Xtrackers ATX UCITS ETF 1C
ISIN: LU0659579063·accumulating·EUR
XB4A
Compare ↗TER
0.25%
AUM
€133M
1Y Return
+48.6%
5Y Return
+129.0%
Sharpe 1Y
2.13
Volatility 1Y
17.71%
Domicile
LUInception
2011-11
# Identification
1ISIN
LU06595790632Ticker
XB4A3Currency
EUR4Domicile
LU5Replication
full replicationCharacteristics
6TER
0.25%7AUM
€133M8Dividends
accumulating9Asset class
Stocks10Benchmark
—11Inception
2011-11-11Loading price chart…
Historical Returns
| Period | 6M | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|
| Total Return | +20.61% | +48.56% | +125.48% | +128.97% | — | — |
| CAGR | +45.46% | +48.56% | +31.13% | +18.02% | N/D | N/D |
| Volatility | — | 17.71% | 16.01% | N/D | N/D | 20.17% |
| Sharpe ratio | — | 2.13 | 1.57 | N/D | N/D | N/D |
| Max Drawdown | — | -10.88% | N/D | N/D | N/D | -53.54% |
Calendar Year Returns
2019
+19.8%
2020
-10.9%
2021
+42.4%
2022
-16.5%
2023
+14.3%
2024
+11.0%
2025
+51.3%
# Style Box
Value
Blend
Growth
Large
Mid
Small
↕ Market cap↔ Investment style
Inferred from: —
Risk Metrics
Volatility 1Y
17.71%
annualized
Volatility 3Y
16.01%
annualized
Sharpe 1Y
2.13
risk-adjusted
Sharpe 3Y
1.57
risk-adjusted
Max Drawdown
-53.54%
all-time
Drawdown 1Y
-10.88%
past 12 months
Fund Composition — Top 10 Holdings
| # | Name | Ticker | % Portfolio |
|---|---|---|---|
| 1 | Erste Group Bank AG. | EBS.VI | 20.06% |
| 2 | Bawag Group AG Ordinary Shares | BG.VI | 15.65% |
| 3 | OMV AG | OMV.VI | 10.46% |
| 4 | Raiffeisen Bank International AG | RBI.VI | 8.52% |
| 5 | AT&S Austria Technologie & Systemtechnik AG | ATS.VI | 6.65% |
| 6 | Andritz AG | ANDR.VI | 6.38% |
| 7 | voestalpine AG | VOE.VI | 5.92% |
| 8 | Verbund AG Class A | VER.VI | 4.39% |
| 9 | STRABAG SE | STR.VI | 3.66% |
| 10 | Wienerberger AG | WIE.VI | 2.87% |
Economic Sectors
Financials50.3%
Industrials15.3%
Energy11.0%
Basic Materials8.9%
Technology6.7%
Utilities6.3%
Real Estate1.0%
Consumer Discretionary0.6%
If you invest in XB4A monthly
Monthly investment€200
€50€5k
Time horizon10 years
1y40y
After 10 years · 18.0% price growth/yr (5Y CAGR)
€66.3k
+€42.3k in capital gains · 176% on contributions
Contributed: €24.0kCapital gains: €42.3k
5y
€19.3k
€200/mo
10y
€66.3k
€200/mo
20y
€463.1k
€200/mo
Projection uses 5Y CAGR (18.0%/yr) compounded monthly. Not financial advice. Past performance does not guarantee future results.
What if you had invested in XB4A?
% allocated to this ETF10%
1%50%100%
Loading…
Forward projection
Monthly contribution€500
€50€5k
Time horizon20 yrs
1y40y
Expected return/yr12.0%
1%5Y CAGR: 18.0%20%
Inflation/yr2.5%
0%10%
Contributed
€120.0k
€500/mo × 20y
Portfolio in 20y
€494.6k
+€374.6k gains · €356.0k real
Contributions only
Historical avg (18.0%/yr)
Expected (12.0%/yr)
Assumes 12.0% annual return · 2.5% inflation · compounded monthly
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