UBS (Irl) ETF plc - S&P 500 ESG ELITE UCITS ETF (USD) A Acc

ISINIE00BLSN7P11
TickerAW1C.XETRA
Backtest this ETF
Category
ETF
Data available from
Mar 31, 2021
Underlying assets
122

Metrics at a glance

CAGR
+11.30%
Volatility
15.01%
Sharpe
0.62
Sortino
0.63
Calmar
0.51
Ulcer Index
6.75
Max Drawdown
18.07%
VaR 95%
6.02%
VaR 99%
8.09%
% Positive Months
61.54%

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 - S&P 500 ESG ELITE UCITS ETF (USD) A Acc

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

99.4%
0.6%

Top holdings

Top 10 Weight

39.5%

Total Assets

122

HHI

0.000

  1. NVIDIA
    7.1%
  2. Alphabet Inc Class A
    4.3%
  3. Microsoft
    4.2%
  4. Visa Inc Class A
    3.8%
  5. Mastercard Inc Class A
    3.8%
  6. AbbVie
    3.6%
  7. Micron Technology
    3.4%
  8. Alphabet Inc Class C
    3.4%
  9. Bank of America
    3.0%
  10. Cisco Systems
    2.9%

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