Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C (XZEM.DE) Total Returns
Growth of €10,000 chart
2021-03-18 to 2026-03-18 to
€
%
%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | €10,843.35 | 8.43% | 1.63% | €0.00 | 0.00% |
| Real * | €8,915.74 | -10.84% | -2.27% | €0.00 | 0.00% |
* Adjusted to Mar 2021 purchasing power (EU HICP) Taxes: €0.00 · Transaction costs: €0.00 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +2.15% |
| Median Rolling Return | +1.52% |
| Best Rolling Return | +26.09% |
| Worst Rolling Return | -26.78% |
| % of Windows Positive | 52.9% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -32.73% |
| Drawdown Duration | 1079 Trading Days |
| Sortino Ratio | 0.25 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -2.64% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.50% (+22.91% ann.) | +€450.30 | €0.00 | €0.00 | €0.00 |
| 2025 | +16.53% | +€1652.51 | €0.00 | €0.00 | €0.00 |
| 2024 | +16.91% | +€1691.48 | €0.00 | €0.00 | €0.00 |
| 2023 | +0.19% | +€19.13 | €0.00 | €0.00 | €0.00 |
| 2022 | -14.31% | €1431.38 | €0.00 | €0.00 | €0.00 |
| 2021 | -4.19% | €418.76 | €0.00 | €0.00 | €0.00 |
| 2020 | +6.11% | +€610.97 | €0.00 | €0.00 | €0.00 |
| 2019 partial | +9.91% (+60.48% ann.) | +€991.45 | €0.00 | €0.00 | €0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | 2019-10-18 – 2020-02-19 | +13.03% | +43.44% | +€1302.81 | €0.00 | €0.00 | €0.00 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -29.12% | -98.03% | €2912.08 | €0.00 | €0.00 | €0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +50.71% | +93.47% | +€5070.73 | €0.00 | €0.00 | €0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | -6.02% | -5.72% | €602.40 | €0.00 | €0.00 | €0.00 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -18.74% | -19.77% | €1873.65 | €0.00 | €0.00 | €0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +12.43% | +6.52% | +€1242.81 | €0.00 | €0.00 | €0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +30.19% | +19.30% | +€3019.09 | €0.00 | €0.00 | €0.00 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| Total | 0 payments | €0.00 | €0.00 | €0.00 | 0.0000 |
No dividends in the selected period.
EMM
Global X Emerging Markets ex-China ETF
CAGR 14.00% Total 45.11% Final $14,511.37
2023-05-15 — 2026-03-18
HMEF.L
HSBC MSCI Emerging Markets UCITS ETF
CAGR 5.36% Total 113.52% Final £21,351.89
2011-09-07 — 2026-03-18
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
CAGR 6.08% Total 93.86% Final $19,385.74
2014-12-29 — 2026-03-18