Avantis Global Equity UCITS ETF USD Acc EUR

ISINIE000RJECXS5
TickerAVWC.XETRA
Backtest this ETF
Category
ETF
Data available from
Oct 31, 2024
Underlying assets
3,267

Metrics at a glance

CAGR
+17.36%
Volatility
14.09%
Sharpe
1.09
Sortino
1.02
Calmar
1.12
Ulcer Index
4.61
Max Drawdown
13.77%
VaR 95%
4.80%
VaR 99%
6.87%
% Positive Months
71.43%

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.

Avantis Global Equity UCITS ETF USD Acc EUR

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

68.8%
6.5%
3.7%
3.7%
2.6%
2.3%
2.3%
1.9%
1.2%
1.0%

Top holdings

Top 10 Weight

17.1%

Total Assets

3,267

HHI

0.000

  1. Apple
    3.3%
  2. NVIDIA
    2.9%
  3. Amazon.com
    2.0%
  4. Microsoft
    1.9%
  5. Alphabet Inc Class A
    1.7%
  6. Meta Platforms Inc Class A
    1.5%
  7. Alphabet Inc Class C
    1.3%
  8. Exxon Mobil
    0.9%
  9. JPMorgan Chase &
    0.9%
  10. Caterpillar
    0.6%

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