Overview: The Xtrackers DAX ESG Screened UCITS ETF 2C USD Hedged is an exchange-traded fund that aims to replicate the performance of the DAX ESG Screened index. This index focuses on large German companies listed in euros on the Frankfurt Stock Exchange, while applying strict environmental, social, and governance (ESG) criteria. Companies that do not meet these standards are excluded, ensuring responsible investment.
Benefits: This ETF provides exposure to leading companies in Germany while integrating ESG criteria into its selection. This allows investors to support sustainable and ethical business practices. Additionally, the USD hedging can help mitigate currency risk for dollar-based investors. The index structure, which limits the weighting of the largest companies to 15%, also promotes diversification within the portfolio.
Risks: Like any equity investment, this ETF is subject to stock market volatility, particularly in the large-cap sector. Stock price fluctuations can affect the value of the ETF. Furthermore, while the ESG approach may reduce certain risks, it does not guarantee superior performance and may lead to exclusions that limit investment opportunities.
Investor Profile: This ETF is suitable for investors looking to combine financial performance with social responsibility. It is particularly well-suited for investors who wish to gain exposure to the German market while adhering to ESG criteria. Long-term investors interested in sustainability and risk management will find this ETF aligned with their investment goals.
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 |