Mitsubishi Heavy Industries, Ltd.

ISIN JP3900000005

 | 

WKN 853314

Market cap (in EUR)
64,805 m
Country
Japan
Sector
Industrials
Dividend yield
0.69%
 

Overview

Quote

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Description

Mitsubishi Heavy Industries, Ltd. engages in the manufacture and sale of ships, industrial machinery, and aircraft. It operates through the following segments: Energy, Plants and Infrastructure Systems, Logistics, Heating and Cooling and Drive Systems, and Aircraft, Defense and Space. The Energy segment handles clean gas and steam power systems, nuclear power systems, compressors, and marine machinery. The Plants and Infrastructure Systems segment deals with commercial ships, engineering, environmental systems, machine tools, and machinery systems. The Logistics, Heating and Cooling and Drive Systems segment provides material handling systems, engines, turbo chargers, HVAC systems, and automotive air-conditioners. The Aircraft, Defense and Space segment covers commercial aircraft, defense aircraft, missile systems, naval ships, special vehicles, maritime systems, and space systems. The company was founded by Yataro Iwasaki on July 7, 1884 and is headquartered in Tokyo, Japan.
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Industrials Industrial Manufacturing Machinery Manufacturing Japan

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Financials

Key metrics

Market capitalisation, EUR 64,805 m
EPS, EUR 0.45
P/B ratio 4.7
P/E ratio 45.3
Dividend yield 0.69%

Income statement (2024)

Revenue, EUR 30,755 m
Net income, EUR 1,502 m
Profit margin 4.88%

What ETF is Mitsubishi Heavy Industries, Ltd. in?

There are 183 ETFs which contain Mitsubishi Heavy Industries, Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Mitsubishi Heavy Industries, Ltd. is the VanEck Uranium and Nuclear Technologies UCITS ETF A.
ETF Weight Investment focus Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0.10%
Equity
World
2,585
UBS Core MSCI World UCITS ETF hCHF acc 0.10%
Equity
World
397
Invesco MSCI World Equal Weight UCITS ETF Acc 0.12%
Equity
World
Equal Weighted
401
iShares Core MSCI World UCITS ETF USD (Dist) 0.10%
Equity
World
402
Invesco FTSE RAFI All World 3000 UCITS ETF 0.11%
Equity
World
Fundamental/Quality
90
WisdomTree Japan Equity UCITS ETF USD Acc 0.94%
Equity
Japan
Dividend
137
Invesco MSCI Japan ESG Universal Screened UCITS ETF Acc 2.35%
Equity
Japan
Social/Environmental
6
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 1.89%
Equity
Japan
Social/Environmental
16
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist 0.48%
Equity
Japan
Social/Environmental
Climate Change
147
Xtrackers MSCI World ex USA UCITS ETF 1C 0.35%
Equity
World
2,783
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.07%
Equity
World
Social/Environmental
1
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.11%
Equity
World
1
Vanguard FTSE Japan UCITS ETF USD Hedged Acc 1.50%
Equity
Japan
13
Xtrackers Nikkei 225 UCITS ETF 1D 0.29%
Equity
Japan
1,259
UBS Core MSCI World UCITS ETF USD dis 0.10%
Equity
World
927
Amundi Prime All Country World UCITS ETF Acc 0.08%
Equity
World
229
UBS Core MSCI Japan UCITS ETF hEUR acc 1.82%
Equity
Japan
107
UBS MSCI World UCITS ETF USD dis 0.10%
Equity
World
1,248
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist) 0.09%
Equity
World
Social/Environmental
4
iShares Core MSCI Japan IMI UCITS ETF USD (Dist) 1.40%
Equity
Japan
179
UBS ETF (LU) MSCI World ex USA Index Fund UCITS ETF (USD) A-acc 0.36%
Equity
World
-
Vanguard FTSE Developed World UCITS ETF Acc 0.10%
Equity
World
3,935
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.09%
Equity
World
Social/Environmental
1,532
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc 0.14%
Equity
World
Equal Weighted
20
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc 0.09%
Equity
World
Social/Environmental
360
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) 0.08%
Equity
World
2,579
UBS Core MSCI Japan UCITS ETF JPY acc 1.82%
Equity
Japan
2,718
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.10%
Equity
World
Social/Environmental
43
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Acc) 2.40%
Equity
Japan
Social/Environmental
Climate Change
8
iShares Core MSCI Japan IMI UCITS ETF 1.40%
Equity
Japan
5,035
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc 0.20%
Equity
World
Social/Environmental
186
SPDR MSCI World UCITS ETF 0.11%
Equity
World
11,199
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis 1.82%
Equity
Japan
47
Amundi MSCI Japan UCITS ETF EUR Hedged Dist 1.73%
Equity
Japan
141
SPDR MSCI All Country World Investable Market UCITS ETF (Dist) 0.08%
Equity
World
38
Deka MSCI World UCITS ETF Distribution 0.10%
Equity
World
3,551
iShares Nikkei 225 UCITS ETF (DE) 0.28%
Equity
Japan
138
Vanguard FTSE Developed World UCITS ETF Distributing 0.10%
Equity
World
3,181
UBS Core MSCI Japan UCITS ETF hUSD acc 1.82%
Equity
Japan
133
HSBC MSCI Japan UCITS ETF USD (Acc) 1.84%
Equity
Japan
10
Amundi Japan TOPIX II UCITS ETF JPY Dist 1.39%
Equity
Japan
90
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist 0.33%
Equity
Asia Pacific
Social/Environmental
Climate Change
149
Amundi MSCI World ESG Leaders UCITS ETF Acc 0.20%
Equity
World
Social/Environmental
1,673
iShares MSCI Japan EUR Hedged UCITS ETF (Acc) 1.74%
Equity
Japan
604
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.12%
Equity
World
Social/Environmental
597
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating 1.50%
Equity
Japan
62
iShares MSCI Japan GBP Hedged UCITS ETF (Acc) 1.73%
Equity
Japan
333
Amundi Prime Japan UCITS ETF DR (D) 1.51%
Equity
Japan
1,767
Xtrackers MSCI World ex USA UCITS ETF 1D 0.35%
Equity
World
119
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.13%
Equity
World
60
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc 0.94%
Equity
Japan
Dividend
6
Amundi MSCI World Momentum Advanced UCITS ETF Acc 0.89%
Equity
World
Momentum
Climate Change
-
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.11%
Equity
World
245
Xtrackers MSCI Japan UCITS ETF 1D 1.81%
Equity
Japan
61
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.11%
Equity
World
183
Amundi Japan TOPIX II UCITS ETF EUR Dist 1.39%
Equity
Japan
433
Xtrackers MSCI World Screened UCITS ETF 1D 0.11%
Equity
World
Social/Environmental
107
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.11%
Equity
World
11
Xtrackers MSCI World UCITS ETF 1D 0.11%
Equity
World
4,073
Franklin FTSE Japan UCITS ETF (Acc) 1.51%
Equity
Japan
7
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.10%
Equity
World
Social/Environmental
4,102
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged 1.81%
Equity
Japan
14
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) 0.09%
Equity
World
Social/Environmental
386
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist) 0.46%
Equity
Japan
Social/Environmental
395
Invesco FTSE All-World UCITS ETF Acc 0.11%
Equity
World
1,454
Amundi Prime Japan UCITS ETF DR (C) 1.51%
Equity
Japan
226
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc 0.48%
Equity
Japan
Social/Environmental
Climate Change
194
iShares MSCI World Screened UCITS ETF USD (Dist) 0.11%
Equity
World
Social/Environmental
702
Global X Uranium UCITS ETF USD Accumulating 2.91%
Equity
World
Uranium
246
UBS Core MSCI Japan UCITS ETF hEUR dis 1.82%
Equity
Japan
36
SPDR MSCI World Industrials UCITS ETF 0.90%
Equity
World
Industrials
82
WisdomTree Japan Equity UCITS ETF GBP Hedged 0.94%
Equity
Japan
Dividend
14
UBS MSCI ACWI Universal UCITS ETF USD dis 0.12%
Equity
World
Social/Environmental
1,948
WisdomTree Megatrends UCITS ETF USD 0.17%
Equity
World
Social/Environmental
Innovation
19
HSBC MSCI World UCITS ETF CHF hedged 0.09%
Equity
World
44
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.09%
Equity
World
417
Vanguard FTSE Japan UCITS ETF Accumulating 1.50%
Equity
Japan
998
SPDR MSCI Japan UCITS ETF 1.85%
Equity
Japan
680
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.07%
Equity
World
Social/Environmental
2
Amundi MSCI Japan UCITS ETF Acc 1.73%
Equity
Japan
4,072
iShares MSCI World Screened UCITS ETF USD (Acc) 0.11%
Equity
World
Social/Environmental
3,876
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.10%
Equity
World
1,459
Amundi MSCI World UCITS ETF DR - USD (D) 0.09%
Equity
World
820
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) 0.09%
Equity
World
Social/Environmental
274
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.12%
Equity
World
Social/Environmental
282
iShares MSCI Japan UCITS ETF USD (Acc) 1.78%
Equity
Japan
819
UBS Core MSCI Japan UCITS ETF JPY dis 1.82%
Equity
Japan
831
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc) 0.97%
Equity
World
Momentum
160
Vanguard FTSE Japan UCITS ETF Distributing 1.50%
Equity
Japan
2,015
Xtrackers MSCI World Industrials UCITS ETF 1C 0.88%
Equity
World
Industrials
449
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.12%
Equity
World
Social/Environmental
101
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc 0.14%
Equity
World
Equal Weighted
27
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.09%
Equity
World
Social/Environmental
706
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 1.89%
Equity
Japan
Social/Environmental
283
iShares Nikkei 225 UCITS ETF (Acc) 0.28%
Equity
Japan
324
Xtrackers MSCI Japan UCITS ETF 2D USD hedged 1.81%
Equity
Japan
230
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist 0.48%
Equity
Japan
Social/Environmental
Climate Change
335
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 1.89%
Equity
Japan
Social/Environmental
16
Amundi MSCI Japan UCITS ETF GBP Hedged Acc 1.73%
Equity
Japan
8
iShares MSCI World UCITS ETF (Dist) 0.11%
Equity
World
6,958
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc) 0.46%
Equity
Japan
Social/Environmental
11
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc) 1.40%
Equity
Japan
35
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc 0.94%
Equity
Japan
Dividend
20
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.10%
Equity
World
1,229
Amundi MSCI World ESG Broad Transition UCITS ETF Dist 0.03%
Equity
World
Social/Environmental
Climate Change
261
Amundi Prime Global UCITS ETF Acc 0.10%
Equity
World
820
SPDR MSCI Japan EUR Hedged UCITS ETF 1.85%
Equity
Japan
26
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist) 0.88%
Equity
World
Industrials
Social/Environmental
55
iShares MSCI Japan CHF Hedged UCITS ETF (Acc) 1.75%
Equity
Japan
176
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc) 0.46%
Equity
Japan
Social/Environmental
1,074
Vanguard FTSE All-World UCITS ETF (USD) Accumulating Shares 0.09%
Equity
World
20,062
HSBC MSCI World UCITS ETF USD (Acc) 0.09%
Equity
World
873
iShares MSCI Japan UCITS ETF (Dist) 1.78%
Equity
Japan
1,372
HSBC MSCI World UCITS ETF USD 0.09%
Equity
World
10,672
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.03%
Equity
World
Multi-Factor Strategy
98
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc) 0.03%
Equity
World
Social/Environmental
3,919
Amundi MSCI Japan UCITS ETF USD Hedged Acc 1.73%
Equity
Japan
0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.11%
Equity
World
46
L&G Global Equity UCITS ETF 0.10%
Equity
World
Social/Environmental
647
Xtrackers Nikkei 225 UCITS ETF 1C 0.29%
Equity
Japan
161
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 0.16%
Equity
World
Social/Environmental
229
UBS MSCI Japan Universal UCITS ETF JPY acc 2.21%
Equity
Japan
Social/Environmental
Climate Change
13
WisdomTree Japan Equity UCITS ETF USD Hedged Acc 0.94%
Equity
Japan
Dividend
56
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.12%
Equity
World
Social/Environmental
63
UBS Core MSCI Japan UCITS ETF hGBP dis 1.82%
Equity
Japan
98
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged 0.10%
Equity
World
Social/Environmental
2
UBS Core MSCI World UCITS ETF hGBP dis 0.10%
Equity
World
66
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.12%
Equity
World
Social/Environmental
1,198
iShares MSCI ACWI UCITS ETF USD (Acc) 0.09%
Equity
World
18,039
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF USD 1.59%
Equity
Japan
Social/Environmental
1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.07%
Equity
World
Social/Environmental
20
Deka MSCI Japan UCITS ETF 1.83%
Equity
Japan
52
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged 1.81%
Equity
Japan
504
UBS Core MSCI World UCITS ETF hEUR acc 0.10%
Equity
World
127
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.13%
Equity
World
415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.07%
Equity
World
Social/Environmental
3
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.11%
Equity
World
8
UBS Core MSCI Japan UCITS ETF hCHF acc 1.82%
Equity
Japan
230
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.10%
Equity
World
909
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc 0.09%
Equity
World
Social/Environmental
103
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF ETF JPY (acc) 1.89%
Equity
Japan
Social/Environmental
125
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.03%
Equity
World
Multi-Factor Strategy
580
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.10%
Equity
World
4,371
Amundi MSCI World UCITS ETF Acc 0.09%
Equity
World
8,682
L&G Japan Equity UCITS ETF 1.61%
Equity
Japan
Social/Environmental
602
Invesco FTSE All-World UCITS ETF Dist 0.11%
Equity
World
135
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.09%
Equity
World
Social/Environmental
5,693
HSBC MSCI Japan UCITS ETF USD 1.84%
Equity
Japan
138
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF 1.59%
Equity
Japan
Social/Environmental
1,531
WisdomTree Japan Equity UCITS ETF USD Hedged 0.94%
Equity
Japan
Dividend
66
Amundi MSCI Japan UCITS ETF Dist 1.73%
Equity
Japan
226
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C) 0.48%
Equity
Japan
Social/Environmental
Climate Change
3
Xtrackers MSCI Japan UCITS ETF 1C 1.81%
Equity
Japan
2,415
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) 0.54%
Equity
World
Momentum
2,650
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.11%
Equity
World
444
Amundi Prime Global UCITS ETF Dist 0.10%
Equity
World
1,339
iShares Core MSCI World UCITS ETF USD (Acc) 0.10%
Equity
World
94,141
Xtrackers MSCI World UCITS ETF 1C 0.11%
Equity
World
14,425
VanEck Uranium and Nuclear Technologies UCITS ETF A 5.15%
Equity
World
Uranium
702
Global X Uranium UCITS ETF USD Distributing 2.91%
Equity
World
Uranium
2
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) 1.89%
Equity
Japan
Social/Environmental
1
iShares MSCI Japan USD Hedged UCITS ETF (Acc) 1.74%
Equity
Japan
285
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.10%
Equity
World
400
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF EUR Hedged 1.59%
Equity
Japan
Social/Environmental
59
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.11%
Equity
World
508
Amundi MSCI World ESG Broad Transition UCITS ETF Acc 0.03%
Equity
World
Social/Environmental
Climate Change
1,225
Amundi Prime All Country World UCITS ETF Dist 0.08%
Equity
World
2,193
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist 1.39%
Equity
Japan
58
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.07%
Equity
World
Social/Environmental
52
Vanguard FTSE All-World UCITS ETF (USD) Distributing Shares 0.09%
Equity
World
16,685
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.12%
Equity
World
Social/Environmental
1,087
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist) 0.11%
Equity
World
Social/Environmental
69
SPDR MSCI All Country World UCITS ETF (Acc) 0.13%
Equity
World
3,952
Xtrackers MSCI World Momentum UCITS ETF 1C 0.54%
Equity
World
Momentum
1,426
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged 0.29%
Equity
Japan
116
Amundi MSCI World Ex USA UCITS ETF Dist 0.33%
Equity
World
55
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.11%
Equity
World
7
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.03%
Equity
World
Social/Environmental
879
WisdomTree Battery Solutions UCITS ETF USD Acc 1.96%
Equity
World
Technology
Social/Environmental
Battery Technology
132
Xtrackers MSCI World Screened UCITS ETF 1C 0.11%
Equity
World
Social/Environmental
67
iShares MSCI World ex-USA UCITS ETF USD (Acc) 0.36%
Equity
World
1,234
Amundi MSCI World Ex USA UCITS ETF Acc 0.33%
Equity
World
394
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Dist) 2.40%
Equity
Japan
Social/Environmental
Climate Change
2

Order fees

Here you can find information about different brokers that allow you to trade stocks. Select your preferred order volume to compare the fees charged by the respective brokers.
 
Broker Rating Order fee Stock savings plans
0.99€
3000
View offer*
0.00€
1200
View offer*
1.00€
2500
View offer*
0.00€
2500
View offer*
0.00€
500
View offer*
Show all offers
Source: justETF Research; As of 7/2025; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Order fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— 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.

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€
View offer*
0.00€
0.00€
View offer*
0.00€
0.00€
View offer*
1.50€
1.50%
0.00€
View offer*
1.50€
1.50%
0.00€
View offer*
Show all offers
Source: justETF Research; As of 7/2025; *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 +42.15%
1 month -10.54%
3 months +18.58%
6 months +47.10%
1 year +77.43%
3 years +438.81%
5 years +780.56%
Since inception (MAX) +288.16%
2024 +153.41%
2023 +42.70%
2022 +80.49%
2021 -18.00%

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 52.84%
Volatility 3 years 42.03%
Volatility 5 years 37.91%
Return per risk 1 year 1.47
Return per risk 3 years 1.79
Return per risk 5 years 1.44
Maximum drawdown 1 year -25.59%
Maximum drawdown 3 years -25.59%
Maximum drawdown 5 years -28.57%
Maximum drawdown since inception -70.34%

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.