iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD Acc EUR

ISINIE000T9EOCL3
TickerCBUG.XETRA
Backtest this ETF
Category
ETF
Data available from
Dec 31, 2021
Underlying assets
2,638

Metrics at a glance

CAGR
+6.22%
Volatility
16.03%
Sharpe
0.26
Sortino
0.27
Calmar
0.24
Ulcer Index
7.90
Max Drawdown
17.33%
VaR 95%
6.96%
VaR 99%
7.56%
% Positive Months
58.18%

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 MSCI World Small Cap ESG Enhanced UCITS ETF USD Acc EUR

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

60.1%
12.6%
4.6%
4.4%
3.6%
1.8%
1.7%
1.5%
1.3%
1.3%

Top holdings

Top 10 Weight

5.3%

Total Assets

2,638

HHI

0.000

  1. SanDisk Corp Ordinary Shares
    0.9%
  2. Royal Gold
    0.7%
  3. Assurant
    0.6%
  4. DT Midstream Inc Ordinary Shares
    0.6%
  5. TechnipFMC
    0.5%
  6. ESCO Technologies
    0.4%
  7. Watts Water Technologies Inc Class A
    0.4%
  8. Enlight Renewable Energy
    0.4%
  9. Lottomatica Group SpA
    0.4%
  10. US Foods Holding
    0.4%

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