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DBEF: Xtrackers MSCI EAFE Hedged Equity ETF (ETF)
Basic Info 39.7 0.02(0.05%) April 19
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (28%) |
Start Date: | 06/09/2011 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 4.51% |
Expenses | 0.35% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/09/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.1 | 7.4 | 15.6 | 9.9 | 10.1 | 8.6 | 8.9 | 20.1 | -5.1 | 19.6 | 2.0 | 24.9 | -9.5 | 16.7 | 6.3 | 4.1 | 3.5 | 26.4 | 20.8 | -13.2 |
Sharpe Ratio | NA | 3.96 | 1.53 | 0.65 | 0.5 | 0.48 | 0.43 | 1.45 | -0.39 | 1.73 | 0.06 | 2.03 | -0.8 | 1.92 | 0.33 | 0.22 | 0.26 | 1.67 | 0.67 | -0.6 |
Draw Down(%) | NA | 2.0 | 6.8 | 15.0 | 32.5 | 32.5 | 32.5 | 6.8 | 15.0 | 5.6 | 32.5 | 6.9 | 15.4 | 2.8 | 15.0 | 16.1 | 9.6 | 11.7 | 16.0 | 21.6 |
Standard Deviation(%) | NA | 7.6 | 9.7 | 13.0 | 18.0 | 16.4 | 19.3 | 11.1 | 16.7 | 11.3 | 31.3 | 11.6 | 13.6 | 8.4 | 18.3 | 18.3 | 13.4 | 15.8 | 31.3 | 37.0 |
Treynor Ratio | NA | 0.48 | 0.22 | 0.12 | 0.1 | 0.09 | 0.1 | 0.23 | -0.09 | 0.24 | 0.02 | 0.24 | -0.12 | 0.2 | 0.06 | 0.04 | 0.03 | 0.26 | 0.25 | -0.48 |
Alpha | NA | 0.09 | 0.04 | 0.03 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | -0.02 | 0.01 | 0.02 | -0.01 | 0.01 | 0.03 | 0.04 | 0.02 | 0.04 | -0.03 |
Beta | NA | 0.63 | 0.69 | 0.72 | 0.86 | 0.89 | 0.83 | 0.7 | 0.71 | 0.8 | 0.97 | 0.99 | 0.92 | 0.82 | 0.95 | 1.03 | 1.06 | 1.0 | 0.83 | 0.46 |
RSquared | NA | 0.78 | 0.73 | 0.79 | 0.85 | 0.81 | 0.55 | 0.67 | 0.83 | 0.82 | 0.91 | 0.82 | 0.81 | 0.53 | 0.82 | 0.75 | 0.78 | 0.64 | 0.19 | 0.17 |
Yield(%) | N/A | 0.0 | 4.6 | 6.9 | 5.9 | 5.3 | N/A | 5.0 | 12.9 | 2.7 | 2.4 | 3.6 | 2.8 | 3.3 | 2.6 | 3.7 | 5.1 | 1.8 | 17.0 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | -67.9 | 180.2 | 92.3 | N/A | N/A | -67.9 | 467.8 | 11.1 | -20.6 | 13.3 | -5.3 | 33.8 | -29.0 | -27.0 | 234.1 | -90.0 | 3980.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/09/2011
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