The British Land
ISIN GB0001367019
|WKN 852556
Overview
Description
The British Land Co. Plc is a real estate investment trust, which engages in the ownership, management, financing and development of commercial properties. It operates through the following business segments: Offices, Retail, Canada Water, and Other or unallocated. The Canada water segment comprises of office, retail, residential, leisure, and public spaces to create new urban center for London. The Office segment is comprised of office-led campuses in central London as well as standalone buildings. The Retail segment includes leisure, as this is often incorporated into Retail schemes. The Other or unallocated segment includes residential properties The company was founded in 1856 and is headquartered in London, the United Kingdom.
Finance Real Estate Real Estate Investment Trusts (REITs) United Kingdom
Chart
Financials
Key metrics
| Market capitalisation, EUR | 4,596.73 m |
| EPS, EUR | - |
| P/B ratio | 0.67 |
| P/E ratio | 6.32 |
| Dividend yield | 5.93% |
Income statement (2023)
| Revenue, EUR | 667.57 m |
| Net income, EUR | -1.16 m |
| Profit margin | -0.17% |
What ETF is The British Land in?
There are 109 ETFs which contain The British Land. All of these ETFs are listed in the table below. The ETF with the largest weighting of The British Land is the iShares UK Property UCITS ETF EUR Hedged (Acc).
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| iShares MSCI UK Small Cap UCITS ETF (Acc) | 1.22% | Equity United Kingdom Small Cap | 229 | 0.58% | 183 | +17.58% | A0X8R9 | IE00B3VWLG82 |
| iShares MSCI UK IMI ESG Leaders UCITS ETF GBP (Dist) | 0.50% | Equity United Kingdom Social/Environmental | 154 | 0.15% | 37 | +18.64% | A2QGKT | IE00BMDBMH44 |
| iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) | 0.20% | Equity United Kingdom | 103 | 0.20% | 208 | +15.59% | A2H5ET | IE00BYZ28W67 |
| HSBC UK Sustainable Equity UCITS ETF GBP | 0.74% | Equity United Kingdom Social/Environmental | 81 | 0.12% | 13 | +19.45% | A2PXVP | IE00BKY53D40 |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.04% | Equity World Fundamental/Quality | 1,200 | 0.39% | 65 | +24.87% | A0M2EN | IE00B23LNQ02 |
| WisdomTree Europe Equity Income UCITS ETF Acc | 0.28% | Equity Europe Dividend | 230 | 0.29% | 3 | +7.20% | A2DHPT | IE00BDF16007 |
| JPMorgan UK Equity Core UCITS ETF GBP (acc) | 0.17% | Equity United Kingdom | 165 | 0.25% | 225 | +18.51% | A3DMXR | IE0009YQE5W1 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.00% | Equity World | 2,420 | 0.20% | 70 | +30.51% | A3EC3G | IE000UJC4MR1 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis | 0.27% | Equity World Small Cap | 765 | 0.23% | 9 | +22.87% | A3CMCU | IE00BKSCBW67 |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Acc | 0.60% | Equity Europe Small Cap Climate Change | 842 | 0.23% | 110 | +13.39% | A2H566 | LU1681041544 |
| Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C | 0.15% | Equity Europe Social/Environmental | 272 | 0.30% | 8 | +15.22% | DBX0UR | IE000VMAR5O6 |
| Xtrackers STOXX Europe 600 UCITS ETF 1C | 0.04% | Equity Europe | 601 | 0.20% | 2,673 | +13.01% | DBX1A7 | LU0328475792 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.01% | Equity World | 2,024 | 0.12% | 3,262 | +28.44% | A2PLS9 | IE00BK5BQV03 |
| SPDR STOXX Europe 600 SRI UCITS ETF | 0.09% | Equity Europe Social/Environmental | 200 | 0.12% | 299 | +15.27% | A2PPQZ | IE00BK5H8015 |
| WisdomTree Europe Equity Income UCITS ETF | 0.28% | Equity Europe Dividend | 230 | 0.29% | 33 | +6.81% | A12HUT | IE00BQZJBX31 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.05% | Equity World Multi-Factor Strategy | 1,088 | 0.40% | 3 | +26.05% | A2DR4L | LU1602145200 |
| Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR | 0.30% | Real Estate World | 361 | 0.24% | 300 | +20.99% | A2ATZC | LU1437018838 |
| Xtrackers FTSE 250 UCITS ETF 1D | 1.26% | Equity United Kingdom Mid Cap | 250 | 0.15% | 36 | +18.24% | DBX1F2 | LU0292097317 |
| HSBC FTSE EPRA NAREIT Developed UCITS ETF CHF Hedged (Acc) | 0.29% | Real Estate World | 367 | 0.27% | 67 | +17.96% | A3EQ4J | IE0009YEDMC6 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc) | 0.00% | Equity World | 3,553 | 0.17% | 2,082 | +28.13% | A1JJTD | IE00B3YLTY66 |
| iShares UK Property UCITS ETF | 6.75% | Real Estate United Kingdom | 40 | 0.40% | 683 | +1.83% | A0MZWN | IE00B1TXLS18 |
| HSBC FTSE EPRA NAREIT Developed UCITS ETF USD | 0.29% | Real Estate World | 367 | 0.24% | 999 | +21.48% | A1JCM0 | IE00B5L01S80 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.01% | Equity World Social/Environmental | 5,815 | 0.24% | 326 | +29.25% | A2QL8V | IE00BNG8L385 |
| iShares Developed Markets Property Yield UCITS ETF | 0.30% | Real Estate World | 339 | 0.59% | 1,367 | +22.21% | A0LEW8 | IE00B1FZS350 |
| SPDR Dow Jones Global Real Estate UCITS ETF Accumulating | 0.35% | Real Estate World | 226 | 0.40% | 39 | +21.92% | A2PRUC | IE00BH4GR342 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Dist) | 0.00% | Equity World | 3,553 | 0.17% | 11 | - | A40F93 | IE000DD75KQ5 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.01% | Equity World | 2,024 | 0.12% | 3,220 | +29.39% | A12CX1 | IE00BKX55T58 |
| Amundi Stoxx Europe 600 UCITS ETF Acc | 0.05% | Equity Europe | 601 | 0.07% | 8,434 | +13.40% | LYX0Q0 | LU0908500753 |
| Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) | 0.06% | Equity Europe Social/Environmental | 480 | 0.18% | 761 | +13.42% | A2H57X | LU1681040223 |
| HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) | 0.11% | Equity World Small Cap | 1,150 | 0.25% | 59 | +25.42% | A3DUNV | IE000C692SN6 |
| Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged | 0.04% | Equity Europe | 601 | 0.25% | 8 | +11.27% | DBX0QN | LU1772333404 |
| SPDR MSCI Europe Small Cap Value Weighted UCITS ETF | 0.40% | Equity Europe Small Cap | 855 | 0.30% | 232 | +9.97% | A12HU7 | IE00BSPLC298 |
| Ossiam ESG Shiller Barclays CAPE Europe Sector UCITS ETF 1D (EUR) | 0.09% | Equity Europe Sector Strategy Value | 131 | 0.75% | 28 | +0.21% | A3C7KX | IE00080CTQA4 |
| iShares UK Dividend UCITS ETF | 1.29% | Equity United Kingdom Dividend | 52 | 0.40% | 983 | +22.76% | A0HGV6 | IE00B0M63060 |
| iShares STOXX Europe Small 200 UCITS ETF (DE) | 0.81% | Equity Europe Small Cap | 200 | 0.20% | 861 | +10.38% | A0D8QZ | DE000A0D8QZ7 |
| BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF | 0.40% | Real Estate World | 332 | 0.41% | 33 | +18.56% | A3C9H2 | LU2365458905 |
| iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | 2.96% | Real Estate Europe | 31 | 0.46% | 102 | +8.95% | A0Q4R4 | DE000A0Q4R44 |
| Invesco FTSE All Share ESG Climate UCITS ETF Dist | 0.56% | Equity United Kingdom Social/Environmental Climate Change | 81 | 0.12% | 40 | +17.85% | A2QMP9 | IE00BN7J5Z03 |
| iShares Core FTSE 100 UCITS ETF GBP (Acc) | 0.20% | Equity United Kingdom | 103 | 0.07% | 2,633 | +17.79% | A0YEDM | IE00B53HP851 |
| Vanguard FTSE 250 UCITS ETF (GBP) Accumulating | 1.23% | Equity United Kingdom Mid Cap | 252 | 0.10% | 906 | +17.71% | A2PFN5 | IE00BFMXVQ44 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.00% | Equity World | 2,420 | 0.20% | 3 | +23.32% | A3EC3H | IE0006VDD4K1 |
| SPDR FTSE UK All Share UCITS ETF | 0.16% | Equity United Kingdom | 542 | 0.20% | 105 | +17.14% | A2JHMP | IE00BD5FCF91 |
| HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) | 0.29% | Real Estate World | 367 | 0.24% | 40 | +22.09% | A3DN5P | IE000G6GSP88 |
| Invesco FTSE All-World UCITS ETF Acc | 0.00% | Equity World | 2,420 | 0.15% | 609 | +29.03% | A3D7QX | IE000716YHJ7 |
| SPDR MSCI Europe Small Cap UCITS ETF | 0.40% | Equity Europe Small Cap | 877 | 0.30% | 242 | +12.22% | A1191W | IE00BKWQ0M75 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR EUR (C) | 1.12% | Equity United Kingdom Social/Environmental | 113 | 0.18% | 38 | +19.95% | A2ATZS | LU1437025023 |
| HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist) | 0.34% | Real Estate World | 278 | 0.30% | - | - | A404QF | IE000SPKU8M9 |
| HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc) | 0.34% | Real Estate World | 278 | 0.30% | - | - | A3E4UT | IE00096S6AV7 |
| BNP Paribas Easy FTSE EPRA/NAREIT Developed Europe UCITS ETF QD | 2.09% | Real Estate Europe | 104 | 0.43% | 29 | +7.75% | A2ACQZ | LU1291091228 |
| Xtrackers MSCI Europe Small Cap UCITS ETF 1C | 0.39% | Equity Europe Small Cap | 876 | 0.30% | 1,771 | +11.30% | DBX1AU | LU0322253906 |
| First Trust United Kingdom AlphaDEX UCITS ETF Acc | 0.90% | Equity United Kingdom Multi-Factor Strategy | 75 | 0.65% | 8 | +22.40% | A1T862 | IE00B8X9NZ57 |
| Amundi UK Equity All Cap UCITS ETF Dist | 0.17% | Equity United Kingdom | 246 | 0.04% | 523 | +18.36% | LYX0YA | LU1781541096 |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating | 0.06% | Equity Europe Social/Environmental | 1,035 | 0.12% | 82 | +14.37% | A3DJTF | IE000QUOSE01 |
| BNP Paribas Easy FTSE EPRA/NAREIT Developed Europe UCITS ETF QD EUR Hedged | 2.09% | Real Estate Europe | 104 | 0.43% | 1 | +5.49% | A2N7XZ | LU1859445063 |
| BNP Paribas Easy FTSE EPRA Nareit Developed Europe Green CTB UCITS ETF | 1.66% | Real Estate Europe | 96 | 0.41% | 48 | +0.45% | A2PP8E | LU2008763935 |
| iShares Core FTSE 100 UCITS ETF (Dist) | 0.20% | Equity United Kingdom | 103 | 0.07% | 13,506 | +17.77% | 552752 | IE0005042456 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc | 0.27% | Equity World Small Cap | 765 | 0.23% | 442 | +23.73% | A3CMCT | IE00BKSCBX74 |
| Amundi Stoxx Europe 600 UCITS ETF - EUR Hedged Dist | 0.05% | Equity Europe | 601 | 0.15% | 107 | +11.85% | LYX0WH | LU1574142243 |
| UBS ETF (IE) FTSE EPRA Nareit Developed Green UCITS ETF (USA) A-dis | 0.49% | Real Estate World | 329 | 0.25% | 167 | - | A40EWU | IE000H3AH951 |
| iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist) | 0.41% | Real Estate World | 339 | 0.18% | 10 | - | A404GM | IE000PL3UFC3 |
| iShares UK Property UCITS ETF EUR Hedged (Acc) | 6.75% | Real Estate United Kingdom | 40 | 0.42% | 12 | -4.36% | A3DLEF | IE000FI414K7 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.24% | Equity World Small Cap | 2,275 | 0.35% | 70 | +25.19% | A3C14G | IE000T9EOCL3 |
| iShares MSCI Target UK Real Estate UCITS ETF | 3.73% | Real Estate United Kingdom | 37 | 0.40% | 138 | +4.02% | A12DPU | IE00BRHZ0398 |
| Invesco FTSE All Share ESG Climate UCITS ETF Acc | 0.56% | Equity United Kingdom Social/Environmental Climate Change | 81 | 0.12% | 26 | +17.75% | A3C4YX | IE0003RA2ZR3 |
| iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) | 0.04% | Equity Europe | 600 | 0.20% | 633 | +12.80% | A2QP4B | DE000A2QP4B6 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (GBP) A-dis | 0.46% | Equity United Kingdom Social/Environmental | 147 | 0.23% | 743 | +18.81% | A11477 | IE00BMP3HN93 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.01% | Equity World | 3,631 | 0.22% | 14,815 | +28.50% | A2PKXG | IE00BK5BQT80 |
| iShares STOXX Europe 600 UCITS ETF (DE) | 0.04% | Equity Europe | 600 | 0.20% | 5,982 | +12.87% | 263530 | DE0002635307 |
| HSBC Europe Sustainable Equity UCITS ETF EUR | 0.02% | Equity Europe Social/Environmental | 246 | 0.15% | 23 | +14.60% | A2PXVM | IE00BKY55W78 |
| Vanguard FTSE 250 UCITS ETF Distributing | 1.23% | Equity United Kingdom Mid Cap | 252 | 0.10% | 2,439 | +18.34% | A12CX0 | IE00BKX55Q28 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.02% | Equity World Multi-Factor Strategy | 3,620 | 0.50% | 62 | +24.68% | WELT0B | IE000FPWSL69 |
| L&G Europe ESG Exclusions Paris Aligned UCITS ETF EUR Accumulating | 0.05% | Equity Europe Social/Environmental Climate Change | 474 | 0.16% | 210 | +13.11% | A2PRHB | IE00BKLTRN76 |
| iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc) | 0.30% | Real Estate World | 339 | 0.64% | 51 | +16.90% | A2JDYL | IE00BDZVHD04 |
| Invesco FTSE RAFI UK 100 UCITS ETF | 0.21% | Equity United Kingdom Fundamental/Quality | 96 | 0.39% | 13 | +18.84% | A0M2EL | IE00B23LNN70 |
| iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc) | 0.20% | Equity United Kingdom | 103 | 0.10% | 6 | - | A40KHW | IE000HARJEE2 |
| Invesco FTSE RAFI Europe UCITS ETF Dist | 0.06% | Equity Europe Fundamental/Quality | 486 | 0.39% | 10 | +15.29% | A0M2EC | IE00B23D8X81 |
| Xtrackers MSCI UK ESG UCITS ETF 1D | 0.44% | Equity United Kingdom Social/Environmental | 132 | 0.18% | 641 | +20.76% | DBX1FA | LU0292097747 |
| iShares Developed Markets Property Yield UCITS ETF USD (Acc) | 0.30% | Real Estate World | 339 | 0.59% | 342 | +21.33% | A2JKTX | IE00BFM6T921 |
| JPMorgan UK Equity Core UCITS ETF GBP (dist) | 0.17% | Equity United Kingdom | 165 | 0.25% | 68 | +18.60% | A3DMXS | IE000TZT3JJ0 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR EUR (D) | 1.12% | Equity United Kingdom Social/Environmental | 113 | 0.18% | 1 | +19.95% | A3CV84 | LU2368674631 |
| SPDR Dow Jones Global Real Estate UCITS ETF | 0.35% | Real Estate World | 226 | 0.40% | 258 | +21.73% | A1J3PB | IE00B8GF1M35 |
| HSBC Europe Sustainable Equity UCITS ETF EUR (Dist) | 0.02% | Equity Europe Social/Environmental | 246 | 0.15% | 1 | +13.80% | A3DN5G | IE000WARATZ3 |
| HSBC FTSE 100 UCITS ETF GBP | 0.20% | Equity United Kingdom | 100 | 0.07% | 594 | +17.70% | A0N9WS | IE00B42TW061 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.02% | Equity World Multi-Factor Strategy | 3,620 | 0.50% | 325 | +25.13% | WELT0A | IE0001UQQ933 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.05% | Equity World Multi-Factor Strategy | 1,088 | 0.40% | 37 | +26.04% | A2DR4K | LU1602145119 |
| Invesco FTSE All-World UCITS ETF Dist | 0.00% | Equity World | 2,420 | 0.15% | 63 | +28.80% | A3D7QY | IE0000QLH0G6 |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 0.60% | Equity Europe Small Cap Climate Change | 842 | 0.23% | 106 | +13.33% | ETF045 | LU2572257470 |
| HSBC UK Sustainable Equity UCITS ETF GBP (Dist) | 0.74% | Equity United Kingdom Social/Environmental | 81 | 0.12% | 8 | +19.63% | A3DQXA | IE00046S3PW1 |
| SPDR FTSE UK All Share UCITS ETF | 0.16% | Equity United Kingdom | 542 | 0.20% | 469 | +18.13% | A1JT1A | IE00B7452L46 |
| VanEck Global Real Estate UCITS ETF | 0.41% | Real Estate World | 100 | 0.25% | 321 | +25.43% | A1T6SY | NL0009690239 |
| Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF | 0.03% | Equity Europe Social/Environmental Climate Change | 455 | 0.15% | 51 | +10.25% | A2P5CM | IE00BMDPBY65 |
| Xtrackers Stoxx Europe 600 UCITS ETF 1D | 0.04% | Equity Europe | 601 | 0.07% | 196 | +13.20% | DBX0TR | LU2581375156 |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing | 0.06% | Equity Europe Social/Environmental | 1,035 | 0.12% | 21 | +14.30% | A3DJQ9 | IE000NRGX9M3 |
| iShares MSCI World Small Cap UCITS ETF | 0.06% | Equity World Small Cap | 3,336 | 0.35% | 4,310 | +25.17% | A2DWBY | IE00BF4RFH31 |
| First Trust United Kingdom AlphaDEX UCITS ETF Dist | 0.90% | Equity United Kingdom Multi-Factor Strategy | 75 | 0.65% | 3 | +21.24% | A2AFTR | IE00BD9N0445 |
| Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating | 0.05% | Equity Europe | 532 | 0.10% | 890 | +13.51% | A2PLBK | IE00BK5BQX27 |
| 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 UK IMI Socially Responsible UCITS ETF (hedged to CHF) A-dis | 0.46% | Equity United Kingdom Social/Environmental | 147 | 0.26% | 12 | +11.99% | A141GX | IE00BZ0RTB90 |
| SPDR MSCI World Small Cap UCITS ETF | 0.06% | Equity World Small Cap | 3,564 | 0.45% | 904 | +26.30% | A1W56P | IE00BCBJG560 |
| Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C | 2.24% | Real Estate Europe | 104 | 0.33% | 803 | +8.05% | DBX0F1 | LU0489337690 |
| Amundi STOXX Europe 600 ESG II UCITS ETF Dist | 0.05% | Equity Europe Social/Environmental | 477 | 0.19% | 34 | +12.87% | ETF960 | DE000ETF9603 |
| Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR EUR (D) | 0.30% | Real Estate World | 361 | 0.24% | 59 | +20.99% | A2H9Q1 | LU1737652823 |
| Vanguard FTSE Developed Europe UCITS ETF Distributing | 0.05% | Equity Europe | 532 | 0.10% | 2,949 | +13.48% | A1T8FS | IE00B945VV12 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0.00% | Equity World | 2,420 | 0.20% | 2 | - | A3EKP3 | IE000SHR0UX9 |
| Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) | 0.23% | Equity Europe Equal Weighted | 479 | 0.30% | 109 | +10.88% | A1JH12 | LU0599613147 |
| Amundi MSCI UK IMI SRI PAB UCITS ETF DR GBP (C) | 1.12% | Equity United Kingdom Social/Environmental | 113 | 0.18% | 40 | +20.42% | A2ATZT | LU1437025296 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.01% | Equity World Social/Environmental | 5,815 | 0.24% | 433 | +29.18% | A2QL8U | IE00BNG8L278 |
| UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (hedged to EUR) A-acc | 0.46% | Equity United Kingdom Social/Environmental | 147 | 0.26% | 90 | +11.40% | A2AH51 | IE00BYNQMK61 |
| iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist) | 0.30% | Real Estate World | 339 | 0.64% | 26 | +23.99% | A2JDYK | IE00BDZVHC96 |
Performance
Returns overview
| YTD | -5.21% |
| 1 month | -12.59% |
| 3 months | -5.45% |
| 6 months | -4.74% |
| 1 year | +2.69% |
| 3 years | -27.92% |
| 5 years | -32.63% |
| Since inception (MAX) | -53.30% |
| 2023 | +2.03% |
| 2022 | -26.17% |
| 2021 | +4.29% |
| 2020 | -18.44% |
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 | 23.46% |
| Volatility 3 years | 28.78% |
| Volatility 5 years | 34.05% |
| Return per risk 1 year | 0.11 |
| Return per risk 3 years | -0.36 |
| Return per risk 5 years | -0.22 |
| Maximum drawdown 1 year | -19.74% |
| Maximum drawdown 3 years | -48.59% |
| Maximum drawdown 5 years | -54.09% |
| Maximum drawdown since inception | -67.15% |
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.