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XDEP.DE vs. BHMG.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XDEP.DE vs. BHMG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF (XDEP.DE) and BH Macro Limited (BHMG.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XDEP.DE is traded in EUR, while BHMG.L is traded in GBp. To make them comparable, the BHMG.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, XDEP.DE achieves a 0.60% return, which is significantly lower than BHMG.L's 10.00% return.


XDEP.DE

1D
0.09%
1M
0.22%
YTD
0.60%
6M
0.55%
1Y
2.53%
3Y*
5.50%
5Y*
0.29%
10Y*

BHMG.L

1D
0.49%
1M
1.32%
YTD
10.00%
6M
9.71%
1Y
6.04%
3Y*
2.59%
5Y*
5.16%
10Y*
7.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDEP.DE vs. BHMG.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XDEP.DE
Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF
0.60%3.58%5.25%9.38%-15.31%-0.31%2.90%8.79%-2.58%3.64%
BHMG.L
BH Macro Limited
10.01%-6.85%15.96%-16.53%13.86%13.16%27.54%17.38%16.79%-9.97%

Correlation

The correlation between XDEP.DE and BHMG.L is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Jun 16, 2016

0.06

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Return for Risk

XDEP.DE vs. BHMG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XDEP.DE
XDEP.DE Risk / Return Rank: 1919
Overall Rank
XDEP.DE Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
XDEP.DE Sortino Ratio Rank: 1919
Sortino Ratio Rank
XDEP.DE Omega Ratio Rank: 2020
Omega Ratio Rank
XDEP.DE Calmar Ratio Rank: 1818
Calmar Ratio Rank
XDEP.DE Martin Ratio Rank: 2020
Martin Ratio Rank

BHMG.L
BHMG.L Risk / Return Rank: 6363
Overall Rank
BHMG.L Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
BHMG.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
BHMG.L Omega Ratio Rank: 5858
Omega Ratio Rank
BHMG.L Calmar Ratio Rank: 6565
Calmar Ratio Rank
BHMG.L Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XDEP.DE vs. BHMG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF (XDEP.DE) and BH Macro Limited (BHMG.L). 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.


XDEP.DEBHMG.LDifference
Sharpe ratioReturn per unit of total volatility

+0.13

Sortino ratioReturn per unit of downside risk

+0.16

Omega ratioGain probability vs. loss probability

1.13

1.10

+0.03

Calmar ratioReturn relative to maximum drawdown

0.70

0.74

-0.04

Martin ratioReturn relative to average drawdown

2.39

1.62

+0.77

XDEP.DE vs. BHMG.L - Sharpe Ratio Comparison

The current XDEP.DE Sharpe Ratio is 0.65, which is comparable to the BHMG.L Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of XDEP.DE and BHMG.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XDEP.DEBHMG.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

0.52

+0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.27

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.35

-0.05

Drawdowns

XDEP.DE vs. BHMG.L - Drawdown Comparison

The maximum XDEP.DE drawdown since its inception was -19.79%, smaller than the maximum BHMG.L drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for XDEP.DE and BHMG.L.


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Drawdown Indicators


XDEP.DEBHMG.LDifference

Max Drawdown

Largest peak-to-trough decline

-19.79%

-40.47%

+20.68%

Max Drawdown (1Y)

Largest decline over 1 year

-3.22%

-8.15%

+4.93%

Max Drawdown (3Y)

Largest decline over 3 years

-3.22%

-18.80%

+15.58%

Max Drawdown (5Y)

Largest decline over 5 years

-19.79%

-33.32%

+13.53%

Max Drawdown (10Y)

Largest decline over 10 years

-33.32%

Current Drawdown

Current decline from peak

-0.90%

-12.33%

+11.43%

Average Drawdown

Average peak-to-trough decline

-4.48%

-11.87%

+7.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

3.73%

-2.78%

Volatility

XDEP.DE vs. BHMG.L - Volatility Comparison

The current volatility for Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF (XDEP.DE) is 1.21%, while BH Macro Limited (BHMG.L) has a volatility of 3.22%. This indicates that XDEP.DE experiences smaller price fluctuations and is considered to be less risky than BHMG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XDEP.DEBHMG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.21%

3.22%

-2.01%

Volatility (6M)

Calculated over the trailing 6-month period

3.13%

8.72%

-5.59%

Volatility (1Y)

Calculated over the trailing 1-year period

3.47%

11.66%

-8.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.72%

18.98%

-14.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.28%

17.96%

-12.68%

Dividends

XDEP.DE vs. BHMG.L - Dividend Comparison

XDEP.DE's dividend yield for the trailing twelve months is around 2.88%, while BHMG.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
BHMG.L
BH Macro Limited
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XDEP.DE
Xtrackers iBoxx EUR Corporate Bond Yield Plus UCITS ETF
2.88%2.73%2.26%1.68%2.51%1.53%1.85%1.40%0.72%

Frequently Asked Questions


XDEP.DE and BHMG.L have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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