UBS (Irl) ETF plc - UBS (Irl) ETF plc MSCI World Small Cap Socially Responsible UCITS ETF USD A Acc

ISINIE00BKSCBX74
TickerUIMS.XETRA
Backtest this ETF
Category
ETF
Data available from
Aug 31, 2021
Underlying assets
733

Metrics at a glance

CAGR
+5.34%
Volatility
15.89%
Sharpe
0.21
Sortino
0.22
Calmar
0.19
Ulcer Index
7.74
Max Drawdown
17.78%
VaR 95%
7.03%
VaR 99%
8.03%
% Positive Months
55.93%

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 (Irl) ETF plc - UBS (Irl) ETF plc MSCI World Small Cap Socially Responsible UCITS ETF USD A Acc

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

60.0%
11.0%
7.2%
6.3%
3.3%
2.1%
1.7%
1.0%
0.9%
0.9%

Top holdings

Top 10 Weight

7.4%

Total Assets

733

HHI

0.000

  1. Comfort Systems USA
    1.1%
  2. Tapestry
    0.9%
  3. US Foods Holding
    0.8%
  4. Guidewire Software
    0.8%
  5. TechnipFMC
    0.7%
  6. East West Bancorp
    0.7%
  7. Jones Lang LaSalle
    0.7%
  8. Sprouts Farmers Market
    0.6%
  9. Reinsurance Group of America
    0.6%
  10. BJ's Wholesale Club Holdings
    0.6%

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