iShares S&P 500 Financials Sector UCITS ETF

ISINIE00B4JNQZ49
TickerQDVH.XETRA
Backtest this ETF
Category
ETF
Data available from
Dec 31, 2015
Underlying assets
76

Metrics at a glance

CAGR
+11.69%
Volatility
18.65%
Sharpe
0.52
Sortino
0.55
Calmar
0.34
Ulcer Index
8.75
Max Drawdown
28.84%
VaR 95%
7.45%
VaR 99%
12.24%
% Positive Months
56.69%

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 500 Financials Sector UCITS ETF

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

100.0%

Top holdings

Top 10 Weight

56.2%

Total Assets

76

HHI

0.000

  1. Berkshire Hathaway Inc Class B
    12.5%
  2. JPMorgan Chase &
    11.2%
  3. Visa Inc Class A
    7.2%
  4. Mastercard Inc Class A
    5.8%
  5. Bank of America
    4.6%
  6. The Goldman Sachs Group
    3.6%
  7. Wells Fargo &
    3.5%
  8. Citigroup
    2.8%
  9. Morgan Stanley
    2.8%
  10. American Express
    2.3%

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