Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDEF (Xtrackers MSCI EAFE High Dividend Yield Equity ETF) | 4.87% | 16.55% | 16.85% | 10.01% | 8.59% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDEF (Xtrackers MSCI EAFE High Dividend Yield Equity ETF) | 08/19/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 16.55 | 16.85 | 10.01 | 8.59 | NA | NA | … | … | 4.87 | 33.01 | 2.85 | 18.53 | -2.51 | 6.93 | -1.90 | 25.03 | -13.74 | 9.89 | 11.07 | -4.86 |
| Sharpe Ratio | NA | 1.33 | 1.08 | 0.55 | 0.44 | NA | NA | … | … | 0.91 | 2.17 | -0.07 | 1.13 | -0.21 | 0.63 | -0.07 | 2.16 | -1.14 | 1.01 | 0.63 | -0.41 |
| Standard Deviation(%) | NA | 11.61 | 13.13 | 14.14 | 16.14 | NA | NA | … | … | 13.88 | 13.97 | 11.57 | 13.28 | 18.80 | 10.98 | 32.14 | 10.89 | 13.28 | 9.15 | 17.27 | 31.15 |
| Draw Down(%) | NA | 8.04 | 11.16 | 23.61 | 36.43 | NA | NA | … | … | 8.04 | 10.60 | 11.16 | 8.80 | 23.61 | 9.33 | 36.43 | 7.84 | 17.56 | 4.35 | 10.79 | 9.61 |
| Yield(%) | 0.00 | 4.05 | 4.98 | 4.42 | 4.96 | 3.21 | 2.41 | … | … | 0.47 | 4.96 | 4.48 | 4.91 | 4.96 | 4.82 | 3.66 | 5.04 | 2.96 | 3.59 | 9.30 | 1.56 |
Data as of 06/04/2026, Common starting date is 08/19/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDEF (Xtrackers MSCI EAFE High Dividend Yield Equity ETF) |
-5.71%
Mar 2017 – Mar 2020 |
-1.61%
Sep 2017 – Sep 2022 |
7.16%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDEF (Xtrackers MSCI EAFE High Dividend Yield Equity ETF) |
22.62%
Sep 2022 – Sep 2025 |
13.83%
Oct 2020 – Oct 2025 |
9.72%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart