Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR EUR (D)

ISINLU1737652823
Ticker10AJ
Backtest this ETF
Category
ETF
Data available from
Jan 31, 2018
Underlying assets
355

Metrics at a glance

CAGR
+0.60%
Volatility
17.33%
Sharpe
-0.08
Sortino
-0.07
Calmar
-0.05
Ulcer Index
16.02
Max Drawdown
30.31%
VaR 95%
7.33%
VaR 99%
12.01%
% Positive Months
54.55%

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.

Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR EUR (D)

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

62.3%
9.7%
6.4%
3.7%
3.1%
2.9%
2.1%
1.9%
1.8%
1.8%

Top holdings

Top 10 Weight

36.3%

Total Assets

355

HHI

0.000

  1. Welltower
    7.3%
  2. Prologis
    6.6%
  3. Equinix
    5.1%
  4. Digital Realty Trust
    3.3%
  5. Simon Property Group
    3.2%
  6. Realty Income
    3.0%
  7. Public Storage
    2.3%
  8. Ventas
    2.0%
  9. Goodman Group
    1.9%
  10. Iron Mountain
    1.6%

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