Xtrackers MSCI USA UE 1C/ IE00BJ0KDR00 /
| NAV11/20/2018 | Chg.-1.2863 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 70.7232USD | -1.79% | 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 | 0.42 | -6.97 | -0.79 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.98% | 13.27% | 14.26% | 12.03% | -% |
| Sharpe ratio | 0.12 | -0.15 | 0.41 | 0.91 | - |
| Best month | +5.17% | +3.57% | +5.17% | +6.80% | +8.23% |
| Worst month | -6.97% | -6.97% | -6.97% | -6.97% | -6.97% |
| Maximum loss | -10.03% | -9.94% | -10.03% | -13.30% | - |
| Outperformance | +2.57% | - | +2.32% | -5.33% | - |
All quotes in USD
Performance
| YTD | +1.29% | ||
|---|---|---|---|
| 6 Months | -1.17% | ||
| 1 Year | +5.50% | ||
| 3 Years | +35.21% | ||
| 5 Years | - | ||
| Since start | +51.94% | ||
| Year | |||
| 2017 | +22.10% | ||
| 2016 | +11.16% | ||
| 2015 | +0.93% | ||
