Ping An Insurance Group

ISIN CNE1000003X6

WKN A0M4YR

Market cap (in EUR)

132,241 m

Country

China

Sector

Finance

Dividend yield

4.55%

Overview

Quote

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Description

Ping An Insurance (Group) Co. of China Ltd. engages in the provision of financial products and services. It also engages in life insurance, property and casualty insurance, trust, securities, banking, and other businesses. It operates through the following segments: Life and Health Insurance, Property and Casualty Insurance, Banking, Trust, Securities, Other Asset Management, and Technology Business. The Life and Health Insurance segment offers life insurance products, including term, whole-life, endowment, annuity, investment-linked, universal life and health care and medical insurance, reflecting performance summary of life insurance, annuity assurance, and health insurance subsidiaries. The Property and Casualty Insurance segment provides insurance products including auto insurance, non-auto insurance, accident and health insurance, reflecting performance of property and casualty insurance subsidiary. The Banking segment undertakes loan and intermediary business, wealth management, and credit card services. The Trust segment provides trust services and undertakes investing activities. The Securities segment undertakes brokerage, trading, investment banking and asset management services. The Other Asset Management segment provides investment management services and financial leasing business, reflecting performance of asset management and financial leasing and the other asset management subsidiaries. The Technology Business segment provides financial and daily-life services through internet platforms such as financial transaction information service platform, health care service platform, reflecting performance summary of the technology business subsidiaries, associates and jointly controlled entities. The company was founded by Ming Zhe Ma on May 27, 1988 and is headquartered in Shenzhen, China.

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Finance Insurance China

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Financials

Key metrics

Market capitalisation, EUR	132,241 m
EPS, EUR	0.98
P/B ratio	1.0
P/E ratio	7.3
Dividend yield	4.55%

Income statement (2024)

Revenue, EUR	120,002 m
Net income, EUR	16,263 m
Profit margin	13.55%

What ETF is Ping An Insurance Group in?

There are 158 ETFs which contain Ping An Insurance Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Ping An Insurance Group is the iShares China Large Cap UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
HSBC MSCI AC Far East ex Japan UCITS ETF USD (Dist)	0.76%	Equity Asia Pacific	24
iShares MSCI AC Far East ex-Japan UCITS ETF	0.75%	Equity Asia Pacific	1,161
iShares Dow Jones China Offshore 50 UCITS ETF (DE)	3.79%	Equity China	44
iShares Metaverse UCITS ETF USD (Acc)	1.44%	Equity World Social/Environmental Metaverse	104
State Street SPDR MSCI EM Asia UCITS ETF USD	0.70%	Equity Asia Pacific	1,215
iShares MSCI EM UCITS ETF (Dist)	0.56%	Equity Emerging Markets	7,499
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	670
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	38
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.93%	Equity Emerging Markets Social/Environmental Climate Change	2
Invesco FTSE RAFI All World 3000 UCITS ETF	0.20%	Equity World Fundamental/Quality	180
iShares Asia ex Japan Equity Enhanced Active UCITS ETF USD (Acc)	0.97%	Equity Asia Pacific Social/Environmental Multi-Asset Strategy	66
Franklin FTSE China UCITS ETF	1.88%	Equity China	1,443
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.10%	Equity World Social/Environmental	2
HSBC MSCI Emerging Markets UCITS ETF USD	0.56%	Equity Emerging Markets	3,182
iShares Core MSCI Emerging Markets IMI UCITS ETF	0.48%	Equity Emerging Markets	1,330
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	16
iShares MSCI EM UCITS ETF (Acc)	0.56%	Equity Emerging Markets	6,847
Xtrackers MSCI Emerging Markets UCITS ETF 1C	0.53%	Equity Emerging Markets	9,450
AXA IM ACT Biodiversity Equity UCITS ETF EUR Hedged Acc	1.20%	Equity World Social/Environmental	5
Amundi Prime All Country World UCITS ETF Acc	0.06%	Equity World	1,172
Xtrackers MSCI China UCITS ETF 1D	2.12%	Equity China	775
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	36
iShares MSCI ACWI UCITS ETF USD (Dist)	0.07%	Equity World	3
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	4,326
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity World Social/Environmental	67
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.86%	Equity Asia Pacific Social/Environmental	137
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	464
Invesco MSCI China All Shares Stock Connect UCITS ETF Acc	1.30%	Equity China	86
HSBC Emerging Market Screened Equity UCITS ETF USD	0.83%	Equity Emerging Markets Social/Environmental Climate Change	199
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.51%	Equity Emerging Markets Social/Environmental	1,183
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.11%	Equity World	84
Goldman Sachs ActiveBeta® Emerging Markets Equity UCITS ETF CLASS USD (Acc.)	0.40%	Equity Emerging Markets Multi-Factor Strategy	12
Xtrackers MSCI China UCITS ETF 1C	2.12%	Equity China	983
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.08%	Equity World	466
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.06%	Equity World	25
iShares BIC 50 UCITS ETF USD (Dist)	2.86%	Equity Emerging Markets	115
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental	618
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.73%	Equity World Dividend	19
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
BNP Paribas Easy MSCI China Min TE UCITS ETF EUR Acc	2.14%	Equity China Social/Environmental	116
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.93%	Equity Emerging Markets Social/Environmental Climate Change	4
UBS Core MSCI EM UCITS ETF USD dis	0.57%	Equity Emerging Markets	2,053
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.90%	Equity World Technology Blockchain	41
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.08%	Equity World	65
Amundi MSCI China ESG Selection UCITS ETF DR (C)	3.45%	Equity China Social/Environmental	133
State Street SPDR MSCI Emerging Markets UCITS ETF USD	0.55%	Equity Emerging Markets	1,467
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	38
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	4,797
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD	1.23%	Equity Emerging Markets Social/Environmental	2,838
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.86%	Equity Emerging Markets Social/Environmental	1,596
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,392
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)	0.48%	Equity Emerging Markets	31,292
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.86%	Equity Asia Pacific Social/Environmental	0
iShares MSCI China UCITS ETF USD (Acc)	2.08%	Equity China	2,981
AXA IM ACT Biodiversity Equity UCITS ETF USD Acc	1.20%	Equity World Social/Environmental	15
First Trust Global Equity Income UCITS ETF Dist	1.10%	Equity World Fundamental/Quality	45
UBS MSCI ACWI Universal UCITS ETF USD dis	0.09%	Equity World Social/Environmental	2,029
State Street Climate Transition Emerging Markets Enhanced Equity Fund UCITS ETF	0.86%	Equity Emerging Markets Social/Environmental Climate Change	0
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	14
Amundi Core MSCI Emerging Markets UCITS ETF Acc	0.54%	Equity Emerging Markets	3,528
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental	1
Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF	0.49%	Equity Emerging Markets Social/Environmental Climate Change	13
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.09%	Equity World Social/Environmental	263
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	204
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	215
iShares China Large Cap UCITS ETF	4.38%	Equity China	811
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)	0.51%	Equity Emerging Markets Social/Environmental	5,072
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.15%	Equity World Dividend	7,428
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist)	0.83%	Equity Emerging Markets Social/Environmental Multi-Asset Strategy	57
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0.77%	Equity Emerging Markets Social/Environmental	984
HSBC PLUS Emerging Markets Equity Quant Active UCITS ETF USD Acc	0.52%	Equity Emerging Markets Multi-Factor Strategy	107
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.09%	Equity World Social/Environmental	96
AXA IM ACT Climate Equity UCITS ETF USD Acc	1.21%	Equity World Social/Environmental Climate Change	7
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Acc)	0.77%	Equity Emerging Markets Social/Environmental	7,616
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc	0.50%	Equity Emerging Markets Multi-Factor Strategy	72
iShares MSCI AC Far East ex-Japan UCITS ETF USD (Acc)	0.75%	Equity Asia Pacific	84
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.54%	Equity Emerging Markets	902
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc	0.90%	Equity Emerging Markets Social/Environmental	52
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF	0.74%	Equity Emerging Markets Social/Environmental	14
Xtrackers Portfolio Income UCITS ETF 1D	0.06%	Equity World Multi-Asset Strategy	57
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.99%	Equity Asia Pacific Social/Environmental Climate Change	393
Franklin FTSE Emerging Markets UCITS ETF USD Capitalisation	0.59%	Equity Emerging Markets	10
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.07%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	922
State Street Emerging Markets Screened Enhanced Equity Fund UCITS ETF	0.76%	Equity Emerging Markets Social/Environmental	0
First Trust Global Equity Income UCITS ETF Acc	1.10%	Equity World Fundamental/Quality	79
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.93%	Equity Emerging Markets Social/Environmental Climate Change	107
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD (Dist)	0.99%	Equity Asia Pacific Social/Environmental Climate Change	72
HSBC MSCI China UCITS ETF USD	2.10%	Equity China	877
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing	0.65%	Equity Emerging Markets Social/Environmental	15
iShares MSCI EM Asia UCITS ETF (Acc)	0.61%	Equity Asia Pacific	5,620
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	30,471
Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR (C)	1.02%	Equity Emerging Markets Social/Environmental	1,190
HSBC MSCI AC Far East ex Japan UCITS ETF USD	0.76%	Equity Asia Pacific	336
Fidelity Emerging Markets Quality Income UCITS ETF ACC-USD	0.99%	Equity Emerging Markets Dividend	29
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.12%	Equity World Multi-Factor Strategy	167
AXA IM ACT Climate Equity UCITS ETF EUR Hedged Acc	1.21%	Equity World Social/Environmental Climate Change	6
Amundi MSCI EM Asia ESG Broad Transition UCITS ETF Acc	1.19%	Equity Asia Pacific Social/Environmental Climate Change	536
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USD	2.31%	Equity Asia Pacific Dividend	243
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.15%	Equity World Dividend	1,875
Vanguard FTSE Emerging Markets UCITS ETF (USD) Distributing	0.58%	Equity Emerging Markets	2,736
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.09%	Equity World Social/Environmental	31
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.86%	Equity Emerging Markets Social/Environmental	25
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.86%	Equity Emerging Markets Social/Environmental	10
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental	1,314
Xtrackers MSCI Emerging Markets UCITS ETF 1D	0.53%	Equity Emerging Markets	292
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	22,207
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)	0.83%	Equity Emerging Markets Social/Environmental Multi-Asset Strategy	831
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	69
HSBC Emerging Market Screened Equity UCITS ETF USD (Dist)	0.83%	Equity Emerging Markets Social/Environmental Climate Change	56
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental	167
HSBC MSCI Emerging Markets UCITS ETF USD (Acc)	0.56%	Equity Emerging Markets	890
HSBC MSCI China UCITS ETF USD (Acc)	2.10%	Equity China	106
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	1,053
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental	16
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
L&G Emerging Markets Quality Dividends Equal Weight UCITS ETF USD Dist	0.28%	Equity Emerging Markets Dividend	41
UBS Core MSCI EM UCITS ETF USD acc	0.57%	Equity Emerging Markets	5,529
Amundi Prime Emerging Markets UCITS ETF DR (C)	0.52%	Equity Emerging Markets	299
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.12%	Equity World Multi-Factor Strategy	962
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating	0.58%	Equity Emerging Markets	1,630
Amundi MSCI AC Far East Ex Japan ESG Selection UCITS ETF DR - USD (C)	1.29%	Equity Asia Pacific Social/Environmental	3
iShares MSCI China UCITS ETF USD (Dist)	2.08%	Equity China	378
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD	0.70%	Equity World Dividend	1,265
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	196
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF	0.58%	Equity Emerging Markets Social/Environmental	1,403
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	93
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	714
BNP Paribas Easy MSCI China Min TE UCITS ETF USD Acc	2.14%	Equity China Social/Environmental	14
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Accumulating	0.65%	Equity Emerging Markets Social/Environmental	70
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Dist	0.55%	Equity World Dividend	75
Fidelity Emerging Markets Quality Income UCITS ETF INC-USD	0.99%	Equity Emerging Markets Dividend	144
Xtrackers Zurich ESG Allocation Equities UCITS ETF 1C	0.22%	Equity World Social/Environmental Climate Change	239
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist	0.54%	Equity Emerging Markets	112
iShares China Large Cap UCITS ETF USD (Acc)	4.38%	Equity China Large Cap	34
WisdomTree Emerging Markets Equity Income UCITS ETF	1.94%	Equity Emerging Markets Dividend	142
UBS MSCI China Universal UCITS ETF USD dis	3.85%	Equity China Social/Environmental Climate Change	219
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C	0.70%	Equity Emerging Markets Social/Environmental Climate Change	116
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	76
ODDO BHF Global Equity Active UCITS ETF (Acc)	0.14%	Equity World Social/Environmental	4
Amundi Prime All Country World UCITS ETF Dist	0.06%	Equity World	3,278
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	51
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	Equity World	18,714
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.09%	Equity World Social/Environmental	1,136
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	8,070
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C	1.42%	Equity Emerging Markets Social/Environmental	1,488
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	1.94%	Equity Emerging Markets Dividend	45
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF DR (C)	0.92%	Equity Emerging Markets Social/Environmental Climate Change	1,437
State Street SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF USD	1.51%	Equity Emerging Markets Dividend	144
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	31
Invesco FTSE RAFI Emerging Markets UCITS ETF	2.00%	Equity Emerging Markets Fundamental/Quality	74
Deka MSCI China ex A Shares UCITS ETF	2.45%	Equity China	76
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.07%	Equity World Social/Environmental	710
L&G Emerging Markets Equity UCITS ETF USD Acc	0.52%	Equity Emerging Markets Social/Environmental	111
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	90

Order fees

Here you can find information about different brokers that allow you to trade stocks. Select your preferred order volume to compare the fees charged by the respective brokers.

Order volume:

Order fee	Stock savings plans
0.99 €	4500	View offer**
0.00 €	8045	View offer*
0.00 €	7560	View offer*
1.00 €	2500	View offer*
9.95 €	5000	View offer*

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Source: justETF Research; as of 3/2026. The offers are sorted in the following way: 1. Rating 2. Order 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.
*Affiliate link
** 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.

Savings plan offers

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.

Select your savings amount:

Broker	Rating	Execution fee	Account fee
		0.00 €	0.00 €	View offer**
		0.00 €	0.00 €	View offer*
		0.00 €	0.00 €	View offer*
		0.00 €	0.00 €	View offer*
		1.50 € 1.50%	0.00 €	View offer*

Show all offers

Source: justETF Research; as of 3/2026. 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.
*Affiliate link
** 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.

Performance

Returns overview

YTD	-8.90%
1 month	-16.35%
3 months	-8.52%
6 months	+15.32%
1 year	+14.11%
3 years	+6.50%
5 years	-35.66%
Since inception (MAX)	+32.59%
2025	+26.36%
2024	+37.11%
2023	-33.39%
2022	-2.04%

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).