iShares MSCI World SRI UCITS ETF EUR (Acc)

ISINIE00BYX2JD69
Ticker2B7K
Backtest this ETF
Total annual cost
0.21%

TER 0.20% + transaction cost 0.01%

Category
ETF
Data available from
Feb 28, 2019
Underlying assets
369

Metrics at a glance

CAGR
+12.62%
Volatility
14.52%
Sharpe
0.73
Sortino
0.77
Calmar
0.61
Ulcer Index
6.29
Max Drawdown
17.41%
VaR 95%
6.19%
VaR 99%
7.91%
% Positive Months
60.67%

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.

iShares MSCI World SRI UCITS ETF EUR (Acc)

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

64.1%
7.5%
5.2%
4.9%
3.5%
3.0%
2.2%
1.7%
1.5%
1.3%

Top holdings

Top 10 Weight

28.5%

Total Assets

369

HHI

0.000

  1. NVIDIA
    8.4%
  2. ASML Holding
    3.6%
  3. Tesla
    3.6%
  4. Verizon Communications
    2.4%
  5. Applied Materials
    2.0%
  6. Lam Research
    1.9%
  7. The Walt Disney
    1.9%
  8. Coca-Cola
    1.7%
  9. The Home Depot
    1.6%
  10. Intel
    1.4%

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