DetailsChartProfileRisk matrixNewsDocuments

Xtrackers MSCI USA Energy UCITS ETF 1D/  IE00BCHWNS19  /

Fonds
NAV9/28/2023 Chg.+0.0416 Type of yield Investment Focus Investment company
47.5855USD +0.09% paying dividend Equity ETF Stocks DWS Investment SA ▶
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - - - - - - -0.67 1.80 5.54 -
2018 3.19 -10.64 1.83 8.59 3.12 0.70 1.38 -3.27 2.61 -11.43 -1.96 -13.10 -19.61%
2019 11.67 2.35 2.17 -0.02 -11.10 9.21 -1.86 -8.12 3.76 -2.33 1.51 5.92 +11.38%
2020 -10.96 -14.62 -35.25 30.53 2.18 -1.39 -5.20 0.99 -16.11 -4.28 27.14 3.64 -34.42%
2021 3.18 21.73 3.06 0.33 6.01 4.47 -8.10 -2.12 9.13 9.89 -5.36 2.81 +50.96%
2022 19.02 6.93 8.86 -1.57 15.25 -16.67 9.88 3.00 -9.06 24.40 1.21 -3.46 +63.83%
2023 2.55 -7.08 -0.33 2.96 -10.06 6.71 7.44 1.87 4.59 - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 23.43% 21.10% 25.85% 31.77% 35.77%
Sharpe ratio 0.27 1.42 0.98 1.39 0.11
Best month +7.44% +7.44% +24.40% +27.14% +30.53%
Worst month -10.06% -10.06% -10.06% -16.67% -35.25%
Maximum loss -17.49% -12.08% -18.20% -25.93% -67.40%
Outperformance +11.73% - +18.17% +3.40% -
 
All quotes in USD

Performance

YTD  
+7.44%
6 Months  
+15.88%
1 Year  
+29.36%
3 Years  
+225.16%
5 Years  
+46.46%
Since start  
+76.22%
Year
2022  
+63.83%
2021  
+50.96%
2020
  -34.42%
2019  
+11.38%
2018
  -19.61%
 

Dividends

8/23/2023 0.65 USD
2/8/2023 0.72 USD
8/10/2022 0.68 USD
4/27/2022 1.04 USD
4/28/2021 0.97 USD
5/13/2020 1.28 USD
4/11/2019 0.89 USD