Xtrackers MSCI USA Energy UCITS ETF 1D/ IE00BCHWNS19 /
NAV5/1/2024 | Chg.-0.7603 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
47.2286USD | -1.58% | paying dividend | Equity ETF Stocks | DWS Investment SA ▶ |
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 | 9.30 | 3.12 | 0.70 | 1.38 | -3.27 | 2.61 | -11.43 | -1.96 | -13.10 | -19.08% |
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 | 2.51 | -5.74 | -0.98 | -0.24 | -1.94% |
2024 | -0.51 | 2.95 | 10.34 | -0.87 | -1.58 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 15.79% | 16.62% | 19.13% | 27.65% | 35.53% |
Sharpe ratio | 1.95 | 0.94 | 0.68 | 0.80 | 0.21 |
Best month | +10.34% | +10.34% | +10.34% | +24.40% | +30.53% |
Worst month | -1.58% | -1.58% | -10.06% | -16.67% | -35.25% |
Maximum loss | -7.09% | -8.41% | -13.25% | -25.93% | -61.33% |
Outperformance | +11.73% | - | +18.17% | +3.40% | - |
All quotes in USD
Performance
YTD | +10.26% | ||
---|---|---|---|
6 Months | +9.22% | ||
1 Year | +16.85% | ||
3 Years | +99.80% | ||
5 Years | +70.96% | ||
Since start | +78.50% | ||
Year | |||
2023 | -1.94% | ||
2022 | +63.83% | ||
2021 | +50.96% | ||
2020 | -34.42% | ||
2019 | +11.38% | ||
2018 | -19.08% |
Dividends
2/21/2024 | 0.61 USD |
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 |
4/9/2018 | 0.23 USD |