SPDR® MSCI Europe Utilities UCITS ETF

ISINIE00BKWQ0P07
TickerUTIL.LSE
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Total annual cost
0.21%

TER 0.18% + transaction cost 0.03%

Category
ETF
Data available from
Dec 31, 2014
Underlying assets
25

Metrics at a glance

CAGR
+10.77%
Volatility
15.48%
Sharpe
0.57
Sortino
0.59
Calmar
0.47
Ulcer Index
5.91
Max Drawdown
18.47%
VaR 95%
5.93%
VaR 99%
9.20%
% Positive Months
58.99%

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.

SPDR® MSCI Europe Utilities UCITS ETF

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

25.8%
22.9%
18.0%
13.0%
11.7%
3.0%
1.8%
1.6%
0.9%
0.7%

Top holdings

Top 10 Weight

80.5%

Total Assets

25

HHI

0.000

  1. Iberdrola
    20.9%
  2. Enel SpA
    12.5%
  3. National Grid
    11.9%
  4. Engie
    8.3%
  5. E.ON
    7.0%
  6. RWE AG Class A
    6.0%
  7. SSE
    5.9%
  8. Veolia Environnement
    3.4%
  9. EDP-Energias De Portugal
    2.3%
  10. Terna SpA
    2.3%

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