(XESC) Xtrackers Euro Stoxx 50 - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Etf • ISIN: LU0380865021 • Eurozone Large-Cap Equity
XESC: Stocks, European, Equities, Large-Cap, Eurozone
The Xtrackers Euro Stoxx 50 UCITS ETF 1C CHF (SW:XESC) is a Luxembourg-domiciled ETF designed to provide exposure to large-cap equities across the Eurozone. It tracks the Morningstar Developed Europe Net Total Return EUR Index, which includes a diverse range of sectors and companies from developed European markets. This ETF is particularly suited for investors seeking broad European equity exposure with a focus on larger, more established firms.
Trading on the SIX Swiss Exchange under the ticker XESC, this ETF is denominated in Swiss Francs (CHF), making it an attractive option for investors looking to hedge against currency risk or diversify their portfolios with European equities. The funds assets under management (AUM) stand at 4,253.29 million CHF, indicating a well-established and liquid investment vehicle.
One key consideration for investors is the ETFs expense ratio, which is a critical factor in determining long-term returns. Additionally, the funds tracking error and replication methodology (whether it uses physical replication or synthetic replication) are important metrics to evaluate for potential investors. These details can significantly impact the ETFs performance relative to its underlying index.
From a portfolio management perspective, this ETF offers exposure to a broad range of European large-cap companies, making it a valuable tool for diversification within international equity portfolios. Investors should also consider the funds domicile in Luxembourg, which provides a well-regulated and tax-efficient framework for investment funds. However, its important to assess how the ETFs structure and domicile may impact tax implications for investors in their home jurisdictions.
Overall, the Xtrackers Euro Stoxx 50 UCITS ETF 1C CHF is a straightforward and cost-effective way to gain exposure to the European large-cap equity market. Investors should evaluate the funds fees, tracking accuracy, and structural features to determine if it aligns with their investment objectives and risk tolerance.
Additional Sources for XESC ETF
XESC ETF Overview
Market Cap in USD | 5,657m |
Category | Eurozone Large-Cap Equity |
TER | 0.09% |
IPO / Inception | 2008-08-29 |
XESC ETF Ratings
Growth Rating | 55.3 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | -7.78 |
Analysts | - |
Fair Price Momentum | 77.54 CHF |
Fair Price DCF | - |
XESC Dividends
No Dividends PaidXESC Growth Ratios
Growth Correlation 3m | -9.7% |
Growth Correlation 12m | 15% |
Growth Correlation 5y | 82% |
CAGR 5y | 16.61% |
CAGR/Max DD 5y | 0.54 |
Sharpe Ratio 12m | 1.17 |
Alpha | -6.32 |
Beta | 0.585 |
Volatility | 38.99% |
Current Volume | 0.2k |
Average Volume 20d | 3.1k |
As of April 22, 2025, the stock is trading at CHF 78.48 with a total of 167 shares traded.
Over the past week, the price has changed by +0.26%, over one month by -10.79%, over three months by -4.95% and over the past year by -1.31%.
Partly, yes. Based on ValueRay Analyses, Xtrackers Euro Stoxx 50 (SW:XESC) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.32 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XESC as of April 2025 is 77.54. This means that XESC is currently overvalued and has a potential downside of -1.2%.
Xtrackers Euro Stoxx 50 has no consensus analysts rating.
According to ValueRays Forecast Model, XESC Xtrackers Euro Stoxx 50 will be worth about 84.8 in April 2026. The stock is currently trading at 78.48. This means that the stock has a potential upside of +8.1%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 84.8 | 8.1% |