Barclays PLC

ISIN GB0031348658

WKN 850403

Market cap (in EUR)

77,461 m

Country

United Kingdom

Sector

Finance

Dividend yield

1.75%

Overview

Quote

Description

Barclays PLC is a bank holding company, which engages in the provision of retail banking, credit cards, corporate and investment banking, and wealth management services. It operates through the following segments: Barclays United Kingdom (UK), Barclays United Kingdom (UK) Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank, Barclays United States (US) Consumer Bank, and Head Office. The Barclays UK segment represents businesses that sit within the UK ring-fenced bank entity, Barclays Bank UK PLC, and comprises personal banking, business banking and Barclaycard consumer UK. The Barclays UK Corporate Bank segment focuses on bringing together lending, trade and working capital, liquidity, payments, and FX solutions for UK corporate clients. The Barclays Private Bank and Wealth Management segment serves UK and international private banking clients. The Barclays Investment Bank segment incorporates the global markets, investment banking, and international corporate banking businesses. The Barclays US Consumer Bank segment relates to co-branded credit card issuer and financial services partner in the United States. The Head Office segment comprises central support, central treasury operations, Barclays Execution Services assets and legacy businesses. The company was founded on 1690 and is headquartered in London, the United Kingdom.

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Finance Investment Services United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	77,461 m
EPS, EUR	0.57
P/B ratio	1.0
P/E ratio	9.9
Dividend yield	1.75%

Income statement (2025)

Revenue, EUR	63,831 m
Net income, EUR	7,217 m
Profit margin	11.31%

What ETF is Barclays PLC in?

There are 398 ETFs which contain Barclays PLC. All of these ETFs are listed in the table below. The ETF with the largest weighting of Barclays PLC is the HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.10%	Equity World	1,183
UBS Core MSCI Europe UCITS ETF EUR dis	0.63%	Equity Europe	1,615
State Street SPDR MSCI World Financials UCITS ETF USD	0.61%	Equity World Financials	345
Invesco MSCI World UCITS ETF Acc	0.10%	Equity World	9,315
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.83%	Equity United Kingdom	1,029
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental Climate Change	8
Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C	0.81%	Equity Europe Social/Environmental	10
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.66%	Equity Europe Social/Environmental	0
UBS MSCI World ex USA UCITS ETF USD acc	0.36%	Equity World	439
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.64%	Equity Europe Multi-Factor Strategy	633
CT QR Series Global Equity Active UCITS ETF USD Dist	0.11%	Equity World Fundamental/Quality	4
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
VanEck European Equal Weight Screened UCITS ETF A	1.13%	Equity Europe Equal Weighted	85
iShares MSCI All Country World UCITS ETF USD (Dist)	0.09%	Equity World	37
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.59%	Equity United Kingdom	2,233
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.09%	Equity World	829
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.76%	Equity Europe Social/Environmental Climate Change	60
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	1.23%	Equity Europe Covered Call Alternative Investments	25
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.28%	Equity Europe Equal Weighted	205
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.58%	Equity Europe	20,807
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.70%	Equity Europe Social/Environmental	1,732
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.09%	Equity World	30
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	5
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.21%	Equity World	46
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.60%	Equity United Kingdom	3,813
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.13%	Equity World	76
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,725
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	1.27%	Equity Europe Social/Environmental	119
Amundi Core MSCI World Swap UCITS ETF Dist	0.10%	Equity World	6,792
UBS MSCI ACWI Universal UCITS ETF USD dis	0.11%	Equity World Social/Environmental	2,255
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc	0.02%	Equity World Social/Environmental Climate Change	1,485
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	743
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.18%	Equity World Social/Environmental	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.20%	Equity World Social/Environmental	111
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.52%	Equity World Value	392
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.79%	Equity Europe Social/Environmental	128
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.21%	Equity World Dividend	9,996
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.69%	Equity Europe Financials	3,281
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.27%	Equity Europe Social/Environmental	2,828
Invesco Europe Enhanced Equity UCITS ETF Acc	0.43%	Equity Europe Multi-Factor Strategy	293
Amundi MSCI Europe Action UCITS ETF Dist	0.85%	Equity Europe Social/Environmental Climate Change	2,179
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	509
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.65%	Equity Europe Social/Environmental Climate Change	7
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	5.40%	Equity United Kingdom Social/Environmental Climate Change	9
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	1.07%	Equity World Value	219
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	0.59%	Equity Europe	927
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.10%	Equity World Social/Environmental Climate Change	278
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.30%	Equity United Kingdom Dividend	90
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	14,408
State Street SPDR MSCI Europe Value UCITS ETF EUR	2.73%	Equity Europe Value	82
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.35%	Equity World	3
CT QR Series Global Equity Active UCITS ETF USD Acc	0.11%	Equity World Fundamental/Quality	184
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,337
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.11%	Equity World Social/Environmental	66
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.11%	Equity World Social/Environmental	1,357
iShares MSCI World Swap UCITS ETF USD (Acc)	0.10%	Equity World	2,179
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Dist	5.04%	Equity United Kingdom Social/Environmental	15
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.18%	Equity World Social/Environmental	215
UBS Core MSCI World UCITS ETF hEUR acc	0.10%	Equity World	962
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.76%	Equity World Value	230
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.58%	Equity Europe	129
iShares Edge MSCI World Value Factor UCITS ETF	0.52%	Equity World Value	6,730
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.65%	Equity World Financials Social/Environmental	156
Amundi MSCI World Financials UCITS ETF EUR Acc	0.60%	Equity World Financials	131
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	2.63%	Equity United Kingdom	4
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	1.00%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.63%	Equity Europe	144
iShares Core MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	133,198
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.58%	Equity Europe	1,382
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	111
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	985
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.09%	Equity World	1,912
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	0.77%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.18%	Equity World Social/Environmental	62
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	4.93%	Equity United Kingdom Social/Environmental Climate Change	10
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.14%	Equity World Social/Environmental	480
UBS Core MSCI Europe UCITS ETF hCHF acc	0.63%	Equity Europe	153
UBS MSCI World ex USA UCITS ETF USD dis	0.36%	Equity World	0
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.39%	Equity Europe Social/Environmental Climate Change	17
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.17%	Equity World	22
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.61%	Equity Europe	4,713
Xtrackers Stoxx Europe 600 II UCITS ETF 1D	0.58%	Equity Europe	0
Amundi MSCI World Ex USA UCITS ETF Dist	0.36%	Equity World	130
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental Climate Change	40
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF GBP Acc	5.04%	Equity United Kingdom Social/Environmental	74
Amundi MSCI World Screened UCITS ETF Acc	0.11%	Equity World Social/Environmental	2,120
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.68%	Equity Europe Social/Environmental Climate Change	209
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.33%	Equity World Social/Environmental Climate Change	41
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.09%	Equity World	2,223
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.40%	Equity World Social/Environmental Climate Change	176
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.33%	Equity World Social/Environmental Climate Change	595
iShares Core MSCI World UCITS ETF USD (Dist)	0.10%	Equity World	634
Xtrackers FTSE 100 UCITS ETF 1C	2.64%	Equity United Kingdom	103
Amundi MSCI World Financials UCITS ETF USD Acc	0.60%	Equity World Financials	472
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.18%	Equity World Social/Environmental	6
Franklin S&P World Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	13
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.10%	Equity Europe Social/Environmental Climate Change	99
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.36%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.58%	Equity Europe	4,115
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.10%	Equity World	43
UBS MSCI World UCITS ETF USD dis	0.10%	Equity World	1,508
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.33%	Equity World Social/Environmental Climate Change	17
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.11%	Equity World	29
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.83%	Equity United Kingdom	562
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Multi-Asset Strategy	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	8,272
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	239
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.39%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	4,311
Ossiam MSCI World UCITS ETF 1C/A (EUR)	0.10%	Equity World	22
Robeco 3D Global Equity UCITS ETF USD Dis	0.39%	Equity World Social/Environmental	67
Xtrackers MSCI World Swap UCITS ETF 1C	0.10%	Equity World	5,474
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.11%	Equity World Social/Environmental	610
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.31%	Equity Europe Social/Environmental Climate Change	6
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.09%	Equity World	1,671
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Dist	0.02%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI World ex USA UCITS ETF 1D	0.36%	Equity World	251
UBS MSCI United Kingdom UCITS ETF GBP dis	2.83%	Equity United Kingdom	111
Ossiam MSCI World UCITS ETF 1C/A (USD)	0.10%	Equity World	6
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.10%	Equity World	229
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	6,567
Invesco FTSE All-World UCITS ETF Acc	0.13%	Equity World	4,266
Xtrackers MSCI Europe Value UCITS ETF 1C	1.81%	Equity Europe Value	338
iShares MSCI World Screened UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	1,038
UBS MSCI ACWI SF UCITS ETF USD acc	0.09%	Equity World	4,026
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.63%	Equity Europe	118
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.10%	Equity World	48
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.04%	Equity Europe Social/Environmental	681
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	5,436
Amundi Core MSCI World UCITS ETF USD Dist	0.10%	Equity World	1,643
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.11%	Equity World Social/Environmental	261
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	2,946
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.63%	Equity Europe	1,192
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.58%	Equity Europe	58
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.83%	Equity United Kingdom	18
Amundi STOXX Europe 600 Banks UCITS ETF Acc	3.69%	Equity Europe Financials	3,094
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.20%	Equity World Social/Environmental	955
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	96
Amundi Prime Europe UCITS ETF DR (C)	0.64%	Equity Europe	291
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	4.93%	Equity United Kingdom Social/Environmental Climate Change	870
VanEck World Equal Weight Screened UCITS ETF A	0.43%	Equity World Equal Weighted	1,546
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental Climate Change	398
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.10%	Equity World	1,861
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental Climate Change	372
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.10%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	55,367
Amundi Core Stoxx Europe 600 UCITS ETF Dist	0.58%	Equity Europe	1
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	2,270
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.64%	Equity World Financials Social/Environmental	771
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.09%	Equity World	72
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	4,707
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.83%	Equity United Kingdom	50
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.91%	Equity Europe Value	33
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental Climate Change	196
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.51%	Equity World Social/Environmental Multi-Asset Strategy	42
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.76%	Equity Europe Social/Environmental Climate Change	2,329
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.67%	Equity Europe Social/Environmental	3,524
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.73%	Equity Europe Social/Environmental	4,812
Xtrackers FTSE 100 UCITS ETF Income 1D	2.64%	Equity United Kingdom	97
Amundi STOXX Europe 600 Banks UCITS ETF Dist	3.69%	Equity Europe Financials	106
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,767
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.63%	Equity Europe	307
HSBC FTSE 100 UCITS ETF GBP	2.63%	Equity United Kingdom	996
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.08%	Equity World Multi-Factor Strategy	1,487
Invesco FTSE 100 UCITS ETF	2.63%	Equity United Kingdom	41
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.10%	Equity World	5,432
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	148
iShares UK Domestic Focus UCITS ETF GBP (Acc)	11.49%	Equity United Kingdom	6
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.81%	Equity Europe Social/Environmental Climate Change	17
Xtrackers MSCI Europe Financials UCITS ETF 1C	2.46%	Equity Europe Financials	147
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	1.23%	Equity Europe Covered Call Alternative Investments	116
VanEck Multi-Asset Growth Allocation UCITS ETF	0.35%	Equity World Social/Environmental Multi-Asset Strategy	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.40%	Equity World Social/Environmental Climate Change	0
Amundi MSCI World Swap UCITS ETF EUR Dist	0.10%	Equity World	458
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.59%	Equity Europe	10
Robeco 3D Global Equity UCITS ETF A EUR Hedged	0.39%	Equity World Social/Environmental	1
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	21,987
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.83%	Equity Europe Social/Environmental	2,296
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.79%	Equity Europe Social/Environmental	34
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.10%	Equity World	140
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	1,466
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.99%	Equity Europe Social/Environmental Climate Change	36
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	221
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.73%	Equity Europe Social/Environmental	474
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.17%	Equity World Social/Environmental	23
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.11%	Equity World Social/Environmental	1,283
Xtrackers MSCI Europe UCITS ETF 1C	0.63%	Equity Europe	7,534
BNP Paribas Easy STOXX Europe 600 UCITS ETF	0.58%	Equity Europe	280
Amundi STOXX Europe 600 ESG II UCITS ETF Dist	0.70%	Equity Europe Social/Environmental	638
State Street SPDR MSCI Europe UCITS ETF EUR	0.63%	Equity Europe	388
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	7
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.37%	Equity World Social/Environmental	33
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.83%	Equity Europe Social/Environmental	4,981
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.13%	Equity World	70
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.35%	Equity World	3,262
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.96%	Equity World Value	1,379
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.60%	Equity United Kingdom	232
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.63%	Equity Europe	15,704
D-X MSCI World Screened UCITS ETF X	0.11%	Equity World Social/Environmental	2,484
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,818
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	48
Xtrackers MSCI World Value UCITS ETF 1C	0.52%	Equity World Value	4,034
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.10%	Equity World	12
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.96%	Equity World Social/Environmental	1
Xtrackers MSCI World ex USA UCITS ETF 1C	0.36%	Equity World	6,954
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	2.51%	Equity United Kingdom	568
UBS Core MSCI World UCITS ETF USD dis	0.10%	Equity World	2,082
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	1.24%	Equity Europe Social/Environmental	671
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.09%	Equity World	294
Ossiam MSCI Europe UCITS ETF 1C/A (EUR)	0.63%	Equity Europe	170
L&G Global Quality Dividends UCITS ETF USD Acc	0.21%	Equity World Dividend	55
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	88
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.10%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	576
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.21%	Equity World	113
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.59%	Equity Europe	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.91%	Equity Europe Social/Environmental Climate Change	196
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.24%	Equity World Multi-Factor Strategy	185
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	1.67%	Equity Europe	10
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.58%	Equity Europe	13
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.81%	Equity World Value Climate Change	518
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	5.40%	Equity United Kingdom Social/Environmental Climate Change	46
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	411
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	99
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.32%	Equity United Kingdom	388
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	77
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.40%	Equity World Social/Environmental Climate Change	145
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.31%	Equity Europe Social/Environmental Climate Change	1
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.63%	Equity United Kingdom Multi-Factor Strategy	9
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.63%	Equity Europe	10,482
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.10%	Equity World	59
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.60%	Equity United Kingdom	18,973
Amundi Prime Europe UCITS ETF DR (D)	0.64%	Equity Europe	266
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	40
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.66%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.33%	Equity World Social/Environmental Climate Change	292
Amundi Core MSCI Europe UCITS ETF Acc	0.63%	Equity Europe	4,037
CT QR Series European Equity Active UCITS ETF EUR Dist	0.13%	Equity Europe Fundamental/Quality	1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	63
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.66%	Equity Europe Social/Environmental	535
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.64%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.10%	Equity World	3,354
Amundi Core MSCI World Swap UCITS ETF Acc	0.10%	Equity World	15
iShares STOXX Europe 600 UCITS ETF (DE)	0.59%	Equity Europe	9,391
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.96%	Equity World Social/Environmental	8
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	0.85%	Equity Europe Social/Environmental Climate Change	1,418
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.09%	Equity World	217
L&G Global Equity UCITS ETF	0.10%	Equity World Social/Environmental	1,959
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.08%	Equity World	2,787
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.21%	Equity World Dividend	3,100
Invesco MSCI World Universal Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental	283
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.60%	Equity United Kingdom	45
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.58%	Equity Europe	8
UBS Core MSCI World UCITS ETF hGBP dis	0.10%	Equity World	154
BNP Paribas Easy Alpha Enhanced Europe UCITS ETF Acc	0.30%	Equity Europe Multi-Factor Strategy	60
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	2.51%	Equity United Kingdom	225
iShares FTSE All-World UCITS ETF USD (Dist)	0.08%	Equity World	1
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.91%	Equity Europe Social/Environmental Climate Change	28
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.10%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.09%	Equity World	20
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.83%	Equity United Kingdom	96
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	417
Amundi Core MSCI World UCITS ETF Acc	0.10%	Equity World	15,618
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.63%	Equity Europe	90
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.20%	Equity World Social/Environmental	5,939
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental Climate Change	10
Amundi Core FTSE 100 Swap UCITS ETF Acc	2.63%	Equity United Kingdom	718
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.68%	Equity World Social/Environmental Climate Change	57
UBS Core MSCI Europe UCITS ETF USD acc	0.63%	Equity Europe	139
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.10%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	11.93%	Equity United Kingdom Social/Environmental Climate Change	5
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.10%	Equity World	1,606
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.10%	Equity World	493
Xtrackers MSCI World Swap UCITS ETF 1D	0.10%	Equity World	5,932
iShares Europe Equity Enhanced Active UCITS ETF EUR (Dist)	1.04%	Equity Europe Social/Environmental	1
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental Climate Change	3
Amundi Core MSCI Europe UCITS ETF Dist	0.63%	Equity Europe	455
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.10%	Equity World	67
L&G Global Quality Dividends UCITS ETF USD Dist	0.21%	Equity World Dividend	363
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	24,256
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	18,221
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.36%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.09%	Equity World	69
Robeco 3D Global Equity UCITS ETF GBP Hedged (Acc)	0.39%	Equity World Social/Environmental	17
L&G UK Equity UCITS ETF GBP Acc	2.88%	Equity United Kingdom Social/Environmental	228
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	679
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.13%	Equity World Social/Environmental	291
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.45%	Equity Europe Financials	639
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.23%	Equity Europe Equal Weighted	192
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.09%	Equity World	24
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.81%	Equity Europe Social/Environmental	176
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	1,136
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.76%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Ex USA UCITS ETF Acc	0.36%	Equity World	669
UBS Core MSCI World UCITS ETF USD acc	0.10%	Equity World	11,563
iShares FTSE All-World UCITS ETF USD (Acc)	0.08%	Equity World	35
HSBC UK SCREENED EQUITY UCITS ETF GBP	11.93%	Equity United Kingdom Social/Environmental Climate Change	23
Invesco RAFI All-World Fundamental Value UCITS ETF	0.18%	Equity World Value	350
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental	136
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.09%	Equity World	83
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.13%	Equity World	32
Robeco 3D European Equity UCITS ETF A EUR	1.19%	Equity Europe Social/Environmental	23
Amundi Prime All Country World UCITS ETF Acc	0.09%	Equity World	3,264
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	6,197
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.20%	Equity World Social/Environmental	1,776
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	694
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	140
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.21%	Equity World Social/Environmental	4
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.91%	Equity Europe Social/Environmental Climate Change	609
UBS MSCI United Kingdom UCITS ETF GBP acc	2.83%	Equity United Kingdom	2,097
D-X MSCI Europe Screened UCITS ETF X	0.73%	Equity Europe Social/Environmental	458
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	18,730
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.28%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.59%	Equity United Kingdom	5,392
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.09%	Equity World	51
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.08%	Equity World	91
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.72%	Equity Europe Social/Environmental	630
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.30%	Equity World Multi-Factor Strategy	6
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.83%	Equity United Kingdom	368
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.09%	Equity World	2,522
Amundi Core FTSE 100 Swap UCITS ETF Dist	2.63%	Equity United Kingdom	51
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.87%	Equity World Technology Blockchain	45
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.21%	Equity World	12
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	444
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.66%	Equity Europe Social/Environmental	83
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	356
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.09%	Equity World	90
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental Climate Change	219
Xtrackers MSCI World Screened UCITS ETF 1D	0.11%	Equity World Social/Environmental	139
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental	18
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
CT QR Series European Equity Active UCITS ETF EUR Acc	0.13%	Equity Europe Fundamental/Quality	75
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	23
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Acc	5.04%	Equity United Kingdom Social/Environmental	31
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	199
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.16%	Equity World Social/Environmental	4
HSBC MSCI World UCITS ETF CHF hedged	0.10%	Equity World	91
Amundi UK Equity All Cap Index UCITS ETF Dist	2.39%	Equity United Kingdom	1,105
Robeco 3D Global Equity UCITS ETF USD Acc	0.39%	Equity World Social/Environmental	1,045
BNP Paribas Easy STOXX Europe 600 UCITS ETF	0.58%	Equity Europe	1,077
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.67%	Equity World Social/Environmental Artificial Intelligence	228
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.40%	Equity World Social/Environmental Climate Change	10
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.64%	Equity Europe Multi-Factor Strategy	220
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.11%	Equity World Social/Environmental	133
Amundi MSCI World Swap UCITS ETF USD Acc	0.10%	Equity World	76
HSBC MSCI Europe UCITS ETF EUR	0.63%	Equity Europe	352
UBS FTSE 100 UCITS ETF GBP dis	2.62%	Equity United Kingdom	89
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.11%	Equity World Social/Environmental	2
UBS MSCI World ex USA UCITS ETF hCHF acc	0.36%	Equity World	2
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.33%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.41%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.98%	Equity World Value	294
iShares MSCI World UCITS ETF (Dist)	0.10%	Equity World	8,520
WisdomTree Global Value UCITS ETF USD (Acc)	0.17%	Equity World Value	3
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	1.06%	Equity Europe Social/Environmental	66
Invesco MSCI World UCITS ETF Dist	0.10%	Equity World	-
HSBC Europe Screened Equity UCITS ETF EUR	4.22%	Equity Europe Social/Environmental Climate Change	18
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.96%	Equity World Social/Environmental	1
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.46%	Equity Europe Financials	787
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.08%	Equity World Multi-Factor Strategy	245
Invesco MSCI Europe UCITS ETF	0.63%	Equity Europe	54
BNP Paribas Easy II MSCI Europe PAB UCITS ETF EUR Acc	1.00%	Equity Europe Social/Environmental Climate Change	155
Invesco Global Enhanced Equity UCITS ETF Acc	0.08%	Equity World Multi-Factor Strategy	1,293
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.09%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.20%	Equity World Financials Social/Environmental	6
iShares Edge MSCI Europe Value Factor UCITS ETF	1.80%	Equity Europe Value	2,496
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.67%	Equity World Social/Environmental Climate Change	67
iShares MSCI All Country World UCITS ETF USD (Acc)	0.09%	Equity World	32,131
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.94%	Equity Europe Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.18%	Equity World Social/Environmental	27
Invesco FTSE All-World UCITS ETF Dist	0.13%	Equity World	293
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.37%	Equity World Social/Environmental	1
Xtrackers MSCI Europe UCITS ETF 1D	0.63%	Equity Europe	388
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.09%	Equity World	133
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	2.63%	Equity United Kingdom	36
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.32%	Equity United Kingdom	454
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	99
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.83%	Equity Europe Social/Environmental Climate Change	34
Amundi Prime Global UCITS ETF Dist	0.10%	Equity World	1,779
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	10
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	1,999
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.09%	Equity World	44
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.63%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	0.63%	Equity Europe	747
Invesco STOXX Europe 600 UCITS ETF	0.58%	Equity Europe	502
Amundi Prime All Country World UCITS ETF Dist	0.09%	Equity World	5,175
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.61%	Equity Europe	3,049
Xtrackers MSCI World Financials UCITS ETF 1C	0.60%	Equity World Financials	1,331
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	1.80%	Equity Europe Value	119
Amundi MSCI World Swap UCITS ETF EUR Acc	0.10%	Equity World	6,809
HSBC Developed World Screened Equity UCITS ETF USD	0.67%	Equity World Social/Environmental Climate Change	477
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	4.93%	Equity United Kingdom Social/Environmental Climate Change	7

Performance

Returns overview

YTD	-6.58%
1 month	-10.35%
3 months	-14.55%
6 months	+1.79%
1 year	+16.93%
3 years	+187.08%
5 years	+118.38%
Since inception (MAX)	+59.19%
2025	+70.94%
2024	+78.77%
2023	-1.65%
2022	-19.11%

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).