 | May 4, 2023 | 60 | Jul 27, 2023 | 121 |
| -6.47% | Aug 1, 2024 | 3 | Aug 5, 2024 | 20 | Sep 2, 2024 | 23 |
| -5.36% | Dec 14, 2022 | 5 | Dec 20, 2022 | 26 | Jan 27, 2023 | 31 |
| -4.79% | Apr 2, 2024 | 12 | Apr 17, 2024 | 63 | Jul 16, 2024 | 75 |
Volatility
Volatility Chart
The current Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C volatility is 4.48%, 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.