iShares iBonds Dec 2028 Term € Corp UCITS ETF EUR Inc

ISINIE000264WWY0
TickerIB28.XETRA
Backtest this ETF
Category
ETF
Data available from
Aug 31, 2023
Underlying assets
391

Metrics at a glance

CAGR
+0.90%
Volatility
3.07%
Sharpe
-0.36
Sortino
-0.35
Calmar
-0.42
Ulcer Index
1.05
Max Drawdown
2.60%
VaR 95%
1.21%
VaR 99%
1.81%
% Positive Months
57.14%

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 iBonds Dec 2028 Term € Corp UCITS ETF EUR Inc

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

19.0%
17.3%
16.0%
9.2%
5.0%
4.5%
4.4%
4.3%
3.9%
2.3%

Top holdings

Top 10 Weight

6.1%

Total Assets

391

HHI

0.000

  1. Anheuser-Busch Inbev SA/NV 2%
    1.0%
  2. Microsoft Corp. 3.125%
    0.6%
  3. Novartis Finance SA 0%
    0.6%
  4. AT&T Inc 1.6%
    0.6%
  5. Danone SA 1.208%
    0.5%
  6. Deutsche Telekom International Finance B.V. 1.5%
    0.5%
  7. Goldman Sachs Group, Inc. 2%
    0.5%
  8. Novo Nordisk Finance (Netherlands) B.V. 2.375%
    0.5%
  9. ING Groep N.V. 2%
    0.5%
  10. TotalEnergies Capital International S.A. 0.75%
    0.5%

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