Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF

Ticker

XNZU.L

ISIN

IE00BJ0KDR0

Price

USD 46.22

Change Today

+0.09 / 0.184 %

Price 1 year ago

34.86 / 32.611 %

Morningstar

-

52 Week Low

34.92

52 Week High

46.22

200 Day Moving Average 42.19

42.19

50-day Moving Average

45.05

Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 1.91
Sortino Ratio 0.44
Maximum Drawdown -1.79%
Maximum Drawdown Date 2024-01-05
Calmar Ratio -30.30

1 year

Parameter Value
Treynor Ratio -
Return 1.65
Volatility 2.653%
Alpha --
Beta --
R Squared --

History

Parameter Value
Average Annual Return 21.651%
Average Annual Volatility 14.79%
Sharpe Ratio 1.46
Sortino Ratio 1.88
Maximum Drawdown -13.0%
Maximum Drawdown Date 2022-10-12
Calmar Ratio -1.74

Company information

Summary

The investment objective of the Fund is to track the performance before fees and expenses of an index which is designed to reflect the performance of large and medium capitalisation companies in the USA that are selected and weighted with the aim of seeking alignment with EU Paris-aligned Benchmark (“EU PAB”) standards and certain net zero frameworks.

Market

GB

Category

--

Expense Ratio

-

Fund family

-

Morningstar
-
Yield
-
Exchange
LSE
Sector Weight
None

Holdings

None

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
EKLD.PA BNP Paribas Easy MSCI USA SRI S-Series 5% Capped UCITS ETF Capitalisation LU1291103338 PAR 0.18% 5
HLAL Wahed FTSE USA Shariah ETF US53656F607 NGM 0.50% 5 +0.10 --
SRIL.AS iShares MSCI USA SRI UCITS ETF USD (Dist) IE00BZ173T46 AMS 0.23% 5 +2.98 --
SUAS.L iShares MSCI USA SRI UCITS ETF USD (Acc) IE00BYVJRR9 LSE 0.25% 5 +2.95
SUUS.L iShares MSCI USA SRI UCITS ETF USD (Acc) IE00BYVJRR9 LSE 0.25% 5 +2.95
UITB VictoryShares USAA Core Intermediate-Term Bond ETF US92647N527 NGM 0.40% 5 -0.02
USTB VictoryShares USAA Core Short-Term Bond ETF US903288579 NGM 0.35% 5 -0.22
XMUS.L Xtrackers MSCI USA Swap UCITS ETF LU027421067 LSE 0.15% 5 -0.69

Sustainability scores

Events

Indicators

Glossary
Momentum
A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
Inertia
In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
Relative Strength Index (RSI)
A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
Fibonacci's Weighted Moving Average
A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
Williams %R
A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
Relative Volatility Index (RVI)
A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
Commodity Channel Index (CCI)
A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.