The best brokers 7/2026
We did the research and clearly laid it out for you.

Bank Polska Kasa Opieki SA

ISIN PLPEKAO00016

 | 

WKN 914910

Market cap (in EUR)
14,283 m
Country
Poland
Sector
Finance
Dividend yield
8.40%
 

Overview

Quote

Trade with your broker

Choose your broker

Description

Bank Polska Kasa Opieki SA engages in the provision of retail, corporate, and investment banking services. It operates through the following segments: Retail Banking, Private Banking, Corporate and Investment Banking, Enterprise Banking, and Assets and Liabilities Management and Other. The Retail Banking segment covers activities related to retail customers, small, and micro companies. The Private Banking segment provides services for the wealthiest individual customers. The Corporate and Investment Banking segment is involved with activities related to medium and large companies, interbank market, debt securities, and other instruments. The Enterprise Banking segment offers all banking activities related to companies. The Assets and Liabilities Management and Other segment focuses on the supervision and monitoring of fund transfers as well as central management in the capital group. The company was founded on October 29, 1929 and is headquartered in Warsaw, Poland.
Show more Show less
Finance Banking International Banks Poland

Chart

Financials

Key metrics

Market capitalisation, EUR 14,283 m
EPS, EUR 5.89
P/B ratio 1.7
P/E ratio 9.4
Dividend yield 8.40%

Income statement (2025)

Revenue, EUR 5,640 m
Net income, EUR 1,658 m
Profit margin 29.39%

What ETF is Bank Polska Kasa Opieki SA in?

There are 159 ETFs which contain Bank Polska Kasa Opieki SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank Polska Kasa Opieki SA is the iShares MSCI Poland UCITS ETF USD (Acc).
ETF Weight Investment focus Fund size (in m EUR)
iShares FTSE All-World UCITS ETF USD (Acc) 0.01%
Equity
World
26
iShares MSCI EM UCITS ETF (Dist) 0.10%
Equity
Emerging Markets
8,813
Xtrackers Portfolio UCITS ETF 1C 0.01%
Equity
World
Multi-Asset Strategy
751
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
46
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc) 0.10%
Equity
Emerging Markets
Social/Environmental
Climate Change
34
HSBC MSCI Emerging Markets UCITS ETF USD 0.10%
Equity
Emerging Markets
3,588
iShares Core MSCI Emerging Markets IMI UCITS ETF 0.09%
Equity
Emerging Markets
1,485
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.00%
Equity
World
26
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.09%
Equity
World
Social/Environmental
Climate Change
8
iShares MSCI EM UCITS ETF (Acc) 0.09%
Equity
Emerging Markets
8,558
Xtrackers Europe Biodiversity Focus SRI UCITS ETF 1C 0.12%
Equity
Europe
Social/Environmental
10
Xtrackers MSCI Emerging Markets UCITS ETF 1C 0.09%
Equity
Emerging Markets
11,559
Xtrackers STOXX Europe 600 UCITS ETF 1C 0.07%
Equity
Europe
4,176
Amundi Prime All Country World UCITS ETF Acc 0.01%
Equity
World
2,258
Amundi Multi-Asset Portfolio Defensive UCITS ETF 0.01%
Equity
World
Multi-Asset Strategy
76
Vanguard FTSE Developed World UCITS ETF Acc 0.01%
Equity
World
5,646
BNP Paribas Easy II MSCI Emerging Markets Equity PAB UCITS ETF USD Acc 0.22%
Equity
Emerging Markets
Social/Environmental
Climate Change
23
Amundi FTSE All World GDP-Weighted UCITS ETF Acc 0.10%
Equity
World
16
CT QR Series Global Equity Active UCITS ETF USD Dist 0.00%
Equity
World
Fundamental/Quality
-
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
43
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Dist) 0.05%
Equity
Emerging Markets
Social/Environmental
0
iShares MSCI ACWI UCITS ETF USD (Dist) 0.01%
Equity
World
18
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.00%
Equity
World
Social/Environmental
Climate Change
120
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.00%
Equity
World
6,355
L&G Global Quality Dividends UCITS ETF USD Acc 0.20%
Equity
World
Dividend
43
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.02%
Equity
World
Social/Environmental
82
Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C 0.11%
Equity
Emerging Markets
148
Expat Poland WIG20 UCITS ETF 7.79%
Equity
Poland
1
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.01%
Equity
World
Social/Environmental
599
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist) 0.02%
Equity
Europe
Social/Environmental
Climate Change
37
UBS MSCI EM Climate Paris Aligned UCITS ETF USD acc 0.27%
Equity
Emerging Markets
Social/Environmental
Climate Change
621
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 0.10%
Equity
Europe
3,275
iShares MSCI EM IMI Screened UCITS ETF USD (Dist) 0.09%
Equity
Emerging Markets
Social/Environmental
1,230
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.00%
Equity
World
161
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.01%
Equity
World
682
Vanguard FTSE Developed World UCITS ETF Distributing 0.01%
Equity
World
4,063
iShares Europe Domestic Focus UCITS ETF EUR (Acc) 0.24%
Equity
Europe
10
Amundi Core Stoxx Europe 600 UCITS ETF Acc 0.07%
Equity
Europe
19,848
Invesco MSCI Emerging Markets ESG Climate Paris Aligned UCITS ETF 0.36%
Equity
Emerging Markets
Social/Environmental
Climate Change
116
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.01%
Equity
World
29
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged 0.07%
Equity
Europe
12
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.01%
Equity
World
Social/Environmental
749
Amundi Multi-Asset Portfolio UCITS ETF 0.01%
Equity
World
Multi-Asset Strategy
268
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
16
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.10%
Equity
Emerging Markets
Social/Environmental
Climate Change
6
UBS Core MSCI EM UCITS ETF USD dis 0.11%
Equity
Emerging Markets
2,666
Xtrackers FTSE All-World ex US UCITS ETF 1C 0.03%
Equity
World
44
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
94
State Street SPDR MSCI Emerging Markets UCITS ETF USD 0.11%
Equity
Emerging Markets
1,827
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.00%
Equity
World
55
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.02%
Equity
World
Social/Environmental
5,927
Global X European SuperDividend UCITS ETF EUR Dist 3.52%
Equity
Europe
Dividend
58
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD 0.14%
Equity
Emerging Markets
Social/Environmental
2,838
Invesco FTSE All-World UCITS ETF 0.00%
Equity
World
3,540
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
0
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) 0.09%
Equity
Emerging Markets
36,603
BNP Paribas Easy II MSCI Emerging Markets ex-China PAB UCITS ETF EUR Hedged Acc 0.26%
Equity
Emerging Markets
Social/Environmental
Climate Change
6
First Trust Global Equity Income UCITS ETF Dist 0.23%
Equity
World
Fundamental/Quality
52
UBS MSCI ACWI Universal UCITS ETF USD dis 0.01%
Equity
World
Social/Environmental
2,246
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.01%
Equity
World
Social/Environmental
16
Amundi Core MSCI Emerging Markets UCITS ETF Acc 0.10%
Equity
Emerging Markets
4,118
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.01%
Equity
World
Social/Environmental
371
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
233
iShares MSCI ACWI Screened UCITS ETF USD (Acc) 0.01%
Equity
World
Social/Environmental
2,810
iShares MSCI EM IMI Screened UCITS ETF USD (Acc) 0.09%
Equity
Emerging Markets
Social/Environmental
5,727
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating 0.10%
Equity
Europe
Social/Environmental
120
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.03%
Equity
World
Dividend
8,926
iShares STOXX Europe 600 Banks UCITS ETF (DE) 0.53%
Equity
Europe
Financials
3,359
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist) 0.13%
Equity
Emerging Markets
Social/Environmental
Multi-Asset Strategy
61
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist) 0.09%
Equity
Emerging Markets
Social/Environmental
1,073
Amundi Prime Europe UCITS ETF DR (D) 0.09%
Equity
Europe
249
BNP Paribas Easy II MSCI Emerging Markets ex-China PAB UCITS ETF USD Dist 0.26%
Equity
Emerging Markets
Social/Environmental
Climate Change
1
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist 0.07%
Equity
Europe
55
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.01%
Equity
World
Social/Environmental
1
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Acc) 0.09%
Equity
Emerging Markets
Social/Environmental
7,822
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc 0.29%
Equity
Emerging Markets
Multi-Factor Strategy
111
L&G Europe ex UK Equity UCITS ETF 0.11%
Equity
Europe
Social/Environmental
528
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist 0.10%
Equity
Emerging Markets
1,120
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF 0.17%
Equity
Emerging Markets
Social/Environmental
20
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc 0.08%
Equity
Emerging Markets
Social/Environmental
53
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Acc) 0.05%
Equity
Emerging Markets
Social/Environmental
367
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C 0.00%
Equity
Europe
Social/Environmental
Climate Change
7
Amundi Prime Europe UCITS ETF DR (C) 0.09%
Equity
Europe
223
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.01%
Equity
World
Social/Environmental
61
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) 0.08%
Equity
Europe
880
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.00%
Equity
World
Multi-Asset Strategy
1,167
State Street Emerging Markets Screened Enhanced Equity Fund UCITS ETF 0.19%
Equity
Emerging Markets
Social/Environmental
88
First Trust Global Equity Income UCITS ETF Acc 0.23%
Equity
World
Fundamental/Quality
57
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.10%
Equity
Emerging Markets
Social/Environmental
Climate Change
177
Amundi Prime Global UCITS ETF Acc 0.01%
Equity
World
2,753
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.01%
Equity
World
44,325
iShares STOXX Europe 600 UCITS ETF (DE) 0.08%
Equity
Europe
9,434
HSBC Europe Screened Equity UCITS ETF EUR 0.02%
Equity
Europe
Social/Environmental
Climate Change
19
Fidelity Emerging Markets Quality Income UCITS ETF ACC-USD 0.71%
Equity
Emerging Markets
Dividend
40
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.02%
Equity
World
Multi-Factor Strategy
215
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist 0.92%
Equity
Europe
Dividend
312
CT QR Series Global Equity Active UCITS ETF USD Acc 0.00%
Equity
World
Fundamental/Quality
-
L&G Global Equity UCITS ETF 0.01%
Equity
World
Social/Environmental
1,492
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.03%
Equity
World
Dividend
2,673
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.01%
Equity
World
Social/Environmental
81
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.01%
Equity
World
Social/Environmental
1,741
HSBC Developed World Screened Equity UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
Climate Change
54
Xtrackers MSCI Emerging Markets UCITS ETF 1D 0.09%
Equity
Emerging Markets
348
iShares MSCI ACWI UCITS ETF USD (Acc) 0.01%
Equity
World
29,487
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc) 0.13%
Equity
Emerging Markets
Social/Environmental
Multi-Asset Strategy
1,255
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
88
HSBC MSCI Emerging Markets UCITS ETF USD (Acc) 0.10%
Equity
Emerging Markets
1,341
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.01%
Equity
World
1,632
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
16
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.01%
Equity
World
19
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc 0.07%
Equity
Europe
120
UBS Core MSCI EM UCITS ETF USD acc 0.11%
Equity
Emerging Markets
7,997
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.02%
Equity
World
Multi-Factor Strategy
1,320
Xtrackers FTSE All-World UCITS ETF 1C 0.01%
Equity
World
52
Invesco FTSE All-World UCITS ETF 0.00%
Equity
World
266
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF 0.09%
Equity
Emerging Markets
Social/Environmental
1,716
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
99
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
893
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
iShares STOXX Europe 600 UCITS ETF EUR (Dist) 0.08%
Equity
Europe
8
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF 0.01%
Equity
Europe
Social/Environmental
Climate Change
42
Amundi Prime Global UCITS ETF Dist 0.01%
Equity
World
1,574
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Dist 0.38%
Equity
World
Dividend
84
Xtrackers Stoxx Europe 600 UCITS ETF 1D 0.07%
Equity
Europe
1,187
Fidelity Emerging Markets Quality Income UCITS ETF INC-USD 0.71%
Equity
Emerging Markets
Dividend
145
Xtrackers Zurich ESG Allocation Equities UCITS ETF 1C 0.01%
Equity
World
Social/Environmental
Climate Change
269
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist 0.10%
Equity
Emerging Markets
91
iShares MSCI Poland UCITS ETF USD (Acc) 8.95%
Equity
Poland
783
WisdomTree Emerging Markets Equity Income UCITS ETF 0.73%
Equity
Emerging Markets
Dividend
162
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.10%
Equity
Europe
Social/Environmental
34
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C 0.11%
Equity
Emerging Markets
Social/Environmental
Climate Change
159
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
99
ODDO BHF Global Equity Active UCITS ETF (Acc) 0.01%
Equity
World
Social/Environmental
6
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc 0.06%
Equity
World
Social/Environmental
Climate Change
80
Amundi Prime All Country World UCITS ETF Dist 0.01%
Equity
World
4,566
iShares STOXX Europe Mid 200 UCITS ETF (DE) 0.64%
Equity
Europe
Mid Cap
579
iShares MSCI EM ex-China UCITS ETF USD (Dist) 0.12%
Equity
Emerging Markets
911
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.08%
Equity
Europe
2,792
HSBC MSCI Emerging Markets Climate Paris Aligned UCITS ETF 0.26%
Equity
Emerging Markets
Social/Environmental
Climate Change
34
L&G Global Quality Dividends UCITS ETF USD Dist 0.20%
Equity
World
Dividend
218
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.01%
Equity
World
22,638
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.01%
Equity
World
Social/Environmental
1,280
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.01%
Equity
World
14,246
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
WisdomTree Emerging Markets Equity Income UCITS ETF Acc 0.73%
Equity
Emerging Markets
Dividend
67
iShares MSCI EM ex-China UCITS ETF USD (Acc) 0.12%
Equity
Emerging Markets
4,907
UBS MSCI EM ex China UCITS ETF USD acc 0.12%
Equity
Emerging Markets
88
BNP Paribas Easy II MSCI Emerging Markets ex-China PAB UCITS ETF USD Acc 0.26%
Equity
Emerging Markets
Social/Environmental
Climate Change
16
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF DR (C) 0.03%
Equity
Emerging Markets
Social/Environmental
Climate Change
1,970
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.08%
Equity
Europe
4,610
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.00%
Equity
World
63
iShares Emerging Markets Dividend UCITS ETF 1.70%
Equity
Emerging Markets
Dividend
1,256
Invesco RAFI Emerging Markets Fundamental Value UCITS ETF Dist 0.07%
Equity
Emerging Markets
Value
73
Amundi Multi-Asset Portfolio Offensive UCITS ETF 0.01%
Equity
World
Multi-Asset Strategy
51
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
World
Social/Environmental
965
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0.10%
Equity
Europe
1,395
HSBC Developed World Screened Equity UCITS ETF USD 0.01%
Equity
World
Social/Environmental
Climate Change
427
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
116
Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF 0.26%
Equity
Emerging Markets
Social/Environmental
Climate Change
8

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 €
4500
View offer**
0.95 €
3400
View offer*
1.00 €
2500
View offer*
0.00 €
8045
View offer*
0.00 €
7560
View offer*
Show all offers
Source: justETF Research; as of 7/2026. 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. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable GmbH. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

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*
Source: justETF Research; as of 7/2026. 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. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable GmbH. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

Performance

Returns overview

YTD +15.84%
1 month +0.87%
3 months -3.93%
6 months +11.55%
1 year +28.44%
3 years +133.47%
5 years +173.86%
Since inception (MAX) +33.17%
2025 +48.86%
2024 -7.92%
2023 +90.14%
2022 -30.21%

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).
Show more Show less

Risk overview

Volatility 1 year 30.78%
Volatility 3 years 34.64%
Volatility 5 years 37.67%
Return per risk 1 year 0.92
Return per risk 3 years 0.94
Return per risk 5 years 0.59
Maximum drawdown 1 year -23.61%
Maximum drawdown 3 years -29.22%
Maximum drawdown 5 years -59.28%
Maximum drawdown since inception -80.87%

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.