Performance analysis of XOEX (Xtrackers S&P 500 Value Scored & Screened ETF)
Annual Return
Over the past 3 years, XOEX has had an average annual return of +18.58%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Nov 9, 2022, XOEX has had an average annual return of +17.12%, underperforming the benchmark SPY, which returned +23.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.28% | +18.96% | +12.06% | +16.01% | +2.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.31% | +0.09% | -4.22% | +7.41% | +5.57% | +0.13% | +10.28% | ||||||
| 2025 | +5.09% | +0.80% | -2.72% | -4.74% | +2.94% | +4.52% | +0.62% | +3.80% | +2.62% | +1.96% | +2.11% | +0.94% | +18.96% |
| 2024 | +0.10% | +3.22% | +4.98% | -4.88% | +2.56% | -0.66% | +4.74% | +2.44% | +1.50% | -1.17% | +6.10% | -6.64% | +12.06% |
| 2023 | +5.26% | -3.10% | -0.74% | +0.68% | -2.16% | +6.78% | +3.14% | -2.66% | -4.99% | -1.36% | +9.81% | +5.45% | +16.01% |
| 2022 | +7.09% | -3.83% | +2.99% |
Drawdown analysis of XOEX (Xtrackers S&P 500 Value Scored & Screened ETF)
The maximum drawdown for the XOEX was -14.69%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
Since Nov 9, 2022 XOEX has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.69% | Nov 29, 2024 | 87 | Apr 8, 2025 | 59 | Jul 3, 2025 | 146 |
| -11.14% | Jul 25, 2023 | 67 | Oct 27, 2023 | 23 | Nov 30, 2023 | 90 |
| -9.92% | Feb 2, 2023 | 30 | Mar 17, 2023 | 79 | Jul 12, 2023 | 109 |
| -7.31% | Feb 9, 2026 | 34 | Mar 30, 2026 | 22 | Apr 30, 2026 | 56 |
| -6.26% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -5.53% | Jul 31, 2024 | 3 | Aug 5, 2024 | 12 | Aug 21, 2024 | 15 |
| -5.26% | Dec 1, 2022 | 12 | Dec 19, 2022 | 15 | Jan 11, 2023 | 27 |
| -3.99% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -3.28% | Jan 13, 2023 | 3 | Jan 19, 2023 | 8 | Jan 31, 2023 | 11 |
| -3.21% | Oct 16, 2024 | 13 | Nov 4, 2024 | 2 | Nov 6, 2024 | 15 |
| -3.00% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -2.88% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -2.60% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.41% | Dec 28, 2023 | 12 | Jan 17, 2024 | 8 | Jan 29, 2024 | 20 |
| -2.20% | Oct 27, 2025 | 8 | Nov 6, 2025 | 4 | Nov 12, 2025 | 12 |
| -2.16% | Jul 17, 2024 | 5 | Jul 24, 2024 | 5 | Jul 31, 2024 | 10 |
| -1.92% | Jan 6, 2026 | 21 | Feb 5, 2026 | 1 | Feb 6, 2026 | 22 |
| -1.57% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -1.57% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.52% | Nov 11, 2024 | 6 | Nov 19, 2024 | 3 | Nov 22, 2024 | 9 |
| -1.46% | Nov 25, 2022 | 1 | Nov 28, 2022 | 2 | Nov 30, 2022 | 3 |
| -1.45% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.35% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.25% | Dec 24, 2025 | 4 | Dec 31, 2025 | 2 | Jan 5, 2026 | 6 |
| -1.18% | Sep 30, 2024 | 5 | Oct 7, 2024 | 4 | Oct 11, 2024 | 9 |