Xtrackers Portfolio UCITS ETF 1C
0.70%
900M
900M EURMedium
121
Physical
Accumulating
EUR
LU
Xtrackers Portfolio (70/30 Equity/Bond)
Xtrackers
2008-11-07 (17 years)
With 900M in assets, this is a mid-sized fund — decent liquidity for most investors.
A TER of 0.70% is above the market average (~0.35%) — justified if the strategy is specialized.
Launched in 2008-11-07, this fund has 17 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | — |
| 3 Months (est.) | — | — |
| 6 Months (est.) | — | — |
| YTD (est.) | — | — |
| 1 Year | — | — |
| 3 Years | — | — |
| 5 Years | — | — |
| Since inception (17y) | — | — |
121
69.3%
16.4%
17.0%
15.9%
-0.18
-0.18
-0.19
0.70%
-28.6%
-0.19
15.9%
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The Xtrackers Portfolio UCITS ETF 1C tracks the Xtrackers Portfolio (70/30 Equity/Bond) index. It is managed by Xtrackers using physical replication and follows a accumulating distribution policy. The fund is denominated in EUR and domiciled in LU. It has a total expense ratio (TER) of 0.70%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.