iShares S&P 500 Utilities Sector UCITS ETF USD (Acc) EUR

ISINIE00B4KBBD01
Ticker2B7A.XETRA
Backtest this ETF
Category
ETF
Data available from
Apr 30, 2017
Underlying assets
31

Metrics at a glance

CAGR
+8.23%
Volatility
15.08%
Sharpe
0.41
Sortino
0.44
Calmar
0.27
Ulcer Index
9.93
Max Drawdown
22.74%
VaR 95%
6.28%
VaR 99%
8.45%
% Positive Months
57.66%

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 Utilities Sector UCITS ETF USD (Acc) EUR

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

100.0%

Top holdings

Top 10 Weight

57.9%

Total Assets

31

HHI

0.000

  1. NextEra Energy
    13.6%
  2. Southern
    7.5%
  3. Duke Energy
    7.2%
  4. Constellation Energy
    6.1%
  5. American Electric Power Co
    5.0%
  6. Sempra
    4.5%
  7. Dominion Energy
    3.7%
  8. Entergy
    3.6%
  9. Exelon
    3.5%
  10. Vistra
    3.4%

Explore this ETF in the Backtester

Compare it with other assets, change the time horizon, and explore the full analysis.

Backtest this ETF