Overview: The Xtrackers MSCI USA UCITS ETF 2C - EUR Hedged is an exchange-traded fund that aims to replicate the performance of the MSCI Total Return Net USA Index. This index reflects the return of large and mid-cap companies listed in the United States, representing approximately 85% of the free float market capitalization. The ETF is designed for investors looking to gain exposure to the U.S. market while benefiting from a hedge against fluctuations in exchange rates between the euro and the U.S. dollar.
Benefits: This ETF offers diversified exposure to U.S. equities, allowing investors to participate in the growth of leading companies across various sectors. The euro hedge helps mitigate currency risk, which is particularly advantageous for European investors. Additionally, the passive management of the ETF aims to minimize fees, which can contribute to better net performance over the long term.
Risks: Like any equity investment, this ETF is subject to stock market volatility. Fluctuations in stock prices can lead to significant variations in the value of the ETF. Furthermore, while the hedge against currency risk is a benefit, it may also limit potential gains if the U.S. dollar strengthens against the euro. Investors should also be aware of the risks associated with concentration in the U.S. market.
Investor Profile: This ETF is suitable for investors looking to diversify their portfolio with exposure to U.S. equities while minimizing currency risk. It is particularly well-suited for long-term investors who are comfortable with stock market volatility and wish to benefit from the growth of large and mid-cap U.S. companies.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |