Lyxor UCITS EuroMTS 10-15Y Investment Grade DR

ISINLU1650489385
TickerMTE.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
50

Metrics at a glance

CAGR
+3.00%
Volatility
7.21%
Sharpe
0.14
Sortino
0.13
Calmar
0.03
Ulcer Index
10.32
Max Drawdown
28.85%
VaR 95%
3.20%
VaR 99%
5.68%
% Positive Months
59.33%

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 10-15Y Investment Grade DR

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

27.9%
19.4%
16.1%
15.8%
5.3%
5.0%
4.4%
3.2%
1.5%
1.4%

Top holdings

Top 10 Weight

38.6%

Total Assets

50

HHI

0.000

  1. France (Republic Of) 1.25%
    6.0%
  2. Italy (Republic Of) 4%
    4.4%
  3. Germany (Federal Republic Of) 4%
    3.9%
  4. Italy (Republic Of) 5%
    3.7%
  5. France (Republic Of) 1.75%
    3.6%
  6. France (Republic Of) 4%
    3.6%
  7. Italy (Republic Of) 5%
    3.5%
  8. Germany (Federal Republic Of) 4.75%
    3.5%
  9. Spain (Kingdom of) 4.2%
    3.4%
  10. Germany (Federal Republic Of) 1%
    3.2%

Explore this ETF in the Backtester

Compare it with other assets, change the time horizon, and explore the full analysis.