iShares Global Clean Energy UCITS ETF

ISINIE00B1XNHC34
TickerINRG
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Total annual cost
0.73%

TER 0.65% + transaction cost 0.08%

Category
ETF
Data available from
Nov 30, 2007
Underlying assets
100

Metrics at a glance

CAGR
-4.69%
Volatility
27.34%
Sharpe
-0.24
Sortino
-0.23
Calmar
-0.08
Ulcer Index
70.40
Max Drawdown
87.63%
VaR 95%
11.56%
VaR 99%
25.29%
% Positive Months
50.00%

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 Clean Energy UCITS ETF

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

44.3%
18.3%
7.8%
7.8%
4.4%
3.8%
2.1%
2.0%
2.0%
1.4%

Top holdings

Top 10 Weight

50.3%

Total Assets

100

HHI

0.000

  1. Nextpower Inc Class A
    10.2%
  2. Bloom Energy Corp Class A
    9.4%
  3. First Solar
    6.1%
  4. Iberdrola
    5.8%
  5. China Yangtze Power Co Ltd Class A
    4.7%
  6. Ormat Technologies
    3.2%
  7. Enphase Energy
    3.0%
  8. Equatorial
    2.9%
  9. Vestas Wind Systems AS
    2.7%
  10. EDP-Energias De Portugal
    2.2%

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