Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.MI) Total Returns
Growth of €10,000 chart
2021-06-02 to 2026-06-02 to
€
%
%
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Investment Performance
Final Value
€16,176
Total Return
61.76%
CAGR
10.10%
Dividends
€0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.91% |
| Median | +0.92% |
| Best | +12.65% |
| Worst | -16.86% |
| % of Windows Positive | 59.1% |
1-Year (252 Trading Days)
| Average | +9.43% |
| Median | +10.42% |
| Best | +36.74% |
| Worst | -17.33% |
| % of Windows Positive | 74.2% |
3-Year (756 Trading Days)
| Average | +26.98% |
| Median | +26.36% |
| Best | +55.38% |
| Worst | +3.07% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -23.10% |
| Average Drawdown | -6.54% |
| Drawdown Duration | 520 Trading Days |
| Sortino Ratio | 1.06 |
| Calmar Ratio | 0.44 |
| CVaR (5%) | -2.01% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.16% (+15.23% ann.) | +€615.95 | €0.00 | €0.00 | €0.00 |
| 2025 | +11.32% | +€1131.61 | €0.00 | €0.00 | €0.00 |
| 2024 | +20.37% | +€2037.07 | €0.00 | €0.00 | €0.00 |
| 2023 | -3.05% | €305.14 | €0.00 | €0.00 | €0.00 |
| 2022 | +1.94% | +€193.54 | €0.00 | €0.00 | €0.00 |
| 2021 | +19.39% | +€1939.35 | €0.00 | €0.00 | €0.00 |
| 2020 | -4.38% | €437.96 | €0.00 | €0.00 | €0.00 |
| 2019 | +26.84% | +€2683.92 | €0.00 | €0.00 | €0.00 |
| 2018 | +4.36% | +€435.55 | €0.00 | €0.00 | €0.00 |
| 2017 | +0.51% | +€51.45 | €0.00 | €0.00 | €0.00 |
| 2016 partial | +7.44% (+11.65% ann.) | +€744.50 | €0.00 | €0.00 | €0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 3, 2016 – February 19, 2020 | +62.52% | +13.64% | +€6252.12 | €0.00 | €0.00 | €0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.26% | -99.01% | €3325.64 | €0.00 | €0.00 | €0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +20.43% | +34.86% | +€2042.52 | €0.00 | €0.00 | €0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +7.77% | +7.36% | +€777.23 | €0.00 | €0.00 | €0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +6.95% | +7.39% | +€694.90 | €0.00 | €0.00 | €0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +15.71% | +8.19% | +€1571.36 | €0.00 | €0.00 | €0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 2, 2026 | +18.48% | +10.47% | +€1848.24 | €0.00 | €0.00 | €0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.