ETF Comparison: AUHCHA vs XCS2
ETF 说明
AUHCHA - UBS ETF (IE) MSCI Australia UCITS ETF (hedged to CHF) A-acc
The UBS ETF (IE) MSCI Australia UCITS ETF (hedged to CHF) A-acc is an equity fund that tracks the MSCI Australia (CHF Hedged) index, providing exposure to large and mid-cap companies in Australia, with a focus on long-only investments. The fund is currency hedged to Swiss Francs (CHF) and has a total expense ratio of 0.43% p.a.
XCS2 - Xtrackers Australia Government Bond UCITS ETF 1C
The Xtrackers Australia Government Bond UCITS ETF 1C is an exchange-traded fund that tracks the FTSE Australian Government Bond index, providing exposure to Australian government bonds with a focus on long-term returns. The fund has a low expense ratio of 0.25% and follows a sampling technique to replicate the performance of the underlying index.
比较表
| AUHCHA | XCS2 | |
|---|---|---|
| 基金名称 | UBS ETF (IE) MSCI Australia UCITS ETF (hedged to CHF) A-acc | Xtrackers Australia Government Bond UCITS ETF 1C |
| Fund Provider | UBS | Deutsche Bank |
| Index | MSCI Australia (CHF Hedged) | FTSE Australian Government Bond |
| Asset Class | Equity | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.43% | 0.25% |
| Inception Date | 2015-11-27 | 2010-05-19 |
| Number Of Holdings | 59 | 26 |
| Currency | CHF | AUD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Australia | Australia |
| Leveraged | Non-leveraged | Non-leveraged |
回测选项
摘要
关键指标
绩效指标
风险指标
详细报酬
绩效分析
绩效分析透过累积报酬、年底（EoY）报酬及 Sharpe 比率、Sortino 比率等风险调整指标，评估历史资料以衡量投资策略报酬。这有助于投资人在不同市场條件下评估绝对和相对绩效。
累积报酬
年底报酬表
年底报酬
风险分析
风险分析是指对可能导致资本损失的潜在负面事件进行评估。进行风险分析有助于决定是否应进行投资。这是透过回撤、波动率和 Beta 等风险指标来完成的，这些指标反映了利益相关者对投资策略一致性的信心。
回撤
回撤表
Monte Carlo 模拟
Monte Carlo 模拟是一种统计方法，透过从历史资产价格资料中随机抽样产生大量潜在结果，用以预测投资组合报酬。它协助投资人评估各种市场條件下投资组合的潜在风险和报酬。模拟考虑初始投资，并可选择性地模拟现金流情境，如固定投入、固定提款或比例提款。
重要提示：透过 Monte Carlo 模拟产生的预测纯屬假设性質，不保证未来报酬。投资决策应考量多种因素，过去表现不代表未来结果。