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Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

83,270 m

Country

Canada

Sector

Finance

Dividend yield

3.44%

Overview

Quote

Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Toronto, Canada.

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Finance Banking International Banks Canada

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Financials

Key metrics

Market capitalisation, EUR	83,270 m
EPS, EUR	7.58
P/B ratio	1.7
P/E ratio	15.8
Dividend yield	3.44%

Income statement (2025)

Revenue, EUR	50,126 m
Net income, EUR	5,605 m
Profit margin	11.18%

What ETF is Bank of Montreal in?

There are 184 ETFs which contain Bank of Montreal. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank of Montreal is the UBS MSCI Canada Universal UCITS ETF CAD acc.

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.32%	Equity World Dividend	7,171
UBS Core MSCI World UCITS ETF USD acc	0.12%	Equity World	7,056
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Equal Weighted	17
Xtrackers MSCI Canada Screened UCITS ETF 1C	3.63%	Equity Canada Social/Environmental	961
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.21%	Equity World Social/Environmental Climate Change	40
UBS Core MSCI World UCITS ETF hCHF acc	0.12%	Equity World	847
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	675
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.23%	Equity World Social/Environmental Climate Change	312
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental Climate Change	317
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,096
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	38
UBS MSCI Canada UCITS ETF CAD acc	3.38%	Equity Canada	536
iShares Core MSCI World UCITS ETF USD (Dist)	0.12%	Equity World	498
Invesco FTSE RAFI All World 3000 UCITS ETF	0.13%	Equity World Fundamental/Quality	183
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	136
State Street SPDR MSCI World Financials UCITS ETF USD	0.72%	Equity World Financials	265
Xtrackers MSCI World ex USA UCITS ETF 1C	0.42%	Equity World	4,830
Franklin S&P World Screened UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.12%	Equity World Social/Environmental	2
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	24
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	17
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	7
UBS MSCI Canada UCITS ETF hCHF acc	3.38%	Equity Canada	45
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.12%	Equity World	55
UBS Core MSCI World UCITS ETF USD dis	0.12%	Equity World	1,352
Amundi Prime All Country World UCITS ETF Acc	0.11%	Equity World	1,242
UBS MSCI World UCITS ETF USD dis	0.12%	Equity World	1,298
UBS MSCI World ex USA UCITS ETF USD acc	0.40%	Equity World	85
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	4,984
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	1,546
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	17
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	36
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.13%	Equity World Social/Environmental	414
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	105
iShares MSCI ACWI UCITS ETF USD (Dist)	0.11%	Equity World	5
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	4,444
L&G Global Quality Dividends UCITS ETF USD Acc	0.17%	Equity World Dividend	21
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.12%	Equity World Social/Environmental	68
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.48%	Equity World Social/Environmental	1,581
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.41%	Equity World Social/Environmental Catholic principles	91
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.12%	Equity World Social/Environmental	465
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.24%	Equity World Social/Environmental	79
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.12%	Equity World	14,451
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	88
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	3,453
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.17%	Equity North America	2,166
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.11%	Equity World	25
UBS MSCI Canada UCITS ETF hGBP dis	3.38%	Equity Canada	2
Amundi MSCI World ESG Selection UCITS ETF Acc	0.24%	Equity World Social/Environmental	1,697
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.14%	Equity World Social/Environmental	622
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	14
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	66
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.12%	Equity World	344
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	39
Xtrackers MSCI World UCITS ETF 1D	0.12%	Equity World	4,109
Xtrackers MSCI World ESG UCITS ETF 1C	0.29%	Equity World Social/Environmental	4,674
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.12%	Equity World	99
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.12%	Equity World Social/Environmental	4,380
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	2,474
UBS MSCI World Selection UCITS ETF hEUR acc	0.23%	Equity World Social/Environmental	40
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-UKdis	3.38%	Equity Canada	6
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR R Acc	0.49%	Equity World Social/Environmental	757
iShares MSCI World Screened UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	979
UBS MSCI Canada Universal UCITS ETF CAD acc	5.07%	Equity Canada Social/Environmental Climate Change	115
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	42
UBS MSCI ACWI Universal UCITS ETF USD dis	0.14%	Equity World Social/Environmental	2,063
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	73
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	547
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	14
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental	1
iShares MSCI World Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	4,353
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.12%	Equity World	1,770
Amundi Core MSCI World UCITS ETF USD Dist	0.12%	Equity World	1,346
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.14%	Equity World Social/Environmental	267
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	207
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	480
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	7,597
Invesco Global Active ESG Equity UCITS ETF Acc	0.14%	Equity World Multi-Factor Strategy	1,433
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.14%	Equity World Social/Environmental	99
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.17%	Equity North America	2,445
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	33
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.49%	Equity World Social/Environmental	78
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	761
UBS MSCI World Selection UCITS ETF USD acc	0.23%	Equity World Social/Environmental	633
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	1.06%	Equity World Social/Environmental	39
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	2
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	7,117
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.11%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	934
VanEck World Equal Weight Screened UCITS ETF A	0.47%	Equity World Equal Weighted	1,174
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.12%	Equity World	1,553
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	229
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.83%	Equity World Financials Social/Environmental	31
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	20
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.10%	Equity World	31,452
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	1,521
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.83%	Equity World Financials Social/Environmental	554
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	12,018
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.05%	Equity World Multi-Factor Strategy	170
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	3,704
UBS MSCI Canada UCITS ETF hGBP acc	3.38%	Equity Canada	164
iShares MSCI North America UCITS ETF	0.16%	Equity North America	1,179
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.12%	Equity World	42
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.49%	Equity World Social/Environmental	430
L&G Global Equity UCITS ETF	0.11%	Equity World Social/Environmental	967
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	458
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	2,000
Invesco MSCI World Universal Screened UCITS ETF Acc	0.19%	Equity World Social/Environmental	209
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.14%	Equity World Social/Environmental	45
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.12%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.26%	Equity World Financials Social/Environmental	4
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.14%	Equity World Social/Environmental	1,313
iShares MSCI ACWI UCITS ETF USD (Acc)	0.11%	Equity World	22,725
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	69
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	169
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.84%	Equity World Dividend	122
iShares STOXX Global Select Dividend 100 UCITS ETF (DE)	0.82%	Equity World Dividend	4,212
UBS Core MSCI World UCITS ETF hEUR acc	0.12%	Equity World	508
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,069
UBS MSCI World Selection UCITS ETF hCHF acc	0.23%	Equity World Social/Environmental	256
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	17
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.12%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.24%	Equity World Social/Environmental	199
UBS MSCI Canada UCITS ETF hUSD acc	3.38%	Equity Canada	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	926
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.13%	Equity World Social/Environmental	407
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.05%	Equity World Multi-Factor Strategy	994
Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR)	2.10%	Equity Canada Social/Environmental Climate Change	32
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.19%	Equity North America Social/Environmental	23
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.13%	Equity World	4,551
Amundi Core MSCI World UCITS ETF Acc	0.12%	Equity World	11,989
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	4,908
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	196
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.66%	Equity World Financials Social/Environmental	112
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental Climate Change	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	94
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	41
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.25%	Equity World Momentum	3,440
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	727
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.13%	Equity World Social/Environmental	92
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	108,250
Xtrackers MSCI World UCITS ETF 1C	0.12%	Equity World	16,395
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental Climate Change	2
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	47
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	15
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	1,409
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	78
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.19%	Equity North America Social/Environmental	235
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	927
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.41%	Equity World Social/Environmental Catholic principles	121
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.12%	Equity World	49
ODDO BHF Global Equity Active UCITS ETF (Acc)	0.07%	Equity World Social/Environmental	5
Amundi Prime All Country World UCITS ETF Dist	0.11%	Equity World	3,483
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	52
L&G Global Quality Dividends UCITS ETF USD Dist	0.17%	Equity World Dividend	72
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.10%	Equity World	19,088
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.14%	Equity World Social/Environmental	1,154
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.13%	Equity World Social/Environmental	85
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.49%	Equity World Social/Environmental	14
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	8,458
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Momentum UCITS ETF 1C	0.25%	Equity World Momentum	1,535
Xtrackers MSCI World Financials UCITS ETF 1C	0.75%	Equity World Financials	727
UBS MSCI Canada UCITS ETF hEUR acc	3.38%	Equity Canada	145
UBS MSCI Canada UCITS ETF CAD dis	3.38%	Equity Canada	699
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.12%	Equity World Social/Environmental Climate Change	321
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.20%	Equity World Multi-Factor Strategy	210
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.19%	Equity World	32
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	2
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	32
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	697
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	213
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.12%	Equity World Social/Environmental	729
HSBC Developed World Screened Equity UCITS ETF USD	0.29%	Equity World Social/Environmental Climate Change	245
iShares MSCI Canada UCITS ETF (Acc)	3.48%	Equity Canada	1,892
HSBC MSCI Canada UCITS ETF USD	3.37%	Equity Canada	262
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.42%	Equity World	2,513
Amundi MSCI World Ex USA UCITS ETF Acc	0.42%	Equity World	546
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	92

Beleggingsplanaanbiedingen

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.

Selecteer je inlegbedrag:

Broker	Rating	Kosten beleggingsplan	Kosten brokeraccount
		0.00 CHF	0.00 CHF	View offer*
		0.00 CHF	0.00 CHF	View offer*

Source: justETF Research; as of 4/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
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** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable GmbH. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

Prestaties

Rendementsoverzicht

YTD	+5,03%
1 maand	-4,09%
3 maanden	+3,85%
6 maanden	+4,66%
1 jaar	+26,44%
3 jaar	+33,33%
5 jaar	+28,78%
Since inception	+100,06%
2025	+19,22%
2024	+5,00%
2023	-1,41%
2022	-15,22%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).

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Risico-overzicht

Volatiliteit 1 jaar	21,18%
Volatiliteit 3 jaar	20,58%
Volatiliteit 5 jaar	20,72%
Rendement/Risico 1 jaar	1,25
Rendement/Risico 3 jaar	0,49
Rendement/Risico 5 jaar	0,25
Maximaal waardedaling 1 jaar	-14,65%
Maximaal waardedaling 3 jaar	-24,36%
Maximaal waardedaling 5 jaar	-41,19%
Maximaal waardedaling sinds aanvang	-53,18%

Voortschrijdende volatiliteit over 1 jaar

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— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

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