The best brokers 8/2026
We did the research and clearly laid it out for you.

Alexandria Real Estate

ISIN US0152711091

 | 

WKN 907179

Market cap (in EUR)
7,294 m
Country
United States
Sector
Finance
Dividend yield
7.20%
 

Overview

Quote

Trade with your broker

Choose your broker

Description

Alexandria Real Estate Equities, Inc. engages in the provision of space for lease. It offers properties for rent to life science, agriculture technology (agtech), and technology tenants. The company was founded by Alan D. Gold, Gary A. Kreitzer, Joel S. Marcus, and Jerry M. Sudarsky in October 1994 and is headquartered in Pasadena, CA.
Show more Show less
Finance Real Estate Real Estate Investment Trusts (REITs) United States

Chart

Financials

Key metrics

Market capitalisation, EUR 7,294 m
EPS, EUR -5.20
P/B ratio 0.5
P/E ratio 102.6
Dividend yield 7.20%

Income statement (2025)

Revenue, EUR 2,683 m
Net income, EUR -1,275 m
Profit margin -47.51%

What ETF is Alexandria Real Estate in?

There are 170 ETFs which contain Alexandria Real Estate. All of these ETFs are listed in the table below. The ETF with the largest weighting of Alexandria Real Estate is the UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis.
ETF Weight Investment focus Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.07%
Equity
World
Small Cap
Climate Change
489
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.02%
Equity
United States
Multi-Factor Strategy
9
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc 0.02%
Equity
United States
Social/Environmental
382
BNP Paribas Easy S&P 500 UCITS ETF 0.01%
Equity
United States
173
Xtrackers S&P 500 Swap UCITS ETF 1C 0.01%
Equity
United States
3,611
Xtrackers MSCI World Small Cap UCITS ETF 1D 0.08%
Equity
World
Small Cap
11
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.02%
Equity
United States
Social/Environmental
Climate Change
336
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.21%
Equity
United States
Equal Weighted
11,230
WisdomTree New Economy Real Estate UCITS ETF USD Acc 1.79%
Real Estate
World
13
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc 1.99%
Real Estate
World
36
Invesco RAFI All-World Fundamental Value UCITS ETF 0.03%
Equity
World
Value
272
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc) 0.01%
Equity
United States
566
iShares S&P 500 Swap UCITS ETF USD (Acc) 0.01%
Equity
United States
12,891
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc 0.02%
Equity
United States
Social/Environmental
575
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.01%
Equity
United States
16,332
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 0.02%
Equity
United States
Social/Environmental
Climate Change
21
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis 0.02%
Equity
United States
Social/Environmental
Climate Change
1
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.01%
Equity
United States
536
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged 0.36%
Equity
United States
Equal Weighted
1,263
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.01%
Equity
United States
219
Xtrackers S&P 500 Swap UCITS ETF 1D 0.01%
Equity
United States
4,503
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.21%
Equity
United States
Equal Weighted
635
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc 0.43%
Real Estate
World
404
Xtrackers S&P 500 Swap II UCITS ETF 1D 0.01%
Equity
United States
311
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.00%
Equity
World
7,021
Franklin S&P 500 Paris Aligned Climate UCITS ETF 0.02%
Equity
United States
Social/Environmental
Climate Change
303
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc 0.02%
Equity
United States
Social/Environmental
Climate Change
1,205
Amundi S&P 500 Swap UCITS ETF USD Dist 0.01%
Equity
United States
6
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc) 0.01%
Equity
United States
3,414
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD 0.45%
Real Estate
World
2,013
Franklin S&P 500 Screened UCITS ETF Acc 0.02%
Equity
United States
Social/Environmental
Climate Change
4
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.01%
Equity
World
Social/Environmental
608
iShares Developed Markets Property Yield UCITS ETF 0.52%
Real Estate
World
1,052
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.01%
Equity
United States
294
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.01%
Equity
United States
18,857
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc 0.01%
Equity
United States
32
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc) 0.49%
Real Estate
World
52
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.20%
Equity
United States
Equal Weighted
401
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.00%
Equity
World
204
WisdomTree New Economy Real Estate UCITS ETF USD Dist 1.79%
Real Estate
World
6
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.11%
Equity
United States
Small Cap
2,887
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc 0.01%
Equity
United States
1,647
Xtrackers MSCI World Small Cap UCITS ETF 1C 0.08%
Equity
World
Small Cap
131
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 0.01%
Equity
United States
1,133
Invesco S&P 500 UCITS ETF GBP Hedged Acc 0.01%
Equity
United States
1,814
Invesco RAFI US Fundamental Value UCITS ETF Dist 0.06%
Equity
United States
Value
1,004
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc 0.07%
Equity
United States
Mid Cap
3
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist) 0.00%
Equity
United States
Covered Call
Alternative Investments
17
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0.00%
Equity
United States
Covered Call
Alternative Investments
455
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0.12%
Equity
United States
Small Cap
43
HSBC S&P 500 UCITS ETF USD 0.02%
Equity
United States
8,986
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist 0.02%
Equity
United States
Social/Environmental
Climate Change
686
BNP Paribas Easy S&P 500 UCITS ETF EUR 0.01%
Equity
United States
3,386
Ossiam S&P 500 UCITS ETF 1C (EUR) 0.01%
Equity
United States
747
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.21%
Equity
United States
Equal Weighted
1,555
UBS S&P 500 Scored & Screened UCITS ETF USD acc 0.02%
Equity
United States
Social/Environmental
2,050
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C 0.20%
Equity
United States
Equal Weighted
6
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc) 0.00%
Equity
United States
Covered Call
Alternative Investments
38
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) 0.45%
Real Estate
World
850
iShares S&P 500 Swap UCITS ETF USD (Dist) 0.01%
Equity
United States
2,157
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C 0.36%
Equity
United States
Equal Weighted
1,659
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
1,001
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.01%
Equity
United States
470
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist) 0.00%
Equity
United States
Covered Call
Alternative Investments
42
Invesco S&P 500 Scored & Screened UCITS ETF 0.02%
Equity
United States
Social/Environmental
3,049
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.01%
Equity
United States
30,945
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.01%
Equity
United States
63
Deka S&P 500 UCITS ETF 0.01%
Equity
United States
142
WisdomTree S&P 500 0.01%
Equity
United States
175
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc) 0.54%
Real Estate
World
40
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
358
UBS S&P 500 Equal Weight SF UCITS ETF USD dis 0.20%
Equity
United States
Equal Weighted
1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.02%
Equity
United States
Multi-Factor Strategy
111
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc 0.02%
Equity
United States
Social/Environmental
623
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist 0.01%
Equity
United States
137
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.01%
Equity
United States
21
Xtrackers S&P 500 Swap II UCITS ETF 1C 0.01%
Equity
United States
4,733
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis 1.99%
Real Estate
World
184
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist) 0.52%
Real Estate
World
13
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.03%
Equity
United States
Value
903
Amundi S&P 500 Swap UCITS ETF USD Acc 0.01%
Equity
United States
3,276
Xtrackers S&P 500 UCITS ETF 4C 0.01%
Equity
United States
2,237
UBS Core S&P 500 UCITS ETF hGBP dis 0.01%
Equity
United States
72
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc 0.31%
Equity
United States
Equal Weighted
2,609
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) 0.08%
Equity
World
Small Cap
410
Amundi Core S&P 500 Swap UCITS ETF USD Dist 0.01%
Equity
United States
4,516
iShares Core S&P 500 UCITS ETF USD (Dist) 0.01%
Equity
United States
20,188
Amundi S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
172
UBS MSCI World Small Cap UCITS ETF USD acc 0.08%
Equity
World
Small Cap
38
Invesco S&P 500 Equal Weight UCITS ETF 0.20%
Equity
United States
Equal Weighted
1,196
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.11%
Equity
United States
Small Cap
89
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged 0.02%
Equity
United States
Social/Environmental
1,281
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis 0.02%
Equity
United States
Social/Environmental
22
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc 0.03%
Equity
United States
Value
43
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.01%
Equity
United States
9,019
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.01%
Equity
United States
2,587
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.02%
Equity
United States
Multi-Factor Strategy
28
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc 0.01%
Equity
United States
913
UBS Core S&P 500 UCITS ETF hEUR acc 0.01%
Equity
United States
215
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.00%
Equity
World
Multi-Factor Strategy
226
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.01%
Equity
United States
403
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc) 0.52%
Real Estate
World
83
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.01%
Equity
United States
131
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.08%
Equity
World
Small Cap
48
Invesco S&P 500 UCITS ETF 0.01%
Equity
United States
37,442
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (EUR) 0.03%
Equity
United States
Sector Strategy
Value
46
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 0.02%
Equity
United States
Social/Environmental
127
iShares Developed Markets Property Yield UCITS ETF USD (Acc) 0.52%
Real Estate
World
227
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.02%
Equity
United States
Social/Environmental
496
UBS S&P 500 SF UCITS ETF USD acc 0.01%
Equity
United States
200
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist) 0.49%
Real Estate
World
330
HSBC S&P 500 UCITS ETF USD (Acc) 0.02%
Equity
United States
656
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 0.02%
Equity
United States
Social/Environmental
Climate Change
325
Amundi FTSE EPRA NAREIT Global II UCITS ETF Dist 0.45%
Real Estate
World
74
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D 0.20%
Equity
United States
Equal Weighted
20
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.02%
Equity
United States
Multi-Factor Strategy
25
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.01%
Equity
United States
46,528
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged 0.01%
Equity
United States
1,455
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.20%
Equity
United States
Equal Weighted
4,421
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc) 0.01%
Equity
United States
1
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc 0.31%
Equity
United States
Equal Weighted
179
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.20%
Equity
United States
Equal Weighted
34
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist 0.03%
Equity
United States
Value
2
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.00%
Equity
World
Multi-Factor Strategy
1,406
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD 0.23%
Equity
United States
Small Cap
961
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.01%
Equity
United States
91
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.02%
Equity
North America
Social/Environmental
33
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) 0.03%
Equity
United States
Social/Environmental
4,478
WisdomTree S&P 500 EUR Daily Hedged 0.01%
Equity
United States
4
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist 0.01%
Equity
United States
1,194
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged 0.01%
Equity
United States
311
iShares US Property Yield UCITS ETF 0.77%
Real Estate
United States
590
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc 0.02%
Equity
United States
Social/Environmental
63
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.01%
Equity
United States
65
VanEck Global Real Estate UCITS ETF 0.60%
Real Estate
World
449
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc 0.02%
Equity
United States
Social/Environmental
216
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (USD) 0.03%
Equity
United States
Sector Strategy
Value
27
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.11%
Equity
United States
Small Cap
235
Invesco S&P 500 EUR Hedged UCITS ETF 0.01%
Equity
United States
2,740
UBS S&P 500 Equal Weight SF UCITS ETF USD acc 0.20%
Equity
United States
Equal Weighted
10
iShares MSCI World Small Cap UCITS ETF 0.07%
Equity
World
Small Cap
7,655
iShares Core S&P 500 UCITS ETF USD (Acc) 0.01%
Equity
United States
135,504
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) 0.02%
Equity
United States
Social/Environmental
444
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.02%
Equity
North America
Social/Environmental
262
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.01%
Equity
United States
1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.01%
Equity
United States
2,512
Amundi Core S&P 500 Swap UCITS ETF Acc 0.01%
Equity
United States
16,097
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) 0.02%
Equity
United States
Social/Environmental
405
UBS Core S&P 500 UCITS ETF USD acc 0.01%
Equity
United States
1,928
Invesco S&P 500 UCITS ETF Dist 0.01%
Equity
United States
8,935
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc 0.02%
Equity
United States
Social/Environmental
929
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0.12%
Equity
United States
Small Cap
33
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) 0.08%
Equity
World
Small Cap
1,739
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C 1.45%
Real Estate
World
12
iShares US Property Yield UCITS ETF USD (Acc) 0.77%
Real Estate
United States
16
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist 0.43%
Real Estate
World
61
Amundi S&P 500 Swap UCITS ETF EUR Acc 0.01%
Equity
United States
2,844
Amundi Core S&P 500 Swap UCITS ETF EUR Dist 0.01%
Equity
United States
3,199
Amundi S&P 500 Climate Transition UCITS ETF (Acc) 0.01%
Equity
United States
Social/Environmental
Climate Change
79
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc 0.02%
Equity
United States
Social/Environmental
Climate Change
1
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc 0.02%
Equity
United States
Social/Environmental
Climate Change
5
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation 0.03%
Equity
World
23
Xtrackers S&P 500 UCITS ETF 4D 0.01%
Equity
United States
2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
World
Social/Environmental
1,028
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist 0.07%
Equity
United States
Mid Cap
3
Amundi S&P 500 Screened UCITS ETF Acc 0.02%
Equity
United States
Social/Environmental
4,059
UBS Core S&P 500 UCITS ETF USD dis 0.01%
Equity
United States
1,244
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged 0.01%
Equity
United States
696
UBS Core S&P 500 UCITS ETF hCHF acc 0.01%
Equity
United States
748
DZ BANK S&P 500 UCITS ETF Acc 0.01%
Equity
United States
6

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 €
4100
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 8/2026. 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 AG. 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*
0.00 €
0.00 €
View offer*
1.50 €
1.50%
0.00 €
View offer*
Show all offers
Source: justETF Research; as of 8/2026. 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 AG. 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 +0.17%
1 month -0.10%
3 months +6.78%
6 months -12.30%
1 year -34.26%
3 years -62.18%
5 years -76.05%
Since inception (MAX) -70.43%
2025 -55.44%
2024 -19.44%
2023 -13.67%
2022 -31.47%

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 42.60%
Volatility 3 years 34.88%
Volatility 5 years 31.63%
Return per risk 1 year -0.80
Return per risk 3 years -0.79
Return per risk 5 years -0.79
Maximum drawdown 1 year -53.44%
Maximum drawdown 3 years -71.75%
Maximum drawdown 5 years -82.46%
Maximum drawdown since inception -82.46%

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.