iShares Global Aerospace & Defence UCITS ETF USD (Acc)

ISINIE000U9ODG19
Ticker5J50
Backtest this ETF
Category
ETF
Data available from
Jul 31, 2024
Underlying assets
77

Metrics at a glance

CAGR
+26.62%
Volatility
15.83%
Sharpe
1.56
Sortino
1.86
Calmar
2.66
Ulcer Index
2.97
Max Drawdown
9.26%
VaR 95%
5.42%
VaR 99%
7.86%
% Positive Months
66.67%

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 Global Aerospace & Defence UCITS ETF USD (Acc)

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

63.6%
11.5%
10.6%
5.1%
2.3%
1.4%
1.4%
1.2%
1.1%
0.9%

Top holdings

Top 10 Weight

56.6%

Total Assets

77

HHI

0.000

  1. RTX
    7.6%
  2. Boeing
    7.6%
  3. GE Aerospace
    7.1%
  4. Rolls-Royce Holdings
    6.1%
  5. Lockheed Martin
    5.9%
  6. Northrop Grumman
    4.6%
  7. Howmet Aerospace
    4.5%
  8. Airbus
    4.4%
  9. General Dynamics
    4.4%
  10. BAE Systems
    4.4%

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