XZDU Performance & Benchmarks - 1.6% in 12m
The Total Return for 3m is 4.3%, for 6m -10.8% and YTD -9.2%. Compare with Peer-Group: US Equity Income
Performance Rating
24.74%
#15 in Peer-Group
Rel. Strength
44.30%
#4282 in Stock-Universe
Total Return 12m
1.58%
#6 in Peer-Group
Total Return 5y
17.35%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 34.16 EUR |
| 52 Week Low | 26.54 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 31.09 |
| Buy/Sell Signal +-5 | -2.65 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: XZDU (1.6%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| XZDU | -1.35% | 0.4% | 4.32% |
| FUSD | -0.32% | 2.42% | 6.97% |
| FUSA | -0.24% | 2.36% | 6.90% |
| JEQP | 0.24% | 2.92% | 5.85% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| XZDU | -10.8% | 1.58% | 17.4% |
| FUSA | -5.93% | 2.86% | 91.5% |
| FUSD | -5.85% | 2.07% | 108% |
| JEQP | -9.58% | -6.30% | -6.30% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FUSD XETRA Fidelity SICAV - Fidelity |
2.42% | 2.07% | 108% | - | - | - | - | - |
| FUSA XETRA Fidelity US Quality Income |
2.36% | 2.86% | 91.5% | - | - | - | - | - |
| SPYD XETRA SPDR S&P US Dividend |
0.39% | -3.3% | 64.7% | - | - | - | - | - |
| QYLE XETRA Global X NASDAQ 100 Covered |
0.15% | 1.12% | 44.2% | - | - | - | - | - |
| JEQP XETRA JPM Nasdaq Equity Premium |
2.92% | -6.3% | -6.3% | - | - | - | - | - |
Performance Comparison: XZDU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XZDU
| Total Return (including Dividends) | XZDU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.40% | 0.66% | 0.66% |
| 3 Months | 4.32% | 11.66% | 11.66% |
| 12 Months | 1.58% | 15.92% | 15.92% |
| 5 Years | 17.35% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | XZDU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 57.8% | 66.4% | 66.4% |
| 3 Months | 60.8% | 96.6% | 96.6% |
| 12 Months | -13.9% | 50% | 50% |
| 5 Years | 71.2% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 33 %th | -0.26% | -0.26% |
| 3 Month | 71 %th | -5.18% | -5.18% |
| 12 Month | 86 %th | -12.38% | -12.38% |
| 5 Years | 43 %th | -19.50% | -19.50% |
FAQs
Does Xtrackers MSCI USA (XZDU) outperform the market?
No,
over the last 12 months XZDU made 1.58%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months XZDU made 4.32%, while SPY made 11.66%.
Performance Comparison XZDU vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
XZDU vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.1% | -0.3% | -15.5% | -14% |
| US NASDAQ 100 | QQQ | 0.9% | -0.9% | -18% | -20% |
| German DAX 40 | DAX | 1.9% | 1.5% | -19.7% | -27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.2% | -2.3% | -19.8% | -20% |
| Hongkong Hang Seng | HSI | 0.9% | -1.7% | -38.2% | -38% |
| India NIFTY 50 | INDA | 0.7% | 6% | -14.4% | 8% |
| Brasil Bovespa | EWZ | -0.3% | 7.8% | -17.8% | -2% |
XZDU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0% | 1.9% | -14.8% | -23% |
| Consumer Discretionary | XLY | 2.6% | 1.4% | -5.6% | -18% |
| Consumer Staples | XLP | 0.3% | 2.6% | -13.2% | -3% |
| Energy | XLE | 0.4% | 0.3% | -9.4% | 4% |
| Financial | XLF | 2.5% | 2.8% | -11.8% | -19% |
| Health Care | XLV | 2.6% | 4.5% | -0.5% | 13% |
| Industrial | XLI | 2% | -0.8% | -20.8% | -19% |
| Materials | XLB | 4.8% | 4.1% | -9.4% | 5% |
| Real Estate | XLRE | 2.2% | 1.4% | -12.2% | -0% |
| Technology | XLK | 0.5% | -2% | -24.1% | -21% |
| Utilities | XLU | -2.9% | -4.3% | -22% | -18% |
| Aerospace & Defense | XAR | 1.5% | -3.7% | -33.6% | -44% |
| Biotech | XBI | 0.6% | -3% | -4.8% | 14% |
| Homebuilder | XHB | 1.2% | -0.8% | -9.6% | 10% |
| Retail | XRT | 3.4% | 2.3% | -10.1% | -2% |
XZDU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.8% | -4.37% | -10.4% | 0% |
| Natural Gas | UNG | 0.2% | 10.3% | 12% | -2% |
| Gold | GLD | -1.9% | -0.1% | -29.8% | -35% |
| Silver | SLV | 1.7% | -2.2% | -28% | -27% |
| Copper | CPER | 21.7% | 13.1% | -12.3% | -6% |
XZDU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3% | 0.8% | -12.2% | 6% |
| iShares High Yield Corp. Bond | HYG | -0.7% | 0.6% | -14.2% | -7% |