iShares S&P Small Cap 600 UCITS

ISINIE00B2QWCY14
TickerIUS3.XETRA
Backtest this ETF
Total annual cost
0.31%

TER 0.30% + transaction cost 0.01%

Category
ETF
Data available from
Mar 31, 2009
Underlying assets
604

Metrics at a glance

CAGR
+13.69%
Volatility
19.48%
Sharpe
0.60
Sortino
0.65
Calmar
0.36
Ulcer Index
8.16
Max Drawdown
32.17%
VaR 95%
7.73%
VaR 99%
9.93%
% Positive Months
58.67%

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 S&P Small Cap 600 UCITS

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

99.9%
0.0%
0.0%

Top holdings

Top 10 Weight

6.3%

Total Assets

604

HHI

0.000

  1. BlackRock ICS USD Liquidity Agency
    1.7%
  2. Eastman Chemical
    0.6%
  3. Element Solutions
    0.5%
  4. Primoris Services
    0.5%
  5. Viavi Solutions
    0.5%
  6. Jackson Financial
    0.5%
  7. Argan
    0.5%
  8. LKQ
    0.5%
  9. FormFactor
    0.5%
  10. ESCO Technologies
    0.5%

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