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DBEU vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between DBEU and ^GSPC is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

DBEU vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers MSCI Europe Hedged Equity Fund (DBEU) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

140.00%160.00%180.00%200.00%220.00%240.00%260.00%JulyAugustSeptemberOctoberNovemberDecember
138.91%
249.90%
DBEU
^GSPC

Key characteristics

Sharpe Ratio

DBEU:

0.86

^GSPC:

2.10

Sortino Ratio

DBEU:

1.24

^GSPC:

2.80

Omega Ratio

DBEU:

1.15

^GSPC:

1.39

Calmar Ratio

DBEU:

1.22

^GSPC:

3.09

Martin Ratio

DBEU:

4.33

^GSPC:

13.49

Ulcer Index

DBEU:

2.08%

^GSPC:

1.94%

Daily Std Dev

DBEU:

10.48%

^GSPC:

12.52%

Max Drawdown

DBEU:

-34.50%

^GSPC:

-56.78%

Current Drawdown

DBEU:

-4.52%

^GSPC:

-2.62%

Returns By Period

In the year-to-date period, DBEU achieves a 7.98% return, which is significantly lower than ^GSPC's 24.34% return. Over the past 10 years, DBEU has underperformed ^GSPC with an annualized return of 8.02%, while ^GSPC has yielded a comparatively higher 11.06% annualized return.


DBEU

YTD

7.98%

1M

-0.15%

6M

-2.28%

1Y

8.13%

5Y*

7.67%

10Y*

8.02%

^GSPC

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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Risk-Adjusted Performance

DBEU vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Hedged Equity Fund (DBEU) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for DBEU, currently valued at 0.86, compared to the broader market0.002.004.000.862.10
The chart of Sortino ratio for DBEU, currently valued at 1.24, compared to the broader market-2.000.002.004.006.008.0010.001.242.80
The chart of Omega ratio for DBEU, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.001.151.39
The chart of Calmar ratio for DBEU, currently valued at 1.22, compared to the broader market0.005.0010.0015.001.223.09
The chart of Martin ratio for DBEU, currently valued at 4.33, compared to the broader market0.0020.0040.0060.0080.00100.004.3313.49
DBEU
^GSPC

The current DBEU Sharpe Ratio is 0.86, which is lower than the ^GSPC Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of DBEU and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.86
2.10
DBEU
^GSPC

Drawdowns

DBEU vs. ^GSPC - Drawdown Comparison

The maximum DBEU drawdown since its inception was -34.50%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for DBEU and ^GSPC. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.52%
-2.62%
DBEU
^GSPC

Volatility

DBEU vs. ^GSPC - Volatility Comparison

The current volatility for Xtrackers MSCI Europe Hedged Equity Fund (DBEU) is 2.64%, while S&P 500 (^GSPC) has a volatility of 3.79%. This indicates that DBEU experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.64%
3.79%
DBEU
^GSPC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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