Marks & Spencer Group

ISIN GB0031274896

WKN 534418

Market cap (in EUR)

7,585 m

Country

United Kingdom

Sector

Consumer Non-Cyclicals

Dividend yield

1.18%

Overview

Quote

Description

Marks & Spencer Group Plc engages in the retail of clothes, food, and home products. It operates through the following segments: UK Clothing and Home, UK Food, International, Ocado, and All Other. The UK Clothing and Home segment retails womenswear, menswear, lingerie, kidswear and home products. The UK Food segment includes the results of the UK retail food business and UK Food franchise operations. The International segment is composed of Marks and Spencer owned businesses in Europe and Asia and the international franchise operations. The Ocado segment represents the group's share of profits or losses from the investment in Ocado Retail Limited. The All Other segment covers other business activities and operating segments, including M&S Bank and M&S Energy. The company was founded by Michael Marks and Thomas Spencer on September 28, 1884 and is headquartered in London, the United Kingdom.

Show more Show less

Consumer Non-Cyclicals Food and Staples Retail Food and Beverage Retail United Kingdom

Chart

Financials

Key metrics

Market capitalisation, EUR	7,585 m
EPS, EUR	-
P/B ratio	2.3
P/E ratio	328.6
Dividend yield	1.18%

Income statement (2024)

Revenue, EUR	16,425 m
Net income, EUR	352 m
Profit margin	2.14%

What ETF is Marks & Spencer Group in?

There are 192 ETFs which contain Marks & Spencer Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Marks & Spencer Group is the iShares MSCI World Consumer Staples Sector Advanced UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	5,308
iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc)	0.08%	Equity Europe	29
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	688
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	669
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.34%	Equity United Kingdom	162
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.08%	Equity Europe	13,802
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	721
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	506
UBS Core MSCI Europe UCITS ETF EUR dis	0.08%	Equity Europe	874
Invesco FTSE RAFI All World 3000 UCITS ETF	0.07%	Equity World Fundamental/Quality	136
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.18%	Equity Europe Social/Environmental	44
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	3,812
Franklin S&P World Screened UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	6
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	15
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR (D)	0.22%	Equity World Consumer Staples Social/Environmental	14
JPMorgan UK Equity Core UCITS ETF GBP (acc)	0.40%	Equity United Kingdom	396
UBS MSCI United Kingdom UCITS ETF hUSD acc	0.36%	Equity United Kingdom	823
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	5
iShares MSCI UK UCITS ETF (Acc)	0.36%	Equity United Kingdom	120
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.08%	Equity Europe	3,379
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	814
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	26
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,287
Amundi Multi-Asset Portfolio Defensive UCITS ETF Dist	0.01%	Equity World Multi-Asset Strategy	54
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,337
UBS MSCI World ex USA UCITS ETF USD acc	0.04%	Equity World	54
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,742
SPDR STOXX Europe 600 SRI UCITS ETF	0.17%	Equity Europe Social/Environmental	504
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	1.25%	Equity Europe Multi-Factor Strategy	547
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	383
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental Climate Change	139
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	3,911
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	67
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.04%	Equity World Social/Environmental Catholic principles	79
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	485
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.20%	Equity Europe Social/Environmental Climate Change	568
iShares MSCI World Consumer Staples Sector Advanced UCITS ETF USD (Dist)	1.41%	Equity World Consumer Staples	94
UBS MSCI United Kingdom UCITS ETF GBP acc	0.36%	Equity United Kingdom	2,107
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.01%	Equity World	13,733
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.34%	Equity United Kingdom	4,691
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	70
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	0.35%	Equity Europe Social/Environmental	216
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.34%	Equity United Kingdom	2,468
UBS MSCI United Kingdom UCITS ETF hCHF acc	0.36%	Equity United Kingdom	287
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.13%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,479
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.14%	Equity Europe Social/Environmental Climate Change	58
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.28%	Equity Europe Equal Weighted	342
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.09%	Equity Europe Social/Environmental	1,439
Amundi MSCI Europe UCITS ETF Acc	0.09%	Equity Europe	583
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.08%	Equity Europe	11
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,727
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	782
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.11%	Equity Europe Social/Environmental Climate Change	6
Amundi Multi-Asset Portfolio UCITS ETF Dist	0.01%	Equity World Multi-Asset Strategy	227
iShares STOXX World Equity Multifactor UCITS ETF CHF Hedged (Acc)	0.03%	Equity World Multi-Factor Strategy	10
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	65
UBS MSCI United Kingdom UCITS ETF GBP dis	0.36%	Equity United Kingdom	58
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.34%	Equity United Kingdom	3,115
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	32
SPDR FTSE UK All Share UCITS ETF	0.30%	Equity United Kingdom	131
Xtrackers MSCI World ESG UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,771
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	33
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	4,892
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	2,119
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
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)	0.11%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,866
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	50
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	700
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	337
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,481
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.01%	Equity World	1,667
Amundi UK Equity All Cap UCITS ETF Dist	0.34%	Equity United Kingdom	704
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	286
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.08%	Equity Europe	10,361
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.17%	Equity Europe Social/Environmental	999
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.10%	Equity Europe Social/Environmental	144
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	6,396
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.34%	Equity United Kingdom	15,786
BNP Paribas Easy ESG Enhanced Europe UCITS ETF Acc	0.05%	Equity Europe Social/Environmental	283
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.08%	Equity Europe	1,336
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	1.25%	Equity Europe Multi-Factor Strategy	166
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.08%	Equity Europe	43
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	107
Amundi MSCI Europe Growth UCITS ETF Dist	0.17%	Equity Europe Growth	73
HSBC MSCI Europe UCITS ETF EUR	0.08%	Equity Europe	319
UBS FTSE 100 UCITS ETF GBP dis	0.34%	Equity United Kingdom	89
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
Xtrackers MSCI World Consumer Staples UCITS ETF 1C	0.23%	Equity World Consumer Staples	717
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.18%	Equity Europe Social/Environmental	1,130
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.18%	Equity Europe Social/Environmental Climate Change	6
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF Acc	0.16%	Equity Europe Social/Environmental Climate Change	35
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,356
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc)	0.08%	Equity Europe	814
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,523
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.17%	Equity Europe Social/Environmental	72
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	21
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	26,469
iShares STOXX Europe 600 UCITS ETF (DE)	0.08%	Equity Europe	8,572
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,439
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,514
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	4,421
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.17%	Equity Europe Growth	110
UBS MSCI United Kingdom UCITS ETF hUSD dis	0.36%	Equity United Kingdom	11
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	939
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	1,391
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	203
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	47
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.34%	Equity United Kingdom	46
Invesco FTSE RAFI Europe UCITS ETF Dist	0.11%	Equity Europe Fundamental/Quality	24
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
iShares Edge MSCI Europe Value Factor UCITS ETF	0.15%	Equity Europe Value	2,126
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,375
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.14%	Equity Europe Social/Environmental Climate Change	2,337
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.09%	Equity Europe Social/Environmental	2,960
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	21,254
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.09%	Equity Europe Social/Environmental	4,502
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	959
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity World Social/Environmental	197
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.08%	Equity Europe	102
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	962
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	0.36%	Equity United Kingdom	95
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.08%	Equity Europe	247
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	114
HSBC FTSE 100 UCITS ETF GBP	0.34%	Equity United Kingdom	763
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	770
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	11,849
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,849
iShares Edge MSCI Europe Size Factor UCITS ETF	0.46%	Equity Europe Mid Cap	30
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	180
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	6
Xtrackers MSCI Europe UCITS ETF 1D	0.08%	Equity Europe	125
SPDR FTSE UK All Share UCITS ETF	0.30%	Equity United Kingdom	423
SPDR MSCI World Consumer Staples UCITS ETF	0.24%	Equity World Consumer Staples	111
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	5
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.05%	Equity Europe Social/Environmental Climate Change	35
UBS Core MSCI Europe UCITS ETF hEUR acc	0.08%	Equity Europe	118
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	108,583
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.17%	Equity Europe Social/Environmental	1,696
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	2
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.10%	Equity Europe Social/Environmental	31
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	15
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	71
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	1,207
UBS Core MSCI Europe UCITS ETF EUR acc	0.08%	Equity Europe	94
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	143
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	2,634
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.08%	Equity Europe	2,025
Amundi S&P Global Consumer Staples ESG UCITS ETF DR EUR (A)	0.22%	Equity World Consumer Staples Social/Environmental	135
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	18,562
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.09%	Equity Europe Social/Environmental	470
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity World Multi-Factor Strategy	639
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,188
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	83
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	7,078
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1
SPDR MSCI Europe Consumer Staples UCITS ETF	0.88%	Equity Europe Consumer Staples	186
Xtrackers MSCI Europe UCITS ETF 1C	0.08%	Equity Europe	6,961
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Multi-Factor Strategy	72
Amundi STOXX Europe 600 ESG II UCITS ETF Dist	0.09%	Equity Europe Social/Environmental	314
UBS Core MSCI Europe UCITS ETF hCHF acc	0.08%	Equity Europe	89
SPDR MSCI Europe UCITS ETF	0.08%	Equity Europe	368
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.15%	Equity Europe Value	69
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	368
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.13%	Equity Europe Social/Environmental Climate Change	8
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.17%	Equity Europe Social/Environmental	4,129
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.08%	Equity Europe	4,163
L&G UK Equity UCITS ETF GBP Acc	0.34%	Equity United Kingdom Social/Environmental	175
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	957
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	15
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.23%	Equity Europe Equal Weighted	189
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.11%	Equity Europe Social/Environmental	166
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	718
Amundi Multi-Asset Portfolio Offensive UCITS ETF Dist	0.01%	Equity World Multi-Asset Strategy	36
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.14%	Equity Europe Social/Environmental Climate Change	18
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.04%	Equity World Social/Environmental Climate Change	247
Xtrackers MSCI World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	62
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.04%	Equity World	1,688
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	460

Performance

Returns overview

YTD	-20.14%
1 month	-4.43%
3 months	-10.85%
6 months	-11.76%
1 year	-20.14%
3 years	+150.00%
5 years	+109.09%
Since inception (MAX)	-43.44%
2024	+46.94%
2023	+111.51%
2022	-52.40%
2021	+73.81%

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).