Leonardo SpA

ISIN IT0003856405

WKN A0ETQX

Market cap (in EUR)

35,996 m

Country

Italy

Sector

Industrials

Dividend yield

0.84%

Overview

Quote

Description

Leonardo SpA engages in the aerospace, defence, and security sectors. It operates through the following segments: Defence Electronics & Security, Helicopters, Aeronautics, Cyber & Security, Space, and Other Activities. The Defence and Security Electronics segment consists of the information management, sensors, and systems integration businesses and delivers systems for critical missions, military sustainment requirements, and homeland security. The Helicopters segment designs commercial and military rotorcraft. The Defence and Security Electronics segment covers the information management, sensors, and systems integration business, as well as delivers systems for critical missions, military sustainment requirements, and homeland security. The Aeronautics segment produces complete tactical airlifters, combat aircraft, and unmanned air vehicles for both civil and military applications. The Cyber & Security segment refers to cybersecurity, secure digital platforms, and mission-critical communications, with a technology-based value proposition focused on defence, space, and national strategic organizations. The Space segment develops satellite systems for navigation, telecommunications, meteorology, environmental monitoring, defence, scientific missions, and earth observation. The company was founded on March 18, 1948 and is headquartered in Rome, Italy.

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Industrials Industrial Manufacturing Aerospace and Defense Manufacturing Italy

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Financials

Key metrics

Market capitalisation, EUR	35,996 m
EPS, EUR	-
P/B ratio	3.8
P/E ratio	29.3
Dividend yield	0.84%

Income statement (2025)

Revenue, EUR	19,503 m
Net income, EUR	1,224 m
Profit margin	6.28%

What ETF is Leonardo SpA in?

There are 201 ETFs which contain Leonardo SpA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Leonardo SpA is the State Street SPDR S&P Europe Defense Vision UCITS ETF EUR Unhedged (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.03%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	875
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	677
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.18%	Equity Europe	14,933
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,157
UBS Core MSCI Europe UCITS ETF EUR dis	0.19%	Equity Europe	1,065
Xtrackers MSCI World ex USA UCITS ETF 1C	0.11%	Equity World	4,943
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,387
UBS MSCI World ex USA UCITS ETF USD acc	0.11%	Equity World	87
Amundi FTSE MIB UCITS ETF Dist	3.67%	Equity Italy	632
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	37
Xtrackers FTSE MIB UCITS ETF 1D	3.38%	Equity Italy	74
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	5
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	70
iShares Edge MSCI Europe Momentum Factor UCITS ETF	0.82%	Equity Europe Momentum	756
Amundi Stoxx Europe Defense UCITS ETF Acc	9.80%	Equity Europe Industrials Military & Defense	500
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	494
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.26%	Equity Europe Equal Weighted	356
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.18%	Equity Europe	17,801
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.21%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.20%	Equity Europe	623
UBS Core MSCI EMU UCITS ETF hUSD acc	0.34%	Equity Europe	1,041
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	67
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	41
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,203
WisdomTree Europe Defence UCITS ETF EUR Unhedged Acc	8.26%	Equity Europe Industrials Military & Defense	4,757
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.25%	Equity Europe Social/Environmental Climate Change	1
WisdomTree Megatrends UCITS ETF USD	0.55%	Equity World Social/Environmental Innovation	32
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	561
iShares MSCI Europe Mid Cap UCITS ETF	1.09%	Equity Europe Mid Cap	25
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	210
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.18%	Equity Europe	10,687
Amundi Prime Europe UCITS ETF DR (D)	0.21%	Equity Europe	222
Xtrackers MSCI World Industrials UCITS ETF 1C	0.26%	Equity World Industrials	771
Amundi MSCI Europe Growth UCITS ETF Dist	0.40%	Equity Europe Growth	84
Invesco Europe Enhanced Equity UCITS ETF Acc	0.11%	Equity Europe Multi-Factor Strategy	183
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	33
First Trust Eurozone AlphaDEX UCITS ETF Acc	0.80%	Equity Europe Multi-Factor Strategy	120
Amundi Core MSCI EMU UCITS ETF Dist	0.37%	Equity Europe	652
iShares MSCI EMU UCITS ETF GBP Hedged (Dist)	0.34%	Equity Europe	361
Amundi Core MSCI Europe UCITS ETF Acc	0.20%	Equity Europe	4,061
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	24
iShares Core MSCI EMU UCITS ETF EUR (Dist)	0.34%	Equity Europe	708
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	962
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,513
Xtrackers MSCI EMU UCITS ETF 1D	0.34%	Equity Europe	1,862
HANetf Future of Defence Screened UCITS ETF (Acc)	5.01%	Equity World Social/Environmental Military & Defense	2
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	12,292
Amundi FTSE MIB UCITS ETF Acc	3.67%	Equity Italy	67
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.40%	Equity Europe Growth	179
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	1,006
Xtrackers S&P Europe ex UK UCITS ETF	0.24%	Equity Europe	273
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	90
HANetf Future of European Defence Screened UCITS ETF Acc	9.88%	Equity Europe Industrials Social/Environmental Military & Defense	189
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	71
iShares FTSE MIB UCITS ETF (Acc)	3.56%	Equity Italy	331
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	526
iShares Core MSCI EMU UCITS ETF EUR (Acc)	0.34%	Equity Europe	6,289
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.22%	Equity World Mid Cap	6
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
First Trust Indxx Global Aerospace & Defence UCITS ETF Class A Accumulation	2.32%	Equity World Industrials Military & Defense	117
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.18%	Equity Europe	120
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	957
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	420
iShares MSCI Europe Industrials Sector UCITS ETF EUR (Acc)	0.93%	Equity Europe Industrials	1,302
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	12,291
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.19%	Equity Europe	94
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	6
Amundi European Strategic Autonomy UCITS ETF Acc	0.55%	Equity Europe	14
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.22%	Equity World Momentum	3,598
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	743
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	414
UBS Core MSCI Europe UCITS ETF hEUR acc	0.19%	Equity Europe	129
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	110,940
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Dist)	0.46%	Equity Europe Social/Environmental Climate Change	1
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.21%	Equity Europe	1,030
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	2
Amundi Core MSCI Europe UCITS ETF Dist	0.20%	Equity Europe	693
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	673
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	56
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	19,661
Amundi Italy MIB ESG UCITS ETF	4.91%	Equity Italy Social/Environmental	157
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	8,756
Xtrackers MSCI World Momentum UCITS ETF 1C	0.22%	Equity World Momentum	1,605
UBS Core MSCI Europe UCITS ETF hCHF acc	0.19%	Equity Europe	119
State Street SPDR S&P Europe Defense Vision UCITS ETF EUR Unhedged (Acc)	11.53%	Equity Europe Industrials Military & Defense	30
iShares Global Aerospace & Defence UCITS ETF USD (Acc)	1.21%	Equity World Industrials Military & Defense	1,569
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	33
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.18%	Equity Europe	4,385
Amundi MSCI World Ex USA UCITS ETF Dist	0.11%	Equity World	116
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,154
Invesco Defence Innovation UCITS ETF Acc	1.33%	Equity World Industrials Military & Defense	113
Amundi MSCI World Ex USA UCITS ETF Acc	0.11%	Equity World	559
BNP Paribas Easy Bloomberg Europe Defense UCITS ETF Acc	7.18%	Equity Europe Industrials Military & Defense	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	93
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	7,243
iShares Europe Defence UCITS ETF EUR (Acc)	11.48%	Equity Europe Industrials Military & Defense	374
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	504
Invesco FTSE RAFI All World 3000 UCITS ETF	0.06%	Equity World Fundamental/Quality	188
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	17
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	1.09%	Equity Europe Mid Cap	538
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.21%	Equity Europe	3,695
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,294
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,328
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,150
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	430
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.14%	Equity Europe Social/Environmental	4
UBS Core MSCI EMU UCITS ETF EUR dis	0.34%	Equity Europe	1,729
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	4,610
HANetf Making Europe Great Again UCITS ETF Acc	2.56%	Equity World Social/Environmental	10
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.04%	Equity World	14,837
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.23%	Equity Europe	3,159
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.26%	Equity Europe Equal Weighted	166
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	91
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.22%	Equity Europe Social/Environmental	542
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,542
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc)	0.34%	Equity Europe	733
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.82%	Equity Europe Momentum	47
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.25%	Equity Europe Social/Environmental Climate Change	6
HANetf Future of Defence UCITS ETF	2.30%	Equity World Military & Defense	2,769
Xtrackers MSCI World ex USA UCITS ETF 1D	0.11%	Equity World	225
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	354
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	258
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	116
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	4,510
Xtrackers Europe Defence Technologies UCITS ETF 1C	6.10%	Equity Europe Military & Defense	41
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	2,573
UBS Core MSCI EMU UCITS ETF hCHF acc	0.34%	Equity Europe	739
State Street SPDR MSCI World Industrials UCITS ETF USD	0.26%	Equity World Industrials	184
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.23%	Equity Europe	192
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.04%	Equity Europe Social/Environmental Multi-Asset Strategy	541
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	75
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	15
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	381
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,381
Goshawk Global Balanced Fund UCITS ETF Accumulating	0.79%	Equity World Growth Multi-Asset Strategy	19
Xtrackers MSCI EMU UCITS ETF 3C CHF hedged	0.34%	Equity Europe	99
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.18%	Equity Europe	1,151
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.18%	Equity Europe	52
HSBC MSCI Europe UCITS ETF EUR	0.19%	Equity Europe	341
BNP Paribas Easy Bloomberg Europe Defense UCITS ETF Dist	7.18%	Equity Europe Industrials Military & Defense	9
L&G Europe ex UK Equity UCITS ETF	0.26%	Equity Europe Social/Environmental	911
Amundi Prime Eurozone UCITS ETF DR (D)	0.39%	Equity Europe	85
Amundi Prime Europe UCITS ETF DR (C)	0.21%	Equity Europe	189
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,280
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,595
Xtrackers MSCI EMU UCITS ETF 1C - USD Hedged	0.34%	Equity Europe	302
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.18%	Equity Europe Social/Environmental	69
UBS Core MSCI EMU UCITS ETF hGBP dis	0.34%	Equity Europe	72
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	32,641
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,557
VanEck Defense UCITS ETF A	7.14%	Equity World Industrials Military & Defense	7,846
Global X Defence Tech UCITS ETF USD Accumulating	3.24%	Equity World Industrials Military & Defense	596
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	43
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.14%	Equity Europe Social/Environmental	506
Amundi Core MSCI EMU UCITS ETF Acc	0.37%	Equity Europe	400
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.12%	Equity Europe Fundamental/Quality	30
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	42
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	23,548
State Street SPDR MSCI EMU UCITS ETF EUR	0.35%	Equity Europe	332
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.07%	Equity World Multi-Factor Strategy	389
iShares Euro Total Market Growth Large UCITS ETF	0.76%	Equity Europe Growth	278
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,151
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-UKdis	0.34%	Equity Europe	87
iShares MSCI EMU Mid Cap UCITS ETF	2.18%	Equity Europe Mid Cap	618
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.18%	Equity Europe	266
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,685
iShares Edge MSCI Europe Size Factor UCITS ETF	0.46%	Equity Europe Mid Cap	32
iShares MSCI Europe ex-UK UCITS ETF	0.24%	Equity Europe	1,297
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	205
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	95
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Acc)	0.46%	Equity Europe Social/Environmental Climate Change	4
Xtrackers MSCI Europe UCITS ETF 1D	0.18%	Equity Europe	126
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	94
UBS MSCI EMU Select Factor Mix UCITS ETF EUR acc	0.44%	Equity Europe Multi-Factor Strategy	15
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,167
First Trust Eurozone AlphaDEX UCITS ETF B Dist	0.80%	Equity Europe Multi-Factor Strategy	20
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	16,891
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	474
UBS Core MSCI EMU UCITS ETF hUSD dis	0.34%	Equity Europe	17
UBS Core MSCI Europe UCITS ETF EUR acc	0.19%	Equity Europe	224
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	3,586
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.18%	Equity Europe	2,409
Global X European Infrastructure Development UCITS ETF EUR Accumulating	4.71%	Equity Europe Infrastructure	545
Xtrackers MSCI Europe UCITS ETF 1C	0.18%	Equity Europe	7,268
Xtrackers MSCI EMU UCITS ETF 2C - GBP Hedged	0.34%	Equity Europe	22
State Street SPDR MSCI Europe UCITS ETF EUR	0.19%	Equity Europe	390
iShares FTSE MIB UCITS ETF EUR (Dist)	3.36%	Equity Italy	157
iShares MSCI EMU USD Hedged UCITS ETF (Acc)	0.33%	Equity Europe	234
iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)	1.10%	Equity Europe Industrials	549
UBS Core MSCI EMU UCITS ETF hGBP acc	0.34%	Equity Europe	36
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	33
State Street SPDR MSCI Europe Industrials UCITS ETF EUR	0.95%	Equity Europe Industrials	1,107
UBS Core MSCI EMU UCITS ETF EUR acc	0.34%	Equity Europe	3,993
iShares MSCI EMU CHF Hedged UCITS ETF (Acc)	0.33%	Equity Europe	165
Amundi Prime Eurozone UCITS ETF DR (C)	0.39%	Equity Europe	85
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.23%	Equity Europe	1,299
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.11%	Equity World	2,618

Rendite

Renditen im Überblick

Lfd. Jahr	+15,99%
1 Monat	-9,19%
3 Monate	-2,58%
6 Monate	+8,03%
1 Jahr	+34,50%
3 Jahre	+399,90%
5 Jahre	+701,79%
Seit Auflage (MAX)	+643,83%
2025	+98,42%
2024	+64,44%
2023	+81,25%
2022	+36,62%

Monatsrenditen in einer Heatmap

Risiko

Risikokennzahlen in diesem Abschnitt:

Volatilität, gemessen für einen Zeitraum von 1, 3 und 5 Jahren. Die annualisierte Volatilität spiegelt das Ausmaß der Kursschwankungen im Zeitraum eines Jahres wider. Je höher die Volatilität, desto stärker hat sich der Kurs des Wertpapiers (der Aktie, des ETF, usw.) in der Vergangenheit verändert. Wertpapiere mit höherer Volatilität gelten im Allgemeinen als risikoreicher. Wir berechnen die Volatilität auf Basis der Daten der letzten 1, 3 und 5 Jahre, damit du sehen kannst, ob die Kursschwankungen im Laufe der Zeit stärker oder schwächer wurden. Weitere Informationen findest du in unserem Artikel: Volatilität als Risikomaß.
Rendite pro Risiko für Zeiträume von 1, 3 und 5 Jahren. Diese Kennzahl ist definiert als die annualisierte (d. h. auf einen Einjahreszeitraum umgerechnete) historische Rendite geteilt durch die historische annualisierte Volatilität. Rendite pro Risiko setzt die historische Rendite eines Wertpapiers ins Verhältnis zu seinem historischen Risiko und gibt dir einen Hinweis auf das Ausmaß der Kursschwankungen, die man in Kauf nehmen musste, um von der Rendite des Wertpapiers zu profitieren. Wir berechnen diese Kennzahl für Zeiträume von 1, 3 und 5 Jahren, um die Entwicklung im Laufe der Zeit darzustellen.
Maximaler Drawdown für verschiedene Zeiträume. Der Maximum Drawdown gibt den größtmöglichen Verlust an, den du während des jeweiligen Zeitraums hättest erleiden können, wenn du das Wertpapier zu den ungünstigsten Preisen gekauft und anschließend verkauft hättest. Beispiel: Angenommen, die Abfolge der täglichen Wertpapierpreise war: 10€, 5€, 12€, 20€. In diesem Fall hättest du den größtmöglichen Verlust erlitten, wenn du das Wertpapier für 10€ gekauft und anschließend für 5€ verkauft hättest. Daher wäre in diesem Fall der Maximum Drawdown (5€ - 10€)/10€ = -50%.

Die Wertentwicklungsangaben für ETFs beinhalten Ausschüttungen (falls vorhanden).

Mehr anzeigen Weniger anzeigen

Risiko im Überblick

Volatilität 1 Jahr	39,91%
Volatilität 3 Jahre	39,21%
Volatilität 5 Jahre	37,82%
Rendite zu Risiko 1 Jahr	0,86
Rendite zu Risiko 3 Jahre	1,81
Rendite zu Risiko 5 Jahre	1,36
Maximum Drawdown 1 Jahr	-19,99%
Maximum Drawdown 3 Jahre	-19,99%
Maximum Drawdown 5 Jahre	-33,19%
Maximum Drawdown seit Auflage	-73,86%

Rollierende 1 Jahres-Volatilität

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