Rio Tinto Plc

ISIN GB0007188757

WKN 852147

Market cap (in EUR)

112,042 m

Country

United Kingdom

Sector

Non-Energy Materials

Dividend yield

3.93%

Overview

Quote

Description

Rio Tinto Plc engages in the exploration, mining, and processing of mineral resources. It operates through the following business segments: Iron Ore, Aluminium and Lithium, and Copper. The Iron Ore segment supplies iron ore mining and salt and gypsum production. The Aluminium and Lithium segment produces bauxite, alumina and primary aluminum. The Copper segment offers gold, silver, molybdenum and other by-products. The company was founded in 1873 and is headquartered in London, the United Kingdom.

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Non-Energy Materials Mining and Mineral Products Metal Ore Mining United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	112,042 m
EPS, EUR	-
P/B ratio	2.5
P/E ratio	13.8
Dividend yield	3.93%

Income statement (2025)

Revenue, EUR	51,118 m
Net income, EUR	8,839 m
Profit margin	17.29%

What ETF is Rio Tinto Plc in?

There are 421 ETFs which contain Rio Tinto Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Rio Tinto Plc is the Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.11%	Equity World	1,226
iShares STOXX Europe Large 200 UCITS ETF (DE)	0.81%	Equity Europe Large Cap	175
Xtrackers MSCI Europe High Dividend Yield ESG UCITS ETF 1D	3.21%	Equity Europe Dividend	44
UBS Core MSCI Europe UCITS ETF EUR dis	0.73%	Equity Europe	1,720
Invesco MSCI World UCITS ETF Acc	0.11%	Equity World	9,492
UBS MSCI United Kingdom UCITS ETF hUSD acc	3.23%	Equity United Kingdom	1,076
UBS MSCI World ex USA UCITS ETF USD acc	0.40%	Equity World	582
CT QR Series Global Equity Active UCITS ETF USD Dist	0.10%	Equity World Fundamental/Quality	2
iShares MSCI All Country World UCITS ETF USD (Dist)	0.10%	Equity World	39
HSBC MSCI EUROPE ISLAMIC SCREENED UCITS ETF EUR (Acc)	1.61%	Equity Europe Social/Environmental Islamic Investing	162
Deka MSCI World Climate Change ESG UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	1,916
iShares Edge MSCI Europe Momentum Factor UCITS ETF	2.11%	Equity Europe Momentum	777
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	1.04%	Equity World Dividend	1,053
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.89%	Equity United Kingdom	2,344
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	894
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.20%	Equity Europe Social/Environmental Climate Change	63
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	1.31%	Equity Europe Covered Call Alternative Investments	28
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.26%	Equity Europe Equal Weighted	224
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.67%	Equity Europe	22,712
BNP Paribas Easy Alpha Enhanced World UCITS ETF EUR Acc	0.06%	Equity World Multi-Factor Strategy	21
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.80%	Equity Europe Social/Environmental	1,844
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.10%	Equity World	33
Amundi MSCI Europe UCITS ETF Acc	0.72%	Equity Europe	636
Amundi S&P Global Materials ESG UCITS ETF DR EUR (D)	4.20%	Equity World Basic Materials Social/Environmental	14
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.19%	Equity World Multi-Factor Strategy	6
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.24%	Equity World	46
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.89%	Equity United Kingdom	4,080
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)	26.27%	Equity Europe Basic Materials	496
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	79
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,766
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.22%	Equity World Social/Environmental	618
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	1.43%	Equity Europe Social/Environmental	121
Amundi Core MSCI World Swap UCITS ETF Dist	0.11%	Equity World	6,794
Amundi Core MSCI World UCITS ETF 2 Acc	0.11%	Equity World	357
UBS MSCI ACWI Universal UCITS ETF USD dis	0.09%	Equity World Social/Environmental	2,180
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	684
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.20%	Equity World Social/Environmental	84
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.22%	Equity World Social/Environmental	114
Amundi PEA MSCI Europe UCITS ETF Acc	0.73%	Equity Europe	407
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.45%	Equity World Value	393
iShares Edge MSCI Europe Quality Factor UCITS ETF	1.78%	Equity Europe Fundamental/Quality	631
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.22%	Equity World Dividend	10,610
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.43%	Equity Europe Social/Environmental	2,832
Amundi MSCI Europe Quality Factor UCITS ETF EUR (C)	1.71%	Equity Europe Fundamental/Quality	264
Invesco Europe Enhanced Equity UCITS ETF Acc	0.69%	Equity Europe Multi-Factor Strategy	481
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	1.12%	Equity World Dividend	38
Amundi Stoxx Europe Select Dividend 30 UCITS ETF Dist	2.59%	Equity Europe Dividend	560
Deka STOXX Europe 50® UCITS ETF	1.35%	Equity Europe	207
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	2.53%	Equity United Kingdom Social/Environmental Climate Change	9
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	0.67%	Equity Europe	993
First Trust Global Equity Income UCITS ETF Acc	0.39%	Equity World Fundamental/Quality	43
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	278
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.08%	Equity United Kingdom Dividend	94
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	35
HSBC MSCI World UCITS ETF USD	0.12%	Equity World	14,469
Amundi MSCI Europe Momentum Factor UCITS ETF EUR (C)	2.11%	Equity Europe Momentum	131
State Street SPDR MSCI Europe Value UCITS ETF EUR	2.32%	Equity Europe Value	92
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.42%	Equity World	6
CT QR Series Global Equity Active UCITS ETF USD Acc	0.10%	Equity World Fundamental/Quality	179
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.09%	Equity World Social/Environmental	66
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental	1,340
iShares Essential Metals Producers UCITS ETF USD (Acc)	3.95%	Equity World Basic Materials Clean Energy	667
iShares MSCI World Swap UCITS ETF USD (Acc)	0.11%	Equity World	2,359
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Dist	1.23%	Equity United Kingdom Social/Environmental	17
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.20%	Equity World Social/Environmental	218
iShares STOXX Global Select Dividend 100 UCITS ETF (DE)	1.04%	Equity World Dividend	5,357
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	986
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.61%	Equity World Value	223
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.67%	Equity Europe	140
iShares Edge MSCI World Value Factor UCITS ETF	0.45%	Equity World Value	6,316
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	2.88%	Equity United Kingdom	4
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
UBS Core MSCI Europe UCITS ETF hEUR acc	0.73%	Equity Europe	145
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	132,741
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.66%	Equity Europe	1,553
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	179
BlueSphere World Equity UCITS ETF Acc	0.12%	Equity World	1
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	110
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	989
iShares MSCI World Materials Sector Advanced UCITS ETF USD (Acc)	2.15%	Equity World Basic Materials Social/Environmental	1
ODDO BHF Global Equity Active UCITS ETF C	0.18%	Equity World Social/Environmental	5
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.10%	Equity World	1,916
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.20%	Equity World Social/Environmental	62
Deka MSCI Europe UCITS ETF	0.73%	Equity Europe	1,098
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.01%	Equity World Social/Environmental	498
UBS Core MSCI Europe UCITS ETF hCHF acc	0.73%	Equity Europe	165
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	81
UBS MSCI World ex USA UCITS ETF USD dis	0.40%	Equity World	6
HSBC MSCI WORLD ISLAMIC SCREENED UCITS ETF USD (Acc)	0.30%	Equity World Social/Environmental Islamic Investing	146
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.29%	Equity World Multi-Factor Strategy	280
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.18%	Equity World	20
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.68%	Equity Europe	4,995
Xtrackers Stoxx Europe 600 II UCITS ETF 1D	0.67%	Equity Europe	5
Amundi MSCI World Ex USA UCITS ETF Dist	0.41%	Equity World	136
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	537
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF GBP Acc	1.23%	Equity United Kingdom Social/Environmental	82
Amundi MSCI World Screened UCITS ETF Acc	0.12%	Equity World Social/Environmental	2,102
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.10%	Equity World	2,178
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	663
Amundi STOXX Europe 600 Basic Resources UCITS ETF Dist	26.27%	Equity Europe Basic Materials	53
Xtrackers FTSE 100 UCITS ETF 1C	2.88%	Equity United Kingdom	112
iShares STOXX Global Select Dividend 100 UCITS ETF (DE) EUR Hedged (Acc)	1.04%	Equity World Dividend	72
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.20%	Equity World Social/Environmental	6
Franklin S&P World Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental Climate Change	13
WisdomTree Europe High Dividend UCITS ETF EUR Unhedged Acc	2.85%	Equity Europe Dividend	45
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.41%	Equity World	12
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.66%	Equity Europe	4,398
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.11%	Equity World	32
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,505
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.10%	Equity World	30
WisdomTree Europe High Dividend UCITS ETF Dist	2.85%	Equity Europe Dividend	202
UBS MSCI United Kingdom UCITS ETF hEUR acc	3.23%	Equity United Kingdom	586
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	8,786
iShares MSCI World Swap PEA UCITS ETF EUR (Acc)	0.11%	Equity World	2,438
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.08%	Equity World	255
Deka MSCI World UCITS ETF	0.11%	Equity World	5,981
Vanguard FTSE Developed World UCITS ETF Distributing	0.10%	Equity World	4,243
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.22%	Equity World Islamic Investing	130
Ossiam MSCI World UCITS ETF 1C/A (EUR)	0.11%	Equity World	25
Xtrackers MSCI World Swap UCITS ETF 1C	0.11%	Equity World	5,449
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental	597
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.04%	Equity Europe Social/Environmental Climate Change	6
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.10%	Equity World	1,638
Amundi PEA Global (MSCI ACWI) UCITS ETF Acc	0.10%	Equity World	103
BNP Paribas Easy MSCI Europe UCITS ETF USD	0.73%	Equity Europe	2
Xtrackers MSCI World ex USA UCITS ETF 1D	0.41%	Equity World	254
UBS MSCI United Kingdom UCITS ETF GBP dis	3.23%	Equity United Kingdom	120
Ossiam MSCI World UCITS ETF 1C/A (USD)	0.11%	Equity World	8
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.11%	Equity World	199
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.11%	Equity World Social/Environmental	6,671
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	1.03%	Equity Europe	11
Invesco FTSE All-World UCITS ETF Acc	0.08%	Equity World	4,364
Xtrackers MSCI Europe Value UCITS ETF 1C	1.41%	Equity Europe Value	369
Scalable MSCI AC World Xtrackers UCITS ETF 1D	0.10%	Equity World	4
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.20%	Equity World Fundamental/Quality	238
iShares MSCI World Screened UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	1,002
UBS MSCI ACWI SF UCITS ETF USD acc	0.10%	Equity World	4,012
BNP Paribas Easy MSCI Europe UCITS ETF Acc	0.73%	Equity Europe	130
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.11%	Equity World	47
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.79%	Equity Europe Social/Environmental	813
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	18
iShares STOXX Europe 50 UCITS ETF	1.35%	Equity Europe	580
iShares MSCI World Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	5,203
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,645
ODDO BHF Global Balanced Allocation Active UCITS ETF C	0.02%	Equity World Multi-Asset Strategy	12
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.09%	Equity World Social/Environmental	259
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	2,911
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.73%	Equity Europe	1,337
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.67%	Equity Europe	57
UBS MSCI United Kingdom UCITS ETF hEUR dis	3.23%	Equity United Kingdom	16
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.11%	Equity World	634
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.22%	Equity World Social/Environmental	978
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	94
Amundi Prime Europe UCITS ETF DR (C)	0.74%	Equity Europe	350
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,822
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.11%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	57,853
Amundi Core Stoxx Europe 600 UCITS ETF Dist	0.67%	Equity Europe	6
HSBC MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	2,250
Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C)	0.45%	Equity Europe Low Volatility/Risk Weighted	88
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.10%	Equity World	76
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,710
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	59
UBS MSCI United Kingdom UCITS ETF hUSD dis	3.23%	Equity United Kingdom	38
iShares World Thematic Rotation Active UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	36
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	1.18%	Equity Europe Value	38
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.20%	Equity Europe Social/Environmental Climate Change	2,411
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.53%	Equity Europe Social/Environmental	3,847
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.84%	Equity Europe Social/Environmental	5,142
Xtrackers FTSE 100 UCITS ETF Income 1D	2.88%	Equity United Kingdom	102
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	1,819
Amundi Core MSCI ACWI Swap UCITS ETF Acc	0.10%	Equity World	100
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.73%	Equity Europe	340
HSBC FTSE 100 UCITS ETF GBP	2.92%	Equity United Kingdom	1,048
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.15%	Equity World Multi-Factor Strategy	1,533
Invesco FTSE 100 UCITS ETF	2.88%	Equity United Kingdom	43
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	5,384
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	229
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	1.31%	Equity Europe Covered Call Alternative Investments	129
Amundi MSCI World Swap UCITS ETF EUR Dist	0.11%	Equity World	467
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.68%	Equity Europe	13
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	22,281
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.20%	Equity Europe Social/Environmental	2,520
Xtrackers MSCI World Materials UCITS ETF 1C	3.42%	Equity World Basic Materials	719
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)	2.59%	Equity Europe Dividend	1,391
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.11%	Equity World	139
Boreas VettaFi Dividend Winners in Natural Resources UCITS ETF USD (Dist)	4.03%	Equity World Natural resources	0
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,491
VanEck S&P Global Mining UCITS ETF A	4.80%	Equity World Basic Materials	1,963
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.84%	Equity Europe Social/Environmental	503
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.12%	Equity World Social/Environmental	95
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.09%	Equity World Social/Environmental	1,265
Xtrackers MSCI Europe UCITS ETF 1C	0.73%	Equity Europe	8,218
BNP Paribas Easy STOXX Europe 600 UCITS ETF	0.67%	Equity Europe	295
Amundi STOXX Europe 600 ESG II UCITS ETF Dist	0.81%	Equity Europe Social/Environmental	682
Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc	26.27%	Equity Europe Basic Materials	462
State Street SPDR MSCI Europe UCITS ETF EUR	0.73%	Equity Europe	395
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	6
First Trust IPOX Europe Equity Opportunities UCITS ETF Acc	3.81%	Equity Europe IPO	1
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.31%	Equity World Social/Environmental	34
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental	5,416
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	72
Finanzen.net MSCI World UCITS ETF Acc	0.11%	Equity World	50
Deka MSCI Europe Climate Change ESG UCITS ETF	0.05%	Equity Europe Social/Environmental Climate Change	505
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.42%	Equity World	3,422
iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc)	0.73%	Equity Europe	54
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.89%	Equity United Kingdom	258
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.73%	Equity Europe	16,518
D-X MSCI World Screened UCITS ETF X	0.12%	Equity World Social/Environmental	2,487
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	2,090
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	48
Xtrackers MSCI World Value UCITS ETF 1C	0.45%	Equity World Value	3,823
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.26%	Equity World Fundamental/Quality	6,158
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.11%	Equity World	12
Xtrackers MSCI World ex USA UCITS ETF 1C	0.41%	Equity World	7,266
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.36%	Equity World Social/Environmental	1
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	31
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	2.21%	Equity United Kingdom	621
iShares MSCI UK UCITS ETF (Acc)	3.23%	Equity United Kingdom	220
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	2,174
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.10%	Equity World	291
WisdomTree Global High Dividend UCITS ETF USD Unhedged Acc	1.17%	Equity World Dividend	2
Ossiam MSCI Europe UCITS ETF 1C/A (EUR)	0.73%	Equity Europe	310
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	46
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.11%	Equity World Social/Environmental	78
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.11%	Equity World	7
ODDO BHF Global Balanced Allocation Active UCITS ETF AAA Acc	0.02%	Equity World Multi-Asset Strategy	1
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.23%	Equity World	176
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.68%	Equity Europe	3
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.21%	Equity Europe Social/Environmental Climate Change	213
Amundi PEA Monde (MSCI World) UCITS ETF Acc	0.11%	Equity World	1,890
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.66%	Equity Europe	16
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.29%	Equity World Multi-Factor Strategy	1
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	2.53%	Equity United Kingdom Social/Environmental Climate Change	49
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	451
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.10%	Equity World	106
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.55%	Equity United Kingdom	395
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.17%	Equity World Multi-Factor Strategy	75
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.04%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.45%	Equity Europe Low Volatility/Risk Weighted	991
Xtrackers MSCI World Quality UCITS ETF 1C	0.25%	Equity World Fundamental/Quality	2,858
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.27%	Equity United Kingdom Multi-Factor Strategy	10
State Street SPDR S&P Europe Quality Aristocrats UCITS ETF EUR Unhedged (Acc)	1.85%	Equity Europe Fundamental/Quality	2
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.73%	Equity Europe	11,108
First Trust Indxx Future Economy Metals UCITS ETF Class A USD ACC	10.04%	Equity World Basic Materials	4
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.11%	Equity World	55
Amundi MSCI World Swap II UCITS ETF Acc	0.11%	Equity World	792
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.89%	Equity United Kingdom	19,755
Amundi Prime Europe UCITS ETF DR (D)	0.74%	Equity Europe	290
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.95%	Equity Europe Social/Environmental	115
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.67%	Equity World Dividend	3
Amundi Core MSCI Europe UCITS ETF Acc	0.73%	Equity Europe	4,316
CT QR Series European Equity Active UCITS ETF EUR Dist	0.22%	Equity Europe Fundamental/Quality	1
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	41
Amundi MSCI World Swap II UCITS ETF Dist	0.11%	Equity World	9,022
Amundi Prime Global UCITS ETF Acc	0.11%	Equity World	3,450
Amundi Core MSCI World Swap UCITS ETF Acc	0.11%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.33%	Equity World Value	7
iShares STOXX Europe 600 UCITS ETF (DE)	0.67%	Equity Europe	9,850
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.36%	Equity World Social/Environmental	8
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.10%	Equity World	213
L&G Global Equity UCITS ETF	0.13%	Equity World Social/Environmental	2,103
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.08%	Equity World	4,441
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.22%	Equity World Dividend	3,424
Invesco MSCI World Universal Screened UCITS ETF Acc	0.09%	Equity World Social/Environmental	289
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.89%	Equity United Kingdom	44
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.67%	Equity Europe	8
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	120
Xtrackers MSCI UK ESG UCITS ETF 1D	6.06%	Equity United Kingdom Social/Environmental	952
BNP Paribas Easy Alpha Enhanced Europe UCITS ETF Acc	0.85%	Equity Europe Multi-Factor Strategy	64
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	2.21%	Equity United Kingdom	239
iShares FTSE All World UCITS ETF USD (Dist)	0.09%	Equity World	1
iShares MSCI World Swap PEA UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	17
iShares MSCI World Materials Sector Advanced UCITS ETF USD (Dist)	2.15%	Equity World Basic Materials Social/Environmental	56
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental Climate Change	31
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.11%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	17
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.10%	Equity World	20
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.13%	Equity World Social/Environmental	170
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	1,157
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	3.23%	Equity United Kingdom	104
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	420
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	15,343
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.73%	Equity Europe	96
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.22%	Equity World Social/Environmental	5,964
Amundi Core FTSE 100 Swap UCITS ETF Acc	2.88%	Equity United Kingdom	760
UBS Core MSCI Europe UCITS ETF USD acc	0.73%	Equity Europe	142
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.35%	Equity World Momentum	5,080
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.11%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	2.29%	Equity United Kingdom Social/Environmental Climate Change	6
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.11%	Equity World	1,725
BNP Paribas Easy Alpha Enhanced World UCITS ETF USD Acc	0.06%	Equity World Multi-Factor Strategy	20
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	497
Xtrackers MSCI World Swap UCITS ETF 1D	0.11%	Equity World	5,988
iShares Europe Equity Enhanced Active UCITS ETF EUR (Dist)	0.79%	Equity Europe Social/Environmental	0
Amundi Core MSCI Europe UCITS ETF Dist	0.73%	Equity Europe	438
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	73
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	414
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	24,282
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	19,042
Xtrackers MSCI World Momentum UCITS ETF 1C	0.35%	Equity World Momentum	1,937
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.41%	Equity World	4
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.10%	Equity World	69
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	692
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	289
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	217
Xtrackers MSCI World IMI UCITS ETF 1C	0.10%	Equity World	24
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.46%	Equity Europe Social/Environmental	188
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.20%	Equity Europe Social/Environmental Climate Change	61
Amundi MSCI World Ex USA UCITS ETF Acc	0.41%	Equity World	697
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	12,165
iShares FTSE All World UCITS ETF USD (Acc)	0.09%	Equity World	35
HSBC UK Screened Equity UCITS ETF GBP	2.29%	Equity United Kingdom Social/Environmental Climate Change	25
Amundi S&P Global Materials ESG UCITS ETF DR EUR (A)	4.20%	Equity World Basic Materials Social/Environmental	311
iShares UK Foreign Focus UCITS ETF GBP (Acc)	3.47%	Equity United Kingdom	3
Invesco RAFI All-World Fundamental Value UCITS ETF	0.24%	Equity World Value	450
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.12%	Equity World Social/Environmental	113
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.10%	Equity World	104
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	33
Xtrackers MSCI Europe Materials UCITS ETF 1C	13.44%	Equity Europe Basic Materials	67
Robeco 3D European Equity UCITS ETF A EUR	0.50%	Equity Europe Social/Environmental	23
Amundi Prime All Country World UCITS ETF Acc	0.10%	Equity World	3,608
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.22%	Equity World Social/Environmental	35
Vanguard FTSE Developed World UCITS ETF Acc	0.10%	Equity World	6,221
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.22%	Equity World Social/Environmental	1,824
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	807
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.16%	Equity World Social/Environmental	4
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.24%	Equity Europe Social/Environmental Climate Change	657
UBS MSCI United Kingdom UCITS ETF GBP acc	3.23%	Equity United Kingdom	2,199
D-X MSCI Europe Screened UCITS ETF X	0.84%	Equity Europe Social/Environmental	534
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	19,020
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.26%	Equity Europe Equal Weighted	62
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.89%	Equity United Kingdom	5,601
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.10%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.08%	Equity World	147
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.84%	Equity Europe Social/Environmental	828
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.02%	Equity World Multi-Factor Strategy	6
UBS MSCI United Kingdom UCITS ETF hCHF acc	3.23%	Equity United Kingdom	387
State Street SPDR MSCI Europe Materials UCITS ETF EUR	13.54%	Equity Europe Basic Materials	111
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	2.11%	Equity Europe Momentum	37
Fineco AM Amundi Stoxx Europe 600 UCITS ETF Acc	0.67%	Equity Europe	1
WisdomTree Global High Dividend UCITS ETF USD Unhedged	1.17%	Equity World Dividend	3
iShares UK Dividend UCITS ETF	3.73%	Equity United Kingdom Dividend	1,472
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.10%	Equity World	2,521
Amundi Core FTSE 100 Swap UCITS ETF Dist	2.88%	Equity United Kingdom	51
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.23%	Equity World	13
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	443
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.82%	Equity Europe Social/Environmental	88
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	363
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.10%	Equity World	90
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.45%	Equity Europe Low Volatility/Risk Weighted	27
BlueSphere European Equity UCITS ETF Acc	0.76%	Equity Europe	3
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.22%	Equity Europe Fundamental/Quality	80
iShares MSCI World Islamic UCITS ETF	0.38%	Equity World Islamic Investing	1,541
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Acc	1.23%	Equity United Kingdom Social/Environmental	34
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	197
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.12%	Equity World Social/Environmental	2
First Trust Global Equity Income UCITS ETF Dist	0.39%	Equity World Fundamental/Quality	55
HSBC MSCI World UCITS ETF CHF hedged	0.12%	Equity World	96
DZ BANK MSCI World UCITS ETF Acc	0.11%	Equity World	23
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.11%	Equity World	2,237
Amundi UK Equity All Cap Index UCITS ETF Dist	2.81%	Equity United Kingdom	1,175
BNP Paribas Easy STOXX Europe 600 UCITS ETF	0.67%	Equity Europe	1,163
Amundi MSCI World Swap UCITS ETF USD Acc	0.11%	Equity World	83
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.09%	Equity World Social/Environmental	131
HSBC MSCI Europe UCITS ETF EUR	0.73%	Equity Europe	373
UBS FTSE 100 UCITS ETF GBP dis	2.91%	Equity United Kingdom	93
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.12%	Equity World Social/Environmental	2
UBS MSCI World ex USA UCITS ETF hCHF acc	0.40%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.11%	Equity World	620
ODDO BHF Global Equity Active UCITS ETF Acc - CGP	0.18%	Equity World Social/Environmental	1
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.45%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	8,533
Amundi Stoxx Europe 50 UCITS ETF Acc	1.35%	Equity Europe	529
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.73%	Equity Europe Social/Environmental	85
Invesco MSCI World UCITS ETF Dist	0.11%	Equity World	-
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.10%	Equity World	521
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.36%	Equity World Social/Environmental	1
HSBC Europe Screened Equity UCITS ETF EUR	0.06%	Equity Europe Social/Environmental Climate Change	19
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.15%	Equity World Multi-Factor Strategy	251
Invesco MSCI Europe UCITS ETF	0.73%	Equity Europe	56
Invesco Global Enhanced Equity UCITS ETF Acc	0.19%	Equity World Multi-Factor Strategy	1,408
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.11%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	211
iShares Edge MSCI Europe Value Factor UCITS ETF	1.44%	Equity Europe Value	2,587
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	58
iShares MSCI All Country World UCITS ETF USD (Acc)	0.10%	Equity World	31,877
L&G Battery Value-Chain UCITS ETF	2.88%	Equity World Industrials Battery Technology	552
Fineco AM Amundi MSCI World UCITS ETF Acc	0.11%	Equity World	2
State Street Europe Screened Enhanced Equity Fund UCITS ETF	1.02%	Equity Europe Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.20%	Equity World Social/Environmental	22
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.16%	Equity World Islamic Investing	1,035
State Street SPDR MSCI World Materials UCITS ETF USD	3.47%	Equity World Basic Materials	187
Invesco FTSE All-World UCITS ETF Dist	0.08%	Equity World	297
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.31%	Equity World Social/Environmental	1
Xtrackers MSCI Europe UCITS ETF 1D	0.73%	Equity Europe	384
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.10%	Equity World	130
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.67%	Equity World Dividend	180
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	2.88%	Equity United Kingdom	34
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.55%	Equity United Kingdom	474
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	148
Amundi Prime Global UCITS ETF Dist	0.11%	Equity World	1,792
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.19%	Equity World Multi-Factor Strategy	9
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.11%	Equity World	548
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	1.78%	Equity Europe Fundamental/Quality	30
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	2,204
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.10%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.27%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	0.73%	Equity Europe	822
Invesco STOXX Europe 600 UCITS ETF	0.67%	Equity Europe	527
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	5,270
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.68%	Equity Europe	3,393
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	1.44%	Equity Europe Value	131
Amundi MSCI World Swap UCITS ETF EUR Acc	0.11%	Equity World	6,994
HSBC Developed World Screened Equity UCITS ETF USD	0.03%	Equity World Social/Environmental Climate Change	468

Performance

Returns overview

YTD	+8.71%
1 month	-9.41%
3 months	-10.65%
6 months	-21.30%
1 year	+23.65%
3 years	+22.79%
5 years	+37.37%
Since inception (MAX)	+94.92%
2025	+22.07%
2024	-15.74%
2023	+1.42%
2022	+11.96%

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).