BHP Group Ltd.
ISIN AU000000BHP4
|WKN 850524
Overview
Description
BHP Group Ltd. engages in the exploration, development, production and processing of iron ore, metallurgical coal, and copper. It operates through the following segments: Copper, Iron Ore, and Coal. The Copper segment refers to the mining of copper, silver, lead, zinc, molybdenum, uranium, and gold. The Iron Ore segment involves in the mining of iron ore. The Coal segment focuses on metallurgical coal and energy coal. The company was founded on August 13, 1885 and is headquartered in Melbourne, Australia.
Non-Energy Materials Mining and Mineral Products Metal Ore Mining Australia
Chart
Financials
Key metrics
| Market capitalisation, EUR | 125,228.89 m |
| EPS, EUR | - |
| P/B ratio | 3.01 |
| P/E ratio | 16.74 |
| Dividend yield | 5.54% |
Income statement (2024)
| Revenue, EUR | 51,509.51 m |
| Net income, EUR | 7,308.39 m |
| Profit margin | 14.19% |
What ETF is BHP Group Ltd. in?
There are 108 ETFs which contain BHP Group Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of BHP Group Ltd. is the UBS ETF (IE) MSCI Australia UCITS ETF (hedged to USD) A-acc.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc | 0.23% | Equity World | 1,413 | 0.10% | 1,231 | +33.54% | A2PK5J | IE00BD4TXV59 |
| UBS ETF (IE) MSCI World UCITS ETF (hedged to CHF) A-acc | 0.23% | Equity World | 1,413 | 0.13% | 236 | - | A3EYDY | IE000N6LBS91 |
| Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | 4.88% | Equity Asia Pacific | 380 | 0.15% | 1,088 | +14.30% | A1T8FT | IE00B9F5YL18 |
| Invesco MSCI World Equal Weight UCITS ETF Acc | 0.08% | Equity World Equal Weighted | 1,399 | 0.20% | - | - | A40G12 | IE000OEF25S1 |
| iShares Core MSCI World UCITS ETF USD (Dist) | 0.23% | Equity World | 1,410 | 0.20% | 426 | +30.46% | A3EP8F | IE000OHHIBC6 |
| iShares Edge MSCI World Quality Factor UCITS ETF (Acc) | 0.64% | Equity World Fundamental/Quality | 295 | 0.25% | 4,095 | +31.32% | A12ATE | IE00BP3QZ601 |
| Amundi S&P Global Materials ESG UCITS ETF DR EUR (A) | 6.34% | Equity World Basic Materials Social/Environmental | 73 | 0.18% | 107 | +14.12% | A3DSTJ | IE000FCGBU62 |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.34% | Equity World Fundamental/Quality | 1,200 | 0.39% | 65 | +28.25% | A0M2EN | IE00B23LNQ02 |
| Xtrackers MSCI World ex USA UCITS ETF 1C | 0.79% | Equity World | 805 | 0.15% | 350 | - | DBX0VH | IE0006WW1TQ4 |
| UBS ETF (IE) MSCI Australia UCITS ETF (hedged to CHF) A-acc | 11.77% | Equity Australia | 57 | 0.43% | 32 | +22.57% | A140DW | IE00BX7RS779 |
| Global X Copper Miners UCITS ETF USD Accumulating | 4.55% | Equity World Basic Materials | 38 | 0.65% | 148 | +30.26% | A3C7FZ | IE0003Z9E2Y3 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.23% | Equity World | 2,420 | 0.20% | 70 | +33.09% | A3EC3G | IE000UJC4MR1 |
| Fidelity Sustainable Research Enhanced Pacific ex-Japan Equity UCITS ETF Acc | 8.94% | Equity Asia Pacific Social/Environmental | 107 | 0.20% | 469 | +23.97% | A2QD42 | IE00BNGFMY78 |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis | 0.23% | Equity World | 1,413 | 0.10% | 396 | +33.51% | A1JVCA | IE00B7KQ7B66 |
| Amundi Prime All Country World UCITS ETF UCITS ETF Acc | 0.18% | Equity World | 2,229 | 0.07% | 53 | - | ETF151 | IE0003XJA0J9 |
| iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.67% | Equity World Large Cap | 53 | 0.51% | 2,313 | +37.40% | 628938 | DE0006289382 |
| UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 0.23% | Equity World | 1,415 | 0.30% | 1,308 | +33.03% | A0NCFR | LU0340285161 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.22% | Equity World | 2,024 | 0.12% | 3,262 | +31.45% | A2PLS9 | IE00BK5BQV03 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.20% | Equity World Social/Environmental | 679 | 0.25% | 642 | +31.97% | A3CYEG | IE000HFXP0D2 |
| L&G Asia Pacific ex Japan Equity UCITS ETF | 7.39% | Equity Asia Pacific Social/Environmental | 143 | 0.10% | 512 | +23.42% | A2N4PT | IE00BFXR5W90 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.02% | Equity World Multi-Factor Strategy | 1,088 | 0.40% | 3 | +26.13% | A2DR4L | LU1602145200 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc) | 0.18% | Equity World | 3,553 | 0.17% | 2,099 | +31.18% | A1JJTD | IE00B3YLTY66 |
| JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 2.04% | Equity Asia Pacific Social/Environmental | 358 | 0.30% | 40 | +18.89% | A3CPEP | IE00BMDV7354 |
| SPDR MSCI World UCITS ETF | 0.22% | Equity World | 1,399 | 0.12% | 9,196 | +33.58% | A2N6CW | IE00BFY0GT14 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Dist) | 0.18% | Equity World | 3,553 | 0.17% | 11 | - | A40F93 | IE000DD75KQ5 |
| Deka MSCI World UCITS ETF Distribution | 0.23% | Equity World | 1,403 | 0.31% | 3,185 | +32.57% | ETFL50 | DE000ETFL508 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.22% | Equity World | 2,024 | 0.12% | 3,217 | +32.45% | A12CX1 | IE00BKX55T58 |
| Amundi S&P Global Materials ESG UCITS ETF DR EUR (D) | 6.34% | Equity World Basic Materials Social/Environmental | 73 | 0.18% | 5 | +14.16% | A3DSTK | IE000WP7CVZ7 |
| iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) | 7.96% | Equity Asia Pacific | 105 | 0.20% | 2,684 | +25.68% | A0YEDR | IE00B52MJY50 |
| First Trust Indxx Innovative Transaction & Process UCITS ETF Acc | 0.90% | Equity World Technology Blockchain | 100 | 0.65% | 46 | +30.05% | A2JC8P | IE00BF5DXP42 |
| SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) | 0.22% | Equity World | 2,312 | 0.17% | 58 | +32.30% | A2JQU4 | IE00BF1B7272 |
| Xtrackers MSCI World UCITS ETF 2C - EUR Hedged | 0.21% | Equity World | 1,415 | 0.17% | 37 | +27.43% | DBX0VF | IE000ONQ3X90 |
| SPDR MSCI World UCITS ETF GBP Hedged (Dist) | 0.22% | Equity World | 1,399 | 0.17% | 68 | +32.90% | A3EG2T | IE0005POVJH8 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.23% | Equity World | 2,420 | 0.20% | 3 | +25.59% | A3EC3H | IE0006VDD4K1 |
| Xtrackers MSCI World UCITS ETF 1D | 0.21% | Equity World | 1,415 | 0.12% | 3,393 | +33.46% | A1XEY2 | IE00BK1PV551 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) | 0.20% | Equity World Social/Environmental | 679 | 0.25% | 312 | +34.32% | A3C4Y8 | IE000D9DX847 |
| Invesco FTSE All-World UCITS ETF Acc | 0.23% | Equity World | 2,420 | 0.15% | 621 | +31.75% | A3D7QX | IE000716YHJ7 |
| UBS ETF (IE) MSCI Australia UCITS ETF (hedged to USD) A-acc | 11.77% | Equity Australia | 57 | 0.43% | 34 | +28.17% | A140D2 | IE00BX7RS555 |
| JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 2.04% | Equity Asia Pacific Social/Environmental | 358 | 0.30% | 4 | +18.81% | A3CR8D | IE000P334X90 |
| iShares MSCI World Islamic UCITS ETF | 0.93% | Equity World Islamic Investing | 363 | 0.30% | 606 | +17.96% | A0NA46 | IE00B27YCN58 |
| iShares MSCI Australia UCITS ETF | 11.72% | Equity Australia | 57 | 0.50% | 335 | +28.21% | A0YJ80 | IE00B5377D42 |
| Global X Uranium UCITS ETF USD Accumulating | 2.04% | Equity World Uranium | 27 | 0.65% | 163 | +29.30% | A3DC8S | IE000NDWFGA5 |
| iShares Dow Jones Asia Pacific Select Dividend 50 UCITS ETF (DE) | 8.54% | Equity Asia Pacific Dividend | 49 | 0.31% | 301 | +27.01% | A0H074 | DE000A0H0744 |
| Xtrackers MSCI World Quality Factor UCITS ETF 1C | 0.63% | Equity World Fundamental/Quality | 294 | 0.25% | 1,985 | +31.43% | A1103D | IE00BL25JL35 |
| HSBC MSCI World UCITS ETF CHF hedged | 0.23% | Equity World | 1,368 | 0.18% | 18 | +23.97% | A3ECM1 | IE000WMRNBB0 |
| HSBC MSCI World UCITS ETF EUR Hedged (Acc) | 0.23% | Equity World | 1,368 | 0.17% | 272 | +26.96% | A3DV0F | IE000QMIHY81 |
| UBS ETF (IE) MSCI Australia UCITS ETF (hedged to EUR) A-acc | 11.77% | Equity Australia | 57 | 0.43% | 24 | +21.81% | A140DY | IE00BWT3KS11 |
| iShares MSCI World CHF Hedged UCITS ETF (Acc) | 0.23% | Equity World | 1,412 | 0.55% | 1,281 | +26.10% | A1J78Z | IE00B8BVCK12 |
| Amundi MSCI World UCITS ETF UCITS ETF DR - USD (D) | 0.20% | Equity World | 1,403 | 0.12% | 820 | +33.47% | A3DH0A | IE000CNSFAR2 |
| HSBC MSCI Pacific ex Japan UCITS ETF USD (Acc) | 8.06% | Equity Asia Pacific | 105 | 0.15% | 11 | +24.90% | A3DQXB | IE000SGVQIZ9 |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing | 0.51% | Equity World Dividend | 2,136 | 0.29% | 4,753 | +26.29% | A1T8FV | IE00B8GKDB10 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) | 0.20% | Equity World Social/Environmental | 679 | 0.25% | 786 | +26.99% | A3C4Y4 | IE0000UW95D6 |
| HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD | 6.82% | Equity Asia Pacific Social/Environmental | 364 | 0.25% | 266 | +25.11% | A2PXVH | IE00BKY58G26 |
| iShares MSCI World UCITS ETF (Dist) | 0.23% | Equity World | 1,411 | 0.50% | 7,099 | +32.98% | A0HGV0 | IE00B0M62Q58 |
| iShares Core MSCI World UCITS ETF EUR Hedged (Dist) | 0.23% | Equity World | 1,410 | 0.30% | 1,008 | +27.02% | A2PKSQ | IE00BKBF6H24 |
| HSBC Asia Pacific ex Japan Sustainable Equity UCITS ETF USD (Dist) | 6.82% | Equity Asia Pacific Social/Environmental | 364 | 0.25% | 36 | +24.34% | A3DQV1 | IE000P1WR081 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.20% | Equity World | 3,631 | 0.22% | 14,810 | +31.32% | A2PKXG | IE00BK5BQT80 |
| HSBC MSCI World UCITS ETF USD (Acc) | 0.23% | Equity World | 1,368 | 0.15% | 698 | +33.37% | A3DN5J | IE000UQND7H4 |
| HSBC MSCI World UCITS ETF USD | 0.23% | Equity World | 1,368 | 0.15% | 10,069 | +33.24% | A1C9KK | IE00B4X9L533 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.35% | Equity World Multi-Factor Strategy | 3,620 | 0.50% | 62 | +27.96% | WELT0B | IE000FPWSL69 |
| Xtrackers MSCI World UCITS ETF 3C - CHF Hedged | 0.21% | Equity World | 1,415 | 0.17% | 25 | +26.81% | IE0009KLWT21 | |
| UBS ETF (IE) MSCI Australia UCITS ETF (hedged to GBP) A-acc | 11.77% | Equity Australia | 57 | 0.43% | 3 | +29.92% | A140D0 | IE00BXDZNQ90 |
| Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating | 4.88% | Equity Asia Pacific | 380 | 0.15% | 472 | +13.64% | A2PLTA | IE00BK5BQZ41 |
| L&G Global Equity UCITS ETF | 0.24% | Equity World Social/Environmental | 1,255 | 0.10% | 214 | +32.01% | A2N4PQ | IE00BFXR5S54 |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc | 0.51% | Equity World Dividend | 2,136 | 0.29% | 771 | +25.29% | A2PLTB | IE00BK5BR626 |
| UBS ETF (IE) MSCI World UCITS ETF (hedged to GBP) A-dis | 0.23% | Equity World | 1,413 | 0.13% | 7 | - | A404WZ | IE000KLSD4Y8 |
| Amundi Prime Global UCITS ETF DR (C) | 0.20% | Equity World | 1,404 | 0.05% | 535 | +31.43% | A2PWMK | LU2089238203 |
| HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) | 0.17% | Equity World Social/Environmental | 783 | 0.18% | 64 | +27.62% | A3DQV2 | IE000ZGT8JM8 |
| iShares Essential Metals Producers UCITS ETF USD (Acc) | 4.47% | Equity World Basic Materials Clean Energy | 78 | 0.55% | 20 | +16.67% | A3ERLP | IE000ROSD5J6 |
| iShares MSCI ACWI UCITS ETF USD (Acc) | 0.20% | Equity World | 2,348 | 0.20% | 15,596 | +31.63% | A1JMDF | IE00B6R52259 |
| UBS ETF (IE) MSCI World UCITS ETF (hedged to EUR) A-acc | 0.23% | Equity World | 1,413 | 0.13% | 41 | - | A404WY | IE000TB15RC6 |
| SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) | 0.22% | Equity World | 2,312 | 0.17% | 338 | +26.10% | A2JQU5 | IE00BF1B7389 |
| iShares Copper Miners UCITS ETF USD (Acc) | 8.51% | Equity World Basic Materials | 41 | 0.55% | 43 | +28.43% | A3ECC3 | IE00063FT9K6 |
| SPDR MSCI World Value UCITS ETF | 0.94% | Equity World Value | 346 | 0.25% | 65 | +18.81% | A2PY32 | IE00BJXRT813 |
| Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc | 0.78% | Equity World Social/Environmental | 329 | 0.25% | 51 | +32.28% | A2P1GK | IE00BKSBGV72 |
| iShares Core MSCI World UCITS ETF GBP Hedged (Dist) | 0.23% | Equity World | 1,410 | 0.30% | 1,019 | +34.54% | A2DRG6 | IE00BD45YS76 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.35% | Equity World Multi-Factor Strategy | 3,620 | 0.50% | 331 | +28.36% | WELT0A | IE0001UQQ933 |
| iShares MSCI World EUR Hedged UCITS ETF (Acc) | 0.23% | Equity World | 1,414 | 0.55% | 3,400 | +26.18% | A1C5E7 | IE00B441G979 |
| Amundi MSCI World UCITS ETF UCITS ETF Acc | 0.20% | Equity World | 1,403 | 0.12% | 2,170 | - | ETF146 | IE000BI8OT95 |
| Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | 0.35% | Equity World Islamic Investing | 1,605 | 0.40% | 814 | +30.41% | A3C6Z0 | IE000UOXRAM8 |
| SPDR MSCI World Materials UCITS ETF | 6.12% | Equity World Basic Materials | 101 | 0.30% | 89 | +14.90% | A2AGTT | IE00BYTRRF33 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.02% | Equity World Multi-Factor Strategy | 1,088 | 0.40% | 37 | +29.29% | A2DR4K | LU1602145119 |
| Invesco FTSE All-World UCITS ETF Dist | 0.23% | Equity World | 2,420 | 0.15% | 64 | +31.84% | A3D7QY | IE0000QLH0G6 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.20% | Equity World Social/Environmental | 679 | 0.25% | 5,865 | +32.99% | A2DWM6 | IE00BF4G6Y48 |
| Amundi Prime Global UCITS ETF DR (D) | 0.20% | Equity World | 1,404 | 0.05% | 805 | +31.40% | A2PBLJ | LU1931974692 |
| iShares MSCI Pacific ex-Japan UCITS ETF (Dist) | 7.96% | Equity Asia Pacific | 105 | 0.60% | 195 | +25.18% | A0RL8Z | IE00B4WXJD03 |
| Xtrackers MSCI World UCITS ETF 2D - GBP Hedged | 0.21% | Equity World | 1,415 | 0.17% | 309 | +35.00% | A2DF98 | IE00BZ1BS790 |
| iShares Core MSCI World UCITS ETF USD (Acc) | 0.23% | Equity World | 1,410 | 0.20% | 83,716 | +33.39% | A0RPWH | IE00B4L5Y983 |
| Xtrackers MSCI World UCITS ETF 1C | 0.21% | Equity World | 1,415 | 0.19% | 13,028 | +33.38% | A1XB5U | IE00BJ0KDQ92 |
| Global X Uranium UCITS ETF USD Distributing | 2.04% | Equity World Uranium | 27 | 0.65% | 1 | +28.38% | A3DY32 | IE000MS9DTS9 |
| Xtrackers MSCI World Materials UCITS ETF 1C | 5.93% | Equity World Basic Materials | 101 | 0.25% | 301 | +15.88% | A113FL | IE00BM67HS53 |
| iShares MSCI World GBP Hedged UCITS ETF (Acc) | 0.23% | Equity World | 1,410 | 0.55% | 386 | +33.45% | A1C5E8 | IE00B42YS929 |
| UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis | 7.96% | Equity Asia Pacific | 105 | 0.14% | 70 | +25.58% | A0X97T | LU0446734526 |
| UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-dis | 11.77% | Equity Australia | 57 | 0.40% | 167 | +27.61% | A2DWP8 | IE00BD4TY345 |
| Xtrackers S&P/ASX 200 UCITS ETF 1D | 9.30% | Equity Australia | 200 | 0.50% | 60 | +26.88% | DBX1A2 | LU0328474803 |
| SPDR MSCI World UCITS ETF EUR Hedged (Acc) | 0.22% | Equity World | 1,399 | 0.17% | 225 | +27.39% | A3EG2U | IE000BZ1HVL2 |
| Amundi Prime All Country World UCITS ETF UCITS ETF Dist | 0.18% | Equity World | 2,229 | 0.07% | 1,948 | - | ETF150 | IE0009HF1MK9 |
| Vanguard FTSE All-World UCITS ETF (USD) Distributing | 0.20% | Equity World | 3,631 | 0.22% | 15,277 | +31.29% | A1JX52 | IE00B3RBWM25 |
| VanEck Global Mining UCITS ETF A | 9.47% | Equity World Basic Materials | 130 | 0.50% | 991 | +13.52% | A2JDEJ | IE00BDFBTQ78 |
| HSBC MSCI Pacific ex Japan UCITS ETF USD | 8.06% | Equity Asia Pacific | 105 | 0.15% | 558 | +25.53% | A1C22H | IE00B5SG8Z57 |
| SPDR MSCI ACWI UCITS ETF | 0.22% | Equity World | 2,312 | 0.12% | 3,427 | +31.69% | A1JJTC | IE00B44Z5B48 |
| UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-acc | 7.96% | Equity Asia Pacific | 105 | 0.14% | 18 | +23.45% | A1W3LC | LU0940748279 |
| Amundi MSCI World V UCITS ETF Acc | 0.20% | Equity World | 1,404 | 0.12% | 6,263 | +33.36% | LYX0YD | LU1781541179 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0.23% | Equity World | 2,420 | 0.20% | 2 | - | A3EKP3 | IE000SHR0UX9 |
| UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-acc | 11.77% | Equity Australia | 57 | 0.40% | 213 | +25.53% | A1W5DD | IE00BD4TY451 |
| HSBC Developed World Sustainable Equity UCITS ETF USD | 0.17% | Equity World Social/Environmental | 783 | 0.18% | 162 | +27.57% | A2PXVJ | IE00BKY59K37 |
| iShares Asia Pacific Dividend UCITS ETF | 8.58% | Equity Asia Pacific Dividend | 50 | 0.59% | 386 | +27.10% | A0J203 | IE00B14X4T88 |
| Amundi MSCI World Ex USA UCITS ETF UCITS ETF Acc | 0.72% | Equity World | 802 | 0.15% | 2 | - | ETF192 | IE00085PWS28 |
Performance
Returns overview
| YTD | -22.28% |
| 1 month | -4.22% |
| 3 months | +0.77% |
| 6 months | -9.76% |
| 1 year | -16.17% |
| 3 years | +3.77% |
| 5 years | +5.72% |
| Since inception (MAX) | +35.63% |
| 2023 | +4.22% |
| 2022 | +15.49% |
| 2021 | -8.10% |
| 2020 | +16.43% |
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 | 21.56% |
| Volatility 3 years | 29.59% |
| Volatility 5 years | 32.26% |
| Return per risk 1 year | -0.75 |
| Return per risk 3 years | 0.04 |
| Return per risk 5 years | 0.03 |
| Maximum drawdown 1 year | -27.26% |
| Maximum drawdown 3 years | -35.13% |
| Maximum drawdown 5 years | -43.58% |
| Maximum drawdown since inception | -59.92% |
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.