Brookfield Asset Mgmt

ISIN CA1130041058

WKN A3D2W7

Market cap (in EUR)

71,203 m

Country

United States

Sector

Finance

Dividend yield

3.57%

Overview

Quote

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Description

Brookfield Asset Management Ltd. engages in the provision of alternative asset management services across renewable power and transition, infrastructure, private equity, real estate, and credit industry. It invests client capital for the long term with a focus on real assets and essential service businesses. The company was founded on July 4, 2022, and is headquartered in New York, NY.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	71,203 m
EPS, EUR	1.49
P/B ratio	11.1
P/E ratio	30.2
Dividend yield	3.57%

Income statement (2025)

Revenue, EUR	4,284 m
Net income, EUR	2,203 m
Profit margin	51.43%

What ETF is Brookfield Asset Mgmt in?

There are 211 ETFs which contain Brookfield Asset Mgmt. All of these ETFs are listed in the table below. The ETF with the largest weighting of Brookfield Asset Mgmt is the iShares Listed Private Equity UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,227
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	2,003
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.02%	Equity World	12
State Street SPDR MSCI World Financials UCITS ETF USD	0.11%	Equity World Financials	358
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	1
Xtrackers MSCI World ex USA UCITS ETF 1C	0.06%	Equity World	7,140
Invesco MSCI World UCITS ETF Acc	0.02%	Equity World	9,534
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	2,173
UBS MSCI World ex USA UCITS ETF USD acc	0.06%	Equity World	551
iShares Listed Private Equity UCITS ETF USD (Dist)	4.15%	Equity World Private Equity	685
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	26
iShares MSCI All Country World UCITS ETF USD (Dist)	0.02%	Equity World	34
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	88
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.02%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	566
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.04%	Equity World	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	864
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.02%	Equity World	31
UBS MSCI Canada UCITS ETF hGBP dis	0.49%	Equity Canada	2
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	449
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.04%	Equity World	46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	105
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	75
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,740
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Dis	0.05%	Equity United States Growth	0
Amundi Core MSCI World Swap UCITS ETF Dist	0.02%	Equity World	6,750
Amundi Core MSCI World UCITS ETF 2 Acc	0.02%	Equity World	3
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc	0.01%	Equity World Social/Environmental Climate Change	1,470
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,163
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	679
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	0.03%	Equity World Financials Social/Environmental	0
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	10,416
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.02%	Equity World	56
Amundi MSCI World Swap II UCITS ETF Acc	0.02%	Equity World	767
Invesco MSCI North America Swap UCITS ETF Acc	0.02%	Equity North America	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	44
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.16%	Equity World Dividend	38
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	509
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	61
Amundi MSCI World Swap II UCITS ETF Dist	0.02%	Equity World	8,861
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	272
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	3,368
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.00%	Equity United States Value	164
Amundi Core MSCI World Swap UCITS ETF Acc	0.02%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	14,355
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.07%	Equity World	5
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	8
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.02%	Equity World	212
Amundi Russell 1000 Growth UCITS ETF Acc	0.05%	Equity United States Growth	583
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	2,026
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.01%	Equity World	4,009
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	3,313
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	280
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	66
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	120
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,348
iShares FTSE All World UCITS ETF USD (Dist)	0.02%	Equity World	1
iShares MSCI World Swap UCITS ETF USD (Acc)	0.02%	Equity World	2,194
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	969
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.02%	Equity World	1
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	20
UBS MSCI Canada UCITS ETF hUSD acc	0.49%	Equity Canada	73
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	412
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.00%	Equity United States Value	1
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.03%	Equity North America Social/Environmental	30
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	15,487
Amundi MSCI World Financials UCITS ETF EUR Acc	0.10%	Equity World Financials	136
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	10
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	204
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	64
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.02%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.02%	Equity World	1,722
Xtrackers MSCI World Swap UCITS ETF 1D	0.02%	Equity World	5,907
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	131,829
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.34%	Equity World Fundamental/Quality	4
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	3
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	269
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	993
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	70
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.02%	Equity World	1,924
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	23,986
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	18,366
UBS MSCI World ex USA UCITS ETF USD dis	0.06%	Equity World	6
UBS MSCI Canada UCITS ETF hEUR acc	0.49%	Equity Canada	170
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.06%	Equity World	4
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.02%	Equity World	70
iShares Listed Private Equity UCITS ETF USD (Acc)	4.15%	Equity World Private Equity	88
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	20
Amundi MSCI World Ex USA UCITS ETF Dist	0.06%	Equity World	133
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	526
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	684
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	288
Xtrackers MSCI World IMI UCITS ETF 1C	0.02%	Equity World	24
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	1,138
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	2,075
Xtrackers MSCI World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	552
HSBC MSCI Canada UCITS ETF USD	0.49%	Equity Canada	125
iShares MSCI Canada UCITS ETF (Acc)	0.49%	Equity Canada	2,154
Amundi MSCI World Ex USA UCITS ETF Acc	0.06%	Equity World	684
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	11,981
Xtrackers MSCI Canada Screened UCITS ETF 1C	0.50%	Equity Canada Social/Environmental	1,235
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.02%	Equity World	2,159
iShares FTSE All World UCITS ETF USD (Acc)	0.02%	Equity World	35
UBS MSCI Canada UCITS ETF CAD acc	0.49%	Equity Canada	717
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	636
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	0.55%	Equity World Social/Environmental	71
Amundi MSCI World Financials UCITS ETF USD Acc	0.10%	Equity World Financials	492
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.02%	Equity World	104
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	30
UBS MSCI Canada UCITS ETF hCHF acc	0.49%	Equity Canada	61
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.06%	Equity World	12
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	3,388
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	34
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,495
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	6,159
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	28
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	774
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	8,521
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	18,777
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	246
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.02%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.01%	Equity World	129
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,199
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.02%	Equity North America	3,130
Xtrackers MSCI World Swap UCITS ETF 1C	0.02%	Equity World	5,410
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	598
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.02%	Equity World	1,641
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Dist	0.01%	Equity World Social/Environmental Climate Change	2
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.02%	Equity World	2,501
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.04%	Equity World	11
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	444
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental Climate Change	213
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	361
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.02%	Equity World	90
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	194
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	6,509
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental	22
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	4,301
Scalable MSCI AC World Xtrackers UCITS ETF 1D	0.02%	Equity World	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	23
UBS MSCI ACWI SF UCITS ETF USD acc	0.02%	Equity World	3,978
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,013
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	195
UBS MSCI Canada Universal UCITS ETF CAD acc	0.55%	Equity Canada Social/Environmental Climate Change	420
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	93
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	18
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,620
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,173
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	259
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,880
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	442
Amundi MSCI World Swap UCITS ETF USD Acc	0.02%	Equity World	81
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	130
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.02%	Equity North America	3,094
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.02%	Equity World	637
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	2
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.00%	Equity United States Value	1,197
UBS MSCI World ex USA UCITS ETF hCHF acc	0.06%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.02%	Equity World	604
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	93
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,455
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental Climate Change	396
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,824
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental Climate Change	361
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.02%	Equity World	1
iShares MSCI North America Swap UCITS ETF USD (Acc)	0.02%	Equity North America	3
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.02%	Equity World	523
Invesco MSCI World UCITS ETF Dist	0.02%	Equity World	-
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	56,306
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	2,268
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.02%	Equity World	75
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	246
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,638
UBS MSCI Canada UCITS ETF hGBP acc	0.49%	Equity Canada	261
iShares MSCI North America UCITS ETF	0.02%	Equity North America	1,380
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.05%	Equity United States Growth	1,223
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental Climate Change	208
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	60
iShares MSCI All Country World UCITS ETF USD (Acc)	0.02%	Equity World	31,530
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,809
Amundi Core MSCI ACWI Swap UCITS ETF Acc	0.02%	Equity World	100
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,492
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,387
Xtrackers FTSE All-World UCITS ETF 1C	0.01%	Equity World	183
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	292
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.05%	Equity World Social/Environmental	1
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental	99
Amundi MSCI World Swap UCITS ETF EUR Dist	0.02%	Equity World	462
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,761
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	22,038
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.14%	Equity World Social/Environmental Multi-Asset Strategy	91
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Acc	0.05%	Equity United States Growth	23
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.02%	Equity World	138
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.02%	Equity World	44
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,455
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	210
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	5,183
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,256
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	42
Xtrackers MSCI World Financials UCITS ETF 1C	0.10%	Equity World Financials	1,366
UBS MSCI Canada UCITS ETF CAD dis	0.49%	Equity Canada	796
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.05%	Equity World Social/Environmental	34
Franklin Core US Enhanced Equity UCITS ETF Acc	0.13%	Equity United States Multi-Factor Strategy	9
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	73
Amundi MSCI World Swap UCITS ETF EUR Acc	0.02%	Equity World	6,907
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	479
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.07%	Equity World	3,382

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.

Select your savings amount:

Broker	Rating	Execution fee	Account fee
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Source: justETF Research; as of 11/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
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Performance

Returns overview

YTD	+2.52%
1 month	+16.53%
3 months	+1.75%
6 months	+11.87%
1 year	-1.17%
3 years	+57.28%
5 years	-
Since inception (MAX)	+55.49%
2025	-12.29%
2024	+41.72%
2023	-
2022	-

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).