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Welltower

ISIN US95040Q1040

WKN A1409D

Market cap (in EUR)

88,190.27 m

Country

United States

Sector

Finance

Dividend yield

1.71%

Overview

Quote

Description

Health Care REIT, Inc. is a real estate investment trust (REIT) that is specialized on seniors housing and health care real estate. The company's portfolio includes seniors housing communities, long-term/post-acute care facilities, medical office buildings, inpatient and outpatient medical centers and life science facilities.
Source: AfU Research GmbH

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Finance Real Estate Real Estate Investment Trusts (REITs) United States

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Financials

Key metrics

Market capitalisation, EUR	88,190.27 m
EPS, EUR	0.86
P/B ratio	2.94
P/E ratio	165.02
Dividend yield	1.71%

Income statement (2024)

Revenue, EUR	7,382.18 m
Net income, EUR	879.80 m
Profit margin	11.92%

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What ETF is Welltower in?

There are 393 ETFs which contain Welltower. All of these ETFs are listed in the table below. The ETF with the largest weighting of Welltower is the HSBC FTSE EPRA NAREIT Developed Islamic UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF hCHF acc	0.14%	Equity World	407
Xtrackers MSCI USA Screened UCITS ETF 1C	0.22%	Equity United States Social/Environmental	133
Deka MSCI USA Climate Change ESG UCITS ETF	0.33%	Equity United States Social/Environmental Climate Change	650
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.31%	Equity United States Social/Environmental Climate Change	470
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.20%	Equity World Social/Environmental Climate Change	8
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.56%	Equity World Low Volatility/Risk Weighted	180
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.46%	Equity United States Social/Environmental	9,673
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	0.31%	Equity World Low Volatility/Risk Weighted	52
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	413
HSBC FTSE EPRA NAREIT Developed UCITS ETF CHF Hedged (Acc)	5.41%	Real Estate World	76
Amundi Global Gender Equality UCITS ETF Acc	0.82%	Equity World Social/Environmental Gender Equality	59
Deka MSCI World Climate Change ESG UCITS ETF	0.19%	Equity World Social/Environmental Climate Change	1,156
UBS MSCI USA Value UCITS ETF USD dis	0.39%	Equity United States Value	437
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.33%	Equity United States Social/Environmental Climate Change	392
Amundi MSCI USA UCITS ETF Acc	0.18%	Equity United States	1,371
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	5.41%	Real Estate World	1,263
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.20%	Equity United States Social/Environmental	201
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	672
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.20%	Equity United States	708
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.90%	Equity United States Social/Environmental	1,097
Amundi MSCI World Momentum Advanced UCITS ETF Acc	1.29%	Equity World Momentum Climate Change	-
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.43%	Equity World Value Alternative Investments	105
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.12%	Equity World	6
Xtrackers MSCI World UCITS ETF 1D	0.14%	Equity World	3,943
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.22%	Equity United States Alternative Investments	8
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.20%	Equity United States Social/Environmental	9,240
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.79%	Equity United States Social/Environmental	20
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.19%	Equity United States Social/Environmental Climate Change	149
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.13%	Equity World Social/Environmental	375
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,036
Xtrackers S&P 500 UCITS ETF 1C EUR hedged	0.20%	Equity United States	493
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.90%	Equity United States Social/Environmental	71
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	5.38%	Real Estate World	-
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	143
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.20%	Equity World Social/Environmental Climate Change	102
UBS MSCI ACWI Universal UCITS ETF USD dis	0.17%	Equity World Social/Environmental	1,582
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.37%	Equity United States Social/Environmental Climate Change	2,405
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	311
UBS Global Gender Equality UCITS ETF hUSD acc	1.21%	Equity World Social/Environmental Gender Equality	4
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	258
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.60%	Equity World Social/Environmental	1,110
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.90%	Equity United States Social/Environmental	169
UBS Core S&P 500 UCITS ETF hGBP dis	0.19%	Equity United States	62
iShares Core S&P 500 UCITS ETF USD (Dist)	0.20%	Equity United States	16,133
BNP Paribas Easy Sustainable US UCITS ETF EUR Acc	0.02%	Equity United States Social/Environmental	156
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.22%	Equity World Social/Environmental Climate Change	470
Rize Global Sustainable Infrastructure UCITS ETF USD Dist	1.61%	Equity World Infrastructure Social/Environmental	91
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.31%	Equity World Low Volatility/Risk Weighted	3,070
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.74%	Equity World Low Volatility/Risk Weighted Climate Change	-
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.28%	Equity United States Social/Environmental	12
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.12%	Equity World Social/Environmental Climate Change	261
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	10,484
UBS Core S&P 500 UCITS ETF hEUR acc	0.19%	Equity United States	122
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.14%	Equity World Social/Environmental Climate Change	1,772
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.17%	Equity World Social/Environmental	67
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.17%	Equity World Social/Environmental	1,020
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.60%	Equity World Social/Environmental	280
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	19
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.88%	Equity United States Social/Environmental Climate Change	10
Xtrackers MSCI USA UCITS ETF 1C	0.20%	Equity United States	8,296
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 1C	1.18%	Equity World Low Volatility/Risk Weighted	23
UBS Core MSCI World UCITS ETF hEUR acc	0.14%	Equity World	170
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.19%	Equity United States	102
UBS MSCI World Selection UCITS ETF hEUR dis	0.27%	Equity World Social/Environmental	283
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.60%	Equity World Social/Environmental	1,447
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.32%	Equity World Social/Environmental	482
UBS MSCI World Selection UCITS ETF hCHF acc	0.27%	Equity World Social/Environmental	259
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF EUR Hedged Acc	0.55%	Equity United States Equal Weighted	35
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.21%	Equity North America Social/Environmental	24
Deka MSCI USA UCITS ETF	0.20%	Equity United States	329
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.50%	Equity World Social/Environmental	20
UBS Global Gender Equality UCITS ETF USD acc	1.21%	Equity World Social/Environmental Gender Equality	134
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.28%	Equity United States Social/Environmental Climate Change	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	91,010
iShares Core S&P 500 UCITS ETF USD (Acc)	0.20%	Equity United States	99,757
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.21%	Equity North America Social/Environmental	279
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.88%	Equity United States Social/Environmental Climate Change	163
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	442
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.67%	Equity World Social/Environmental	3,076
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.28%	Equity United States Social/Environmental	155
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 1C	3.30%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	17
UBS Core MSCI USA UCITS ETF USD dis	0.19%	Equity United States	1,007
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.28%	Equity United States Social/Environmental	566
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.34%	Equity United States Social/Environmental	4
iShares MSCI USA UCITS ETF (Acc)	0.20%	Equity United States	1,768
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.31%	Equity World Multi-Factor Strategy	174
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.22%	Equity United States Social/Environmental Climate Change	1
Amundi S&P 500 Screened UCITS ETF Acc	0.27%	Equity United States Social/Environmental	3,941
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.17%	Equity World Social/Environmental Climate Change	5
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	5.71%	Real Estate World	48
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.55%	Equity World Social/Environmental	106
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.38%	Equity World Social/Environmental Climate Change	30
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.68%	Equity World Social/Environmental Climate Change	834
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.38%	Equity World Social/Environmental Climate Change	115
iShares Core MSCI World UCITS ETF USD (Dist)	0.14%	Equity World	399
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	9,296
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.12%	Equity World Social/Environmental	1
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.38%	Equity United States Social/Environmental	0
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.32%	Equity United States Social/Environmental Climate Change	26
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF CHF Hedged (Acc)	0.56%	Equity World Low Volatility/Risk Weighted	184
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.22%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.14%	Equity World	1,230
BNP Paribas Easy Sustainable US UCITS ETF EUR R Acc	0.02%	Equity United States Social/Environmental	301
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.38%	Equity World Social/Environmental Climate Change	1
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.36%	Equity United States Social/Environmental Climate Change	2
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	653
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.06%	Equity World	2,579
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.46%	Equity United States Social/Environmental	9
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.48%	Equity World Social/Environmental	1,401
UBS MSCI USA Selection UCITS ETF USD acc	0.38%	Equity United States Social/Environmental	1,933
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental	1,139
SPDR S&P 500 UCITS ETF (Dist)	0.20%	Equity United States	13,126
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.29%	Equity World Social/Environmental	185
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.38%	Equity United States Social/Environmental	638
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.06%	Equity World	34
Deka MSCI World UCITS ETF Distribution	0.14%	Equity World	3,435
Vanguard FTSE Developed World UCITS ETF Distributing	0.13%	Equity World	3,104
Invesco FTSE RAFI US 1000 UCITS ETF	0.13%	Equity United States Fundamental/Quality	455
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental	472
iShares MSCI World SRI UCITS ETF USD (Dist)	0.55%	Equity World Social/Environmental	1,368
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.20%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.19%	Equity United States	5,964
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.31%	Equity United States Social/Environmental Climate Change	2,202
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	31
HSBC USA SCREENED EQUITY UCITS ETF USD	0.03%	Equity United States Social/Environmental	527
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	805
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.59%	Equity World Social/Environmental	86
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.13%	Equity World Social/Environmental	3,876
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	5.41%	Real Estate World	48
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.50%	Equity World Social/Environmental	70
Invesco FTSE All-World UCITS ETF Acc	0.12%	Equity World	1,313
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.19%	Equity United States	20,500
iShares MSCI World Screened UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	698
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.46%	Equity United States Social/Environmental	63
Deka S&P 500 UCITS ETF	0.20%	Equity United States	68
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	301
HSBC USA SCREENED EQUITY UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	0
iShares MSCI World Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	3,796
Amundi MSCI World UCITS ETF DR - USD (D)	0.13%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.17%	Equity World Social/Environmental	226
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.51%	Equity World Social/Environmental	642
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.27%	Equity North America Social/Environmental Climate Change	543
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	2.00%	Real Estate World	167
Vanguard FTSE North America UCITS ETF Distributing	0.19%	Equity North America	2,008
Xtrackers S&P 500 UCITS ETF 4C	0.20%	Equity United States	254
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.20%	Equity United States Social/Environmental	805
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	721
UBS MSCI World Selection UCITS ETF USD acc	0.27%	Equity World Social/Environmental	465
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.31%	Equity World Low Volatility/Risk Weighted	118
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.22%	Equity United States Social/Environmental	3
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.55%	Equity World Social/Environmental	6,796
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.14%	Equity World	1,094
SPDR S&P 500 EUR Hedged UCITS ETF	0.20%	Equity United States	1,353
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.12%	Equity World	18,852
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	770
HSBC FTSE EPRA NAREIT Developed Islamic UCITS ETF USD (Acc)	13.45%	Real Estate World	11
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental	3,921
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	5.71%	Real Estate World	56
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.20%	Equity United States Social/Environmental	42
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.14%	Equity World	41
UBS Global Gender Equality UCITS ETF hCHF acc	1.21%	Equity World Social/Environmental Gender Equality	41
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.20%	Equity World Social/Environmental Climate Change	232
UBS Global Gender Equality UCITS ETF hCHF dis	1.21%	Equity World Social/Environmental Gender Equality	6
HSBC S&P 500 UCITS ETF USD (Acc)	0.19%	Equity United States	372
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.51%	Equity World Social/Environmental	290
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.19%	Equity United States	39,365
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.16%	Equity United States Multi-Factor Strategy	29
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	415
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,825
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	550
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.79%	Equity United States Social/Environmental	3,196
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.14%	Equity World	4,083
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	1.95%	Equity United States Social/Environmental	184
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.38%	Equity United States Social/Environmental	4,357
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.29%	Equity United States Social/Environmental	23
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.22%	Equity United States Multi-Factor Strategy	103
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.21%	Equity United States Social/Environmental	10,649
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.20%	Equity United States	47
VanEck Global Real Estate UCITS ETF	8.23%	Real Estate World	283
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.37%	Equity United States Social/Environmental Climate Change	2,101
Xtrackers MSCI USA ESG UCITS ETF 1D	0.46%	Equity United States Social/Environmental	130
Xtrackers MSCI World UCITS ETF 1C	0.14%	Equity World	13,850
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.40%	Equity United States Social/Environmental	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	1,225
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	14
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.46%	Equity United States Social/Environmental	129
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.34%	Equity World Social/Environmental	14
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.17%	Equity World Social/Environmental	831
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.15%	Equity World Social/Environmental	59
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Social/Environmental	203
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.27%	Equity North America Social/Environmental Climate Change	26
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF DR	0.29%	Equity World Social/Environmental Climate Change	98
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.60%	Equity World Social/Environmental	195
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.12%	Equity World	6
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.90%	Equity United States Social/Environmental	35
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.22%	Equity United States Social/Environmental Climate Change	1
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.88%	Equity United States Social/Environmental Climate Change	2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.16%	Equity United States Multi-Factor Strategy	8
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	512
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	5.96%	Real Estate World	28
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	1.44%	Equity World Low Volatility/Risk Weighted	264
BNP Paribas Easy Sustainable US UCITS ETF USD Acc	0.02%	Equity United States Social/Environmental	1
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.19%	Equity United States	48
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged	0.44%	Equity United States Social/Environmental	354
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.29%	Equity United States Social/Environmental	467
SPDR S&P 500 UCITS ETF (Acc)	0.20%	Equity United States	7,749
UBS Core MSCI World UCITS ETF USD dis	0.14%	Equity World	581
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.46%	Equity United States Social/Environmental	560
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.13%	Equity World Social/Environmental	46
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.31%	Equity United States Social/Environmental Climate Change	1,949
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.14%	Equity World Social/Environmental	435
iShares Developed Markets Property Yield UCITS ETF	5.71%	Real Estate World	977
SPDR Dow Jones Global Real Estate UCITS ETF Accumulating	6.52%	Real Estate World	40
Franklin U.S. Equity UCITS ETF	0.33%	Equity United States Multi-Factor Strategy	33
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.83%	Equity United States Social/Environmental	633
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.07%	Equity United States Multi-Factor Strategy	146
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.20%	Equity United States Social/Environmental	4
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.34%	Equity United States Social/Environmental	30
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.29%	Equity World Social/Environmental	1,620
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.31%	Equity World Low Volatility/Risk Weighted	1,048
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Climate Change	329
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.13%	Equity World	60
Xtrackers MSCI World ESG UCITS ETF 1C	0.32%	Equity World Social/Environmental	5,136
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.88%	Equity United States Social/Environmental Climate Change	1
UBS Global Gender Equality UCITS ETF USD dis	1.21%	Equity World Social/Environmental Gender Equality	38
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.68%	Equity World Social/Environmental Climate Change	139
Xtrackers S&P 500 UCITS ETF 1D EUR Hedged	0.20%	Equity United States	36
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.90%	Equity United States Social/Environmental	11
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	5.38%	Real Estate World	-
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.40%	Equity United States Social/Environmental	6
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.16%	Equity United States Multi-Factor Strategy	83
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.41%	Equity United States	39
SPDR S&P 500 Low Volatility UCITS ETF	0.95%	Equity United States Low Volatility/Risk Weighted	119
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	2
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	1.41%	Equity World Momentum	143
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.90%	Equity United States Social/Environmental	440
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	5.89%	Real Estate World	12
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF DR - USD (A)	0.55%	Equity United States Equal Weighted	2,560
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.38%	Equity World Social/Environmental Climate Change	254
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	984
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.04%	Equity United States Multi-Factor Strategy	1
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.88%	Equity United States Social/Environmental Climate Change	353
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.22%	Equity United States Multi-Factor Strategy	38
Amundi Prime Global UCITS ETF Acc	0.14%	Equity World	818
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.16%	Equity United States Multi-Factor Strategy	28
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.67%	Equity World Social/Environmental	348
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.60%	Equity World Social/Environmental	3,941
L&G Global Equity UCITS ETF	0.14%	Equity World Social/Environmental	534
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.22%	Equity World Social/Environmental	203
UBS Core MSCI World UCITS ETF hGBP dis	0.14%	Equity World	49
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	5.71%	Real Estate World	316
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	1.13%	Equity World Infrastructure Social/Environmental	268
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.32%	Equity United States Social/Environmental Climate Change	733
Xtrackers MSCI World Momentum ESG UCITS ETF	1.44%	Equity World Momentum	59
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.60%	Equity World Social/Environmental	2
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.22%	Equity World Social/Environmental	78
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	875
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.17%	Equity World Social/Environmental	88
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.55%	Equity World Social/Environmental	82
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.19%	Equity United States	305
Amundi MSCI World UCITS ETF Acc	0.13%	Equity World	8,678
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	5,653
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.10%	Equity United States Momentum	10
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental Climate Change	5
Amundi MSCI USA ESG Leaders UCITS ETF Acc	0.44%	Equity United States Social/Environmental	696
iShares US Property Yield UCITS ETF	8.32%	Real Estate United States	555
UBS Core MSCI USA UCITS ETF hGBP acc	0.19%	Equity United States	40
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.55%	Equity World Momentum	2,565
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.14%	Equity World	448
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.20%	Equity United States	2,654
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental Climate Change	2
L&G US Equity UCITS ETF	0.20%	Equity United States Social/Environmental	796
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.12%	Equity World	16,248
UBS MSCI USA Universal UCITS ETF USD acc	0.30%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.51%	Equity World Social/Environmental	569
iShares MSCI USA Momentum Factor Advanced UCITS ETF USD (Acc)	1.97%	Equity United States Momentum	5
SPDR MSCI All Country World UCITS ETF (Acc)	0.13%	Equity World	3,952
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.25%	Equity United States Social/Environmental Climate Change	4
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C 1C	5.15%	Real Estate World	8
Xtrackers MSCI World Momentum UCITS ETF 1C 1C	0.56%	Equity World Momentum	1,404
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.35%	Equity United States Social/Environmental Climate Change	15
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.25%	Equity United States Social/Environmental Climate Change	1
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental	860
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.14%	Equity World Social/Environmental	535
Xtrackers MSCI USA ESG UCITS ETF 1C	0.46%	Equity United States Social/Environmental	6,942
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.31%	Equity World Low Volatility/Risk Weighted	405
UBS Core S&P 500 UCITS ETF USD dis	0.19%	Equity United States	764
UBS Core S&P 500 UCITS ETF hCHF acc	0.19%	Equity United States	355
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.20%	Equity United States	400
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.36%	Equity United States Social/Environmental Climate Change	609
UBS Core MSCI World UCITS ETF USD acc	0.14%	Equity World	2,113
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.28%	Equity United States Social/Environmental	184
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.34%	Equity United States Social/Environmental	2,597
Invesco FTSE RAFI All World 3000 UCITS ETF	0.11%	Equity World Fundamental/Quality	80
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.21%	Equity United States Social/Environmental Climate Change	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.12%	Equity World	1
UBS MSCI USA NSL UCITS ETF USD acc	0.19%	Equity United States	2,427
HSBC MSCI USA UCITS ETF USD	0.19%	Equity United States	33
Amundi Prime All Country World UCITS ETF Acc	0.12%	Equity World	227
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.56%	Equity United States Low Volatility/Risk Weighted	5
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.13%	Equity World Social/Environmental	1
Vanguard FTSE Developed World UCITS ETF Acc	0.13%	Equity World	3,802
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	1,472
UBS Global Gender Equality UCITS ETF hGBP acc	1.21%	Equity World Social/Environmental Gender Equality	4
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR	5.26%	Real Estate World	310
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.17%	Equity World Social/Environmental	385
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.19%	Equity World Social/Environmental Climate Change	27
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.43%	Equity World Value Alternative Investments	770
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.51%	Equity World Social/Environmental	34
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.48%	Equity World Social/Environmental Catholic principles	63
SPDR MSCI World UCITS ETF	0.13%	Equity World	10,525
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.90%	Equity United States Social/Environmental	103
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.51%	Equity World Social/Environmental	556
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.19%	Equity North America	1,577
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.22%	Equity United States Alternative Investments	120
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.28%	Equity United States Social/Environmental	1,737
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.55%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.19%	Equity United States	320
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.14%	Equity World	186
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	155
Xtrackers MSCI World Screened UCITS ETF 1D	0.15%	Equity World Social/Environmental	106
UBS Global Gender Equality UCITS ETF hEUR acc	1.21%	Equity World Social/Environmental Gender Equality	28
First Trust US Momentum UCITS ETF Class A Accumulation	0.74%	Equity United States Momentum	54
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.51%	Equity World Social/Environmental	32
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.38%	Equity United States Social/Environmental	206
UBS MSCI World Selection UCITS ETF hEUR acc	0.27%	Equity World Social/Environmental	36
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.67%	Equity World Social/Environmental	44
Xtrackers MSCI World Climate Transition UCITS ETF	0.17%	Equity World Social/Environmental Climate Change	26
UBS Core MSCI USA UCITS ETF USD acc	0.19%	Equity United States	1,551
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental Climate Change	149
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.46%	Equity United States Social/Environmental	7,108
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	40
Xtrackers MSCI World ESG UCITS ETF 1D	0.32%	Equity World Social/Environmental	296
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.14%	Equity World	1,375
Amundi MSCI USA UCITS ETF Dist	0.18%	Equity United States	-
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.55%	Equity World Social/Environmental	414
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.56%	Equity World Low Volatility/Risk Weighted	566
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.68%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.17%	Equity World Social/Environmental	1
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.38%	Equity United States Value	162
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.38%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.82%	Equity World Social/Environmental Climate Change	89
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.51%	Equity World Social/Environmental	476
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.27%	Equity United States Social/Environmental	884
iShares MSCI World UCITS ETF (Dist)	0.14%	Equity World	6,862
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.04%	Equity United States Multi-Factor Strategy	65
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.90%	Equity United States Social/Environmental	454
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.20%	Equity United States	1,056
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.20%	Equity United States	6,628
Deka MSCI USA Large Cap UCITS ETF	0.23%	Equity United States Large Cap	105
Xtrackers MSCI USA UCITS ETF 1D	0.20%	Equity United States	223
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.22%	Equity World Social/Environmental Climate Change	112
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	94
iShares MSCI North America UCITS ETF	0.19%	Equity North America	986
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.04%	Equity World Social/Environmental	143
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.20%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.13%	Equity World Social/Environmental	2
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.29%	Equity United States Social/Environmental	61
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	37
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.28%	Equity United States Social/Environmental	500
iShares MSCI ACWI UCITS ETF USD (Acc)	0.13%	Equity World	17,271
SPDR Dow Jones Global Real Estate UCITS ETF	6.52%	Real Estate World	239
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.36%	Equity United States Social/Environmental Climate Change	8
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	2
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.21%	Equity World Islamic Investing	797
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	1.13%	Equity World Infrastructure Social/Environmental	1
Invesco FTSE All-World UCITS ETF Dist	0.12%	Equity World	118
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.20%	Equity United States	34
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.79%	Equity United States Social/Environmental	275
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.60%	Equity World Social/Environmental	139
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.29%	Equity United States Social/Environmental	166
Invesco S&P 500 Low Volatility UCITS ETF Acc	0.94%	Equity United States Low Volatility/Risk Weighted	29
Amundi Prime Global UCITS ETF Dist	0.14%	Equity World	1,339
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.59%	Equity World Social/Environmental Climate Change	13
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.14%	Equity World	379
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.28%	Equity United States Social/Environmental	316
Amundi Prime All Country World UCITS ETF Dist	0.12%	Equity World	2,198
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.10%	Equity United States Momentum	540
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc	1.95%	Equity United States Social/Environmental	887
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	1.46%	Equity United States Low Volatility/Risk Weighted	258
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.25%	Equity North America Social/Environmental	1,040
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.20%	Equity United States	212
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR EUR (D)	5.26%	Real Estate World	53
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.31%	Equity World Low Volatility/Risk Weighted	15
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.22%	Equity World Social/Environmental Climate Change	2
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental	162
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.79%	Equity United States Social/Environmental	330
Xtrackers S&P 500 UCITS ETF 2C GBP hedged	0.20%	Equity United States	402
UBS MSCI USA UCITS ETF USD dis	0.20%	Equity United States	575
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.19%	Equity United States	4

Performance

Returns overview

YTD	+16.47%
1 month	+0.03%
3 months	-6.22%
6 months	+5.04%
1 year	+42.87%
3 years	+60.33%
5 years	+179.91%
Since inception (MAX)	+94.12%
2024	+37.41%
2023	+31.62%
2022	-13.74%
2021	+35.29%

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%.

ETF returns include dividend payments (if applicable).