Invesco FTSE RAFI All World 3000 UCITS ETF EUR

ISINIE00B23LNQ02
TickerPSWD.XETRA
Backtest this ETF
Category
ETF
Data available from
Sep 30, 2014
Underlying assets
1,198

Metrics at a glance

CAGR
+10.41%
Volatility
14.05%
Sharpe
0.60
Sortino
0.58
Calmar
0.34
Ulcer Index
6.31
Max Drawdown
24.59%
VaR 95%
5.49%
VaR 99%
9.25%
% Positive Months
61.27%

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.

Invesco FTSE RAFI All World 3000 UCITS ETF EUR

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

49.3%
8.0%
5.5%
4.3%
3.8%
3.7%
3.2%
2.7%
2.4%
1.9%

Top holdings

Top 10 Weight

12.9%

Total Assets

1,198

HHI

0.000

  1. Apple
    2.2%
  2. Alphabet Inc Class A
    2.1%
  3. Samsung Electronics Co
    1.4%
  4. Exxon Mobil
    1.3%
  5. Microsoft
    1.1%
  6. Amazon.com
    1.1%
  7. Berkshire Hathaway Inc Class B
    1.0%
  8. Shell
    0.9%
  9. JPMorgan Chase &
    0.9%
  10. Chevron
    0.8%

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