Find A Portfolio/Ticker
Comparison Box
XMWO.L: DB X-TRACKERS DBX MSCI WORLD ET (ETF)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/06/2007 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/08/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/06/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 6.2 | 5.9 | 12.6 | 12.0 | 19.6 | 4.4 | 3.3 | 81.2 | 7743.8 | 10.7 | 9.1 | -5.8 | 15.6 | 16.2 | -18.2 | 4.4 |
Sharpe Ratio | NA | 32.41 | 0.02 | -0.01 | -0.04 | -0.05 | NA | 8.17 | -0.28 | 0.02 | 0.73 | 0.27 | -0.06 | -0.13 | -0.02 | -0.02 | -1.09 | -1.04 |
Draw Down(%) | NA | 0.0 | 43.4 | 43.4 | 48.6 | 48.6 | 0.0 | 0.0 | 3.4 | 43.4 | 98.5 | 9.1 | 42.0 | 48.6 | 43.7 | 41.3 | 35.4 | 8.3 |
Standard Deviation(%) | NA | 0.0 | 467.4 | 349.5 | 171.5 | 163.9 | 0.0 | 0.0 | 114.9 | 480.6 | 2392.6 | 14.2 | 164.3 | 190.7 | 119.6 | 146.4 | 34.6 | 18.7 |
Treynor Ratio | NA | 0.0 | 0.06 | -0.01 | -0.1 | -0.11 | 0.0 | 0.0 | -0.33 | 0.02 | -0.58 | 0.06 | -0.14 | 4.32 | -0.79 | -0.02 | -0.85 | -0.45 |
Alpha | NA | 3.65 | 5.69 | 3.68 | 0.51 | 0.45 | NA | 0.06 | 0.88 | 8.37 | 424.04 | 0.04 | 0.51 | 0.63 | -0.4 | 0.36 | -0.01 | -0.03 |
Beta | NA | 0.5 | 1.97 | 2.0 | 0.76 | 0.75 | NA | 0.24 | 0.97 | 3.77 | -30.09 | 0.68 | 0.67 | -0.06 | 0.04 | 1.04 | 0.44 | 0.44 |
RSquared | NA | 0.0 | 0.05 | 0.05 | 0.02 | 0.02 | 0.0 | 0.0 | 1.0 | 0.08 | 0.0 | 0.45 | 0.0 | 0.0 | 0.0 | 0.04 | 0.28 | 0.22 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/06/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)