(E909) Lyxor 1 DAX 50 ESG (DR) I - Ratings and Ratios

The Lyxor1 DAX50 ESG (DR) UCITS ETF I is a Germany Equity ETF listed on XETRA with the ticker symbol E909. It tracks the Morningstar Germany TME NR EUR index, providing exposure to the German equity market with a focus on ESG (Environmental, Social, and Governance) considerations.

From a technical analysis perspective, the ETF is currently trading at €49.51, above its 20-day and 50-day simple moving averages (SMA20: €48.08, SMA50: €48.29), indicating a short-term uptrend. The 200-day simple moving average (€44.49) is significantly lower, suggesting a longer-term bullish trend. The Average True Range (ATR) is €0.55, representing a daily volatility of 1.12%. The ETF is near its 52-week high (€49.58) and has more than doubled from its 52-week low (€36.51), indicating strong market momentum.

With Assets Under Management (AUM) of €304.63 million, the ETF has a moderate size, suggesting sufficient liquidity for most investors. To further evaluate its performance, key performance indicators (KPIs) such as the Sharpe Ratio, Tracking Error, and Information Ratio would be useful. Assuming an average annual return of 10% and a standard deviation of 15% ( typical for German equity ETFs), the Sharpe Ratio might be around 0.67 (using a risk-free rate of 0%). A low Tracking Error (<1%) would indicate that the ETF closely follows its benchmark index. The Information Ratio would likely be positive, given the ETFs strong recent performance.

To make an informed investment decision, it is essential to assess the ETFs holdings, sector allocation, and ESG criteria. The DAX50 ESG index likely comprises the largest and most liquid German stocks with strong ESG profiles. Investors should evaluate the ETFs exposure to various sectors, such as finance, industrials, and consumer goods, to ensure it aligns with their investment objectives and risk tolerance.