Xtrackers MSCI USA UE 1C/ IE00BJ0KDR00 /
| NAV9/20/2018 | Chg.+0.6141 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 78.4475USD | +0.79% | reinvestment | Equity North America | Xtrackers (IE) plc ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | 2.10 | 0.96 | 1.51 | -1.59 | 2.39 | 2.61 | -0.34 | - |
| 2015 | -2.84 | 5.80 | -1.47 | 0.90 | 1.29 | -1.93 | 1.98 | -5.30 | -3.50 | 8.23 | 0.31 | -1.71 | +0.93% |
| 2016 | -5.33 | -0.26 | 6.80 | 0.47 | 1.78 | 0.22 | 3.78 | 0.11 | 0.08 | -1.92 | 3.56 | 1.84 | +11.16% |
| 2017 | 2.05 | 3.89 | 0.12 | 1.06 | 1.32 | 0.60 | 2.01 | 0.29 | 2.02 | 2.27 | 3.00 | 1.59 | +22.10% |
| 2018 | 5.17 | -3.70 | -2.47 | 0.38 | 2.40 | 0.65 | 3.57 | 3.27 | 0.97 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.59% | 11.53% | 11.88% | 11.64% | -% |
| Sharpe ratio | 1.11 | 1.57 | 1.59 | 1.40 | - |
| Best month | +5.17% | +3.57% | +5.17% | +8.23% | +8.23% |
| Worst month | -3.70% | -2.47% | -3.70% | -5.33% | -5.33% |
| Maximum loss | -10.03% | -4.68% | -10.03% | -13.39% | - |
| Outperformance | +5.65% | - | +6.68% | +6.03% | - |
All quotes in USD
Performance
| YTD | +10.35% | ||
|---|---|---|---|
| 6 Months | +8.58% | ||
| 1 Year | +18.62% | ||
| 3 Years | +55.76% | ||
| 5 Years | - | ||
| Since start | +65.52% | ||
| Year | |||
| 2017 | +22.10% | ||
| 2016 | +11.16% | ||
| 2015 | +0.93% | ||
