Invesco S&P 500 Equal Weight UCITS ETF Acc

ISINIE00BNGJJT35
TickerSP2Q
Backtest this ETF
Category
ETF
Data available from
Apr 30, 2021
Underlying assets
503

Metrics at a glance

CAGR
+9.72%
Volatility
13.67%
Sharpe
0.56
Sortino
0.59
Calmar
0.47
Ulcer Index
5.23
Max Drawdown
16.38%
VaR 95%
5.58%
VaR 99%
7.02%
% Positive Months
58.73%

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 Acc

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%

Explore this ETF in the Backtester

Compare it with other assets, change the time horizon, and explore the full analysis.

Backtest this ETF