UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis

ISINLU0136234654
TickerUC67
Backtest this ETF
Category
ETF
Data available from
Mar 31, 2002
Underlying assets
537

Metrics at a glance

CAGR
+7.08%
Volatility
15.22%
Sharpe
0.33
Sortino
0.32
Calmar
0.10
Ulcer Index
19.97
Max Drawdown
52.08%
VaR 95%
7.50%
VaR 99%
10.59%
% Positive Months
58.90%

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.

UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis

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

99.2%
0.2%
0.2%
0.1%
0.1%
0.1%
0.0%
0.0%
0.0%
0.0%

Top holdings

Top 10 Weight

36.0%

Total Assets

537

HHI

0.000

  1. NVIDIA
    7.6%
  2. Apple
    6.4%
  3. Microsoft
    4.8%
  4. Amazon.com
    3.5%
  5. Alphabet Inc Class A
    3.0%
  6. Alphabet Inc Class C
    2.6%
  7. Broadcom
    2.5%
  8. Meta Platforms Inc Class A
    2.3%
  9. Tesla
    1.9%
  10. Eli Lilly and Co
    1.4%

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