iShares Dow Jones US Select Dividend UCITS ETF (DE)

ISINDE000A0D8Q49
TickerEXX5
Backtest this ETF
Category
ETF
Data available from
Oct 31, 2005
Underlying assets
100

Metrics at a glance

CAGR
+3.99%
Volatility
15.02%
Sharpe
0.13
Sortino
0.12
Calmar
0.03
Ulcer Index
24.93
Max Drawdown
64.68%
VaR 95%
6.53%
VaR 99%
14.34%
% Positive Months
57.03%

Performance over time

Rolling returns

Return computed over every rolling window of the selected length.

Fund composition

Estimated country, currency, and sector allocation from the underlying holdings.

iShares Dow Jones US Select Dividend UCITS ETF (DE)

Click a row name to exclude it from the calculation (remaining slices are renormalized).

99.2%
0.8%

Top holdings

Top 10 Weight

18.4%

Total Assets

100

HHI

0.000

  1. Pfizer
    2.4%
  2. Altria Group
    2.1%
  3. Verizon Communications
    1.9%
  4. Prudential Financial
    1.9%
  5. T. Rowe Price Group
    1.8%
  6. ONEOK
    1.8%
  7. LyondellBasell Industries NV Class A
    1.7%
  8. Edison International
    1.7%
  9. General Mills
    1.6%
  10. HP
    1.5%

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