Xtrackers MSCI USA Energy UCITS ETF 1D/  IE00BCHWNS19  /

Fonds
NAV2024-04-18 Chg.-0.0858 Type of yield Investment Focus Investment company
48.1773USD -0.18% 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 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 -0.48 - - - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.13% 16.58% 19.05% 27.73% 35.52%
Sharpe ratio 3.00 0.14 0.38 0.90 0.20
Best month +10.34% +10.34% +10.34% +24.40% +30.53%
Worst month -0.51% -5.74% -10.06% -16.67% -35.25%
Maximum loss -7.09% -12.66% -13.25% -25.93% -63.33%
Outperformance +11.73% - +18.17% +3.40% -
 
All quotes in USD

Performance

YTD  
+12.47%
6 Months  
+3.05%
1 Year  
+11.22%
3 Years  
+113.57%
5 Years  
+68.18%
Since start  
+82.08%
Year
2023
  -1.94%
2022  
+63.83%
2021  
+50.96%
2020
  -34.42%
2019  
+11.38%
2018
  -19.08%
 

Dividends

2024-02-21 0.61 USD
2023-08-23 0.65 USD
2023-02-08 0.72 USD
2022-08-10 0.68 USD
2022-04-27 1.04 USD
2021-04-28 0.97 USD
2020-05-13 1.28 USD
2019-04-11 0.89 USD
2018-04-09 0.23 USD