Xtrackers MSCI World ESG UCITS ETF 1C

ISINIE00BZ02LR44
TickerXESW
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Total annual cost
0.22%

TER 0.20% + transaction cost 0.02%

Category
ETF
Data available from
May 31, 2018
Underlying assets
639

Metrics at a glance

CAGR
+12.08%
Volatility
14.63%
Sharpe
0.69
Sortino
0.63
Calmar
0.58
Ulcer Index
6.55
Max Drawdown
17.30%
VaR 95%
6.49%
VaR 99%
8.97%
% Positive Months
67.44%

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.

Xtrackers MSCI World ESG UCITS ETF 1C

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

73.5%
6.1%
3.2%
2.9%
2.8%
2.7%
1.8%
1.2%
1.1%
1.0%

Top holdings

Top 10 Weight

36.5%

Total Assets

639

HHI

0.000

  1. NVIDIA
    9.8%
  2. Microsoft
    7.2%
  3. Alphabet Inc Class A
    4.9%
  4. Alphabet Inc Class C
    4.1%
  5. Tesla
    3.1%
  6. Eli Lilly and Co
    2.3%
  7. Johnson & Johnson
    1.6%
  8. Visa Inc Class A
    1.5%
  9. Mastercard Inc Class A
    1.2%
  10. The Home Depot
    1.0%

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