iShares MSCI World Energy Sector UCITS ETF USD (Dist)

ISINIE00BJ5JP105
Ticker5MVW
Backtest this ETF
Category
ETF
Data available from
Oct 31, 2019
Underlying assets
51

Metrics at a glance

CAGR
+9.63%
Volatility
28.51%
Sharpe
0.27
Sortino
0.27
Calmar
0.15
Ulcer Index
18.48
Max Drawdown
52.05%
VaR 95%
11.92%
VaR 99%
17.72%
% Positive Months
58.02%

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 MSCI World Energy Sector UCITS ETF USD (Dist)

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

62.4%
15.5%
10.5%
4.7%
1.5%
1.5%
1.4%
1.0%
0.7%
0.3%

Top holdings

Top 10 Weight

59.5%

Total Assets

51

HHI

0.000

  1. Exxon Mobil
    19.0%
  2. Chevron
    10.5%
  3. Shell
    7.1%
  4. TotalEnergies
    4.9%
  5. ConocoPhillips
    4.3%
  6. BP
    3.3%
  7. Enbridge
    3.1%
  8. Canadian Natural Resources
    2.7%
  9. Williams Companies
    2.4%
  10. Suncor Energy
    2.1%

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