Berkshire Hathaway, Inc.
ISIN US0846707026
|WKN A0YJQ2
Overview
Description
Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.
Finance Insurance United States
Chart
Financials
Key metrics
| Market capitalisation, EUR | 953,129.24 m |
| EPS, EUR | 45.67 |
| P/B ratio | 1.60 |
| P/E ratio | 9.45 |
| Dividend yield | 0.00% |
Income statement (2023)
| Revenue, EUR | 337,139.77 m |
| Net income, EUR | 89,004.67 m |
| Profit margin | 26.40% |
What ETF is Berkshire Hathaway, Inc. in?
There are 218 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the SPDR S&P US Financials Select Sector UCITS ETF.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc | 1.00% | Equity United States Multi-Factor Strategy | 1,959 | 0.28% | 8 | +31.28% | A2DWAC | IE00BDGV0746 |
| UBS ETF (IE) MSCI World UCITS ETF (hedged to CHF) A-acc | 0.87% | Equity World | 1,413 | 0.13% | 236 | - | A3EYDY | IE000N6LBS91 |
| Xtrackers MSCI USA ESG Screened UCITS ETF 1C | 1.31% | Equity United States Social/Environmental | 535 | 0.07% | 113 | +37.37% | A1XEJS | IE00BJZ2DC62 |
| UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 0.84% | Equity United States Low Volatility/Risk Weighted | 179 | 0.18% | 40 | +27.31% | A14XL8 | IE00BX7RQY03 |
| Deka MSCI USA Climate Change ESG UCITS ETF | 0.10% | Equity United States Social/Environmental Climate Change | 503 | 0.25% | 1,025 | +41.48% | ETFL57 | DE000ETFL573 |
| Invesco MSCI World Equal Weight UCITS ETF Acc | 0.07% | Equity World Equal Weighted | 1,399 | 0.20% | - | - | A40G12 | IE000OEF25S1 |
| SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc) | 0.47% | Equity World Social/Environmental Climate Change | 543 | 0.15% | 5 | +31.77% | A3C9EV | IE00BYTH5594 |
| SPDR MSCI World Financials UCITS ETF | 5.64% | Equity World Financials | 232 | 0.30% | 272 | +45.50% | A2AGZ2 | IE00BYTRR970 |
| iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) | 0.33% | Equity United States Social/Environmental | 534 | 0.07% | 9,933 | +35.54% | A2PDNU | IE00BHZPJ890 |
| Lyxor Core US Equity (DR) UCITS ETF - Dist | 1.64% | Equity United States | 608 | 0.04% | 33 | +36.72% | LYX0YB | LU1781540957 |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis | 1.21% | Equity United States | 595 | 0.14% | 45 | +38.38% | A2ARF8 | IE00BD08DL65 |
| SPDR S&P 500 UCITS ETF (Acc) | 1.73% | Equity United States | 503 | 0.03% | 5,980 | +36.14% | A3EUC1 | IE000XZSV718 |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis | 0.87% | Equity World | 1,413 | 0.10% | 395 | +30.83% | A1JVCA | IE00B7KQ7B66 |
| iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc) | 1.14% | Equity World Low Volatility/Risk Weighted | 262 | 0.35% | 44 | +20.44% | A2JAE6 | IE00BD1JRZ09 |
| iShares MSCI USA ESG Enhanced UCITS ETF EUR Hedged (Acc) | 0.33% | Equity United States Social/Environmental | 534 | 0.10% | 466 | +29.17% | A3CR2Z | IE000U7L59A3 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged | 0.84% | Equity World Social/Environmental | 2,023 | 0.37% | 44 | +25.12% | DBX0R5 | IE000VXC51U5 |
| Deka MSCI World Climate Change ESG UCITS ETF | 0.28% | Equity World Social/Environmental Climate Change | 1,216 | 0.26% | 1,013 | +36.41% | ETFL58 | DE000ETFL581 |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 2.50% | Equity United States Value | 446 | 0.20% | 417 | +31.41% | A1JVB8 | IE00B78JSG98 |
| Amundi MSCI USA UCITS ETF Acc | 1.21% | Equity United States | 587 | 0.03% | 165 | +36.86% | ETF154 | IE000FSN19U2 |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) | 1.73% | Equity United States Social/Environmental | 246 | 0.20% | 117 | +30.46% | A3C4Y6 | IE000CN8T855 |
| Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc | 1.18% | Equity United States Social/Environmental | 201 | 0.20% | 437 | +38.07% | A2P0ZN | IE00BKSBGS44 |
| iShares World Equity High Income UCITS ETF USD (Dist) | 0.55% | Equity World Social/Environmental | 252 | 0.35% | 47 | - | A40121 | IE000KJPDY61 |
| iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) | 0.20% | Equity United States Equal Weighted | 504 | 0.22% | 783 | +31.63% | A3DN3F | IE0003WV2ME7 |
| Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF CLASS USD (Acc.) | 0.98% | Equity United States Multi-Factor Strategy | 442 | 0.14% | 142 | +36.06% | A2PPCD | IE00BJ5CNR11 |
| iShares S&P 500 CHF Hedged UCITS ETF (Acc) | 1.72% | Equity United States | 503 | 0.20% | 651 | +34.82% | A1J780 | IE00B88DZ566 |
| iShares U.S. Equity High Income UCITS ETF USD (Dist) | 1.01% | Equity United States Social/Environmental | 158 | 0.35% | 35 | - | A4011Z | IE000WHL2ZK1 |
| Invesco MSCI USA ESG Universal Screened UCITS ETF Dist | 1.04% | Equity United States Social/Environmental | 551 | 0.09% | 31 | +37.51% | A3CVRZ | IE000A8N67F3 |
| Xtrackers MSCI World Minimum Volatility UCITS ETF 1C | 1.14% | Equity World Low Volatility/Risk Weighted | 262 | 0.25% | 743 | +21.92% | A1103F | IE00BL25JN58 |
| JPMorgan Active US Value UCITS ETF USD (dist) | 2.59% | Equity United States Value | 163 | 0.49% | 5 | - | A3EW6N | IE000DTA2ZH9 |
| SPDR S&P US Financials Select Sector UCITS ETF | 13.40% | Equity United States Financials | 72 | 0.15% | 492 | +50.22% | A14QB1 | IE00BWBXM500 |
| iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) | 0.53% | Equity World Social/Environmental Climate Change | 590 | 0.20% | 315 | +30.95% | A2QQYX | IE00BMXC7W70 |
| SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) | 0.77% | Equity World | 2,312 | 0.17% | 58 | +30.64% | A2JQU4 | IE00BF1B7272 |
| JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) | 1.25% | Equity World Value Alternative Investments | 250 | 0.35% | 49 | - | A3EHRD | IE000WX7BVB0 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.72% | Equity World | 2,420 | 0.20% | 2 | +24.59% | A3EC3H | IE0006VDD4K1 |
| Xtrackers MSCI World UCITS ETF 1D | 0.86% | Equity World | 1,415 | 0.12% | 3,378 | +30.87% | A1XEY2 | IE00BK1PV551 |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 1.73% | Equity United States Social/Environmental | 246 | 0.20% | 10,656 | +36.73% | A2DWM7 | IE00BF4G7076 |
| JPMorgan Active US Growth UCITS ETF EUR Hedged (acc) | 0.50% | Equity United States Growth | 101 | 0.49% | 2 | - | A3EW6M | IE000UZZ5SU2 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) | 0.82% | Equity World Social/Environmental | 679 | 0.25% | 314 | +34.00% | A3C4Y8 | IE000D9DX847 |
| Xtrackers S&P 500 UCITS ETF 1C EUR hedged | 1.73% | Equity United States | 502 | 0.20% | 492 | +29.69% | A113FP | IE00BM67HW99 |
| Xtrackers S&P 500 UCITS ETF 1D EUR Hedged | 1.73% | Equity United States | 502 | 0.20% | 34 | +29.71% | A2N4YV | IE00BGJWX091 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged | 0.20% | Equity United States Equal Weighted | 503 | 0.30% | 105 | +31.65% | DBX0QA | IE000N5GJDD7 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis | 0.70% | Equity World Social/Environmental | 1,911 | 0.23% | 1,546 | +31.32% | A2PL57 | IE00BDQZMX67 |
| HSBC MSCI World UCITS ETF EUR Hedged (Acc) | 0.87% | Equity World | 1,368 | 0.17% | 277 | +25.92% | A3DV0F | IE000QMIHY81 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc | 1.00% | Equity United States Multi-Factor Strategy | 1,959 | 0.25% | 85 | +33.41% | A2JSD1 | IE00BDGV0415 |
| SPDR S&P 500 Low Volatility UCITS ETF | 1.41% | Equity United States Low Volatility/Risk Weighted | 100 | 0.35% | 135 | +26.06% | A1J3PA | IE00B802KR88 |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis | 1.72% | Equity United States | 505 | 0.12% | 51 | +37.93% | A2AMYR | IE00BD34DL14 |
| iShares Core S&P 500 UCITS ETF USD (Dist) | 1.72% | Equity United States | 503 | 0.07% | 17,875 | +36.25% | 622391 | IE0031442068 |
| HSBC MSCI World Climate Paris Aligned UCITS ETF | 0.47% | Equity World Social/Environmental Climate Change | 594 | 0.18% | 453 | +31.05% | A3CRZX | IE00BP2C1V62 |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) | 1.14% | Equity World Low Volatility/Risk Weighted | 262 | 0.30% | 2,737 | +21.66% | A1J781 | IE00B8FHGS14 |
| Invesco S&P 500 Equal Weight UCITS ETF Acc | 0.20% | Equity United States Equal Weighted | 504 | 0.20% | 473 | +30.85% | A2QP63 | IE00BNGJJT35 |
| First Trust US Large Cap Core AlphaDEX UCITS ETF Dist | 0.47% | Equity United States Multi-Factor Strategy | 376 | 0.65% | 41 | +34.92% | A2AH2V | IE00BWTNMB87 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis | 1.00% | Equity United States Multi-Factor Strategy | 1,959 | 0.25% | 35 | +33.82% | A2DND0 | IE00BDGV0308 |
| HSBC MSCI World UCITS ETF USD | 0.87% | Equity World | 1,368 | 0.15% | 10,109 | +31.18% | A1C9KK | IE00B4X9L533 |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc | 1.72% | Equity United States | 505 | 0.12% | 62 | +29.90% | A2AMYQ | IE00BD34DK07 |
| L&G Global Equity UCITS ETF | 0.88% | Equity World Social/Environmental | 1,255 | 0.10% | 207 | +30.81% | A2N4PQ | IE00BFXR5S54 |
| VanEck Morningstar Global Wide Moat UCITS ETF | 1.01% | Equity World Moat | 74 | 0.52% | 70 | +22.32% | A2P6EP | IE00BL0BMZ89 |
| Invesco MSCI World ESG Universal Screened UCITS ETF Acc | 0.65% | Equity World Social/Environmental | 1,303 | 0.19% | 150 | +31.15% | A2PHLM | IE00BJQRDK83 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis | 0.70% | Equity World Social/Environmental | 1,911 | 0.26% | 64 | +29.37% | A2H5B6 | IE00BDQZN667 |
| UBS ETF (IE) MSCI World UCITS ETF (hedged to GBP) A-dis | 0.87% | Equity World | 1,413 | 0.13% | 7 | - | A404WZ | IE000KLSD4Y8 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc | 0.70% | Equity World Social/Environmental | 1,911 | 0.26% | 809 | +29.30% | A2H5B5 | IE00BDQZN774 |
| JPMorgan Active US Growth UCITS ETF USD (acc) | 0.50% | Equity United States Growth | 101 | 0.49% | 7 | - | A3EW6K | IE0005CH3U28 |
| Xtrackers MSCI USA UCITS ETF 1C | 1.21% | Equity United States | 593 | 0.07% | 8,247 | +36.70% | A1XB5V | IE00BJ0KDR00 |
| UBS ETF (IE) MSCI World UCITS ETF (hedged to EUR) A-acc | 0.87% | Equity World | 1,413 | 0.13% | 12 | - | A404WY | IE000TB15RC6 |
| UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis | 1.21% | Equity United States | 595 | 0.10% | 103 | +35.31% | A113UU | IE00BD4TYF66 |
| Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc | 1.26% | Equity World Social/Environmental | 329 | 0.25% | 51 | +30.04% | A2P1GK | IE00BKSBGV72 |
| iShares Core MSCI World UCITS ETF GBP Hedged (Dist) | 0.87% | Equity World | 1,410 | 0.30% | 1,026 | +33.88% | A2DRG6 | IE00BD45YS76 |
| UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc | 1.21% | Equity United States | 595 | 0.10% | 294 | +35.50% | A1W5DG | IE00BD4TYL27 |
| Amundi MSCI World UCITS ETF UCITS ETF Acc | 0.87% | Equity World | 1,403 | 0.12% | 2,164 | - | ETF146 | IE000BI8OT95 |
| Deka MSCI USA UCITS ETF | 1.23% | Equity United States | 587 | 0.30% | 362 | +36.28% | ETFL26 | DE000ETFL268 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.25% | Equity World Multi-Factor Strategy | 1,088 | 0.40% | 37 | +26.00% | A2DR4K | LU1602145119 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.82% | Equity World Social/Environmental | 679 | 0.25% | 5,783 | +30.87% | A2DWM6 | IE00BF4G6Y48 |
| iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist) | 1.40% | Equity World Financials Social/Environmental | 230 | 0.18% | 77 | +44.00% | A2PHCE | IE00BJ5JP097 |
| UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) A-acc | 0.46% | Equity World Social/Environmental Climate Change | 595 | 0.15% | 8 | +31.43% | A2QNQJ | IE00BN4Q0370 |
| UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc | 1.21% | Equity United States | 595 | 0.10% | 41 | +38.38% | A2DQG5 | IE00BYQ00Y50 |
| iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 2.39% | Equity World Momentum | 352 | 0.25% | 2,313 | +41.01% | A12ATF | IE00BP3QZ825 |
| Xtrackers MSCI USA Climate Transition UCITS ETF 1D | 1.15% | Equity United States Social/Environmental Climate Change | 465 | 0.09% | 8 | +35.63% | DBX0TE | IE000GYDNJS5 |
| Xtrackers MSCI World UCITS ETF 2D - GBP Hedged | 0.86% | Equity World | 1,415 | 0.17% | 309 | +33.90% | A2DF98 | IE00BZ1BS790 |
| iShares Core MSCI World UCITS ETF USD (Acc) | 0.87% | Equity World | 1,410 | 0.20% | 83,358 | +30.75% | A0RPWH | IE00B4L5Y983 |
| iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) | 1.72% | Equity United States | 503 | 0.10% | 2,676 | +37.99% | A2DHH6 | IE00BD8KRH84 |
| iShares Core S&P 500 UCITS ETF USD (Acc) | 1.72% | Equity United States | 503 | 0.07% | 98,487 | +36.27% | A0YEDG | IE00B5BMR087 |
| L&G US Equity UCITS ETF | 1.25% | Equity United States Social/Environmental | 450 | 0.05% | 737 | +36.64% | A2N4RG | IE00BFXR5Q31 |
| SPDR MSCI World UCITS ETF EUR Hedged (Acc) | 0.87% | Equity World | 1,399 | 0.17% | 225 | +26.44% | A3EG2U | IE000BZ1HVL2 |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 1.21% | Equity United States | 595 | 0.07% | 1,090 | +36.76% | A1JVB6 | IE00B77D4428 |
| Vanguard FTSE All-World UCITS ETF (USD) Distributing | 0.73% | Equity World | 3,631 | 0.22% | 15,259 | +28.73% | A1JX52 | IE00B3RBWM25 |
| UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc | 1.20% | Equity United States Social/Environmental Climate Change | 522 | 0.07% | 9 | +37.76% | A3CM9R | IE00BNC0M350 |
| Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc | 1.04% | Equity United States Social/Environmental | 551 | 0.12% | 1 | +39.45% | A3C9MR | IE000T5R61X5 |
| SPDR MSCI ACWI UCITS ETF | 0.77% | Equity World | 2,312 | 0.12% | 3,412 | +29.07% | A1JJTC | IE00B44Z5B48 |
| iShares MSCI USA UCITS ETF (Acc) | 1.20% | Equity United States | 593 | 0.07% | 1,614 | +36.75% | A0YEDU | IE00B52SFT06 |
| Amundi MSCI World V UCITS ETF Acc | 0.87% | Equity World | 1,404 | 0.12% | 6,281 | +30.69% | LYX0YD | LU1781541179 |
| JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating | 0.29% | Equity World Multi-Factor Strategy | 499 | 0.20% | 172 | +25.82% | A2PJEP | IE00BJRCLL96 |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) | 0.24% | Equity World Social/Environmental | 1,239 | 0.20% | 520 | +30.30% | A2PDNV | IE00BG11HV38 |
| UBS ETF (IE) Factor MSCI USA Prime Value ESG UCITS ETF (hedged to GBP) A-dis | 0.57% | Equity United States Value | 126 | 0.28% | 7 | +25.91% | A14Z33 | IE00BXDZNH00 |
| SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD | 0.37% | Equity World Social/Environmental Climate Change | 809 | 0.20% | 5 | +29.82% | A3C9EW | IE00BYTH5370 |
| UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis | 1.72% | Equity United States | 505 | 0.09% | 869 | +36.22% | A1JVB5 | IE00B7K93397 |
| iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) | 1.14% | Equity World Low Volatility/Risk Weighted | 262 | 0.35% | 175 | +17.95% | A2DN90 | IE00BYXPXL17 |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc | 1.72% | Equity United States | 505 | 0.12% | 138 | +34.46% | A2AMYP | IE00BD34DB16 |
| Xtrackers MSCI USA UCITS ETF 2C EUR Hedged | 1.21% | Equity United States | 593 | 0.12% | 477 | +30.29% | A2JDYV | IE00BG04M077 |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc | 0.87% | Equity World | 1,413 | 0.10% | 1,214 | +30.89% | A2PK5J | IE00BD4TXV59 |
| JPMorgan Active US Value UCITS ETF USD (acc) | 2.59% | Equity United States Value | 163 | 0.49% | 6 | - | A3EW6J | IE000TD3TI26 |
| JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) | 0.47% | Equity World Social/Environmental Climate Change | 409 | 0.19% | 867 | +28.25% | A2P4WJ | IE00BMDWYZ92 |
| iShares Core MSCI World UCITS ETF USD (Dist) | 0.87% | Equity World | 1,410 | 0.20% | 421 | +32.37% | A3EP8F | IE000OHHIBC6 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 0.20% | Equity United States Equal Weighted | 503 | 0.20% | 11,037 | +30.46% | A1106A | IE00BLNMYC90 |
| Invesco MSCI USA ESG Universal Screened UCITS ETF Acc | 1.04% | Equity United States Social/Environmental | 551 | 0.09% | 2,776 | +37.31% | A2PHLP | IE00BJQRDM08 |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.82% | Equity World Fundamental/Quality | 1,200 | 0.39% | 65 | +25.24% | A0M2EN | IE00B23LNQ02 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.72% | Equity World | 2,420 | 0.20% | 72 | +32.16% | A3EC3G | IE000UJC4MR1 |
| UBS ETF (IE) MSCI USA NSL UCITS ETF (USA) A-acc | 1.22% | Equity United States | 593 | 0.09% | 2,785 | - | A40EWW | IE000OULL4R4 |
| UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (hedged to EUR) A-acc | 0.84% | Equity United States Low Volatility/Risk Weighted | 179 | 0.21% | 5 | +21.20% | A14Y6U | IE00BWT3KJ20 |
| HSBC MSCI USA UCITS ETF USD | 1.16% | Equity United States | 620 | 0.30% | 41 | +36.93% | A1CY1Q | IE00B5WFQ436 |
| Amundi Prime All Country World UCITS ETF UCITS ETF Acc | 0.77% | Equity World | 2,229 | 0.07% | 53 | - | ETF151 | IE0003XJA0J9 |
| Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D | 1.52% | Equity United States Low Volatility/Risk Weighted | 170 | 0.20% | 4 | +28.33% | A2ALVG | IE00BDB7J586 |
| UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 0.86% | Equity World | 1,415 | 0.30% | 1,310 | +30.38% | A0NCFR | LU0340285161 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.84% | Equity World | 2,024 | 0.12% | 3,218 | +30.07% | A2PLS9 | IE00BK5BQV03 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.82% | Equity World Social/Environmental | 679 | 0.25% | 644 | +31.03% | A3CYEG | IE000HFXP0D2 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.25% | Equity World Multi-Factor Strategy | 1,088 | 0.40% | 3 | +27.48% | A2DR4L | LU1602145200 |
| HSBC Multi-Factor Worldwide Equity UCITS ETF USD | 0.20% | Equity World Multi-Factor Strategy | 485 | 0.25% | 1,263 | +28.16% | A116RM | IE00BKZGB098 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 0.20% | Equity United States Equal Weighted | 503 | 0.20% | 281 | +30.40% | DBX0TP | IE000CXLGK86 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc) | 0.64% | Equity World | 3,553 | 0.17% | 2,069 | +28.46% | A1JJTD | IE00B3YLTY66 |
| JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) | 1.25% | Equity World Value Alternative Investments | 250 | 0.35% | 271 | - | A3EHRE | IE0003UVYC20 |
| iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc) | 2.90% | Equity United States Low Volatility/Risk Weighted | 75 | 0.25% | 58 | +23.92% | A2AUE8 | IE00BYX8XD24 |
| iShares MSCI USA ESG Screened UCITS ETF USD (Dist) | 1.30% | Equity United States Social/Environmental | 535 | 0.07% | 787 | +37.97% | A2N6TC | IE00BFNM3H51 |
| SPDR S&P 500 UCITS ETF (Dist) | 1.73% | Equity United States | 503 | 0.03% | 12,405 | +36.28% | A1JULM | IE00B6YX5C33 |
| SPDR MSCI World UCITS ETF | 0.87% | Equity World | 1,399 | 0.12% | 9,097 | +30.95% | A2N6CW | IE00BFY0GT14 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Dist) | 0.64% | Equity World | 3,553 | 0.17% | 10 | - | A40F93 | IE000DD75KQ5 |
| Deka MSCI World UCITS ETF Distribution | 0.88% | Equity World | 1,403 | 0.31% | 3,164 | +30.46% | ETFL50 | DE000ETFL508 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.84% | Equity World | 2,024 | 0.12% | 3,144 | +29.86% | A12CX1 | IE00BKX55T58 |
| Invesco FTSE RAFI US 1000 UCITS ETF | 1.65% | Equity United States Fundamental/Quality | 1,006 | 0.39% | 405 | +32.40% | A0M2EA | IE00B23D8S39 |
| Vanguard FTSE North America UCITS ETF (USD) Accumulating | 1.63% | Equity North America | 579 | 0.10% | 1,381 | +36.37% | A2PLBJ | IE00BK5BQW10 |
| JPMorgan Active US Growth UCITS ETF USD (dist) | 0.50% | Equity United States Growth | 101 | 0.49% | 6 | - | A3EW6L | IE0003KQ8JX1 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc | 0.70% | Equity World Social/Environmental | 1,911 | 0.26% | 369 | +28.81% | A2H5B7 | IE00BDQZN337 |
| HSBC S&P 500 UCITS ETF USD | 1.73% | Equity United States | 503 | 0.09% | 6,936 | +36.79% | A1C19C | IE00B5KQNG97 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged | 0.20% | Equity United States Equal Weighted | 503 | 0.30% | 5 | - | IE0002GFATQ6 | |
| HSBC USA Sustainable Equity UCITS ETF USD | 0.01% | Equity United States Social/Environmental | 418 | 0.12% | 752 | +31.19% | A2PXVQ | IE00BKY40J65 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged | 0.20% | Equity United States Equal Weighted | 503 | 0.30% | 423 | +24.05% | DBX0P9 | IE0002EI5AG0 |
| UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc | 1.21% | Equity United States | 595 | 0.10% | 298 | +30.35% | A1W5DE | IE00BD4TYG73 |
| Xtrackers MSCI World UCITS ETF 2C - EUR Hedged | 0.86% | Equity World | 1,415 | 0.17% | 37 | +26.31% | DBX0VF | IE000ONQ3X90 |
| SPDR MSCI World UCITS ETF GBP Hedged (Dist) | 0.87% | Equity World | 1,399 | 0.17% | 68 | +32.07% | A3EG2T | IE0005POVJH8 |
| Xtrackers MSCI World ESG Screened UCITS ETF 1D | 0.94% | Equity World Social/Environmental | 1,257 | 0.19% | 91 | +30.80% | A1W3F6 | IE00BCHWNQ94 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 1C | 0.84% | Equity World Social/Environmental | 2,023 | 0.25% | 4,756 | +29.56% | A1W8SB | IE00BGHQ0G80 |
| Invesco FTSE All-World UCITS ETF Acc | 0.72% | Equity World | 2,420 | 0.15% | 611 | +29.34% | A3D7QX | IE000716YHJ7 |
| UBS ETF (IE) Factor MSCI USA Prime Value ESG UCITS ETF (hedged to EUR) A-acc | 0.57% | Equity United States Value | 126 | 0.28% | 16 | +18.46% | A14Y6V | IE00BWT3KL42 |
| Xtrackers MSCI World Climate Transition UCITS ETF | 0.86% | Equity World Social/Environmental Climate Change | 1,055 | 0.19% | 28 | +30.51% | DBX0TC | IE000P4AYI47 |
| Vanguard S&P 500 UCITS ETF (USD) Accumulating | 1.72% | Equity United States | 494 | 0.07% | 16,221 | +36.47% | A2PFN2 | IE00BFMXXD54 |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc | 1.21% | Equity United States | 595 | 0.07% | 2,045 | +36.73% | A2ARF7 | IE00BD4TXS21 |
| iShares MSCI World ESG Screened UCITS ETF USD (Dist) | 0.94% | Equity World Social/Environmental | 1,293 | 0.20% | 517 | +32.20% | A2N6TE | IE00BFNM3K80 |
| Deka S&P 500 UCITS ETF | 1.75% | Equity United States | 497 | 0.12% | 56 | - | ETFL63 | DE000ETFL631 |
| iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) | 0.53% | Equity World Social/Environmental Climate Change | 590 | 0.20% | 107 | +33.17% | A2QR13 | IE00BN92ZL31 |
| Invesco S&P 500 Equal Weight UCITS ETF Dist | 0.20% | Equity United States Equal Weighted | 504 | 0.20% | 121 | +30.84% | A2QP64 | IE00BM8QRY62 |
| iShares MSCI USA ESG Enhanced UCITS ETF USD (Acc) | 0.33% | Equity United States Social/Environmental | 534 | 0.07% | 7,372 | +35.56% | A2PCB3 | IE00BHZPJ908 |
| HSBC MSCI World UCITS ETF CHF hedged | 0.87% | Equity World | 1,368 | 0.18% | 19 | +22.02% | A3ECM1 | IE000WMRNBB0 |
| HSBC USA Sustainable Equity UCITS ETF USD (Dist) | 0.01% | Equity United States Social/Environmental | 418 | 0.12% | 0 | +31.25% | A3DN5B | IE000YFGN231 |
| iShares MSCI World ESG Screened UCITS ETF USD (Acc) | 0.94% | Equity World Social/Environmental | 1,293 | 0.20% | 3,451 | +32.05% | A2N6TD | IE00BFNM3J75 |
| Amundi MSCI World UCITS ETF UCITS ETF DR - USD (D) | 0.87% | Equity World | 1,403 | 0.12% | 820 | +30.81% | A3DH0A | IE000CNSFAR2 |
| iShares MSCI World CHF Hedged UCITS ETF (Acc) | 0.86% | Equity World | 1,412 | 0.55% | 1,287 | +29.97% | A1J78Z | IE00B8BVCK12 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc | 0.70% | Equity World Social/Environmental | 1,911 | 0.26% | 172 | +35.92% | A2JHVY | IE00BDQZN550 |
| Amundi MSCI USA UCITS ETF Dist | 1.21% | Equity United States | 587 | 0.03% | - | +35.42% | ETF153 | IE000IEGVMH6 |
| JPMorgan Carbon Transition Global Equity UCITS ETF EUR Hedged (acc) | 0.47% | Equity World Social/Environmental Climate Change | 409 | 0.19% | 4 | +23.91% | A3C4Y7 | IE000W95TAE6 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc | 0.70% | Equity World Social/Environmental | 1,911 | 0.26% | 102 | +22.90% | A2H9EJ | IE00BYVHJM24 |
| iShares Russell 1000 Value UCITS ETF USD (Acc) | 3.33% | Equity United States Value | 850 | 0.18% | 66 | +31.39% | A3ECC2 | IE0002EKOXU6 |
| Vanguard FTSE North America UCITS ETF Distributing | 1.63% | Equity North America | 579 | 0.10% | 2,426 | +36.38% | A12CXY | IE00BKX55R35 |
| Xtrackers S&P 500 UCITS ETF 4C | 1.73% | Equity United States | 502 | 0.06% | 155 | +36.28% | DBX0SV | IE000Z9SJA06 |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 1.73% | Equity United States Social/Environmental | 246 | 0.20% | 794 | +36.69% | A2PUSW | IE00BJ06C044 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) | 0.82% | Equity World Social/Environmental | 679 | 0.25% | 768 | +26.35% | A3C4Y4 | IE0000UW95D6 |
| Xtrackers MSCI USA ESG Screened UCITS ETF 2C EUR Hedged | 1.31% | Equity United States Social/Environmental | 535 | 0.12% | 7 | +30.98% | DBX0RN | IE000TSML5I8 |
| iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc) | 1.14% | Equity World Low Volatility/Risk Weighted | 262 | 0.35% | 70 | +25.28% | A2PDT3 | IE00BGPP8L80 |
| iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) | 2.90% | Equity United States Low Volatility/Risk Weighted | 75 | 0.20% | 1,139 | +30.22% | A1J784 | IE00B6SPMN59 |
| iShares MSCI World UCITS ETF (Dist) | 0.87% | Equity World | 1,411 | 0.50% | 7,103 | +30.39% | A0HGV0 | IE00B0M62Q58 |
| JPMorgan Active US Value UCITS ETF EUR Hedged (acc) | 2.59% | Equity United States Value | 163 | 0.49% | 2 | - | A3EW6T | IE000CQQ22C8 |
| Invesco S&P 500 QVM UCITS ETF | 5.27% | Equity United States Multi-Factor Strategy | 101 | 0.35% | 50 | +44.91% | A2DMBV | IE00BDZCKK11 |
| iShares Core MSCI World UCITS ETF EUR Hedged (Dist) | 0.87% | Equity World | 1,410 | 0.30% | 1,012 | +25.81% | A2PKSQ | IE00BKBF6H24 |
| iShares S&P 500 GBP Hedged UCITS ETF (Acc) | 1.72% | Equity United States | 504 | 0.20% | 1,005 | +42.14% | A1C5FA | IE00B3Y8X563 |
| SPDR S&P 500 EUR Hedged UCITS ETF | 1.73% | Equity United States | 503 | 0.05% | 629 | +29.87% | A2AGXP | IE00BYYW2V44 |
| iShares S&P 500 EUR Hedged UCITS ETF (Acc) | 1.72% | Equity United States | 505 | 0.20% | 6,510 | +29.74% | A1C5E9 | IE00B3ZW0K18 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.73% | Equity World | 3,631 | 0.22% | 14,766 | +28.74% | A2PKXG | IE00BK5BQT80 |
| Deka MSCI USA Large Cap UCITS ETF | 1.41% | Equity United States Large Cap | 254 | 0.30% | 127 | +36.57% | ETFL09 | DE000ETFL094 |
| HSBC MSCI World UCITS ETF USD (Acc) | 0.87% | Equity World | 1,368 | 0.15% | 645 | +30.75% | A3DN5J | IE000UQND7H4 |
| Xtrackers MSCI USA UCITS ETF 1D | 1.21% | Equity United States | 593 | 0.07% | 144 | +36.63% | A1XEY1 | IE00BK1PV445 |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) | 0.24% | Equity World Social/Environmental | 1,239 | 0.20% | 4,041 | +30.22% | A2PCB4 | IE00BHZPJ569 |
| iShares MSCI North America UCITS ETF | 1.16% | Equity North America | 679 | 0.40% | 1,144 | +35.92% | A0J201 | IE00B14X4M10 |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) | 1.73% | Equity United States Social/Environmental | 246 | 0.20% | 38 | +35.60% | A3DG6Z | IE000K54GGV6 |
| Xtrackers MSCI World UCITS ETF 3C - CHF Hedged | 0.86% | Equity World | 1,415 | 0.17% | 24 | +30.43% | IE0009KLWT21 | |
| JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 1.66% | Equity United States | 556 | 0.05% | 1 | +36.79% | A2PEJX | IE00BJK9H860 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged | 0.84% | Equity World Social/Environmental | 2,023 | 0.37% | 6 | +30.88% | DBX0R8 | IE000WGF1X01 |
| Amundi Prime Global UCITS ETF DR (C) | 0.88% | Equity World | 1,404 | 0.05% | 536 | +30.34% | A2PWMK | LU2089238203 |
| iShares MSCI ACWI UCITS ETF USD (Acc) | 0.76% | Equity World | 2,348 | 0.20% | 15,575 | +29.06% | A1JMDF | IE00B6R52259 |
| HSBC S&P 500 UCITS ETF USD (Acc) | 1.73% | Equity United States | 503 | 0.09% | 209 | +36.81% | A3DN5D | IE000JZ473P7 |
| Vanguard S&P 500 UCITS ETF (USD) Distributing | 1.72% | Equity United States | 494 | 0.07% | 43,036 | +36.28% | A1JX53 | IE00B3XXRP09 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc | 1.00% | Equity United States Multi-Factor Strategy | 1,959 | 0.28% | 25 | +31.83% | A2DWAB | IE00BDGV0C91 |
| SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) | 0.77% | Equity World | 2,312 | 0.17% | 334 | +24.94% | A2JQU5 | IE00BF1B7389 |
| iShares S&P 500 Equal Weight UCITS ETF USD (Acc) | 0.20% | Equity United States Equal Weighted | 504 | 0.20% | 2,685 | +31.05% | A3DN3E | IE000MLMNYS0 |
| Xtrackers MSCI USA Financials UCITS ETF 1D | 9.51% | Equity United States Financials | 88 | 0.12% | 1,153 | +52.52% | A1W3F9 | IE00BCHWNT26 |
| iShares MSCI World EUR Hedged UCITS ETF (Acc) | 0.86% | Equity World | 1,414 | 0.55% | 3,427 | +25.66% | A1C5E7 | IE00B441G979 |
| Invesco FTSE All-World UCITS ETF Dist | 0.72% | Equity World | 2,420 | 0.15% | 60 | +29.11% | A3D7QY | IE0000QLH0G6 |
| iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) | 2.90% | Equity United States Low Volatility/Risk Weighted | 75 | 0.20% | 103 | +30.23% | A2JDDH | IE00BD93YH54 |
| JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 1.66% | Equity United States | 556 | 0.05% | 21 | +36.80% | A2PEJW | IE00BJK9H753 |
| Amundi Prime Global UCITS ETF DR (D) | 0.88% | Equity World | 1,404 | 0.05% | 874 | +30.35% | A2PBLJ | LU1931974692 |
| First Trust US Large Cap Core AlphaDEX UCITS ETF Acc | 0.47% | Equity United States Multi-Factor Strategy | 376 | 0.65% | 208 | +35.17% | A1T860 | IE00B8X9NW27 |
| Xtrackers S&P 500 UCITS ETF 3C CHF hedged | 1.73% | Equity United States | 502 | 0.20% | 30 | +34.88% | A1J7W9 | IE00B8KMSQ34 |
| iShares MSCI USA ESG Screened UCITS ETF USD (Acc) | 1.30% | Equity United States Social/Environmental | 535 | 0.07% | 7,997 | +38.11% | A2N6TB | IE00BFNM3G45 |
| UBS ETF (IE) Factor MSCI USA Prime Value ESG UCITS ETF (USD) A-dis | 0.57% | Equity United States Value | 126 | 0.25% | 179 | +24.49% | A14XL9 | IE00BX7RR706 |
| Invesco S&P 500 Low Volatility UCITS ETF Acc | 1.41% | Equity United States Low Volatility/Risk Weighted | 100 | 0.25% | 27 | +26.58% | A2PYBR | IE00BKW9SX35 |
| Xtrackers MSCI World UCITS ETF 1C | 0.86% | Equity World | 1,415 | 0.19% | 12,866 | +30.76% | A1XB5U | IE00BJ0KDQ92 |
| iShares U.S. Equity High Income UCITS ETF USD (Acc) | 1.01% | Equity United States Social/Environmental | 158 | 0.35% | 0 | - | A40120 | IE0007FM00T9 |
| iShares World Equity High Income UCITS ETF USD (Acc) | 0.55% | Equity World Social/Environmental | 252 | 0.35% | 1 | - | A40122 | IE0000P0RPE6 |
| iShares MSCI World GBP Hedged UCITS ETF (Acc) | 0.86% | Equity World | 1,410 | 0.55% | 376 | +33.29% | A1C5E8 | IE00B42YS929 |
| Amundi Prime All Country World UCITS ETF UCITS ETF Dist | 0.77% | Equity World | 2,229 | 0.07% | 1,946 | - | ETF150 | IE0009HF1MK9 |
| UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc | 0.38% | Equity World Social/Environmental Climate Change | 853 | 0.18% | 12 | +29.69% | A2QNQN | IE00BN4Q0P93 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc | 0.70% | Equity World Social/Environmental | 1,911 | 0.26% | 773 | +32.24% | A2H5B8 | IE00BDQZN113 |
| iShares MSCI USA ESG Enhanced UCITS ETF GBP Hedged (Dist) | 0.33% | Equity United States Social/Environmental | 534 | 0.10% | 222 | - | A3EK6J | IE000LZ4F7J0 |
| iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc) | 1.30% | Equity United States Social/Environmental | 535 | 0.10% | 148 | +36.20% | A3DENJ | IE000G2LIHG9 |
| HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc) | 0.20% | Equity World Multi-Factor Strategy | 485 | 0.25% | 4 | +28.22% | A3DRF6 | IE0000378O66 |
| Xtrackers MSCI USA UCITS ETF 3C CHF Hedged | 1.21% | Equity United States | 593 | 0.12% | 193 | +35.80% | A2JDYU | IE00BG04LZ52 |
| Xtrackers MSCI World Financials UCITS ETF 1C | 5.62% | Equity World Financials | 232 | 0.25% | 671 | +45.54% | A113FE | IE00BM67HL84 |
| iShares S&P 500 Financials Sector UCITS ETF (Acc) | 13.38% | Equity United States Financials | 72 | 0.15% | 1,626 | +50.22% | A142NY | IE00B4JNQZ49 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0.72% | Equity World | 2,420 | 0.20% | 2 | - | A3EKP3 | IE000SHR0UX9 |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) | 1.14% | Equity World Low Volatility/Risk Weighted | 262 | 0.30% | 13 | +21.64% | A2QA0W | IE00BMCZLJ20 |
| Xtrackers S&P 500 UCITS ETF 2C GBP hedged | 1.73% | Equity United States | 502 | 0.09% | 374 | +38.11% | A113FQ | IE00BM67HX07 |
| HSBC S&P 500 UCITS ETF CHF Hedged (Acc) | 1.73% | Equity United States | 503 | 0.12% | 2 | +30.39% | A3E01V | IE000WMIYI33 |
| UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis | 1.21% | Equity United States | 595 | 0.14% | 654 | +36.34% | 794358 | LU0136234654 |
Performance
Returns overview
| YTD | +32.79% |
| 1 month | +5.38% |
| 3 months | +8.84% |
| 6 months | +14.66% |
| 1 year | +29.84% |
| 3 years | +74.96% |
| 5 years | +119.66% |
| Since inception (MAX) | +278.61% |
| 2023 | +9.86% |
| 2022 | +14.89% |
| 2021 | +31.63% |
| 2020 | -1.77% |
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 | 14.96% |
| Volatility 3 years | 17.60% |
| Volatility 5 years | 20.79% |
| Return per risk 1 year | 1.99 |
| Return per risk 3 years | 1.16 |
| Return per risk 5 years | 0.82 |
| Maximum drawdown 1 year | -7.18% |
| Maximum drawdown 3 years | -20.61% |
| Maximum drawdown 5 years | -21.82% |
| Maximum drawdown since inception | -21.82% |
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.