iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

ISINIE00B6SPMN59
TickerIBCK
Backtest this ETF
Category
ETF
Data available from
Feb 28, 2013
Underlying assets
139

Metrics at a glance

CAGR
+12.42%
Volatility
11.88%
Sharpe
0.88
Sortino
0.91
Calmar
0.58
Ulcer Index
4.21
Max Drawdown
17.85%
VaR 95%
4.39%
VaR 99%
8.87%
% Positive Months
63.35%

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 Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

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

98.3%
1.7%

Top holdings

Top 10 Weight

20.3%

Total Assets

139

HHI

0.000

  1. Exxon Mobil
    2.3%
  2. Chevron
    2.2%
  3. Coca-Cola
    2.0%
  4. Berkshire Hathaway Inc Class B
    2.0%
  5. Apple
    2.0%
  6. Cisco Systems
    2.0%
  7. JPMorgan Chase &
    2.0%
  8. AbbVie
    2.0%
  9. Procter & Gamble
    1.9%
  10. Chubb
    1.9%

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