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iShares MDAX UCITS ETF DE

Germany mid cap equities. Passive tracker on MDAX Index.

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Über den Fonds

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iShares is the market leader in the ETFs and passive index funds space, managing over US$5tn of AUM through more than 1600 ETFs offered globally. iShares is a subsidiary of BlackRock, the largest asset manager globally.

The iShares MDAX UCITS ETF is a passive index solution that tracks the MDAX (Performance Net EUR) Index using a full physical replication approach. The index is a free float-adjusted market cap index that tracks the 50 German mid-caps companies that are the 41-90th companies listed on the Frankfurt Stock Exchange after the top 40 companies covered in the DAX Index by market cap. The ETF has ~50 holdings similar to the index.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

iShares MDAX UCITS ETF DE

Ann. Rendite (3 J.):
7.16%
Ann. Rendite (5 J.):
-0.64%
Ann. Rendite (10 J.):
4.11%
Ann. Standardabweichung (5 J.):
18.58%

This ETF represents passive exposure to the German mid cap equities.

Benchmark-Renditen

Vanguard Investment Series PLC - European Stock Index Fund

Ann. Rendite (3 J.):
14.43%
Ann. Rendite (5 J.):
10.20%
Ann. Rendite (10 J.):
8.95%
Ann. Standardabweichung (5 J.):
12.55%

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Equity Fund

Ann. Rendite (3 J.):
16.98%
Ann. Rendite (5 J.):
10.87%
Ann. Rendite (10 J.):
10.75%
Ann. Standardabweichung (5 J.):
12.83%

The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET™  iShares MDAX UCITS ETF DE  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This ETF represents passive exposure to the German mid cap equities.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-63.97%
Erholungsperiode
1338 Tage

Diversifizierung

Top 10 Positionen

  • Delivery Hero SE5.12%
  • Deutsche Lufthansa AG5.00%
  • HOCHTIEF AG4.96%
  • Knorr-Bremse AG4.00%
  • AIXTRON SE3.83%
  • Talanx AG3.78%
  • Sartorius AG Preference Shares3.50%
  • thyssenkrupp AG3.28%
  • Nordex SE NORDEX SE3.04%
  • Dr Ing hc F Porsche AG Prefere3.04%

Sektoren

  • Industrials31.69%
  • Consumer Discretionary14.90%
  • Materials14.67%
  • Technology9.80%
  • Communications9.56%
  • Financials6.67%
  • Real Estate5.39%
  • Health Care3.50%
  • Energy3.04%
  • Others0.78%

Geographie

  • Germany97.32%
  • Luxembourg1.90%
  • Others0.78%