Multi Units Luxembourg - Lyxor MSCI World Financials TR UCITS ETF

ISINLU0533032859
TickerLYPD.XETRA
Backtest this ETF
Category
ETF
Data available from
Sep 30, 2010
Underlying assets
71

Metrics at a glance

CAGR
+10.48%
Volatility
16.12%
Sharpe
0.53
Sortino
0.49
Calmar
0.29
Ulcer Index
8.71
Max Drawdown
29.38%
VaR 95%
5.92%
VaR 99%
10.43%
% Positive Months
62.36%

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.

Multi Units Luxembourg - Lyxor MSCI World Financials TR UCITS ETF

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

100.0%

Top holdings

Top 10 Weight

60.8%

Total Assets

71

HHI

0.000

  1. NVIDIA CORP
    9.0%
  2. AMAZON.COM INC
    8.6%
  3. BERKSHIRE HATHAWAY INC-CL B
    8.0%
  4. ALPHABET INC CL C
    6.9%
  5. BROADCOM INC
    6.5%
  6. APPLE INC
    4.5%
  7. TJX COMPANIES INC
    4.5%
  8. PEPSICO INC
    4.3%
  9. TARGA RESOURCES CORP
    4.2%
  10. BANK OF AMERICA CORP
    4.2%

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