Lyxor UCITS EuroMTS 3-5Y Investment Grade DR

ISINLU1650488494
TickerMTB.PA
Backtest this ETF
Total annual cost
0.16%

TER 0.15% + transaction cost 0.01%

Category
ETF
Data available from
Mar 31, 2004
Underlying assets
70

Metrics at a glance

CAGR
+1.80%
Volatility
2.71%
Sharpe
-0.07
Sortino
-0.07
Calmar
-0.02
Ulcer Index
3.31
Max Drawdown
11.89%
VaR 95%
1.01%
VaR 99%
2.08%
% Positive Months
58.21%

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.

Lyxor UCITS EuroMTS 3-5Y Investment Grade DR

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

25.7%
22.5%
21.6%
13.6%
3.8%
3.5%
3.2%
2.2%
2.1%
1.7%

Top holdings

Top 10 Weight

31.4%

Total Assets

70

HHI

0.000

  1. France (Republic Of) 2.5%
    4.8%
  2. France (Republic Of) 2.75%
    3.7%
  3. France (Republic Of) 0.5%
    3.6%
  4. France (Republic Of)
    3.4%
  5. France (Republic Of) 5.5%
    3.3%
  6. France (Republic Of) 2.7%
    3.2%
  7. France (Republic Of)
    3.0%
  8. Italy (Republic Of) 5.25%
    2.2%
  9. Germany (Federal Republic Of) 2.4%
    2.1%
  10. Germany (Federal Republic Of) 2.2%
    2.0%

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