UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis

ISINIE00B7KQ7B66
TickerUBU7
Backtest this ETF
Category
ETF
Data available from
May 31, 2012
Underlying assets
1,309

Metrics at a glance

CAGR
+9.97%
Volatility
12.65%
Sharpe
0.63
Sortino
0.57
Calmar
0.41
Ulcer Index
5.61
Max Drawdown
19.27%
VaR 95%
5.71%
VaR 99%
8.86%
% Positive Months
66.03%

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.

UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis

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

71.5%
5.7%
3.6%
3.5%
2.6%
2.4%
2.3%
1.6%
1.6%
0.9%

Top holdings

Top 10 Weight

24.7%

Total Assets

1,309

HHI

0.000

  1. NVIDIA
    5.1%
  2. Apple
    4.6%
  3. Microsoft
    3.2%
  4. Amazon.com
    2.5%
  5. Alphabet Inc Class A
    2.0%
  6. Alphabet Inc Class C
    1.7%
  7. Broadcom
    1.7%
  8. Meta Platforms Inc Class A
    1.5%
  9. Tesla
    1.3%
  10. JPMorgan Chase &
    1.0%

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