XMK9 vs. UFMA - ETF Comparison
XMK9 - Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged
The Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged is an exchange-traded fund that tracks the MSCI Japan (EUR Hedged) index, providing investors with exposure to leading Japanese stocks while hedging currency risk to the Euro. The fund employs a full replication strategy, accumulating and reinvesting dividends, and has a total expense ratio of 0.40% p.a.
UFMA - UBS ETF (LU) MSCI Japan UCITS ETF (hedged to EUR) A-acc
The UBS ETF (LU) MSCI Japan UCITS ETF (hedged to EUR) A-acc is an equity fund that tracks the MSCI Japan (EUR Hedged) index, providing investors with exposure to leading Japanese stocks while hedging currency risk to the Euro. The fund has a low expense ratio of 0.15% and follows a long-only strategy, accumulating dividends and reinvesting them in the fund.
| XMK9 | UFMA | |
|---|---|---|
| Fund Name | Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged | UBS ETF (LU) MSCI Japan UCITS ETF (hedged to EUR) A-acc |
| Fund Provider | Deutsche Bank | UBS |
| Index | MSCI Japan (EUR Hedged) | MSCI Japan (EUR Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.4% | 0.15% |
| Inception Date | 2012-05-15 | 2020-06-25 |
| Number Of Holdings | 217 | 217 |
| Currency | EUR | EUR |
| Currency Hedged | ||
| Distribution Policy | Accumulating | Accumulating |
| Region | Japan | Japan |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.