iShares iBonds Dec 2030 Term € Corp UCITS ETF EUR (Dist)

ISINIE000LX17BP9
Ticker30IG.XETRA
Backtest this ETF
Category
ETF
Data available from
May 31, 2024
Underlying assets
299

Metrics at a glance

CAGR
+6.32%
Volatility
3.20%
Sharpe
1.35
Sortino
1.52
Calmar
4.49
Ulcer Index
0.38
Max Drawdown
0.96%
VaR 95%
0.90%
VaR 99%
0.95%
% Positive Months
78.57%

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 2030 Term € Corp UCITS ETF EUR (Dist)

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

19.1%
16.5%
15.2%
9.6%
5.4%
5.4%
5.3%
4.1%
4.0%
3.3%

Top holdings

Top 10 Weight

6.7%

Total Assets

299

HHI

0.000

  1. Thermo Fisher Scientific (Finance I) B.V. 0.8%
    0.8%
  2. Takeda Pharmaceutical Co Ltd. 3%
    0.7%
  3. The Toronto-Dominion Bank 1.952%
    0.7%
  4. ING Groep N.V. 2.5%
    0.7%
  5. Intesa Sanpaolo S.p.A. 4.875%
    0.7%
  6. Banque Federative du Credit Mutuel 4.375%
    0.6%
  7. Caixabank S.A. 4.25%
    0.6%
  8. Verizon Communications Inc. 4.25%
    0.6%
  9. Cooperatieve Rabobank U.A. 4%
    0.6%
  10. DSV Finance B.V 3.25%
    0.6%

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