UBS MSCI Switzerland 20/35 UCITS ETF CHF acc

ISINLU0977261329
TickerSW2CHB
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Total annual cost
0.21%

TER 0.20% + transaction cost 0.01%

Category
ETF
Data available from
May 31, 2016
Underlying assets
40

Metrics at a glance

CAGR
+9.26%
Volatility
11.90%
Sharpe
0.61
Sortino
0.59
Calmar
0.52
Ulcer Index
5.23
Max Drawdown
14.02%
VaR 95%
4.94%
VaR 99%
7.18%
% Positive Months
63.11%

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 MSCI Switzerland 20/35 UCITS ETF CHF acc

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

100.0%

Top holdings

Top 10 Weight

73.8%

Total Assets

40

HHI

0.000

  1. Novartis AG Registered Shares
    15.2%
  2. Roche Holding
    14.9%
  3. Nestle
    13.7%
  4. ABB
    6.9%
  5. UBS Group AG Registered Shares
    6.1%
  6. Zurich Insurance Group
    5.2%
  7. Compagnie Financiere Richemont SA Class A
    4.9%
  8. Swiss Re
    2.5%
  9. Lonza Group
    2.2%
  10. Holcim
    2.1%

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