Nu Holdings
ISIN KYG6683N1034
|WKN A3C82G
Overzicht
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Beschrijving
Nu Holdings Ltd. is een houdstermaatschappij die zich bezighoudt met het aanbieden van digitale bankdiensten. Het bedrijf werd opgericht door David Vélez Osorno, Cristina Helena Zingaretti Junqueira en Adam Edward Wible op 26 februari 2016 en heeft zijn hoofdkantoor in George Town, Caymaneilanden.
Kaaimaneilanden
Grafiek
Financiële kerngegevens
Kerncijfers
| Marktkapitalisatie, EUR | 60.117,59 m |
| WPA, EUR | 0,34 |
| KBV | 8,36 |
| K/W | 35,73 |
| Dividendrendement | 0,00% |
Winst- en verliesrekening (2023)
| Omzet, EUR | 6.485,29 m |
| Netto-inkomen, EUR | 953,22 m |
| Winstmarge | 14,70% |
In welke ETF zit Nu Holdings?
Er zijn 99 ETF's die Nu Holdings bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Nu Holdings is de Xtrackers MSCI Brazil UCITS ETF 1C.
| ETF | Weging | Investeringsfocus | Bedrijven | TER | Fondsgrootte (in m EUR) | Rendement 1j | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) | 0,06% | Aandelen Verenigde Staten Sociaal/Milieu Klimaatverandering | 408 | 0,12% | 681 | +26,66% | A3DQKK | IE000IIED424 |
| iShares MSCI EM UCITS ETF (Dist) | 0,41% | Aandelen Opkomende markten | 1.236 | 0,18% | 4.519 | +19,81% | A0HGWC | IE00B0M63177 |
| Rize Digital Payments Economy UCITS ETF | 1,79% | Aandelen Wereld Technologie Digitalisering | 65 | 0,45% | 5 | +29,64% | A3CN9T | IE00BLRPRQ96 |
| JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) | 0,03% | Aandelen Wereld Sociaal/Milieu | 1.046 | 0,25% | 1 | - | A40FF9 | IE000DSDL3Z6 |
| HSBC MSCI Emerging Markets UCITS ETF USD | 0,40% | Aandelen Opkomende markten | 1.257 | 0,15% | 2.064 | +19,40% | A1JCMZ | IE00B5SSQT16 |
| iShares Core MSCI Emerging Markets IMI UCITS ETF | 0,35% | Aandelen Opkomende markten | 3.160 | 0,18% | 1.306 | +18,41% | A2JDYF | IE00BD45KH83 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0,04% | Aandelen Wereld | 2.420 | 0,20% | 3 | +24,89% | A3EC3G | IE000UJC4MR1 |
| iShares MSCI EM UCITS ETF (Acc) | 0,41% | Aandelen Opkomende markten | 1.254 | 0,18% | 3.397 | +20,25% | A0RPWJ | IE00B4L5YC18 |
| Xtrackers MSCI Emerging Markets UCITS ETF 1C | 0,44% | Aandelen Opkomende markten | 1.271 | 0,18% | 5.509 | +19,99% | A12GVR | IE00BTJRMP35 |
| Amundi Prime All Country World UCITS ETF Acc | 0,05% | Aandelen Wereld | 2.321 | 0,07% | 106 | - | ETF151 | IE0003XJA0J9 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0,05% | Aandelen Wereld | 2.032 | 0,12% | 3.608 | +25,32% | A2PLS9 | IE00BK5BQV03 |
| Xtrackers MSCI Brazil UCITS ETF 1C | 10,11% | Aandelen Brazilië | 49 | 0,25% | 70 | -10,83% | DBX1MR | LU0292109344 |
| UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis | 0,40% | Aandelen Opkomende markten | 1.143 | 0,23% | 74 | - | A12DVN | LU1126036976 |
| SPDR MSCI All Country World Investable Market UCITS ETF (Acc) | 0,03% | Aandelen Wereld | 3.670 | 0,17% | 2.489 | +23,95% | A1JJTD | IE00B3YLTY66 |
| Xtrackers MSCI AC World Screened UCITS ETF 2C EUR Hedged | 0,05% | Aandelen Wereld Sociaal/Milieu | 1.994 | 0,37% | 40 | +19,61% | DBX0R5 | IE000VXC51U5 |
| Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C | 0,56% | Aandelen Opkomende markten | 661 | 0,16% | 48 | +11,04% | A113FC | IE00BM67HJ62 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0,05% | Aandelen Wereld Sociaal/Milieu | 5.826 | 0,24% | 426 | +24,61% | A2QL8V | IE00BNG8L385 |
| UBS ETF (IE) MSCI Emerging Markets Climate Paris Aligned UCITS ETF (USD) A-acc | 0,25% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 379 | 0,16% | 86 | +20,11% | A2QNQL | IE00BN4Q1675 |
| iShares MSCI EM IMI ESG Screened UCITS ETF USD (Dist) | 0,36% | Aandelen Opkomende markten Sociaal/Milieu | 2.795 | 0,18% | 795 | +19,59% | A2N6TJ | IE00BFNM3N12 |
| SPDR MSCI All Country World Investable Market UCITS ETF (Dist) | 0,03% | Aandelen Wereld | 3.670 | 0,17% | 21 | - | A40F93 | IE000DD75KQ5 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0,05% | Aandelen Wereld | 2.032 | 0,12% | 3.338 | +24,88% | A12CX1 | IE00BKX55T58 |
| iShares MSCI EM Latin America UCITS ETF (Dist) | 6,17% | Aandelen Latin America | 89 | 0,20% | 341 | -10,28% | A0NA45 | IE00B27YCK28 |
| Invesco MSCI Emerging Markets ESG Climate Paris Aligned UCITS ETF Acc | 0,34% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 318 | 0,19% | 59 | +21,07% | A3CYEX | IE000PJL7R74 |
| Vanguard FTSE North America UCITS ETF (USD) Accumulating | 0,07% | Aandelen Noord-Amerika | 593 | 0,10% | 1.521 | +29,50% | A2PLBJ | IE00BK5BQW10 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc | 0,04% | Aandelen Wereld Sociaal/Milieu | 1.927 | 0,26% | 398 | +19,80% | A2H5B7 | IE00BDQZN337 |
| HSBC USA Sustainable Equity UCITS ETF USD | 0,00% | Aandelen Verenigde Staten Sociaal/Milieu | 415 | 0,12% | 729 | +23,01% | A2PXVQ | IE00BKY40J65 |
| UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis | 0,40% | Aandelen Opkomende markten | 1.143 | 0,18% | 1.383 | +19,61% | UB42AA | LU0480132876 |
| Amundi MSCI Disruptive Technology ESG Screened UCITS ETF Acc | 0,92% | Aandelen Wereld Technologie Sociaal/Milieu Innovatie | 237 | 0,45% | 154 | +23,05% | LYX0ZG | LU2023678282 |
| WisdomTree Blockchain UCITS ETF USD Acc | 2,94% | Aandelen Wereld Sociaal/Milieu Blockchain | 34 | 0,45% | 37 | +102,18% | A3DJ99 | IE000940RNE6 |
| SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) | 0,03% | Aandelen Wereld | 2.277 | 0,17% | 60 | +27,28% | A2JQU4 | IE00BF1B7272 |
| SPDR MSCI Emerging Markets UCITS ETF | 0,39% | Aandelen Opkomende markten | 1.230 | 0,18% | 653 | +20,22% | A1JJTE | IE00B469F816 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0,04% | Aandelen Wereld | 2.420 | 0,20% | 3 | +20,41% | A3EC3H | IE0006VDD4K1 |
| Xtrackers MSCI Fintech Innovation UCITS ETF 1C | 1,35% | Aandelen Wereld Technologie Sociaal/Milieu Fintech | 100 | 0,30% | 10 | +45,93% | DBX0R1 | IE000YDOORK7 |
| Xtrackers MSCI AC World Screened UCITS ETF 1C | 0,05% | Aandelen Wereld Sociaal/Milieu | 1.994 | 0,25% | 4.524 | +24,47% | A1W8SB | IE00BGHQ0G80 |
| iShares MSCI Brazil UCITS ETF (Dist) | 9,94% | Aandelen Brazilië | 49 | 0,74% | 263 | -11,87% | A0HGWA | IE00B0M63516 |
| Fidelity Sustainable Research Enhanced Emerging Markets Equity UCITS ETF Acc | 0,78% | Aandelen Opkomende markten Sociaal/Milieu | 266 | 0,30% | 1.897 | +16,80% | A2P2QA | IE00BLRPN388 |
| JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0,37% | Aandelen Opkomende markten Sociaal/Milieu | 385 | 0,30% | 1.378 | +18,89% | A2DWM5 | IE00BF4G6Z54 |
| Invesco FTSE All-World UCITS ETF Acc | 0,04% | Aandelen Wereld | 2.420 | 0,15% | 840 | +25,05% | A3D7QX | IE000716YHJ7 |
| iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 0,35% | Aandelen Opkomende markten | 3.160 | 0,18% | 21.433 | +18,15% | A111X9 | IE00BKM4GZ66 |
| Xtrackers MSCI Innovation UCITS ETF 1C | 0,68% | Aandelen Wereld Sociaal/Milieu Innovatie | 193 | 0,30% | 7 | +32,38% | DBX0R4 | IE0006FFX5U1 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis | 0,04% | Aandelen Wereld Sociaal/Milieu | 1.927 | 0,23% | 1.666 | +24,54% | A2PL57 | IE00BDQZMX67 |
| WisdomTree Megatrends UCITS ETF USD | 0,59% | Aandelen Wereld Sociaal/Milieu Innovatie | 643 | 0,50% | 18 | +23,15% | A3EYCN | IE0000902GT6 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR (C) | 0,39% | Aandelen Opkomende markten | 1.259 | 0,18% | 3.009 | +18,49% | A2ATYY | LU1437017350 |
| HSBC USA Sustainable Equity UCITS ETF USD (Dist) | 0,00% | Aandelen Verenigde Staten Sociaal/Milieu | 415 | 0,12% | 0 | +23,05% | A3DN5B | IE000YFGN231 |
| JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) | 0,03% | Aandelen Wereld Sociaal/Milieu | 1.046 | 0,25% | 2 | - | A40FFA | IE000T4LTZ00 |
| Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF | 0,43% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 654 | 0,20% | 37 | +22,08% | DBX0ST | IE000TZT8TI0 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc | 0,04% | Aandelen Wereld Sociaal/Milieu | 1.927 | 0,26% | 170 | +24,20% | A2JHVY | IE00BDQZN550 |
| iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) | 0,36% | Aandelen Opkomende markten Sociaal/Milieu | 2.795 | 0,18% | 3.270 | +19,59% | A2N6TH | IE00BFNM3P36 |
| iShares MSCI EM ESG Enhanced UCITS ETF USD (Dist) | 0,19% | Aandelen Opkomende markten Sociaal/Milieu | 1.051 | 0,18% | 725 | +20,21% | A2PDNR | IE00BHZPJ122 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc | 0,04% | Aandelen Wereld Sociaal/Milieu | 1.927 | 0,26% | 93 | +16,04% | A2H9EJ | IE00BYVHJM24 |
| iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) | 0,19% | Aandelen Opkomende markten Sociaal/Milieu | 1.051 | 0,18% | 4.457 | +20,08% | A2PCB0 | IE00BHZPJ239 |
| Vanguard FTSE North America UCITS ETF Distributing | 0,07% | Aandelen Noord-Amerika | 593 | 0,10% | 2.182 | +29,51% | A12CXY | IE00BKX55R35 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR (D) | 0,39% | Aandelen Opkomende markten | 1.259 | 0,18% | 586 | +18,47% | A2H9Q0 | LU1737652583 |
| Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc | 0,37% | Aandelen Opkomende markten Sociaal/Milieu | 469 | 0,19% | 49 | +19,25% | A2QGUZ | IE00BMDBMY19 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0,05% | Aandelen Wereld | 3.618 | 0,22% | 17.020 | +24,67% | A2PKXG | IE00BK5BQT80 |
| Ossiam Bloomberg World PAB UCITS ETF 1A (EUR) | 0,04% | Aandelen Wereld Sociaal/Milieu Klimaatverandering | 810 | 0,20% | 88 | - | A3DP6H | IE000IVQPCG4 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0,08% | Aandelen Wereld Multi-factorstrategie | 3.700 | 0,50% | 77 | +22,33% | WELT0B | IE000FPWSL69 |
| Amundi Russell 1000 Growth UCITS ETF Acc | 0,11% | Aandelen Verenigde Staten Groei | 395 | 0,19% | 835 | +34,03% | ETF201 | IE0005E8B9S4 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis | 0,04% | Aandelen Wereld Sociaal/Milieu | 1.927 | 0,26% | 57 | +16,36% | A2H5B6 | IE00BDQZN667 |
| Xtrackers MSCI AC World Screened UCITS ETF 5C USD Hedged | 0,05% | Aandelen Wereld Sociaal/Milieu | 1.994 | 0,37% | 6 | +27,67% | DBX0R8 | IE000WGF1X01 |
| JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0,37% | Aandelen Opkomende markten Sociaal/Milieu | 385 | 0,30% | 16 | +19,45% | A3CYEF | IE000Y4K4833 |
| iShares Russell 1000 Growth UCITS ETF USD (Acc) | 0,12% | Aandelen Verenigde Staten Groei | 376 | 0,18% | 227 | +34,65% | A3ECC1 | IE000NITTFF2 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc | 0,04% | Aandelen Wereld Sociaal/Milieu | 1.927 | 0,26% | 872 | +16,41% | A2H5B5 | IE00BDQZN774 |
| HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) | 0,00% | Aandelen Wereld Sociaal/Milieu | 784 | 0,18% | 66 | +21,05% | A3DQV2 | IE000ZGT8JM8 |
| Xtrackers MSCI Emerging Markets UCITS ETF 1D | 0,44% | Aandelen Opkomende markten | 1.271 | 0,18% | 205 | +20,08% | DBX0RB | IE000GWA2J58 |
| iShares MSCI ACWI UCITS ETF USD (Acc) | 0,04% | Aandelen Wereld | 2.329 | 0,20% | 16.829 | +24,83% | A1JMDF | IE00B6R52259 |
| SPDR MSCI Emerging Markets Climate Paris Aligned UCITS ETF USD Unhedged (Acc) | 0,26% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 350 | 0,23% | 4 | +20,33% | A3C9ES | IE00BYTH5263 |
| JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) | 0,03% | Aandelen Wereld Sociaal/Milieu | 1.046 | 0,25% | 10 | - | A40FFC | IE000A7N3IV0 |
| Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged) | 0,06% | Aandelen Verenigde Staten Sociaal/Milieu Klimaatverandering | 408 | 0,15% | 10 | +21,01% | A3DQKM | IE000JCGTOP1 |
| HSBC MSCI Emerging Markets UCITS ETF USD (Acc) | 0,40% | Aandelen Opkomende markten | 1.257 | 0,15% | 353 | +19,43% | A3DN5N | IE000KCS7J59 |
| SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) | 0,03% | Aandelen Wereld | 2.277 | 0,17% | 378 | +20,49% | A2JQU5 | IE00BF1B7389 |
| JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) | 0,03% | Aandelen Wereld Sociaal/Milieu | 1.046 | 0,25% | 2 | - | A40FFB | IE0001JABD69 |
| UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-acc | 0,40% | Aandelen Opkomende markten | 1.143 | 0,18% | 2.847 | - | A1W3CN | LU0950674175 |
| Amundi Prime Emerging Markets UCITS ETF DR (C) | 0,39% | Aandelen Opkomende markten | 1.431 | 0,10% | 32 | +18,66% | A3CM5D | LU2300295123 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0,08% | Aandelen Wereld Multi-factorstrategie | 3.700 | 0,50% | 422 | +22,73% | WELT0A | IE0001UQQ933 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Distributing | 0,08% | Aandelen Noord-Amerika Sociaal/Milieu | 1.494 | 0,12% | 30 | +29,23% | A3DJRF | IE000L2ZNB07 |
| Invesco FTSE All-World UCITS ETF Dist | 0,04% | Aandelen Wereld | 2.420 | 0,15% | 87 | +25,40% | A3D7QY | IE0000QLH0G6 |
| HANetf EMQQ Emerging Markets Internet UCITS ETF | 5,49% | Aandelen Opkomende markten Sociaal/Milieu E-commerce | 74 | 0,86% | 137 | +33,76% | A2JR0G | IE00BFYN8Y92 |
| Amundi MSCI Digital Economy and Metaverse ESG Screened UCITS ETF Acc | 0,77% | Aandelen Wereld Technologie Sociaal/Milieu Digitalisering | 183 | 0,45% | 164 | +33,80% | LYX0ZH | LU2023678878 |
| Amundi Index MSCI Emerging Markets UCITS ETF DR - USD (D) | 0,39% | Aandelen Opkomende markten | 1.259 | 0,18% | 152 | +18,90% | A2QLH9 | LU2277591868 |
| Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C | 0,42% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 708 | 0,16% | 90 | +20,41% | DBX0TK | IE000DNSAS54 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 0,08% | Aandelen Noord-Amerika Sociaal/Milieu | 1.494 | 0,12% | 268 | +28,81% | A3DJRE | IE000O58J820 |
| iShares MSCI Brazil UCITS ETF (DE) USD (Acc) | 9,88% | Aandelen Brazilië | 49 | 0,31% | 2.110 | -10,70% | A0Q4R8 | DE000A0Q4R85 |
| Amundi Prime All Country World UCITS ETF Dist | 0,05% | Aandelen Wereld | 2.321 | 0,07% | 2.052 | - | ETF150 | IE0009HF1MK9 |
| iShares MSCI EM ex-China UCITS ETF USD (Dist) | 0,56% | Aandelen Opkomende markten | 671 | 0,18% | 7 | - | A40BZQ | IE000W8RYVC0 |
| JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) | 0,03% | Aandelen Wereld Sociaal/Milieu | 1.046 | 0,25% | 10 | - | A40FFD | IE000JLILKH0 |
| HSBC MSCI Emerging Markets Climate Paris Aligned UCITS ETF | 0,25% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 380 | 0,18% | 20 | +20,71% | A3C8ZX | IE000FNVOB27 |
| Vanguard FTSE All-World UCITS ETF (USD) Distributing | 0,05% | Aandelen Wereld | 3.618 | 0,22% | 16.133 | +24,67% | A1JX52 | IE00B3RBWM25 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc | 0,04% | Aandelen Wereld Sociaal/Milieu | 1.927 | 0,26% | 835 | +26,79% | A2H5B8 | IE00BDQZN113 |
| SPDR MSCI All Country World UCITS ETF (Acc) | 0,03% | Aandelen Wereld | 2.277 | 0,12% | 3.837 | +24,92% | A1JJTC | IE00B44Z5B48 |
| iShares MSCI EM ex-China UCITS ETF USD (Acc) | 0,56% | Aandelen Opkomende markten | 671 | 0,18% | 1.858 | +11,97% | A2QAFK | IE00BMG6Z448 |
| UBS ETF (LU) MSCI Emerging Markets ex China UCITS ETF (USD) A-acc | 0,55% | Aandelen Opkomende markten | 671 | 0,16% | 21 | +12,14% | A2PRUG | LU2050966394 |
| Amundi Index MSCI Emerging ESG Broad CTB UCITS ETF DR (C) | 0,20% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 924 | 0,18% | 464 | +21,32% | A2PZC5 | LU2109787049 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0,04% | Aandelen Wereld | 2.420 | 0,20% | 3 | - | A3EKP3 | IE000SHR0UX9 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0,05% | Aandelen Wereld Sociaal/Milieu | 5.826 | 0,24% | 489 | +24,71% | A2QL8U | IE00BNG8L278 |
| Ossiam Bloomberg World PAB UCITS ETF 1A (USD) | 0,04% | Aandelen Wereld Sociaal/Milieu Klimaatverandering | 810 | 0,20% | 2 | - | A3DZEQ | IE000OXJ91D7 |
| HSBC Developed World Sustainable Equity UCITS ETF USD | 0,00% | Aandelen Wereld Sociaal/Milieu | 784 | 0,18% | 167 | +21,06% | A2PXVJ | IE00BKY59K37 |
| L&G Emerging Markets ESG Exclusions Paris Aligned UCITS ETF USD Accumulating | 0,47% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 1.268 | 0,25% | 88 | +21,23% | A3DNYX | IE000CBYU7J5 |
| Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF | 0,25% | Aandelen Opkomende markten Sociaal/Milieu Klimaatverandering | 363 | 0,18% | 5 | +20,30% | A3DJVW | IE000QLV3SY5 |
Prestaties
Rendementsoverzicht
| YTD | +30,11% |
| 1 maand | +20,09% |
| 3 maanden | -3,25% |
| 6 maanden | +27,64% |
| 1 jaar | +47,35% |
| 3 jaar | +99,84% |
| 5 jaar | - |
| Since inception | +36,21% |
| 2024 | +30,89% |
| 2023 | +98,68% |
| 2022 | -54,29% |
| 2021 | - |
Maandelijks rendement in een heat map
Risico
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%.
Risico-overzicht
| Volatiliteit 1 jaar | 38,84% |
| Volatiliteit 3 jaar | 59,17% |
| Volatiliteit 5 jaar | - |
| Rendement/Risico 1 jaar | 1,21 |
| Rendement/Risico 3 jaar | 0,44 |
| Rendement/Risico 5 jaar | - |
| Maximaal waardedaling 1 jaar | -34,12% |
| Maximaal waardedaling 3 jaar | -65,36% |
| Maximaal waardedaling 5 jaar | - |
| Maximaal waardedaling sinds aanvang | -69,28% |
Voortschrijdende volatiliteit over 1 jaar
Nieuwste artikelen
— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.
Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing).