New Oriental Education & Technology Group, Inc.
ISIN KYG6470A1168
|WKN A2QQTB
Overview
Quote
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Description
New Oriental Education & Technology Group, Inc. is a holding company, which engages in the provision of private educational services. It operates through the following segments: Educational Services and Test Preparation Courses, Private Label Products and Livestreaming E-Commerce, Overseas Study Consulting Services, and Educational Materials and Distribution. The company was founded by Min Hong Yu and Yong Qiang Qian on November 16, 1993, and is headquartered in Beijing, China.
Consumer Non-Cyclicals Household Services Personal Professional Services China
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Financials
Key metrics
| Market capitalisation, EUR | 8,494.03 m |
| EPS, EUR | 0.22 |
| P/B ratio | 2.29 |
| P/E ratio | 23.40 |
| Dividend yield | 0.00% |
Income statement (2023)
| Revenue, EUR | 3,986.45 m |
| Net income, EUR | 286.11 m |
| Profit margin | 7.18% |
What ETF is New Oriental Education & Technology Group, Inc. in?
There are 94 ETFs which contain New Oriental Education & Technology Group, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of New Oriental Education & Technology Group, Inc. is the iShares MSCI China Tech UCITS ETF USD (Acc).
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| HSBC MSCI AC Far East ex Japan UCITS ETF USD (Dist) | 0.21% | Equity Asia Pacific | 910 | 0.45% | 11 | +17.24% | A3DN5A | IE00022VXYM7 |
| iShares MSCI AC Far East ex-Japan UCITS ETF | 0.21% | Equity Asia Pacific | 922 | 0.74% | 709 | +18.27% | A0HGV9 | IE00B0M63730 |
| Amundi MSCI China ESG Leaders Extra UCITS ETF Dist | 1.10% | Equity China Social/Environmental | 181 | 0.65% | 160 | +8.51% | LYX013 | LU1900067940 |
| SPDR MSCI EM Asia UCITS ETF | 0.17% | Equity Asia Pacific | 850 | 0.55% | 835 | +18.87% | A1JJTG | IE00B466KX20 |
| iShares MSCI EM UCITS ETF (Dist) | 0.15% | Equity Emerging Markets | 1,260 | 0.18% | 4,473 | +17.00% | A0HGWC | IE00B0M63177 |
| Invesco MSCI China Technology All Shares Stock Connect UCITS ETF Acc | 0.43% | Equity China Innovation | 100 | 0.49% | 43 | +16.25% | A3CMY8 | IE00BM8QS095 |
| HSBC MSCI China UCITS ETF USD | 0.52% | Equity China | 599 | 0.28% | 565 | +16.80% | A1JHYT | IE00B44T3H88 |
| Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing | 0.16% | Equity Emerging Markets Social/Environmental | 3,620 | 0.24% | 10 | +20.94% | A3DJRD | IE0001VXZTV7 |
| iShares MSCI EM Asia UCITS ETF (Acc) | 0.18% | Equity Asia Pacific | 1,033 | 0.20% | 2,939 | +20.40% | A1C1H5 | IE00B5L8K969 |
| HSBC MSCI AC Asia Pacific ex Japan Climate Paris Aligned UCITS ETF | 0.18% | Equity Asia Pacific Social/Environmental Climate Change | 325 | 0.25% | 17 | +20.75% | A3C8ZY | IE000XFORJ80 |
| Amundi MSCI China ESG Leaders Extra UCITS ETF Acc | 1.10% | Equity China Social/Environmental | 181 | 0.65% | 303 | +8.55% | LYX011 | LU1900068914 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.01% | Equity World | 3,631 | 0.22% | 14,815 | +28.50% | A2PKXG | IE00BK5BQT80 |
| Franklin FTSE China UCITS ETF | 0.45% | Equity China | 945 | 0.19% | 747 | +17.79% | A2PB5V | IE00BHZRR147 |
| HSBC MSCI AC Far East ex Japan UCITS ETF USD | 0.21% | Equity Asia Pacific | 910 | 0.45% | 116 | +17.95% | A1W2EL | IE00BBQ2W338 |
| HSBC MSCI Emerging Markets UCITS ETF USD | 0.14% | Equity Emerging Markets | 1,284 | 0.15% | 2,473 | +16.38% | A1JCMZ | IE00B5SSQT16 |
| iShares Core MSCI Emerging Markets IMI UCITS ETF | 0.12% | Equity Emerging Markets | 3,229 | 0.18% | 1,238 | +16.07% | A2JDYF | IE00BD45KH83 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.01% | Equity World | 2,420 | 0.20% | 70 | +30.51% | A3EC3G | IE000UJC4MR1 |
| iShares MSCI EM UCITS ETF (Acc) | 0.14% | Equity Emerging Markets | 1,283 | 0.18% | 3,271 | +17.41% | A0RPWJ | IE00B4L5YC18 |
| Xtrackers MSCI Emerging Markets UCITS ETF 1C | 0.14% | Equity Emerging Markets | 1,294 | 0.18% | 5,432 | +17.19% | A12GVR | IE00BTJRMP35 |
| Amundi Prime All Country World UCITS ETF UCITS ETF Acc | 0.01% | Equity World | 2,229 | 0.07% | 54 | - | ETF151 | IE0003XJA0J9 |
| Xtrackers Harvest MSCI China Tech 100 UCITS ETF 1C | 0.60% | Equity China Social/Environmental Innovation | 101 | 0.44% | 13 | +14.74% | DBX0RQ | LU2376679564 |
| Vanguard FTSE Emerging Markets UCITS ETF Distributing | 0.15% | Equity Emerging Markets | 2,199 | 0.22% | 2,302 | +20.36% | A1JX51 | IE00B3VVMM84 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis | 0.01% | Equity World Social/Environmental | 1,911 | 0.26% | 63 | +26.82% | A2H5B6 | IE00BDQZN667 |
| First Trust Emerging Markets AlphaDEX UCITS ETF Acc | 0.57% | Equity Emerging Markets Multi-Factor Strategy | 151 | 0.80% | 12 | +12.17% | A1T861 | IE00B8X9NX34 |
| Xtrackers MSCI China UCITS ETF 1D | 0.49% | Equity China | 599 | 0.28% | 441 | +17.72% | DBX0SC | LU2456436083 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged | 0.02% | Equity World Social/Environmental | 2,023 | 0.37% | 5 | +29.74% | DBX0R8 | IE000WGF1X01 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc | 0.01% | Equity World Social/Environmental | 1,911 | 0.26% | 803 | +26.78% | A2H5B5 | IE00BDQZN774 |
| UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis | 0.15% | Equity Emerging Markets | 1,163 | 0.23% | 73 | +18.07% | A12DVN | LU1126036976 |
| Xtrackers MSCI Emerging Markets UCITS ETF 1D | 0.14% | Equity Emerging Markets | 1,294 | 0.18% | 214 | +17.13% | DBX0RB | IE000GWA2J58 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc) | 0.01% | Equity World | 3,553 | 0.17% | 2,082 | +28.13% | A1JJTD | IE00B3YLTY66 |
| iShares MSCI ACWI UCITS ETF USD (Acc) | 0.02% | Equity World | 2,348 | 0.20% | 15,569 | +28.81% | A1JMDF | IE00B6R52259 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged | 0.02% | Equity World Social/Environmental | 2,023 | 0.37% | 45 | +24.12% | DBX0R5 | IE000VXC51U5 |
| SPDR MSCI Emerging Markets Climate Paris Aligned UCITS ETF USD Unhedged (Acc) | 0.17% | Equity Emerging Markets Social/Environmental Climate Change | 347 | 0.23% | 4 | +16.78% | A3C9ES | IE00BYTH5263 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.02% | Equity World Social/Environmental | 5,815 | 0.24% | 326 | +29.25% | A2QL8V | IE00BNG8L385 |
| Invesco MSCI China All Shares Stock Connect UCITS ETF Acc | 0.32% | Equity China | 598 | 0.35% | 56 | +15.91% | A2P8EJ | IE00BK80XL30 |
| UBS ETF (IE) MSCI Emerging Markets Climate Paris Aligned UCITS ETF (USD) A-acc | 0.17% | Equity Emerging Markets Social/Environmental Climate Change | 367 | 0.16% | 77 | +15.80% | A2QNQL | IE00BN4Q1675 |
| HSBC MSCI Emerging Markets UCITS ETF USD (Acc) | 0.14% | Equity Emerging Markets | 1,284 | 0.15% | 279 | +16.79% | A3DN5N | IE000KCS7J59 |
| iShares MSCI EM IMI ESG Screened UCITS ETF USD (Dist) | 0.13% | Equity Emerging Markets Social/Environmental | 2,808 | 0.18% | 806 | +16.76% | A2N6TJ | IE00BFNM3N12 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Dist) | 0.01% | Equity World | 3,553 | 0.17% | 11 | - | A40F93 | IE000DD75KQ5 |
| HSBC MSCI China UCITS ETF USD (Acc) | 0.52% | Equity China | 599 | 0.28% | 189 | +17.46% | A3DN5H | IE0007P4PBU1 |
| Goldman Sachs ActiveBeta Emerging Markets Equity UCITS ETF CLASS USD (Acc.) | 0.10% | Equity Emerging Markets Multi-Factor Strategy | 750 | 0.49% | 12 | +15.29% | A2PPCE | IE00BJ5CMD00 |
| SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) | 0.01% | Equity World | 2,312 | 0.17% | 340 | +23.96% | A2JQU5 | IE00BF1B7389 |
| Xtrackers MSCI China UCITS ETF 1C | 0.49% | Equity China | 599 | 0.65% | 943 | +17.14% | DBX0G2 | LU0514695690 |
| UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-acc | 0.15% | Equity Emerging Markets | 1,163 | 0.18% | 2,808 | +18.16% | A1W3CN | LU0950674175 |
| Amundi Prime Emerging Markets UCITS ETF DR (C) | 0.11% | Equity Emerging Markets | 1,412 | 0.10% | 31 | +16.93% | A3CM5D | LU2300295123 |
| Invesco MSCI Emerging Markets ESG Climate Paris Aligned UCITS ETF Acc | 0.33% | Equity Emerging Markets Social/Environmental Climate Change | 273 | 0.19% | 57 | +15.25% | A3CYEX | IE000PJL7R74 |
| Vanguard FTSE Emerging Markets UCITS ETF Acc | 0.15% | Equity Emerging Markets | 2,199 | 0.22% | 596 | +19.46% | A2PLTC | IE00BK5BR733 |
| iShares BIC 50 UCITS ETF USD (Dist) | 0.73% | Equity Emerging Markets | 54 | 0.74% | 110 | +15.24% | A0MR61 | IE00B1W57M07 |
| iShares MSCI Emerging Markets Consumer Growth UCITS ETF USD (Acc) | 0.44% | Equity World Consumer Discretionary | 326 | 0.60% | 69 | +14.72% | A111YA | IE00BKM4H197 |
| iShares MSCI China UCITS ETF USD (Dist) | 0.52% | Equity China | 598 | 0.28% | 27 | +18.70% | A2P1KX | IE00BL977C92 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc | 0.01% | Equity World Social/Environmental | 1,911 | 0.26% | 366 | +26.01% | A2H5B7 | IE00BDQZN337 |
| Invesco FTSE All-World UCITS ETF Dist | 0.01% | Equity World | 2,420 | 0.15% | 63 | +28.80% | A3D7QY | IE0000QLH0G6 |
| UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis | 0.15% | Equity Emerging Markets | 1,163 | 0.18% | 1,389 | +17.15% | UB42AA | LU0480132876 |
| SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) | 0.01% | Equity World | 2,312 | 0.17% | 58 | +29.44% | A2JQU4 | IE00BF1B7272 |
| JPMorgan Carbon Transition China Equity (CTB) UCITS ETF | 0.17% | Equity China Social/Environmental Climate Change | 290 | 0.35% | 7 | +18.34% | A3DUAK | IE000G3A6RN7 |
| SPDR MSCI Emerging Markets UCITS ETF | 0.15% | Equity Emerging Markets | 1,230 | 0.18% | 645 | +17.68% | A1JJTE | IE00B469F816 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.01% | Equity World | 2,420 | 0.20% | 3 | +23.32% | A3EC3H | IE0006VDD4K1 |
| Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Accumulating | 0.16% | Equity Emerging Markets Social/Environmental | 3,620 | 0.24% | 18 | +20.99% | A3DJRC | IE000KPJJWM6 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 1C | 0.02% | Equity World Social/Environmental | 2,023 | 0.25% | 4,726 | +29.43% | A1W8SB | IE00BGHQ0G80 |
| Fidelity Sustainable Research Enhanced Emerging Markets Equity UCITS ETF Acc | 0.04% | Equity Emerging Markets Social/Environmental | 263 | 0.30% | 1,864 | +14.29% | A2P2QA | IE00BLRPN388 |
| Invesco FTSE All-World UCITS ETF Acc | 0.01% | Equity World | 2,420 | 0.15% | 609 | +29.03% | A3D7QX | IE000716YHJ7 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR - USD (D) | 0.12% | Equity Emerging Markets | 1,283 | 0.18% | 165 | +17.03% | A2QLH9 | LU2277591868 |
| iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 0.12% | Equity Emerging Markets | 3,229 | 0.18% | 20,887 | +17.11% | A111X9 | IE00BKM4GZ66 |
| UBS ETF (LU) MSCI China ESG Universal Low Carbon Select UCITS ETF (USD) A-dis | 0.82% | Equity China Social/Environmental Climate Change | 425 | 0.30% | 187 | +14.48% | A2PESQ | LU1953188833 |
| Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C | 0.13% | Equity Emerging Markets Social/Environmental Climate Change | 640 | 0.19% | 18 | +17.35% | DBX0TK | IE000DNSAS54 |
| iShares MSCI China UCITS ETF USD (Acc) | 0.52% | Equity China | 598 | 0.28% | 1,498 | +17.46% | A2PGQN | IE00BJ5JPG56 |
| Amundi Prime All Country World UCITS ETF UCITS ETF Dist | 0.01% | Equity World | 2,229 | 0.07% | 1,949 | - | ETF150 | IE0009HF1MK9 |
| UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc | 0.01% | Equity World Social/Environmental Climate Change | 853 | 0.18% | 12 | +29.38% | A2QNQN | IE00BN4Q0P93 |
| Xtrackers MSCI Global SDGs Social Fairness Contributors UCITS ETF 1C | 0.35% | Equity World Social/Environmental | 232 | 0.35% | 3 | - | DBX0UT | IE000L2IS494 |
| HSBC MSCI Emerging Markets Climate Paris Aligned UCITS ETF | 0.17% | Equity Emerging Markets Social/Environmental Climate Change | 367 | 0.18% | 20 | +16.09% | A3C8ZX | IE000FNVOB27 |
| Vanguard FTSE All-World UCITS ETF (USD) Distributing | 0.01% | Equity World | 3,631 | 0.22% | 15,282 | +28.49% | A1JX52 | IE00B3RBWM25 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis | 0.01% | Equity World Social/Environmental | 1,911 | 0.23% | 1,536 | +29.83% | A2PL57 | IE00BDQZMX67 |
| WisdomTree Megatrends UCITS ETF USD | 0.03% | Equity World Social/Environmental Innovation | 645 | 0.50% | 56 | - | A3EYCN | IE0000902GT6 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc | 0.01% | Equity World Social/Environmental | 1,911 | 0.26% | 768 | +31.30% | A2H5B8 | IE00BDQZN113 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR (C) | 0.12% | Equity Emerging Markets | 1,283 | 0.18% | 3,045 | +16.92% | A2ATYY | LU1437017350 |
| SPDR MSCI ACWI UCITS ETF | 0.01% | Equity World | 2,312 | 0.12% | 3,427 | +28.84% | A1JJTC | IE00B44Z5B48 |
| Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF | 0.14% | Equity Emerging Markets Social/Environmental Climate Change | 654 | 0.20% | 37 | +18.16% | DBX0ST | IE000TZT8TI0 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc | 0.01% | Equity World Social/Environmental | 1,911 | 0.26% | 170 | +32.68% | A2JHVY | IE00BDQZN550 |
| iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) | 0.13% | Equity Emerging Markets Social/Environmental | 2,808 | 0.18% | 3,223 | +16.85% | A2N6TH | IE00BFNM3P36 |
| iShares MSCI EM ESG Enhanced UCITS ETF USD (Dist) | 0.04% | Equity Emerging Markets Social/Environmental | 1,028 | 0.18% | 724 | +14.75% | A2PDNR | IE00BHZPJ122 |
| Xtrackers MSCI Global SDGs UCITS ETF 1C | 1.06% | Equity World Social/Environmental | 275 | 0.35% | 10 | +6.75% | DBX0SL | IE000PSF3A70 |
| Amundi Index MSCI Emerging ESG Broad CTB UCITS ETF DR (C) | 0.03% | Equity Emerging Markets Social/Environmental Climate Change | 926 | 0.18% | 411 | +15.98% | A2PZC5 | LU2109787049 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc | 0.01% | Equity World Social/Environmental | 1,911 | 0.26% | 102 | +21.86% | A2H9EJ | IE00BYVHJM24 |
| iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) | 0.04% | Equity Emerging Markets Social/Environmental | 1,028 | 0.18% | 4,406 | +15.79% | A2PCB0 | IE00BHZPJ239 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0.01% | Equity World | 2,420 | 0.20% | 2 | - | A3EKP3 | IE000SHR0UX9 |
| iShares MSCI AC Far East ex-Japan UCITS ETF USD (Acc) | 0.21% | Equity Asia Pacific | 922 | 0.74% | 33 | +20.00% | A2P1KV | IE00BKPX3K41 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR (D) | 0.12% | Equity Emerging Markets | 1,283 | 0.18% | 522 | +16.94% | A2H9Q0 | LU1737652583 |
| Invesco FTSE RAFI Emerging Markets UCITS ETF | 0.07% | Equity Emerging Markets Fundamental/Quality | 396 | 0.49% | 41 | +22.38% | A0M2EK | IE00B23D9570 |
| iShares MSCI China Tech UCITS ETF USD (Acc) | 3.26% | Equity China Technology Social/Environmental | 149 | 0.45% | 58 | +11.08% | A3CU00 | IE000NFR7C63 |
| Deka MSCI China ex A Shares UCITS ETF | 0.61% | Equity China | 165 | 0.66% | 70 | +17.64% | ETFL32 | DE000ETFL326 |
| Invesco MSCI Emerging Markets ESG Universal Screened UCITS ETF Acc | 0.07% | Equity Emerging Markets Social/Environmental | 470 | 0.19% | 45 | +15.35% | A2QGUZ | IE00BMDBMY19 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.02% | Equity World Social/Environmental | 5,815 | 0.24% | 433 | +29.18% | A2QL8U | IE00BNG8L278 |
| L&G Emerging Markets ESG Exclusions Paris Aligned UCITS ETF USD Accumulating | 0.13% | Equity Emerging Markets Social/Environmental Climate Change | 1,288 | 0.25% | 87 | +17.14% | A3DNYX | IE000CBYU7J5 |
| Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF | 0.16% | Equity Emerging Markets Social/Environmental Climate Change | 352 | 0.18% | 5 | +16.83% | A3DJVW | IE000QLV3SY5 |
Order fees
Here you can find information about different brokers that allow you to trade stocks. Select your preferred order volume to compare the fees charged by the respective brokers.
Order volume:
| Broker | Rating | Order fee | Stock savings plans | |
|---|---|---|---|---|
 | 0.99€ | 1000 | View offer* | |
 | 0.00€ | 2500 | View offer* | |
 | 0.00€ | 500 | View offer* | |
 | 0.00€ | 400 | View offer* | |
 | 5.90€ | - | View offer* |
Source: justETF Research; As of 11/2024; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Order fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
— The offers are sorted in the following way: 1. Rating 2. Order fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
Savings plan offers
Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
Source: justETF Research; As of 11/2024; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
— The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
Performance
Returns overview
| YTD | -15.67% |
| 1 month | -17.61% |
| 3 months | -13.23% |
| 6 months | -28.07% |
| 1 year | -17.23% |
| 3 years | +198.89% |
| 5 years | - |
| Since inception (MAX) | -63.82% |
| 2023 | +92.17% |
| 2022 | +101.21% |
| 2021 | -88.06% |
| 2020 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 47.30% |
| Volatility 3 years | 65.53% |
| Volatility 5 years | - |
| Return per risk 1 year | -0.36 |
| Return per risk 3 years | 0.67 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -42.44% |
| Maximum drawdown 3 years | -59.17% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -94.58% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.