Invesco S&P 500 Equal Weight UCITS ETF Dist

ISINIE00BM8QRY62
TickerSP2D
Backtest this ETF
Category
ETF
Data available from
Feb 28, 2022
Underlying assets
503

Metrics at a glance

CAGR
+4.44%
Volatility
16.18%
Sharpe
0.15
Sortino
0.17
Calmar
0.14
Ulcer Index
5.84
Max Drawdown
16.85%
VaR 95%
7.06%
VaR 99%
7.33%
% Positive Months
48.72%

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.

Invesco S&P 500 Equal Weight UCITS ETF Dist

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

98.8%
0.4%
0.2%
0.2%
0.2%
0.2%

Top holdings

Top 10 Weight

2.4%

Total Assets

503

HHI

0.000

  1. Ciena
    0.3%
  2. APA
    0.3%
  3. Lumentum Holdings
    0.2%
  4. Dow
    0.2%
  5. Dell Technologies Inc Ordinary Shares - Class C
    0.2%
  6. LyondellBasell Industries NV Class A
    0.2%
  7. Hewlett Packard Enterprise
    0.2%
  8. EchoStar Corp Class A
    0.2%
  9. Occidental Petroleum
    0.2%
  10. Delta Air Lines
    0.2%

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