Xtrackers MSCI World Energy UCITS ETF 1C/  IE00BM67HM91  /

Fonds
NAV7/18/2024 Chg.+0.2129 Type of yield Investment Focus Investment company
51.8801USD +0.41% reinvestment Equity Worldwide DWS Investment SA 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - 8.47 -2.23 4.26 -2.07 0.63 2.89 -1.91 5.61 3.63 -
2017 -3.01 -2.12 0.14 -2.29 -1.36 -1.35 3.59 -3.39 8.95 0.34 1.54 4.66 +5.09%
2018 2.85 -9.15 1.26 9.42 1.76 1.26 1.43 -3.48 2.95 -10.11 -3.54 -10.00 -16.10%
2019 10.75 2.65 1.08 0.38 -8.30 6.97 -2.79 -7.33 4.63 -1.62 1.32 5.36 +12.00%
2020 -9.09 -13.96 -29.39 16.23 1.47 -1.03 -3.72 2.85 -14.99 -5.31 29.16 3.73 -31.15%
2021 2.93 15.78 2.32 0.37 5.25 2.96 -6.22 -1.17 9.42 8.05 -6.86 3.88 +40.61%
2022 15.49 5.07 7.76 -1.48 13.39 -15.02 6.88 1.78 -9.32 20.02 3.17 -3.42 +46.45%
2023 3.07 -4.65 -1.59 3.81 -9.95 6.49 6.50 1.77 2.70 -4.38 0.40 -0.04 +2.84%
2024 -1.01 1.66 9.14 0.32 0.34 -1.91 2.32 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.45% 13.04% 15.08% 23.64% 31.01%
Sharpe ratio 1.30 2.48 0.88 0.93 0.22
Best month +9.14% +9.14% +9.14% +20.02% +29.16%
Worst month -1.91% -1.91% -4.38% -15.02% -29.39%
Maximum loss -8.76% -8.76% -10.35% -25.09% -59.51%
Outperformance +6.48% - +17.15% +8.37% +9.20%
 
All quotes in USD

Performance

YTD  
+10.96%
6 Months  
+16.55%
1 Year  
+16.98%
3 Years  
+98.58%
5 Years  
+64.53%
10 Years     -
Since start  
+96.65%
Year
2023  
+2.84%
2022  
+46.45%
2021  
+40.61%
2020
  -31.15%
2019  
+12.00%
2018
  -16.10%
2017  
+5.09%