iShares Ageing Population UCITS ETF

ISINIE00BYZK4669
Ticker2B77
Backtest this ETF
Total annual cost
0.44%

TER 0.40% + transaction cost 0.04%

Category
ETF
Data available from
Sep 30, 2016
Underlying assets
336

Metrics at a glance

CAGR
+7.70%
Volatility
14.05%
Sharpe
0.41
Sortino
0.37
Calmar
0.22
Ulcer Index
6.31
Max Drawdown
25.46%
VaR 95%
5.97%
VaR 99%
9.10%
% Positive Months
61.86%

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 Ageing Population UCITS ETF

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

52.1%
6.0%
5.5%
4.3%
3.7%
3.1%
2.7%
2.6%
2.3%
2.1%

Top holdings

Top 10 Weight

7.9%

Total Assets

336

HHI

0.000

  1. Phoenix Financial
    1.1%
  2. Samsung Life Insurance Co
    0.8%
  3. Johnson & Johnson
    0.8%
  4. Cytokinetics
    0.8%
  5. Samchundang Pharm Co
    0.8%
  6. Affiliated Managers Group
    0.8%
  7. Viking Holdings
    0.7%
  8. Merck & Co
    0.7%
  9. Regeneron Pharmaceuticals
    0.7%
  10. Hoya
    0.7%

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