Performance analysis of HDEF (XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF)
Annual Return
Over the past 3 years, HDEF has had an average annual return of +16.83%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HDEF has had an average annual return of +10.19%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, HDEF has had an average annual return of +8.67%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Aug 18, 2015, HDEF has had an average annual return of +7.54%, underperforming the benchmark SPY, which returned +14.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.01% | +33.03% | +2.86% | +18.59% | -2.58% | +6.97% | -1.84% | +24.99% | -13.73% | +9.89% | +11.31% | -4.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.48% | +6.55% | -4.71% | +2.19% | -1.33% | -0.89% | +5.01% | ||||||
| 2025 | +4.57% | +3.27% | +4.15% | +3.39% | +2.57% | +2.53% | -1.53% | +5.21% | -0.89% | -0.17% | +3.92% | +2.14% | +33.03% |
| 2024 | -2.51% | +0.04% | +3.32% | -0.93% | +5.07% | -2.90% | +4.76% | +3.99% | +2.03% | -5.24% | -1.02% | -3.13% | +2.86% |
| 2023 | +7.01% | -3.60% | +3.84% | +2.84% | -5.84% | +5.15% | +4.03% | -3.88% | -0.93% | -2.61% | +6.86% | +5.46% | +18.59% |
| 2022 | +2.41% | -1.52% | +2.24% | -4.59% | +1.69% | -8.47% | +1.77% | -5.28% | -8.40% | +5.88% | +13.77% | +0.02% | -2.58% |
| 2021 | -0.65% | +1.22% | +3.42% | +1.76% | +3.63% | -1.79% | +0.90% | -0.94% | -5.15% | +2.47% | -3.52% | +5.95% | +6.97% |
| 2020 | -3.67% | -7.95% | -15.09% | +5.05% | +2.79% | +3.72% | +0.25% | +4.11% | -3.23% | -3.99% | +14.95% | +4.43% | -1.84% |
| 2019 | +7.17% | +3.08% | +0.62% | +2.53% | -5.25% | +6.11% | -2.72% | -1.48% | +4.13% | +4.59% | +0.43% | +4.06% | +24.99% |
| 2018 | +2.39% | -3.48% | -1.15% | +2.72% | -3.26% | -1.60% | +2.94% | -3.16% | +1.25% | -5.91% | -0.39% | -4.54% | -13.73% |
| 2017 | -0.43% | +3.22% | +3.57% | -0.66% | +2.91% | -2.30% | -0.99% | +0.67% | +2.98% | +2.56% | -1.07% | -0.73% | +9.89% |
Drawdown analysis of HDEF (XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF)
The maximum drawdown for the HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current HDEF drawdown is -4.77%.
Since Aug 18, 2015 HDEF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.42% | Jan 2, 2020 | 55 | Mar 23, 2020 | 200 | Jan 6, 2021 | 255 |
| -23.69% | Feb 9, 2022 | 158 | Sep 27, 2022 | 132 | Apr 6, 2023 | 290 |
| -17.55% | Jan 22, 2018 | 233 | Dec 24, 2018 | 210 | Oct 24, 2019 | 443 |
| -14.95% | Aug 18, 2015 | 120 | Feb 9, 2016 | 127 | Aug 10, 2016 | 247 |
| -11.15% | Sep 26, 2024 | 59 | Dec 19, 2024 | 49 | Mar 5, 2025 | 108 |
| -10.60% | Mar 18, 2025 | 15 | Apr 8, 2025 | 9 | Apr 22, 2025 | 24 |
| -9.31% | Jun 15, 2021 | 118 | Dec 1, 2021 | 29 | Jan 12, 2022 | 147 |
| -8.79% | Jul 26, 2023 | 66 | Oct 27, 2023 | 32 | Dec 13, 2023 | 98 |
| -8.02% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.39% | May 8, 2023 | 16 | May 31, 2023 | 11 | Jun 15, 2023 | 27 |
| -5.64% | Dec 9, 2016 | 3 | Dec 14, 2016 | 17 | Jan 10, 2017 | 20 |
| -5.46% | Dec 27, 2023 | 32 | Feb 13, 2024 | 25 | Mar 20, 2024 | 57 |
| -4.72% | Jan 8, 2021 | 14 | Jan 29, 2021 | 31 | Mar 16, 2021 | 45 |
| -4.35% | Nov 2, 2017 | 33 | Dec 20, 2017 | 12 | Jan 9, 2018 | 45 |
| -4.24% | May 17, 2024 | 19 | Jun 14, 2024 | 18 | Jul 12, 2024 | 37 |
| -4.17% | Aug 22, 2025 | 23 | Sep 25, 2025 | 33 | Nov 11, 2025 | 56 |
| -4.14% | Jun 15, 2023 | 13 | Jul 6, 2023 | 5 | Jul 13, 2023 | 18 |
| -4.12% | Mar 27, 2024 | 13 | Apr 16, 2024 | 14 | May 6, 2024 | 27 |
| -4.10% | Jul 23, 2025 | 6 | Jul 31, 2025 | 9 | Aug 13, 2025 | 15 |
| -4.04% | Jun 19, 2017 | 29 | Jul 31, 2017 | 45 | Oct 3, 2017 | 74 |
| -4.04% | Jul 31, 2024 | 4 | Aug 6, 2024 | 8 | Aug 16, 2024 | 12 |
| -3.91% | Oct 10, 2016 | 19 | Nov 4, 2016 | 24 | Dec 9, 2016 | 43 |
| -3.14% | Nov 12, 2025 | 6 | Nov 20, 2025 | 13 | Dec 10, 2025 | 19 |
| -2.80% | Jan 14, 2022 | 7 | Jan 26, 2022 | 9 | Feb 8, 2022 | 16 |
| -2.55% | Aug 15, 2016 | 27 | Sep 22, 2016 | 12 | Oct 10, 2016 | 39 |