BYD Co., Ltd.

ISIN CNE100000296

WKN A0M4W9

Market cap (in EUR)

97,525 m

Country

China

Sector

Consumer Cyclicals

Dividend yield

0.44%

Overview

Quote

Description

BYD Co., Ltd. engages in new energy vehicles (NEVs), handset components and assembly services, rechargeable batteries, and photovoltaics business. The firm’s products and services include passenger vehicles, commercial vehicles, rail transit, batteries, and electronics. It operates through the following segments: Mobile Handset Components, Assembly Service, and Other Products; Automobiles and Related Products and Other Products; and Others. The Mobile Handset Components, Assembly Service, and Other Products segment focus on the sale of mobile handset components such as housing, electronic components, assembly services, and medical protection products. The Automobiles and Related Products, and Other Products segment include automobiles and auto-related moulds and components and automobile leasing and after-sales services, rail transport related business, and medical protection products. The company was founded by Chuan Fu Wang on November 18, 1994 and is headquartered in Shenzhen, China.

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Consumer Cyclicals Consumer Vehicles and Parts China

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Financials

Key metrics

Market capitalisation, EUR	97,525 m
EPS, EUR	0.36
P/B ratio	3.0
P/E ratio	28.3
Dividend yield	0.44%

Income statement (2025)

Revenue, EUR	97,917 m
Net income, EUR	3,986 m
Profit margin	4.07%

What ETF is BYD Co., Ltd. in?

There are 190 ETFs which contain BYD Co., Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of BYD Co., Ltd. is the HSBC Hang Seng TECH UCITS ETF HKD.

ETF	Weight	Investment focus	Fund size (in m EUR)
HSBC MSCI AC Far East ex Japan UCITS ETF USD (Dist)	0.45%	Equity Asia Pacific	34
iShares MSCI AC Far East ex-Japan UCITS ETF	0.42%	Equity Asia Pacific	1,705
iShares FTSE All-World UCITS ETF USD (Acc)	0.04%	Equity World	35
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.04%	Equity World	2,234
State Street SPDR MSCI EM Asia UCITS ETF USD	0.39%	Equity Asia Pacific	1,443
iShares MSCI EM UCITS ETF (Dist)	0.33%	Equity Emerging Markets	9,095
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	48
iShares MSCI EM Swap UCITS ETF USD (Acc)	0.33%	Equity Emerging Markets	236
Amundi MSCI Emerging Markets Swap II UCITS ETF EUR Acc	0.33%	Equity Emerging Markets	941
iShares MSCI EM SRI UCITS ETF USD (Dist)	1.33%	Equity Emerging Markets Social/Environmental	519
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.08%	Equity Emerging Markets Social/Environmental Climate Change	34
UBS Solactive China Technology UCITS ETF hCHF acc	5.63%	Equity China Technology Innovation	2
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	350
iShares Asia ex Japan Equity Enhanced Active UCITS ETF USD (Acc)	0.36%	Equity Asia Pacific Social/Environmental	95
Franklin FTSE China UCITS ETF	1.60%	Equity China	1,393
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	6
HSBC MSCI Emerging Markets UCITS ETF USD	0.35%	Equity Emerging Markets	3,774
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.04%	Equity World	83
iShares Core MSCI Emerging Markets IMI UCITS ETF	0.29%	Equity Emerging Markets	1,583
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.02%	Equity World	32
UBS Solactive China Technology UCITS ETF hEUR acc	5.63%	Equity China Technology Innovation	80
HANetf HAN-GINS Tech Megatrend Equal Weight UCITS ETF	0.58%	Equity World Technology Innovation	106
iShares MSCI EM UCITS ETF (Acc)	0.33%	Equity Emerging Markets	9,434
Xtrackers MSCI Emerging Markets UCITS ETF 1C	0.35%	Equity Emerging Markets	12,691
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	3,288
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.26%	Equity World	29
Xtrackers MSCI China UCITS ETF 1D	1.70%	Equity China	649
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.04%	Equity World	296
iShares MSCI All Country World UCITS ETF USD (Dist)	0.04%	Equity World	37
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis	0.33%	Equity Emerging Markets	102
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	8,272
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	90
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.39%	Equity Asia Pacific Social/Environmental	187
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	576
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.09%	Equity World	113
Invesco MSCI China All Shares Stock Connect UCITS ETF Acc	1.04%	Equity China	94
HSBC Emerging Market Screened Equity UCITS ETF USD	0.02%	Equity Emerging Markets Social/Environmental Climate Change	172
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.30%	Equity Emerging Markets Social/Environmental	1,276
HSBC Hang Seng TECH UCITS ETF HKD	8.46%	Equity Hong Kong Technology	950
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.04%	Equity World	239
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.04%	Equity World	51
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	91
Xtrackers MSCI China UCITS ETF 1C	1.70%	Equity China	954
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	832
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.04%	Equity World	30
iShares BIC 50 UCITS ETF USD (Dist)	2.16%	Equity Emerging Markets	99
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	612
Xtrackers Future Mobility UCITS ETF 1C	4.84%	Equity World Technology Social/Environmental Future Mobility	181
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.04%	Equity World	1,672
BNP Paribas Easy MSCI China Min TE UCITS ETF EUR Acc	1.71%	Equity China Social/Environmental	59
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.08%	Equity Emerging Markets Social/Environmental Climate Change	9
HSBC NASDAQ Global Climate Tech UCITS ETF USD (Acc)	2.09%	Equity World Social/Environmental Climate Change	127
UBS Core MSCI EM UCITS ETF USD dis	0.33%	Equity Emerging Markets	2,863
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.04%	Equity World	2,542
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.09%	Equity World	47
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	99
Amundi MSCI China ESG Selection UCITS ETF Acc	3.60%	Equity China Social/Environmental	188
Franklin FTSE Emerging Markets UCITS ETF Dist	0.41%	Equity Emerging Markets	3
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.09%	Equity World	12
State Street SPDR MSCI Emerging Markets UCITS ETF USD	0.32%	Equity Emerging Markets	2,038
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.04%	Equity World	91
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.02%	Equity World	76
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	6,616
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD	0.52%	Equity Emerging Markets Social/Environmental	2,838
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.39%	Equity Emerging Markets Social/Environmental	2,266
iShares MSCI All Country World SRI UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	106
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.02%	Equity World Multi-Factor Strategy	78
Invesco FTSE All-World UCITS ETF Acc	0.02%	Equity World	4,266
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)	0.29%	Equity Emerging Markets	40,259
BNP Paribas Easy MSCI Emerging UCITS ETF Acc	0.33%	Equity Emerging Markets	68
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.39%	Equity Asia Pacific Social/Environmental	1
UBS MSCI ACWI SF UCITS ETF USD acc	0.04%	Equity World	4,053
iShares MSCI China UCITS ETF USD (Acc)	1.60%	Equity China	2,254
Xtrackers MSCI Innovation UCITS ETF 1C	0.06%	Equity World Social/Environmental Innovation	7
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	2,266
State Street Emerging Markets Systematic Equity Tilted Enhanced Fund UCITS ETF	0.23%	Equity Emerging Markets Social/Environmental Climate Change	1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	18
Amundi Core MSCI Emerging Markets UCITS ETF Acc	0.36%	Equity Emerging Markets	4,380
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	87
UBS Solactive China Technology UCITS ETF USD acc	5.63%	Equity China Technology Innovation	194
Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF	0.33%	Equity Emerging Markets Social/Environmental Climate Change	16
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	263
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	2,946
iShares China Large Cap UCITS ETF	3.35%	Equity China	710
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)	0.30%	Equity Emerging Markets Social/Environmental	5,663
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist)	0.34%	Equity Emerging Markets Social/Environmental	159
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist)	0.29%	Equity Emerging Markets Social/Environmental	1,104
iShares AI Adopters & Applications UCITS ETF USD (Acc)	0.77%	Equity World Social/Environmental Artificial Intelligence	228
Amundi MSCI China UCITS ETF Acc	1.70%	Equity China	549
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	134
Amundi MSCI Emerging Markets Swap II UCITS ETF USD Acc	0.33%	Equity Emerging Markets	41
Amundi MSCI Emerging Markets Swap UCITS ETF USD Acc	0.33%	Equity Emerging Markets	1,485
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Acc)	0.29%	Equity Emerging Markets Social/Environmental	7,852
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc	0.18%	Equity Emerging Markets Multi-Factor Strategy	159
Amundi MSCI Emerging Markets Asia UCITS ETF EUR (C)	0.39%	Equity Asia Pacific	1,763
iShares MSCI AC Far East ex-Japan UCITS ETF USD (Acc)	0.42%	Equity Asia Pacific	99
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.36%	Equity Emerging Markets	1,157
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc	0.64%	Equity Emerging Markets Social/Environmental	158
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF	0.54%	Equity Emerging Markets Social/Environmental	20
iShares MSCI EM SRI UCITS ETF	1.33%	Equity Emerging Markets Social/Environmental	2,919
Franklin FTSE Emerging Markets UCITS ETF (Acc)	0.41%	Equity Emerging Markets	9
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	63
State Street Emerging Markets Screened Enhanced Equity Fund UCITS ETF	0.13%	Equity Emerging Markets Social/Environmental	139
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.08%	Equity Emerging Markets Social/Environmental Climate Change	237
Invesco MSCI China Technology All Shares Stock Connect UCITS ETF Acc	2.64%	Equity China Innovation	131
HSBC MSCI China UCITS ETF USD	1.70%	Equity China	829
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing	0.41%	Equity Emerging Markets Social/Environmental	22
iShares MSCI EM Asia UCITS ETF (Acc)	0.40%	Equity Asia Pacific	7,687
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	55,367
Amundi MSCI Emerging Markets ESG Selection UCITS ETF Acc	0.65%	Equity Emerging Markets Social/Environmental	997
HSBC MSCI AC Far East ex Japan UCITS ETF USD	0.45%	Equity Asia Pacific	419
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.08%	Equity World Multi-Factor Strategy	245
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.04%	Equity World	72
Amundi MSCI EM Asia ESG Broad Transition UCITS ETF Acc	0.42%	Equity Asia Pacific Social/Environmental Climate Change	714
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.04%	Equity World	218
Amundi MSCI China Tech UCITS ETF USD	1.39%	Equity China Social/Environmental Innovation	34
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	2,787
Vanguard FTSE Emerging Markets UCITS ETF (USD) Distributing	0.38%	Equity Emerging Markets	3,212
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	67
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.05%	Equity World Social/Environmental	1
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.39%	Equity Emerging Markets Social/Environmental	104
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.39%	Equity Emerging Markets Social/Environmental	36
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,365
iShares FTSE All-World UCITS ETF USD (Dist)	0.04%	Equity World	1
iShares MSCI All Country World UCITS ETF USD (Acc)	0.04%	Equity World	32,131
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)	0.34%	Equity Emerging Markets Social/Environmental	1,465
BNP Paribas Easy MSCI Emerging UCITS ETF EUR Acc	0.33%	Equity Emerging Markets	4
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	215
HSBC Emerging Market Screened Equity UCITS ETF USD (Dist)	0.02%	Equity Emerging Markets Social/Environmental Climate Change	83
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1C	0.33%	Equity Emerging Markets	909
L&G Battery Value-Chain UCITS ETF	2.47%	Equity World Industrials Battery Technology	652
HSBC MSCI Emerging Markets UCITS ETF USD (Acc)	0.35%	Equity Emerging Markets	1,723
HSBC MSCI China UCITS ETF USD (Acc)	1.70%	Equity China	129
Invesco Global Clean Energy UCITS ETF Dist	1.05%	Equity World Utilities Social/Environmental Clean Energy	4
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,767
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	27
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
UBS Core MSCI EM UCITS ETF USD acc	0.33%	Equity Emerging Markets	8,283
Amundi Prime Emerging Markets UCITS ETF DR (C)	0.34%	Equity Emerging Markets	960
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.08%	Equity World Multi-Factor Strategy	1,487
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating	0.38%	Equity Emerging Markets	2,179
iShares MSCI Emerging Markets Consumer Growth UCITS ETF USD (Acc)	1.52%	Equity World Consumer Discretionary	36
Amundi MSCI Emerging Markets Screened UCITS ETF USD Acc	1.04%	Equity Asia Pacific Social/Environmental	4
iShares MSCI China UCITS ETF USD (Dist)	1.60%	Equity China	76
Xtrackers FTSE All-World UCITS ETF 1C	0.04%	Equity World	148
Amundi MSCI AC Asia Ex Japan UCITS ETF Acc	0.37%	Equity Asia Pacific	413
Invesco FTSE All-World UCITS ETF Dist	0.02%	Equity World	293
iShares Electric Vehicles and Driving Technology UCITS ETF USD (Acc)	4.37%	Equity World Technology Social/Environmental Future Mobility	571
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF	0.35%	Equity Emerging Markets Social/Environmental	1,851
iShares MSCI All Country World SRI UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	33
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.04%	Equity World	133
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc	0.33%	Equity Emerging Markets	5,568
UBS MSCI EM SF UCITS ETF USD acc	0.33%	Equity Emerging Markets	158
BNP Paribas Easy MSCI China Min TE UCITS ETF USD Acc	1.71%	Equity China Social/Environmental	15
UBS MSCI AC Asia ex Japan Selection UCITS ETF USD acc	0.81%	Equity Asia Pacific Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist	0.33%	Equity Emerging Markets	5,576
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Accumulating	0.41%	Equity Emerging Markets Social/Environmental	109
Invesco MSCI Emerging Markets UCITS ETF Acc	0.33%	Equity Emerging Markets	457
UBS MSCI AC Asia ex Japan SF UCITS ETF USD acc	0.37%	Equity Asia Pacific	949
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist	0.36%	Equity Emerging Markets	91
iShares China Large Cap UCITS ETF USD (Acc)	3.35%	Equity China Large Cap	32
UBS MSCI China Universal UCITS ETF USD dis	2.63%	Equity China Social/Environmental Climate Change	196
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C	0.44%	Equity Emerging Markets Social/Environmental Climate Change	39
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.04%	Equity World	44
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	111
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	5,213
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.04%	Equity World	1,925
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	62
First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc	0.20%	Equity World Infrastructure	2,637
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	24,256
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,289
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	18,221
Invesco Global Clean Energy UCITS ETF Acc	1.05%	Equity World Utilities Social/Environmental Clean Energy	92
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI China Tech UCITS ETF EUR	1.39%	Equity China Social/Environmental Innovation	183
Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C	0.78%	Equity Emerging Markets Social/Environmental	1,352
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	7
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.04%	Equity World	69
Amundi MSCI Emerging Markets Asia UCITS ETF USD	0.39%	Equity Asia Pacific	798
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF Acc	0.32%	Equity Emerging Markets Social/Environmental Climate Change	1,915
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.02%	Equity World	70
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1D	0.33%	Equity Emerging Markets	182
Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc	0.33%	Equity Emerging Markets	4,359
Invesco RAFI Emerging Markets Fundamental Value UCITS ETF Dist	0.30%	Equity Emerging Markets Value	92
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	1,136
L&G Emerging Markets Equity UCITS ETF USD Acc	0.37%	Equity Emerging Markets Social/Environmental	138

Performance

Returns overview

YTD	-20.21%
1 month	-3.07%
3 months	-10.30%
6 months	-25.76%
1 year	-25.50%
3 years	-13.58%
5 years	-10.12%
Since inception (MAX)	+661.61%
2025	-2.82%
2024	+32.53%
2023	+7.51%
2022	-22.26%

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).