Overview: The Xtrackers MSCI World Energy UCITS ETF 1C is an exchange-traded fund that aims to replicate the performance of the MSCI World Energy TRN index. This index focuses on large and mid-cap companies in the energy sector from developed markets worldwide. The companies included in this ETF are selected and weighted based on their free-float market capitalization, and the index is reviewed quarterly.
Benefits: This ETF offers diversified exposure to leading companies in the energy sector, which can be an asset for investors looking to capitalize on market trends. By investing in a basket of stocks, it helps reduce company-specific risk while benefiting from the potential growth of the sector. Additionally, the UCITS structure ensures a certain level of protection for European investors.
Risks: Like any investment in the energy sector, this ETF is subject to volatility risks, particularly due to fluctuations in commodity prices, regulatory changes, and technological developments. Investors should also be aware of the risks associated with sector concentration, which can lead to less predictable performance compared to a more diversified portfolio.
Investor Profile: This ETF is suitable for investors who wish to gain exposure to the energy sector and have a moderate to high risk tolerance. It may appeal to those who believe in the long-term growth of energy companies while being aware of potential market fluctuations. Investors seeking sector diversification in their portfolio may also find this ETF relevant.
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 |