Valterra Platinum Ltd.

ISIN ZAE000013181

 | 

WKN 856547

Market cap (in EUR)
21,183 m
Country
South Africa
Sector
Non-Energy Materials
Dividend yield
1.67%
 

Overview

Quote

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Description

Valterra Platinum Ltd. engages in the integrated producers of platinum group metals. Its provides a complete resource-to-market service, supplying network of global customers with a range of mined, recycled and traded products. The firm specializes in mined, recycled, and traded metal which include palladium, platinum, rhodium, ruthenium, iridium, and osmium. The company was founded on July 13, 1946 and is headquartered in Johannesburg, South Africa.
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Non-Energy Materials Mining and Mineral Products Metal Ore Mining South Africa

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Financials

Key metrics

Market capitalisation, EUR 21,183 m
EPS, EUR -
P/B ratio 3.6
P/E ratio 10.8
Dividend yield 1.67%

Income statement (2025)

Revenue, EUR 5,773 m
Net income, EUR 765 m
Profit margin 13.26%

What ETF is Valterra Platinum Ltd. in?

There are 173 ETFs which contain Valterra Platinum Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Valterra Platinum Ltd. is the iShares MSCI South Africa UCITS ETF.
ETF Weight Investment focus Fund size (in m EUR)
iShares FTSE All World UCITS ETF USD (Acc) 0.02%
Equity
World
34
UBS MSCI ACWI SF UCITS ETF hUSD acc 0.02%
Equity
World
2,102
iShares MSCI EM UCITS ETF (Dist) 0.17%
Equity
Emerging Markets
8,066
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
48
CT QR Series Emerging Markets Equity Active UCITS ETF Acc 0.28%
Equity
Emerging Markets
Fundamental/Quality
84
iShares MSCI EM Swap UCITS ETF USD (Acc) 0.16%
Equity
Emerging Markets
214
Amundi MSCI Emerging Markets Swap II UCITS ETF EUR Acc 0.16%
Equity
Emerging Markets
848
iShares MSCI EM SRI UCITS ETF USD (Dist) 1.06%
Equity
Emerging Markets
Social/Environmental
469
Invesco RAFI All-World Fundamental Value UCITS ETF 0.07%
Equity
World
Value
416
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.01%
Equity
World
Social/Environmental
5
HSBC MSCI Emerging Markets UCITS ETF USD 0.17%
Equity
Emerging Markets
3,464
iShares MSCI All Country World Swap UCITS ETF USD (Acc) 0.02%
Equity
World
101
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
31
iShares Core MSCI Emerging Markets IMI UCITS ETF 0.15%
Equity
Emerging Markets
1,371
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.01%
Equity
World
32
iShares MSCI EM UCITS ETF (Acc) 0.17%
Equity
Emerging Markets
8,652
BNP Paribas Easy MSCI Emerging ex China UCITS ETF Acc 0.21%
Equity
Emerging Markets
43
Xtrackers MSCI Emerging Markets UCITS ETF 1C 0.16%
Equity
Emerging Markets
11,522
Amundi Prime All Country World UCITS ETF Acc 0.02%
Equity
World
3,376
Amundi FTSE All World GDP-Weighted UCITS ETF Acc 0.02%
Equity
World
28
UBS MSCI EM ex China Socially Responsible UCITS ETF USD acc 0.87%
Equity
Emerging Markets
Social/Environmental
Climate Change
17
HSBC Multi-Factor Worldwide Equity UCITS ETF USD 0.03%
Equity
World
Multi-Factor Strategy
1,005
BNP Paribas Easy MSCI Emerging ex China UCITS ETF EUR Acc 0.21%
Equity
Emerging Markets
1
iShares MSCI South Africa UCITS ETF 5.79%
Equity
South Africa
222
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Dist) 0.03%
Equity
Emerging Markets
Social/Environmental
0
iShares MSCI All Country World UCITS ETF USD (Dist) 0.02%
Equity
World
38
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.01%
Equity
World
8,302
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.02%
Equity
World
Social/Environmental
85
Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C 0.20%
Equity
Emerging Markets
137
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc) 0.09%
Equity
World
Social/Environmental
1,956
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.02%
Equity
World
Social/Environmental
550
Franklin FTSE Emerging ex China UCITS ETF USD Capitalisation 0.28%
Equity
Emerging Markets
6
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc 0.05%
Equity
World
170
iShares MSCI EM IMI Screened UCITS ETF USD (Dist) 0.15%
Equity
Emerging Markets
Social/Environmental
1,068
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.01%
Equity
World
243
Vanguard FTSE Global All-Cap UCITS ETF USD Dist 0.02%
Equity
World
132
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis 0.02%
Equity
World
48
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.02%
Equity
World
852
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc) 0.03%
Equity
World
Social/Environmental
Climate Change
39
WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Unhedged Acc 0.57%
Equity
World
Basic Materials
Social/Environmental
Natural resources
611
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc 0.05%
Equity
World
Islamic Investing
123
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.02%
Equity
World
41
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.03%
Equity
World
Social/Environmental
582
UBS MSCI ACWI SF UCITS ETF hEUR acc 0.02%
Equity
World
1,597
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist) 0.03%
Equity
World
Social/Environmental
Climate Change
0
Amundi MSCI Emerging Ex China ESG Selection UCITS ETF Acc 0.45%
Equity
Emerging Markets
Social/Environmental
859
UBS Core MSCI EM UCITS ETF USD dis 0.17%
Equity
Emerging Markets
2,600
Amundi MSCI All Country World Swap UCITS ETF EUR Acc 0.02%
Equity
World
2,427
Xtrackers FTSE All-World ex US UCITS ETF 1C 0.05%
Equity
World
46
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.02%
Equity
World
102
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist 0.05%
Equity
World
11
State Street SPDR MSCI Emerging Markets UCITS ETF USD 0.16%
Equity
Emerging Markets
1,812
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis 0.02%
Equity
World
88
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.01%
Equity
World
77
WisdomTree True Emerging Markets UCITS ETF USD Unhedged Acc 0.78%
Equity
Emerging Markets
30
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.02%
Equity
World
Social/Environmental
6,362
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD 0.11%
Equity
Emerging Markets
Social/Environmental
2,838
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.09%
Equity
Emerging Markets
Social/Environmental
2,126
iShares MSCI All Country World SRI UCITS ETF USD (Acc) 0.09%
Equity
World
Social/Environmental
102
Invesco All Country World Enhanced Equity UCITS ETF Acc 0.02%
Equity
World
Multi-Factor Strategy
73
Invesco FTSE All-World UCITS ETF Acc 0.01%
Equity
World
4,175
Scalable MSCI AC World Xtrackers UCITS ETF 1D 0.02%
Equity
World
4
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc) 0.03%
Equity
World
Social/Environmental
Climate Change
6
Robeco 3D EM Equity UCITS ETF USD Dis 0.30%
Equity
Emerging Markets
Social/Environmental
30
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
0
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) 0.15%
Equity
Emerging Markets
36,007
BNP Paribas Easy MSCI Emerging UCITS ETF Acc 0.16%
Equity
Emerging Markets
67
UBS MSCI ACWI SF UCITS ETF USD acc 0.02%
Equity
World
3,875
UBS MSCI ACWI Universal UCITS ETF USD dis 0.03%
Equity
World
Social/Environmental
2,104
State Street Emerging Markets Systematic Equity Tilted Enhanced Fund UCITS ETF 0.15%
Equity
Emerging Markets
Social/Environmental
Climate Change
1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.02%
Equity
World
Social/Environmental
18
Amundi Core MSCI Emerging Markets UCITS ETF Acc 0.17%
Equity
Emerging Markets
3,927
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.01%
Equity
World
Social/Environmental
81
Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF 0.20%
Equity
Emerging Markets
Social/Environmental
Climate Change
20
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.03%
Equity
World
Social/Environmental
253
iShares MSCI All Country World Screened UCITS ETF USD (Acc) 0.02%
Equity
World
Social/Environmental
2,806
iShares MSCI EM IMI Screened UCITS ETF USD (Acc) 0.15%
Equity
Emerging Markets
Social/Environmental
4,980
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Acc 0.08%
Equity
Emerging Markets
Dividend
0
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.05%
Equity
World
Dividend
10,282
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist) 0.18%
Equity
Emerging Markets
Social/Environmental
154
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist) 0.05%
Equity
Emerging Markets
Social/Environmental
1,009
HSBC PLUS Emerging Markets Equity Quant Active UCITS ETF USD Acc 0.07%
Equity
Emerging Markets
Multi-Factor Strategy
116
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.03%
Equity
World
Social/Environmental
127
Amundi MSCI Emerging Markets Swap UCITS ETF USD Acc 0.16%
Equity
Emerging Markets
1,324
Amundi MSCI Emerging Markets Swap II UCITS ETF USD Acc 0.16%
Equity
Emerging Markets
33
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Acc) 0.05%
Equity
Emerging Markets
Social/Environmental
6,861
UBS MSCI EM Socially Responsible UCITS ETF USD acc 0.70%
Equity
Emerging Markets
Social/Environmental
Climate Change
686
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc 0.16%
Equity
Emerging Markets
Multi-Factor Strategy
163
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist 0.17%
Equity
Emerging Markets
1,062
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc 0.35%
Equity
Emerging Markets
Social/Environmental
147
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF 0.33%
Equity
Emerging Markets
Social/Environmental
18
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Acc) 0.03%
Equity
Emerging Markets
Social/Environmental
360
iShares MSCI EM SRI UCITS ETF 1.06%
Equity
Emerging Markets
Social/Environmental
2,674
Franklin FTSE Emerging Markets UCITS ETF (Acc) 0.21%
Equity
Emerging Markets
9
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.02%
Equity
World
Social/Environmental
40
State Street Emerging Markets Screened Enhanced Equity Fund UCITS ETF 0.18%
Equity
Emerging Markets
Social/Environmental
137
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing 0.21%
Equity
Emerging Markets
Social/Environmental
20
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
34
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.02%
Equity
World
55,173
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis 0.02%
Equity
World
509
Amundi MSCI Emerging Markets ESG Selection UCITS ETF Acc 0.31%
Equity
Emerging Markets
Social/Environmental
932
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.02%
Equity
World
Multi-Factor Strategy
241
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc) 0.02%
Equity
World
75
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc 0.02%
Equity
World
207
Vanguard FTSE Global All-Cap UCITS ETF USD Acc 0.02%
Equity
World
3,992
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.05%
Equity
World
Dividend
3,279
Vanguard FTSE Emerging Markets UCITS ETF (USD) Distributing 0.19%
Equity
Emerging Markets
3,019
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.03%
Equity
World
Social/Environmental
64
iShares MSCI Emerging Markets Islamic UCITS ETF 0.45%
Equity
Emerging Markets
Islamic Investing
614
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.09%
Equity
Emerging Markets
Social/Environmental
172
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.09%
Equity
Emerging Markets
Social/Environmental
34
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.03%
Equity
World
Social/Environmental
1,316
iShares Essential Metals Producers UCITS ETF USD (Acc) 4.00%
Equity
World
Basic Materials
Clean Energy
646
iShares FTSE All World UCITS ETF USD (Dist) 0.02%
Equity
World
1
iShares MSCI All Country World UCITS ETF USD (Acc) 0.02%
Equity
World
30,670
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc) 0.18%
Equity
Emerging Markets
Social/Environmental
1,450
BNP Paribas Easy MSCI Emerging UCITS ETF EUR Acc 0.16%
Equity
Emerging Markets
6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.01%
Equity
World
Social/Environmental
210
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1C 0.16%
Equity
Emerging Markets
819
HSBC MSCI Emerging Markets UCITS ETF USD (Acc) 0.17%
Equity
Emerging Markets
1,576
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.02%
Equity
World
1,747
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.01%
Equity
World
Social/Environmental
22
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
17
Amundi Core MSCI ACWI Swap UCITS ETF Acc 0.02%
Equity
World
97
UBS Core MSCI EM UCITS ETF USD acc 0.17%
Equity
Emerging Markets
7,496
Amundi Prime Emerging Markets UCITS ETF DR (C) 0.16%
Equity
Emerging Markets
869
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.02%
Equity
World
Multi-Factor Strategy
1,476
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating 0.19%
Equity
Emerging Markets
2,161
Xtrackers FTSE All-World UCITS ETF 1C 0.02%
Equity
World
183
Invesco FTSE All-World UCITS ETF Dist 0.01%
Equity
World
286
CT QR Series Emerging Markets Equity Active UCITS ETF (Dist) 0.28%
Equity
Emerging Markets
Fundamental/Quality
1
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF 0.18%
Equity
Emerging Markets
Social/Environmental
1,681
iShares MSCI All Country World SRI UCITS ETF USD (Dist) 0.09%
Equity
World
Social/Environmental
31
UBS MSCI EM SF UCITS ETF USD acc 0.16%
Equity
Emerging Markets
131
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc 0.16%
Equity
Emerging Markets
5,049
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist 0.16%
Equity
Emerging Markets
5,307
Robeco 3D EM Equity UCITS ETF USD Acc 0.30%
Equity
Emerging Markets
Social/Environmental
906
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Accumulating 0.21%
Equity
Emerging Markets
Social/Environmental
101
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Dist 0.08%
Equity
World
Dividend
86
Invesco MSCI Emerging Markets UCITS ETF Acc 0.16%
Equity
Emerging Markets
423
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist 0.17%
Equity
Emerging Markets
90
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C 0.12%
Equity
Emerging Markets
Social/Environmental
Climate Change
35
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis 0.02%
Equity
World
43
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
108
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
3
Amundi Prime All Country World UCITS ETF Dist 0.02%
Equity
World
5,085
UBS MSCI ACWI SF UCITS ETF hCHF acc 0.02%
Equity
World
1,878
iShares MSCI EM ex-China UCITS ETF USD (Dist) 0.21%
Equity
Emerging Markets
1,036
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.01%
Equity
World
Social/Environmental
60
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.02%
Equity
World
23,356
VanEck S&P Global Mining UCITS ETF A 1.00%
Equity
World
Basic Materials
1,935
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.03%
Equity
World
Social/Environmental
1,222
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.02%
Equity
World
18,049
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc) 0.03%
Equity
World
Multi-Factor Strategy
20
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
iShares MSCI EM ex-China UCITS ETF USD (Acc) 0.21%
Equity
Emerging Markets
4,324
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
First Trust IPOX Europe Equity Opportunities UCITS ETF Acc 2.16%
Equity
Europe
IPO
1
UBS MSCI EM ex China UCITS ETF USD acc 0.21%
Equity
Emerging Markets
82
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc) 0.02%
Equity
World
68
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF Acc 0.07%
Equity
Emerging Markets
Social/Environmental
Climate Change
1,704
HANetf Gold Miners Screened UCITS ETF (Acc) 0.02%
Equity
World
Basic Materials
Social/Environmental
Gold Mining
57
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.01%
Equity
World
71
Amundi MSCI Emerging Ex China Swap UCITS ETF Acc 0.21%
Equity
Emerging Markets
3,803
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1D 0.16%
Equity
Emerging Markets
221
Invesco RAFI Emerging Markets Fundamental Value UCITS ETF Dist 0.38%
Equity
Emerging Markets
Value
85
Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc 0.16%
Equity
Emerging Markets
3,945
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.02%
Equity
World
Social/Environmental
1,107
UBS MSCI EM Socially Responsible UCITS ETF USD dis 0.70%
Equity
Emerging Markets
Social/Environmental
Climate Change
2,080
L&G Emerging Markets Equity UCITS ETF USD Acc 0.17%
Equity
Emerging Markets
Social/Environmental
126

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.
 
Broker Rating Execution fee Account fee
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0.00 €
0.00 €
0.00 €
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 -16.09%
1 month -8.48%
3 months -12.57%
6 months -18.49%
1 year +19.69%
3 years +80.66%
5 years -29.50%
Since inception (MAX) +115.19%
2025 +160.38%
2024 -38.19%
2023 -42.06%
2022 -20.71%

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).
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Risk overview

Volatility 1 year 59.95%
Volatility 3 years 57.49%
Volatility 5 years 56.89%
Return per risk 1 year 0.33
Return per risk 3 years 0.38
Return per risk 5 years -0.12
Maximum drawdown 1 year -43.03%
Maximum drawdown 3 years -43.47%
Maximum drawdown 5 years -82.31%
Maximum drawdown since inception -82.31%

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.