iShares € Corp Bond ex-Financials 1-5yr ESG UCITS ETF EUR (Dist)

ISINIE00B4L5ZY03
TickerEUNS.XETRA
Backtest this ETF
Category
ETF
Data available from
Dec 31, 2009
Underlying assets
876

Metrics at a glance

CAGR
+1.25%
Volatility
2.57%
Sharpe
-0.29
Sortino
-0.26
Calmar
-0.08
Ulcer Index
2.54
Max Drawdown
8.92%
VaR 95%
1.05%
VaR 99%
1.99%
% Positive Months
60.96%

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 € Corp Bond ex-Financials 1-5yr ESG UCITS ETF EUR (Dist)

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

21.0%
19.5%
18.3%
10.2%
5.2%
5.1%
4.8%
3.1%
2.8%
2.5%

Top holdings

Top 10 Weight

2.8%

Total Assets

876

HHI

0.000

  1. Sanofi SA 1.375%
    0.3%
  2. AT&T Inc 1.6%
    0.3%
  3. Novartis Finance SA 0%
    0.3%
  4. Microsoft Corp. 3.125%
    0.3%
  5. Alphabet Inc. 2.5%
    0.3%
  6. Deutsche Telekom International Finance B.V. 1.5%
    0.3%
  7. BMW Finance N.V. 1.5%
    0.3%
  8. EssilorLuxottica SA 0.375%
    0.3%
  9. Vinci SA 1.625%
    0.3%
  10. Novo Nordisk Finance (Netherlands) B.V. 2.375%
    0.3%

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