SPDR® S&P Developed Quality Aristocrats UCITS ETF USD Unhedged (Acc)

ISINIE000IISJT64
TickerQDEV.L
Backtest this ETF
Category
ETF
Data available from
Dec 31, 2024
Underlying assets
97

Metrics at a glance

CAGR
+9.83%
Volatility
14.81%
Sharpe
0.53
Sortino
0.54
Calmar
0.63
Ulcer Index
4.45
Max Drawdown
12.46%
VaR 95%
6.50%
VaR 99%
8.95%
% Positive Months
57.89%

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.

SPDR® S&P Developed Quality Aristocrats UCITS ETF USD Unhedged (Acc)

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

59.8%
9.8%
8.7%
5.4%
4.4%
3.2%
1.9%
1.7%
1.7%
1.4%

Top holdings

Top 10 Weight

46.7%

Total Assets

97

HHI

0.000

  1. ASML Holding
    7.4%
  2. Apple
    5.4%
  3. NVIDIA
    5.0%
  4. Broadcom
    4.9%
  5. Novartis AG Registered Shares
    4.8%
  6. Meta Platforms Inc Class A
    4.2%
  7. Mastercard Inc Class A
    4.0%
  8. Visa Inc Class A
    3.9%
  9. Microsoft
    3.8%
  10. BHP Group
    3.4%

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