WisdomTree Global Efficient Core UCITS E

ISINIE00077IIPQ8
TickerNTSG.L
Backtest this ETF
Total annual cost
0.27%

TER 0.25% + transaction cost 0.02%

Category
ETF
Data available from
Nov 30, 2024
Underlying assets
322

Metrics at a glance

Compound Return
+8.30%
Volatility
12.42%
Sharpe
0.51
Sortino
0.57
Calmar
0.55
Ulcer Index
4.12
Max Drawdown
11.49%
VaR 95%monthly
4.99%
VaR 99%monthly
6.86%
% Positive Months
52.38%

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.

WisdomTree Global Efficient Core UCITS E

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

65.9%
7.4%
6.0%
3.4%
3.2%
2.6%
2.3%
1.5%
1.3%
1.1%

Top holdings

Top 10 Weight

24.6%

Total Assets

322

HHI

0.000

  1. Nvidia
    4.7%
  2. Apple
    4.2%
  3. Google
    3.6%
  4. Microsoft
    3.5%
  5. Amazon.com
    2.6%
  6. Broadcom
    1.7%
  7. Meta Platforms, Inc. Cl A
    1.2%
  8. Eli Lilly &
    1.1%
  9. Micron Technology
    1.1%
  10. JPMorgan Chase &
    1.0%

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