Blackstone, Inc.

ISIN US09260D1072

WKN A2PM4W

Market cap (in EUR)

152,627 m

Country

United States

Sector

Finance

Dividend yield

3.46%

Overview

Quote

Description

Blackstone, Inc. engages in the provision of investment and fund management services. It operates through the following segments: Real Estate, Private Equity, Credit and Insurance, and Hedge Fund Solutions. The Real Estate segment includes management of opportunistic real estate funds, Core+ real estate funds, high-yield real estate debt funds, and liquid real estate debt funds. The Private Equity segment consists of management of flagship corporate private equity funds, sector and geographically focused corporate private equity funds, core private equity funds, an opportunistic investment platform, a secondary fund of funds business, infrastructure-focused funds, a life sciences investment platform, a growth equity investment platform, a multi-asset investment program for eligible high net worth investors and a capital markets services business. The Credit and Insurance segment refers to Blackstone Credit, which is organized into two overarching strategies: private credit which includes mezzanine direct lending funds, private placement strategies, stressed and distressed strategies and energy strategies, and liquid credit which consists of CLOs, closed-ended funds, open ended funds and separately managed accounts. In addition, the segment includes an insurer-focused platform, an asset-based finance platform, and publicly traded master limited partnership investment platform. The Hedge Fund Solutions segment focuses on Blackstone Alternative Asset Management, which manages a broad range of commingled and customized hedge fund of fund solutions. It also includes a GP Stakes business and investment platforms that invest directly, as well as investment platforms that seed new hedge fund businesses and create alternative solutions through daily liquidity products. The company was founded by Stephen Allen Schwarzman in 1985 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	152,627 m
EPS, EUR	3.82
P/B ratio	19.8
P/E ratio	32.2
Dividend yield	3.46%

Income statement (2025)

Revenue, EUR	12,104 m
Net income, EUR	2,676 m
Profit margin	22.11%

What ETF is Blackstone, Inc. in?

There are 410 ETFs which contain Blackstone, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Blackstone, Inc. 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)	0.11%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.11%	Equity World	1,190
Xtrackers MSCI USA Screened UCITS ETF 1C	0.17%	Equity United States Social/Environmental	984
State Street SPDR MSCI World Financials UCITS ETF USD	0.69%	Equity World Financials	345
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.16%	Equity United States	14,161
Invesco MSCI World UCITS ETF Acc	0.11%	Equity World	9,365
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	16,990
Amundi MSCI USA Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental	1,354
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.16%	Equity United States	556
Xtrackers S&P 500 Swap UCITS ETF 1D	0.16%	Equity United States	3,915
iShares MSCI All Country World UCITS ETF USD (Dist)	0.10%	Equity World	37
UBS MSCI USA Value UCITS ETF USD dis	0.32%	Equity United States Value	710
Amundi Core MSCI USA UCITS ETF Acc	0.16%	Equity United States	4,602
D-X MSCI USA Screened UCITS ETF X	0.17%	Equity United States Social/Environmental	1,807
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.14%	Equity United States Social/Environmental	1,057
iShares World Equity High Income UCITS ETF USD (Dist)	0.05%	Equity World Covered Call Alternative Investments	751
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	832
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.16%	Equity United States	1,878
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	0.21%	Equity United States Covered Call Alternative Investments	55
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.10%	Equity World	30
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Covered Call Alternative Investments	1
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.30%	Equity United States Value	11
Ossiam S&P 500 UCITS ETF 1C (EUR)	0.16%	Equity United States	824
Invesco MSCI USA UCITS ETF	0.16%	Equity United States	7,543
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.14%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.28%	Equity United States	2
Xtrackers MSCI USA Swap UCITS ETF 1D	0.16%	Equity United States	2,996
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	76
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,742
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.14%	Equity United States Social/Environmental	11,646
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.02%	Equity United States Covered Call Alternative Investments	49
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.06%	Equity United States Social/Environmental Climate Change	155
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.16%	Equity United States	2,278
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.16%	Equity United States	450
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Dis	0.25%	Equity United States Growth	0
Amundi Core MSCI World Swap UCITS ETF Dist	0.11%	Equity World	6,823
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc	0.13%	Equity World Social/Environmental Climate Change	1,485
UBS MSCI ACWI Universal UCITS ETF USD dis	0.10%	Equity World Social/Environmental	2,266
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	745
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.09%	Equity United States Social/Environmental Climate Change	2,458
WisdomTree US High Dividend UCITS ETF Acc	1.84%	Equity United States Dividend	87
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.15%	Equity World Social/Environmental	111
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	9,996
Invesco MSCI North America Swap UCITS ETF Acc	0.15%	Equity North America	-
Amundi S&P 500 Swap UCITS ETF USD Acc	0.16%	Equity United States	3,454
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	1.15%	Equity World Dividend	31
UBS Core S&P 500 UCITS ETF hGBP dis	0.16%	Equity United States	73
iShares Core S&P 500 UCITS ETF USD (Dist)	0.16%	Equity United States	20,694
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.13%	Equity World Social/Environmental Climate Change	511
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.23%	Equity United States Equal Weighted	109
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.19%	Equity United States Buffer Alternative Investments	5
Xtrackers S&P 500 Swap UCITS ETF 7C GBP Hedged	0.16%	Equity United States	2
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.04%	Equity World Social/Environmental Climate Change	280
HSBC MSCI World UCITS ETF USD	0.11%	Equity World	14,475
UBS Core S&P 500 UCITS ETF hEUR acc	0.16%	Equity United States	221
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.12%	Equity United States Social/Environmental	8
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States	438
Amundi Core MSCI USA Swap UCITS ETF Acc	0.16%	Equity United States	58
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.13%	Equity World Social/Environmental Climate Change	1,345
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.10%	Equity World Social/Environmental	67
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental	1,365
iShares MSCI World Swap UCITS ETF USD (Acc)	0.11%	Equity World	2,179
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	215
Xtrackers MSCI USA UCITS ETF 1C	0.16%	Equity United States	12,280
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	965
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.16%	Equity United States	192
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged	0.16%	Equity United States	1,441
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.16%	Equity United States	1
D-X MSCI USA Screened UCITS ETF XH EUR Hedged	0.17%	Equity United States Social/Environmental	189
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.06%	Equity United States Value	1
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.17%	Equity North America Social/Environmental	31
WisdomTree S&P 500 EUR Daily Hedged	0.16%	Equity United States	5
Amundi MSCI World Financials UCITS ETF EUR Acc	0.69%	Equity World Financials	132
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.18%	Equity World Financials Social/Environmental	156
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.16%	Equity United States	1,137
Amundi MSCI USA ESG Broad Transition UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental Climate Change	13
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.17%	Equity United States Social/Environmental Climate Change	7
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
Franklin US Mega Cap 100 UCITS ETF EUR Hedged	0.22%	Equity United States Large Cap	6
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.15%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	133,198
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.23%	Equity United States Equal Weighted	13
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	186
iShares Core S&P 500 UCITS ETF USD (Acc)	0.16%	Equity United States	141,214
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	111
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.17%	Equity North America Social/Environmental	273
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.16%	Equity United States	2,677
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	985
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.10%	Equity World	1,925
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.15%	Equity United States Social/Environmental Climate Change	33
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	62
UBS Core MSCI USA UCITS ETF USD dis	0.16%	Equity United States	1,383
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.17%	Equity United States Social/Environmental	4
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.12%	Equity World Social/Environmental	492
iShares MSCI USA UCITS ETF (Acc)	0.16%	Equity United States	4,697
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	81
Fidelity Global Quality Income UCITS ETF INC-USD	0.35%	Equity World Dividend	810
iShares Listed Private Equity UCITS ETF USD (Acc)	7.77%	Equity World Private Equity	79
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.19%	Equity World	22
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	40
BNP Paribas Easy MSCI USA Min TE UCITS ETF H EUR Acc	0.09%	Equity United States Social/Environmental	0
Amundi MSCI World Screened UCITS ETF Acc	0.13%	Equity World Social/Environmental	2,130
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.30%	Equity United States Value	238
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.10%	Equity World	2,234
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.38%	Equity World Social/Environmental Climate Change	176
iShares Core MSCI World UCITS ETF USD (Dist)	0.12%	Equity World	634
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	11,480
Amundi MSCI World Financials UCITS ETF USD Acc	0.69%	Equity World Financials	473
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.13%	Equity World Social/Environmental	6
Franklin S&P World Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental Climate Change	13
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.33%	Equity United States Social/Environmental	31
Amundi Core S&P 500 Swap UCITS ETF GBP Hedged Dist	0.16%	Equity United States	1,832
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.11%	Equity World	43
UBS MSCI World UCITS ETF USD dis	0.12%	Equity World	1,515
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.19%	Equity United States	207
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.06%	Equity World	29
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	617
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	8,272
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	7
VanEck Morningstar US Wide Moat UCITS ETF A	1.42%	Equity United States Equal Weighted Moat	36
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	0.70%	Equity United States Dividend	6
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.17%	Equity United States Social/Environmental	1,517
Franklin S&P 500 Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.16%	Equity United States	292
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.16%	Equity United States	19,436
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.19%	Equity United States	26
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.33%	Equity United States Social/Environmental	432
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	415
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.10%	Equity World	239
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	4,311
Ossiam MSCI World UCITS ETF 1C/A (EUR)	0.11%	Equity World	22
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.09%	Equity United States Value	1,141
Xtrackers MSCI World Swap UCITS ETF 1C	0.11%	Equity World	5,498
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.02%	Equity United States Covered Call Alternative Investments	17
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental	612
iShares MSCI USA Swap UCITS ETF USD (Acc)	0.16%	Equity United States	6,656
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Dist	0.13%	Equity World Social/Environmental Climate Change	2
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.10%	Equity World	1,672
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	1,328
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.23%	Equity United States Equal Weighted	10
Ossiam MSCI World UCITS ETF 1C/A (USD)	0.11%	Equity World	6
Franklin US Dividend Tilt UCITS ETF (Acc)	0.49%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.11%	Equity World	229
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.11%	Equity World Social/Environmental	6,616
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	4,266
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.23%	Equity United States Equal Weighted	1,029
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.16%	Equity United States	33,446
iShares MSCI World Screened UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	1,038
UBS MSCI ACWI SF UCITS ETF USD acc	0.10%	Equity World	4,053
WisdomTree S&P 500	0.16%	Equity United States	196
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	366
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.11%	Equity World	48
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.23%	Equity United States Equal Weighted	0
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	5,436
Amundi Core MSCI World UCITS ETF USD Dist	0.12%	Equity World	1,652
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.10%	Equity World Social/Environmental	263
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	2,946
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.16%	Equity United States	146
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.08%	Equity North America Social/Environmental Climate Change	455
Invesco MSCI USA UCITS ETF EUR Hedged Acc	0.16%	Equity United States	355
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.16%	Equity United States	18
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.15%	Equity North America	3,157
Xtrackers S&P 500 UCITS ETF 4C	0.16%	Equity United States	2,659
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.15%	Equity World Social/Environmental	955
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.14%	Equity United States Social/Environmental	1,331
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	96
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.17%	Equity United States Social/Environmental	123
VanEck World Equal Weight Screened UCITS ETF A	0.44%	Equity World Equal Weighted	1,546
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	400
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.35%	Equity World Dividend	46
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.12%	Equity World	1,861
Xtrackers MSCI USA Swap UCITS ETF 1C	0.16%	Equity United States	5,005
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	374
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	0.70%	Equity United States Dividend	114
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.16%	Equity United States	2,765
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.11%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.10%	Equity World	55,367
HSBC MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	2,296
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.77%	Equity World Financials Social/Environmental	777
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.16%	Equity United States	908
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.10%	Equity World	72
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,707
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.14%	Equity United States Social/Environmental	78
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.25%	Equity United States Growth	1,194
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc	0.13%	Equity World Social/Environmental Climate Change	196
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.28%	Equity World Social/Environmental Multi-Asset Strategy	42
UBS S&P 500 SF UCITS ETF USD acc	0.16%	Equity United States	204
HSBC S&P 500 UCITS ETF USD (Acc)	0.16%	Equity United States	585
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.23%	Equity United States Equal Weighted	23
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.16%	Equity United States	48,116
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	1,767
Amundi MSCI USA ESG Broad Transition UCITS ETF GBP Hedged Dist	0.09%	Equity United States Social/Environmental Climate Change	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	4,724
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	1.30%	Equity United States Financials	3
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.18%	Equity World Multi-Factor Strategy	1,487
Xtrackers MSCI USA Financials UCITS ETF 1D	1.30%	Equity United States Financials	910
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	5,432
Xtrackers FTSE All-World UCITS ETF 1C	0.10%	Equity World	148
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.35%	Equity World Dividend	65
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.17%	Equity United States Social/Environmental	17,037
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.16%	Equity United States	68
VanEck Multi-Asset Growth Allocation UCITS ETF	0.43%	Equity World Social/Environmental Multi-Asset Strategy	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.38%	Equity World Social/Environmental Climate Change	0
Amundi MSCI World Swap UCITS ETF EUR Dist	0.11%	Equity World	461
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.09%	Equity United States Social/Environmental Climate Change	3,151
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	22,135
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.05%	Equity World Covered Call Alternative Investments	21
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.11%	Equity World	140
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.19%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,475
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.24%	Equity World Social/Environmental Catholic principles	177
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	222
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.10%	Equity World Social/Environmental	1,289
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States Social/Environmental	620
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Social/Environmental	742
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.08%	Equity North America Social/Environmental Climate Change	43
Franklin S&P 500 Financials UCITS ETF Acc	1.29%	Equity United States Financials	1
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	7
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	70
BNP Paribas Easy S&P 500 UCITS ETF	0.16%	Equity United States	171
Xtrackers S&P 500 Swap UCITS ETF 1C	0.16%	Equity United States	3,881
D-X MSCI World Screened UCITS ETF X	0.13%	Equity World Social/Environmental	2,508
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
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.35%	Equity World Fundamental/Quality	5,890
Amundi MSCI USA ESG Broad Transition UCITS ETF UCITS ETF EUR Hedged Dist	0.09%	Equity United States Social/Environmental Climate Change	0
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.11%	Equity World	12
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States	3
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.16%	Equity United States	43
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.16%	Equity United States	17,631
WisdomTree US High Dividend UCITS ETF EUR Hedged Acc	1.84%	Equity United States Dividend	2
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	2,104
iShares Listed Private Equity UCITS ETF USD (Dist)	7.77%	Equity World Private Equity	654
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.10%	Equity World	296
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	1,832
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.16%	Equity United States	274
L&G Global Quality Dividends UCITS ETF USD Acc	0.23%	Equity World Dividend	55
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.11%	Equity World Social/Environmental	90
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.11%	Equity World	7
Xtrackers MSCI USA High Dividend Yield ESG UCITS ETF 1D	0.90%	Equity United States Dividend	8
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.11%	Equity World Social/Environmental	576
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.14%	Equity United States Social/Environmental	87
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.17%	Equity United States Social/Environmental	46
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	1.31%	Equity United States Financials	622
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	411
Fidelity Global Quality Income UCITS ETF ACC-USD	0.35%	Equity World Dividend	17
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.10%	Equity World	99
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.12%	Equity United States Social/Environmental	0
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.38%	Equity World Social/Environmental Climate Change	145
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.02%	Equity United States Covered Call Alternative Investments	43
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.16%	Equity United States	59
Xtrackers MSCI World Quality UCITS ETF 1C	0.34%	Equity World Fundamental/Quality	2,591
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.42%	Equity United States	156
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.11%	Equity World	60
WisdomTree US High Dividend UCITS ETF GBP Hedged Acc	1.84%	Equity United States Dividend	1
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.16%	Equity United States	4,998
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States	162
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.22%	Equity United States Equal Weighted	1,121
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.09%	Equity World Social/Environmental	63
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.77%	Equity World Financials Social/Environmental	32
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.16%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.12%	Equity World	3,371
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.06%	Equity United States Value	150
Amundi Core MSCI World Swap UCITS ETF Acc	0.11%	Equity World	15
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.10%	Equity World	218
Amundi Russell 1000 Growth UCITS ETF Acc	0.26%	Equity United States Growth	617
L&G Global Equity UCITS ETF	0.12%	Equity World Social/Environmental	1,959
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.09%	Equity World	2,787
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	3,100
Invesco MSCI World Universal Screened UCITS ETF Acc	0.11%	Equity World Social/Environmental	283
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	155
iShares FTSE All-World UCITS ETF USD (Dist)	0.10%	Equity World	1
iShares MSCI USA Swap UCITS ETF USD (Dist)	0.16%	Equity United States	357
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.11%	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	0.11%	Equity World	20
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	419
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	35
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.16%	Equity United States	619
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States	98
Amundi Core MSCI World UCITS ETF Acc	0.12%	Equity World	15,699
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.15%	Equity World Social/Environmental	5,939
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.16%	Equity United States	313
UBS Core MSCI USA UCITS ETF hGBP acc	0.16%	Equity United States	27
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.11%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.11%	Equity World	1,617
Xtrackers MSCI USA Swap II UCITS ETF 1C	0.16%	Equity United States	110
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	496
Xtrackers MSCI World Swap UCITS ETF 1D	0.11%	Equity World	5,926
Invesco S&P 500 EUR Hedged UCITS ETF	0.16%	Equity United States	2,872
L&G US Equity UCITS ETF	0.16%	Equity United States Social/Environmental	1,399
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.12%	Equity World	68
Invesco S&P 500 UCITS ETF Dist	0.16%	Equity United States	9,377
L&G Global Quality Dividends UCITS ETF USD Dist	0.23%	Equity World Dividend	363
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.10%	Equity World	24,256
UBS MSCI USA Universal UCITS ETF USD acc	0.19%	Equity United States Social/Environmental Climate Change	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	18,221
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.10%	Equity World	69
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	0.21%	Equity United States Covered Call Alternative Investments	1
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.16%	Equity United States	3,426
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	679
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	291
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.10%	Equity World	24
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.11%	Equity World Social/Environmental	1,136
UBS Core S&P 500 UCITS ETF USD dis	0.16%	Equity United States	1,311
UBS Core S&P 500 UCITS ETF hCHF acc	0.16%	Equity United States	766
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.16%	Equity United States	686
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.19%	Equity United States Buffer Alternative Investments	8
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc	0.16%	Equity United States	3
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	11,642
iShares FTSE All-World UCITS ETF USD (Acc)	0.10%	Equity World	35
Fidelity US Quality Income UCITS ETF ACC-USD	0.70%	Equity United States Dividend	370
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental	2,768
Invesco RAFI All-World Fundamental Value UCITS ETF	0.05%	Equity World Value	350
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States	676
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.10%	Equity World	83
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	32
UBS MSCI USA NSL UCITS ETF USD acc	0.16%	Equity United States	3,191
Amundi Prime All Country World UCITS ETF Acc	0.10%	Equity World	3,288
Vanguard FTSE Developed World UCITS ETF Acc	0.11%	Equity World	6,197
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.15%	Equity World Social/Environmental	1,776
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	698
Fidelity US Quality Income UCITS ETF INC-USD	0.70%	Equity United States Dividend	1,358
Amundi S&P 500 Swap UCITS ETF USD Dist	0.16%	Equity United States	5
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc)	0.16%	Equity United States	3,760
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.24%	Equity World Social/Environmental Catholic principles	98
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	18,730
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.10%	Equity World	51
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.09%	Equity World	91
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.16%	Equity United States	1,776
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.35%	Equity World Dividend	34
WisdomTree US High Dividend UCITS ETF Dist	1.84%	Equity United States Dividend	55
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.15%	Equity North America	3,098
Amundi S&P All World High Dividend Yield UCITS ETF Dist	1.76%	Equity World Dividend	7
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.02%	Equity United States Covered Call Alternative Investments	498
BNP Paribas Easy S&P 500 UCITS ETF EUR	0.16%	Equity United States	3,655
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.10%	Equity World	2,542
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.16%	Equity United States	586
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	446
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	220
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	356
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.10%	Equity World	91
Xtrackers MSCI World Screened UCITS ETF 1D	0.12%	Equity World Social/Environmental	139
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.13%	Equity World Social/Environmental	18
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.33%	Equity United States Social/Environmental	131
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	23
UBS Core MSCI USA UCITS ETF USD acc	0.16%	Equity United States	3,111
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	199
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	8,739
HSBC MSCI World UCITS ETF CHF hedged	0.11%	Equity World	92
Amundi Core MSCI USA UCITS ETF Dist	0.16%	Equity United States	1,183
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.16%	Equity United States	15
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.16%	Equity United States	23
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.38%	Equity World Social/Environmental Climate Change	10
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.16%	Equity United States Social/Environmental Climate Change	130
Xtrackers S&P 500 Swap II UCITS ETF 1C	0.16%	Equity United States	5,324
Amundi MSCI World Swap UCITS ETF USD Acc	0.11%	Equity World	76
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.10%	Equity World Social/Environmental	134
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.13%	Equity World Social/Environmental	2
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.06%	Equity United States Value	1,074
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	8,520
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.30%	Equity United States Value	6
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.16%	Equity United States	9,342
Invesco MSCI USA UCITS ETF Dist	0.16%	Equity United States	1,439
UBS MSCI USA SF UCITS ETF USD acc	0.16%	Equity United States	499
iShares MSCI North America Swap UCITS ETF USD (Acc)	0.15%	Equity North America	2
Invesco MSCI World UCITS ETF Dist	0.11%	Equity World	-
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist)	0.16%	Equity United States	2
Xtrackers MSCI USA UCITS ETF 1D	0.16%	Equity United States	304
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.18%	Equity World Multi-Factor Strategy	245
iShares MSCI North America UCITS ETF	0.15%	Equity North America	1,471
Franklin US Mega Cap 100 UCITS ETF Acc	0.22%	Equity United States Large Cap	136
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.16%	Equity United States	144
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.16%	Equity United States	1
Invesco S&P 500 UCITS ETF Acc	0.16%	Equity United States	39,535
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.11%	Equity World Social/Environmental	1
iShares MSCI All Country World UCITS ETF USD (Acc)	0.10%	Equity World	32,131
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	27
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	293
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.16%	Equity United States	100
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.10%	Equity World	133
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	99
Amundi Prime Global UCITS ETF Dist	0.12%	Equity World	1,788
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	0.21%	Equity United States Covered Call Alternative Investments	4
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.17%	Equity World Social/Environmental Multi-Asset Strategy	89
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Acc	0.25%	Equity United States Growth	27
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.10%	Equity World	44
Amundi Core S&P 500 Swap UCITS ETF Acc	0.16%	Equity United States	17,374
UBS Core S&P 500 UCITS ETF USD acc	0.16%	Equity United States	2,191
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	5,213
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.05%	Equity United States Social/Environmental	643
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.16%	Equity United States	399
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.09%	Equity United States Social/Environmental	1,274
Xtrackers MSCI World Financials UCITS ETF 1C	0.69%	Equity World Financials	1,338
BNP Paribas Easy II MSCI USA PAB UCITS ETF USD Acc	0.15%	Equity United States Social/Environmental Climate Change	45
iShares S&P 500 Financials Sector UCITS ETF (Acc)	1.30%	Equity United States Financials	2,033
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.16%	Equity United States	3,029
Amundi S&P 500 Climate Transition UCITS ETF (Acc)	0.15%	Equity United States Social/Environmental Climate Change	101
Amundi MSCI World Swap UCITS ETF EUR Acc	0.11%	Equity World	6,864
Xtrackers MSCI USA Swap II UCITS ETF 1D	0.16%	Equity United States	0
Franklin US Dividend Tilt UCITS ETF (Dis)	0.49%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.16%	Equity United States	737
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental	1,930
UBS MSCI USA UCITS ETF USD dis	0.16%	Equity United States	507
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.16%	Equity United States	12

Performance

Returns overview

YTD	-21.87%
1 month	-7.15%
3 months	-4.65%
6 months	+4.92%
1 year	-21.48%
3 years	+3.29%
5 years	+1.86%
Since inception (MAX)	+229.64%
2025	-20.46%
2024	+38.25%
2023	+73.55%
2022	-39.21%

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).