Bolloré SE

ISIN FR0000039299

 | 

WKN 875558

Market cap (in EUR)
12,950 m
Country
France
Sector
Energy
Dividend yield
1.74%
 

Overview

Quote

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Description

Bolloré SE engages in the management of its businesses in the areas of transportation & logistics, communications and electronics. It operates through the following segments: Transportation and Logistics; Oil Logistics; Communication; and Electricity Storage and Systems. The Transportation and Logistics segment includes services relating to the organization of sea and air transport networks, and logistics. The Oil Logistics refers to the distribution and warehousing of oil products in Europe. The Communications segment includes communications consulting and advertising agencies, media, digital content and telecoms. The Electricity Storage and Systems segment regroups activities related to the production and sale of electric batteries and their applications. The company was founded by François Le Marié and René Bolloré in 1822 and is headquartered in Puteaux, France.
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Energy Downstream and Midstream Energy Downstream Energy France

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Financials

Key metrics

Market capitalisation, EUR 12,950 m
EPS, EUR -
P/B ratio 0.5
P/E ratio 135.6
Dividend yield 1.74%

Income statement (2024)

Revenue, EUR 3,130 m
Net income, EUR 142 m
Profit margin 4.52%

What ETF is Bolloré SE in?

There are 190 ETFs which contain Bolloré SE. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bolloré SE is the iShares STOXX Europe 600 Media UCITS ETF (DE).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.02%
Equity
World
Equal Weighted
9
UBS Core MSCI World UCITS ETF USD acc 0.00%
Equity
World
5,308
UBS Core MSCI World UCITS ETF hCHF acc 0.00%
Equity
World
688
Xtrackers Portfolio UCITS ETF 1C 0.01%
Equity
World
Multi-Asset Strategy
669
iShares Core MSCI Europe UCITS ETF EUR (Acc) 0.03%
Equity
Europe
13,802
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc) 0.02%
Equity
World
Social/Environmental
Climate Change
425
Invesco MSCI World Equal Weight UCITS ETF Acc 0.07%
Equity
World
Equal Weighted
721
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
35
Amundi MSCI EMU ESG Broad Transition UCITS ETF Acc 0.05%
Equity
Europe
Social/Environmental
Climate Change
993
Xtrackers MSCI World Value UCITS ETF 1C 0.03%
Equity
World
Value
2,946
iShares Core MSCI World UCITS ETF USD (Dist) 0.01%
Equity
World
506
SPDR EURO STOXX Low Volatility UCITS ETF EUR 1.14%
Equity
Europe
Low Volatility/Risk Weighted
35
iShares STOXX Europe 600 Media UCITS ETF (DE) 5.35%
Equity
Europe
Media
13
UBS Core MSCI Europe UCITS ETF EUR dis 0.03%
Equity
Europe
874
Xtrackers MSCI World ex USA UCITS ETF 1C 0.02%
Equity
World
3,812
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
15
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) 0.17%
Equity
Europe
Mid Cap
490
Amundi Prime All Country World UCITS ETF Acc 0.01%
Equity
World
814
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.00%
Equity
World
26
UBS Core MSCI World UCITS ETF USD dis 0.00%
Equity
World
1,287
UBS MSCI World UCITS ETF USD dis 0.01%
Equity
World
1,337
UBS MSCI World ex USA UCITS ETF USD acc 0.01%
Equity
World
54
Vanguard FTSE Developed World UCITS ETF Acc 0.00%
Equity
World
4,742
HSBC Multi-Factor Worldwide Equity UCITS ETF USD 0.04%
Equity
World
Multi-Factor Strategy
774
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
34
UBS Core MSCI EMU UCITS ETF EUR dis 0.06%
Equity
Europe
1,534
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist) 0.05%
Equity
Europe
Social/Environmental
562
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) 0.00%
Equity
World
3,911
iShares Lithium & Battery Producers UCITS ETF USD (Acc) 0.47%
Equity
World
Battery Technology
16
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.01%
Equity
World
Social/Environmental
67
SPDR MSCI World UCITS ETF 0.00%
Equity
World
13,733
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 0.04%
Equity
Europe
3,209
Invesco MSCI Europe Equal Weight UCITS ETF Dist 0.24%
Equity
Europe
Equal Weighted
156
SPDR MSCI All Country World Investable Market UCITS ETF (Dist) 0.00%
Equity
World
70
Amundi MSCI Europe Screened UCITS ETF (Acc) 0.03%
Equity
Europe
Social/Environmental
377
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Acc) 0.05%
Equity
Europe
Social/Environmental
2,551
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.01%
Equity
World
348
Vanguard FTSE Developed World UCITS ETF Distributing 0.00%
Equity
World
3,479
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc 0.03%
Equity
Europe
Social/Environmental
Climate Change
58
Invesco MSCI Europe Equal Weight UCITS ETF Acc 0.24%
Equity
Europe
Equal Weighted
342
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc) 0.05%
Equity
Europe
542
Amundi Core Stoxx Europe 600 UCITS ETF Acc 0.02%
Equity
Europe
14,901
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.01%
Equity
World
24
iShares MSCI EMU Screened UCITS ETF EUR (Acc) 0.06%
Equity
Europe
Social/Environmental
1,383
Amundi MSCI Europe UCITS ETF Acc 0.03%
Equity
Europe
583
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc) 0.03%
Equity
Europe
Social/Environmental
Climate Change
6
UBS Core MSCI EMU UCITS ETF hUSD acc 0.06%
Equity
Europe
653
Amundi MSCI World IMI Value Advanced UCITS ETF Acc 0.04%
Equity
World
Value
Climate Change
2
iShares STOXX Europe Small 200 UCITS ETF (DE) 0.50%
Equity
Europe
Small Cap
576
iShares MSCI EMU Screened UCITS ETF EUR (Dist) 0.06%
Equity
Europe
Social/Environmental
659
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
14
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
65
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C 0.03%
Equity
Europe
Social/Environmental
76
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.00%
Equity
World
245
Xtrackers MSCI World Screened UCITS ETF 1D 0.01%
Equity
World
Social/Environmental
121
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.00%
Equity
World
33
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.01%
Equity
World
Social/Environmental
4,892
UBS Factor MSCI EMU Low Volatility UCITS ETF EUR dis 1.26%
Equity
Europe
Low Volatility/Risk Weighted
13
Xtrackers MSCI Europe Value UCITS ETF 1C 0.10%
Equity
Europe
Value
136
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
0
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc) 0.02%
Equity
World
Social/Environmental
Climate Change
131
UBS Core MSCI EMU UCITS ETF hCHF acc 0.06%
Equity
Europe
618
iShares MSCI World Islamic UCITS ETF 0.02%
Equity
World
Islamic Investing
802
iShares MSCI World Screened UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
943
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist) 0.03%
Equity
Europe
Social/Environmental
Climate Change
1
Xtrackers MSCI EMU UCITS ETF 4C 0.06%
Equity
Europe
4
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc) 0.16%
Equity
Europe
Social/Environmental
Multi-Asset Strategy
535
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.10%
Equity
World
Mid Cap
337
iShares MSCI Europe Mid Cap UCITS ETF 0.17%
Equity
Europe
Mid Cap
23
iShares MSCI World Screened UCITS ETF USD (Acc) 0.01%
Equity
World
Social/Environmental
4,481
Amundi Core MSCI World UCITS ETF USD Dist 0.00%
Equity
World
1,309
Amundi S&P Global Communication Services ESG UCITS ETF DR EUR (A) 0.16%
Equity
World
Telecommunication
Social/Environmental
425
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.03%
Equity
World
Value
177
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
186
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0.03%
Equity
Europe
10,361
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.01%
Equity
World
Dividend
6,396
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc) 0.02%
Equity
World
Social/Environmental
Climate Change
5
iShares Core MSCI Europe UCITS ETF EUR (Acc) 0.03%
Equity
Europe
1,336
Amundi Prime Europe UCITS ETF DR (D) 0.02%
Equity
Europe
152
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist 0.02%
Equity
Europe
43
HSBC MSCI Europe UCITS ETF EUR 0.03%
Equity
Europe
319
iShares MSCI France UCITS ETF 0.18%
Equity
France
210
Amundi Core MSCI EMU UCITS ETF Dist 0.05%
Equity
Europe
690
L&G Europe ex UK Equity UCITS ETF 0.04%
Equity
Europe
Social/Environmental
896
Amundi Prime Eurozone UCITS ETF DR (D) 0.06%
Equity
Europe
54
Amundi Core MSCI Europe UCITS ETF Acc 0.03%
Equity
Europe
4,021
SPDR MSCI Europe Communication Services UCITS ETF 0.82%
Equity
Europe
Telecommunication
56
Amundi Prime Europe UCITS ETF DR (C) 0.02%
Equity
Europe
155
iShares MSCI World UCITS ETF (Dist) 0.01%
Equity
World
7,356
iShares Core MSCI EMU UCITS ETF EUR (Dist) 0.05%
Equity
Europe
430
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) 0.03%
Equity
Europe
814
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.01%
Equity
World
Multi-Asset Strategy
864
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist 0.05%
Equity
Europe
Social/Environmental
Climate Change
50
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.01%
Equity
World
1,523
Amundi MSCI World ESG Broad Transition UCITS ETF Dist 0.00%
Equity
World
Social/Environmental
Climate Change
269
Xtrackers MSCI EMU UCITS ETF 1C - USD Hedged 0.06%
Equity
Europe
283
Amundi Prime Global UCITS ETF Acc 0.01%
Equity
World
1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
21
Xtrackers MSCI EMU UCITS ETF 1D 0.06%
Equity
Europe
2,118
UBS Core MSCI EMU UCITS ETF hGBP dis 0.06%
Equity
Europe
68
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.00%
Equity
World
26,469
iShares STOXX Europe 600 UCITS ETF (DE) 0.03%
Equity
Europe
8,572
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.01%
Equity
World
Multi-Factor Strategy
144
Amundi S&P Global Communication Services ESG UCITS ETF DR EUR (D) 0.16%
Equity
World
Telecommunication
Social/Environmental
22
L&G Global Equity UCITS ETF 0.00%
Equity
World
Social/Environmental
939
Xtrackers S&P Europe ex UK UCITS ETF 0.04%
Equity
Europe
464
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.01%
Equity
World
Dividend
1,391
Invesco MSCI World Universal Screened UCITS ETF Acc 0.00%
Equity
World
Social/Environmental
203
Amundi Core MSCI EMU UCITS ETF Acc 0.05%
Equity
Europe
281
Invesco FTSE RAFI Europe UCITS ETF Dist 0.03%
Equity
Europe
Fundamental/Quality
24
UBS Core MSCI World UCITS ETF hGBP dis 0.00%
Equity
World
92
iShares Edge MSCI Europe Value Factor UCITS ETF 0.10%
Equity
Europe
Value
2,126
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C) 0.03%
Equity
Europe
Social/Environmental
Climate Change
2,337
iShares MSCI Europe Screened UCITS ETF EUR (Acc) 0.03%
Equity
Europe
Social/Environmental
4,502
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
64
SPDR MSCI EMU UCITS ETF 0.06%
Equity
Europe
301
UBS Core MSCI World UCITS ETF hEUR acc 0.00%
Equity
World
292
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc 0.10%
Equity
World
Multi-Factor Strategy
621
iShares Core MSCI EMU UCITS ETF EUR (Acc) 0.05%
Equity
Europe
5,701
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.00%
Equity
World
959
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
12
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.01%
Equity
World
17
iShares MSCI EMU Mid Cap UCITS ETF 0.34%
Equity
Europe
Mid Cap
405
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc 0.02%
Equity
Europe
102
Xtrackers MSCI Europe UCITS ETF 2C USD hedged 0.03%
Equity
Europe
247
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.01%
Equity
World
Multi-Factor Strategy
770
iShares Edge MSCI World Value Factor UCITS ETF 0.03%
Equity
World
Value
4,065
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.00%
Equity
World
4,849
Amundi Core MSCI World UCITS ETF Acc 0.00%
Equity
World
11,849
iShares Edge MSCI Europe Size Factor UCITS ETF 0.38%
Equity
Europe
Mid Cap
30
HSBC MSCI Europe UCITS ETF EUR (Acc) 0.03%
Equity
Europe
70
iShares MSCI Europe ex-UK UCITS ETF 0.04%
Equity
Europe
1,233
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
85
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Acc) 0.06%
Equity
Europe
Social/Environmental
Climate Change
2
Xtrackers MSCI Europe UCITS ETF 1D 0.03%
Equity
Europe
125
Xtrackers MSCI EMU Screened UCITS ETF 1D 1D 0.06%
Equity
Europe
Social/Environmental
11
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
662
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
5
UBS MSCI EMU Select Factor Mix UCITS ETF EUR acc 0.20%
Equity
Europe
Multi-Factor Strategy
15
iShares MSCI World Communication Services Sector Advanced UCITS ETF USD (Dist) 0.03%
Equity
World
Telecommunication
Social/Environmental
80
UBS MSCI EMU Value UCITS ETF EUR dis 0.11%
Equity
Europe
Value
259
Amundi Prime Global UCITS ETF Dist 0.01%
Equity
World
1,002
UBS Core MSCI Europe UCITS ETF hEUR acc 0.03%
Equity
Europe
118
iShares Core MSCI World UCITS ETF USD (Acc) 0.01%
Equity
World
108,583
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Dist) 0.06%
Equity
Europe
Social/Environmental
Climate Change
0
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc) 0.02%
Equity
Europe
Social/Environmental
1,696
UBS MSCI EMU Universal UCITS ETF EUR acc 0.05%
Equity
Europe
Social/Environmental
Climate Change
192
Amundi MSCI EMU Value Factor UCITS ETF Dist 0.12%
Equity
Europe
Value
220
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
71
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
UBS Core MSCI EMU UCITS ETF hUSD dis 0.06%
Equity
Europe
15
Amundi Core MSCI Europe UCITS ETF Dist 0.03%
Equity
Europe
501
Amundi MSCI World ESG Broad Transition UCITS ETF Acc 0.00%
Equity
World
Social/Environmental
Climate Change
1,207
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.00%
Equity
World
665
UBS Core MSCI Europe UCITS ETF EUR acc 0.03%
Equity
Europe
94
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.00%
Equity
World
21
SPDR MSCI World Telecommunications UCITS ETF 0.07%
Equity
World
Telecommunication
115
Amundi Prime All Country World UCITS ETF Dist 0.01%
Equity
World
2,634
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.03%
Equity
Europe
2,025
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.00%
Equity
World
18,562
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0.03%
Equity
Europe
Social/Environmental
470
iShares EURO STOXX Small UCITS ETF 1.00%
Equity
Europe
Small Cap
465
SPDR MSCI All Country World UCITS ETF (Acc) 0.00%
Equity
World
7,078
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc) 0.04%
Equity
World
Multi-Factor Strategy
1
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
1
Xtrackers MSCI Europe UCITS ETF 1C 0.03%
Equity
Europe
6,961
UBS Core MSCI Europe UCITS ETF hCHF acc 0.03%
Equity
Europe
89
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc 0.03%
Equity
Europe
Social/Environmental
10
Xtrackers MSCI EMU UCITS ETF 2C GBP hedged 0.06%
Equity
Europe
20
SPDR MSCI Europe UCITS ETF 0.03%
Equity
Europe
368
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) 0.10%
Equity
Europe
Value
69
iShares MSCI EMU USD Hedged UCITS ETF (Acc) 0.05%
Equity
Europe
216
UBS Core MSCI EMU UCITS ETF hGBP acc 0.06%
Equity
Europe
29
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0.02%
Equity
Europe
Social/Environmental
4,129
UBS MSCI World ex Mega Cap UCITS ETF USD acc 0.01%
Equity
World
6
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.03%
Equity
Europe
4,163
Amundi MSCI World Ex USA UCITS ETF Dist 0.01%
Equity
World
83
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Climate Change
2
UBS Core MSCI EMU UCITS ETF EUR acc 0.06%
Equity
Europe
3,370
Xtrackers MSCI World Communication Services UCITS ETF 1C 0.07%
Equity
World
Telecommunication
442
iShares MSCI EMU CHF Hedged UCITS ETF (Acc) 0.06%
Equity
Europe
144
Invesco MSCI Europe Universal Screened UCITS ETF Acc 0.02%
Equity
Europe
Social/Environmental
166
Amundi Prime Eurozone UCITS ETF DR (C) 0.06%
Equity
Europe
70
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0.04%
Equity
Europe
1,060
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D) 0.03%
Equity
Europe
Social/Environmental
Climate Change
18
Xtrackers MSCI World Screened UCITS ETF 1C 0.01%
Equity
World
Social/Environmental
62
UBS MSCI EMU Value UCITS ETF EUR acc 0.11%
Equity
Europe
Value
74
iShares MSCI World ex-USA UCITS ETF USD (Acc) 0.02%
Equity
World
1,688
Amundi MSCI World Ex USA UCITS ETF Acc 0.01%
Equity
World
460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
87

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.
 
Broker Rating Execution fee Account fee
0.00€
0.00€
0.00€
0.00€
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Source: justETF Research; As of 12/2025; *Affiliate link
- 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.
- No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

Performance

Returns overview

YTD -21.73%
1 month -0.43%
3 months -0.86%
6 months -12.36%
1 year -20.79%
3 years -11.69%
5 years +35.99%
Since inception (MAX) +23.92%
2024 +4.25%
2023 +7.82%
2022 +7.16%
2021 +42.15%

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).
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Risk overview

Volatility 1 year 20.58%
Volatility 3 years 20.00%
Volatility 5 years 23.71%
Return per risk 1 year -1.01
Return per risk 3 years -0.20
Return per risk 5 years 0.27
Maximum drawdown 1 year -23.10%
Maximum drawdown 3 years -28.30%
Maximum drawdown 5 years -28.30%
Maximum drawdown since inception -58.94%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.