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

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 210 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)	0.08%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,183
D-X MSCI World Screened UCITS ETF X	0.02%	Equity World Social/Environmental	2,484
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,818
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.02%	Equity World	12
State Street SPDR MSCI World Financials UCITS ETF USD	0.12%	Equity World Financials	345
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	1
Xtrackers MSCI World ex USA UCITS ETF 1C	0.07%	Equity World	6,954
Invesco MSCI World UCITS ETF Acc	0.02%	Equity World	9,315
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	2,082
UBS MSCI World ex USA UCITS ETF USD acc	0.06%	Equity World	439
iShares Listed Private Equity UCITS ETF USD (Dist)	4.15%	Equity World Private Equity	654
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.02%	Equity World	294
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	25
Ossiam MSCI Canada UCITS ETF 1C/A (EUR)	0.54%	Equity Canada	54
iShares MSCI All Country World UCITS ETF USD (Dist)	0.02%	Equity World	37
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	576
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.04%	Equity World	113
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	829
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.02%	Equity World	30
UBS MSCI Canada UCITS ETF hGBP dis	0.53%	Equity Canada	2
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	411
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	99
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	76
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,725
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	6,792
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc	0.01%	Equity World Social/Environmental Climate Change	1,485
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,255
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	743
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	9,996
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.02%	Equity World	59
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	0.10%	Equity World Equal Weighted	40
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.19%	Equity World Dividend	31
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	0.02%	Equity World Social/Environmental	63
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	278
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	3,354
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.00%	Equity United States Value	150
Amundi Core MSCI World Swap UCITS ETF Acc	0.02%	Equity World	15
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	14,408
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.08%	Equity World	3
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	8
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.02%	Equity World	217
Amundi Russell 1000 Growth UCITS ETF Acc	0.05%	Equity United States Growth	618
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,959
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	2,787
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	3,100
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	283
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	154
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,357
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	2,179
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	962
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	0.53%	Equity Canada	94
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	417
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	31
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	15,618
Amundi MSCI World Financials UCITS ETF EUR Acc	0.11%	Equity World Financials	131
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	10
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	156
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	57
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	1,606
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	493
Xtrackers MSCI World Swap UCITS ETF 1D	0.02%	Equity World	5,932
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	133,198
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.40%	Equity World Fundamental/Quality	3
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	3
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	273
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	985
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	67
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.02%	Equity World	1,912
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	24,256
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	18,221
UBS MSCI World ex USA UCITS ETF USD dis	0.06%	Equity World	0
UBS MSCI Canada UCITS ETF hEUR acc	0.53%	Equity Canada	168
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.07%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.02%	Equity World	69
iShares Listed Private Equity UCITS ETF USD (Acc)	4.15%	Equity World Private Equity	79
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	22
Amundi MSCI World Ex USA UCITS ETF Dist	0.07%	Equity World	130
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	40
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	679
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	291
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	24
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	1,136
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	2,120
iShares MSCI Canada UCITS ETF (Acc)	0.54%	Equity Canada	2,036
HSBC MSCI Canada UCITS ETF USD	0.54%	Equity Canada	119
Amundi MSCI World Ex USA UCITS ETF Acc	0.07%	Equity World	669
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	11,563
Xtrackers MSCI Canada Screened UCITS ETF 1C	0.55%	Equity Canada Social/Environmental	1,235
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.02%	Equity World	2,223
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	35
UBS MSCI Canada UCITS ETF CAD acc	0.53%	Equity Canada	676
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	634
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	0.64%	Equity World Social/Environmental	77
Amundi MSCI World Financials UCITS ETF USD Acc	0.11%	Equity World Financials	472
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.02%	Equity World	83
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	32
UBS MSCI Canada UCITS ETF hCHF acc	0.53%	Equity Canada	67
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.07%	Equity World	11
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	3,264
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	43
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,508
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	6,197
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	29
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	694
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	8,272
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	18,730
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	239
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.02%	Equity World	51
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	91
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,311
Ossiam MSCI World UCITS ETF 1C/A (EUR)	0.02%	Equity World	22
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	3,098
Xtrackers MSCI World Swap UCITS ETF 1C	0.02%	Equity World	5,474
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	610
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.02%	Equity World	1,671
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	2,522
Xtrackers MSCI World ex USA UCITS ETF 1D	0.07%	Equity World	251
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.04%	Equity World	12
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	444
Ossiam MSCI World UCITS ETF 1C/A (USD)	0.02%	Equity World	6
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental Climate Change	219
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	356
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	139
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	229
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	6,567
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental	18
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	4,266
UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-UKdis	0.53%	Equity Canada	8
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	4,026
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,038
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	199
UBS MSCI Canada Universal UCITS ETF CAD acc	0.60%	Equity Canada Social/Environmental Climate Change	368
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.02%	Equity World	48
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	91
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 World UCITS ETF USD Dist	0.02%	Equity World	1,643
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	5,436
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	261
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,946
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	452
Amundi MSCI World Swap UCITS ETF USD Acc	0.02%	Equity World	76
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	133
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	3,157
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	1,074
UBS MSCI World ex USA UCITS ETF hCHF acc	0.06%	Equity World	2
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	96
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,520
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental Climate Change	398
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,861
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental Climate Change	372
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	2
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	55,367
Invesco MSCI World UCITS ETF Dist	0.02%	Equity World	-
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	2,270
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.02%	Equity World	72
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	245
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,707
UBS MSCI Canada UCITS ETF hGBP acc	0.53%	Equity Canada	256
iShares MSCI North America UCITS ETF	0.02%	Equity North America	1,471
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.05%	Equity United States Growth	1,194
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc	0.01%	Equity World Social/Environmental Climate Change	196
iShares MSCI All Country World UCITS ETF USD (Acc)	0.02%	Equity World	32,131
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,767
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,487
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,432
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	148
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	293
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.06%	Equity World Social/Environmental	1
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.02%	Equity World	133
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	458
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,779
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	21,987
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.14%	Equity World Social/Environmental Multi-Asset Strategy	88
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Acc	0.05%	Equity United States Growth	27
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.03%	Equity World	140
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	1,466
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	221
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	5,175
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,283
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	43
Xtrackers MSCI World Financials UCITS ETF 1C	0.11%	Equity World Financials	1,331
UBS MSCI Canada UCITS ETF CAD dis	0.53%	Equity Canada	768
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.06%	Equity World Social/Environmental	33
Franklin Core US Enhanced Equity UCITS ETF Acc	0.15%	Equity United States Multi-Factor Strategy	10
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	70
Amundi MSCI World Swap UCITS ETF EUR Acc	0.02%	Equity World	6,809
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.08%	Equity World	3,262

Performance

Returns overview

YTD	-9.44%
1 month	-0.07%
3 months	+1.74%
6 months	+6.54%
1 year	-19.24%
3 years	+34.34%
5 years	-
Since inception (MAX)	+37.35%
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).