Xtrackers MSCI USA ESG UCITS ETF 1C (XZMU.DE)
XZMU.DE is a passive ETF by Xtrackers tracking the investment results of the MSCI USA Low Carbon SRI Leaders. XZMU.DE launched on May 8, 2018 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BFMNPS42 |
|---|---|
| WKN | A2JHSH |
| Issuer | Xtrackers |
| Inception Date | May 8, 2018 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Low Carbon SRI Leaders |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
XZMU.DE has an expense ratio of 0.15%, 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 USA 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 USA ESG UCITS ETF 1C had a return of 23.20% year-to-date (YTD) and 33.04% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.20% | 19.77% |
| 1 month | 1.56% | -0.67% |
| 6 months | 10.30% | 10.27% |
| 1 year | 33.04% | 31.07% |
| 5 years (annualized) | 16.65% | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of XZMU.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 | 4.59% | 4.84% | 4.27% | -2.99% | 1.45% | 7.28% | -1.28% | -1.05% | 1.79% | 2.94% | 23.20% | ||
| 2023 | 4.41% | 1.08% | 0.63% | -0.29% | 5.08% | 4.48% | 2.31% | 1.59% | -2.68% | -3.99% | 7.65% | 4.14% | 26.56% |
| 2022 | -7.22% | -2.37% | 6.00% | -3.66% | -4.93% | -4.66% | 10.25% | -2.34% | -4.91% | 3.86% | -1.58% | -6.54% | -17.99% |
| 2021 | 2.01% | 3.47% | 6.72% | 2.87% | -1.25% | 6.56% | 3.08% | 4.23% | -2.49% | 8.87% | 1.55% | 3.49% | 46.13% |
| 2020 | 2.10% | -8.24% | -8.77% | 10.60% | 2.62% | 1.05% | -0.89% | 7.64% | -1.82% | -2.57% | 8.04% | 0.99% | 9.13% |
| 2019 | 6.26% | 6.30% | 0.34% | 6.38% | -2.64% | 1.47% | 5.78% | -1.64% | 2.83% | 1.01% | 4.69% | 1.52% | 36.81% |
| 2018 | 0.35% | 0.58% | 2.77% | 3.59% | -0.28% | -6.71% | 5.10% | -8.97% | -4.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XZMU.DE is 78, placing it in the top 22% 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 USA ESG UCITS ETF 1C (XZMU.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 USA 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 USA ESG UCITS ETF 1C was 33.82%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.
The current Xtrackers MSCI USA ESG UCITS ETF 1C drawdown is 2.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.82% | Feb 20, 2020 | 23 | Mar 23, 2020 | 193 | Jan 7, 2021 | 216 |
| -19.43% | Nov 23, 2021 | 144 | Jun 16, 2022 | 321 | Sep 14, 2023 | 465 |
| -13.47% | Sep 5, 2018 | 33 | Dec 27, 2018 | 12 | Feb 26, 2019 | 45 |
| -9.45% | Jul 16, 2024 | 15 | Aug 5, 2024 | 46 | Oct 8, 2024 | 61 |
| -8.39% | Sep 15, 2023 | 32 | Oct 30, 2023 | 24 | Dec 1, 2023 | 56 |
Volatility
Volatility Chart
The current Xtrackers MSCI USA ESG UCITS ETF 1C volatility is 3.28%, 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.