Duke Energy

ISIN US26441C2044

 | 

WKN A1J0EV

Market cap (in EUR)
87,569 m
Country
United States
Sector
Utilities
Dividend yield
3.25%
 

Overview

Quote

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Description

Duke Energy Corp. engages in the distribution of natural gas and energy-related services. It operates through the following segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Other. The Electric Utilities and Infrastructure segment conducts operations in regulated electric utilities in the Carolinas, Florida and the Midwest. The Gas Utilities and Infrastructure segment focuses on Piedmont, natural gas local distribution companies in Ohio and Kentucky, and natural gas storage and midstream pipeline investments. The Other segment includes interest expense on holding company debt, unallocated corporate costs, and Bison which is a wholly owned captive insurance company. The company was founded on April 30, 1904 and is headquartered in Charlotte, NC.
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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR 87,569 m
EPS, EUR 5.59
P/B ratio 2.0
P/E ratio 20.6
Dividend yield 3.25%

Income statement (2025)

Revenue, EUR 28,575 m
Net income, EUR 4,403 m
Profit margin 15.41%

What ETF is Duke Energy in?

There are 186 ETFs which contain Duke Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Duke Energy is the iShares Nuclear Energy and Uranium Mining UCITS ETF USD (Acc).
ETF Weight Investment focus Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.17%
Equity
United States
Multi-Factor Strategy
8
UBS Core MSCI World UCITS ETF USD acc 0.12%
Equity
World
7,324
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.05%
Equity
World
Equal Weighted
18
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) 0.04%
Equity
United States
Social/Environmental
Climate Change
350
UBS Core MSCI World UCITS ETF hCHF acc 0.12%
Equity
World
879
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis 0.97%
Equity
United States
Low Volatility/Risk Weighted
35
Xtrackers Portfolio UCITS ETF 1C 0.01%
Equity
World
Multi-Asset Strategy
688
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc) 0.30%
Equity
World
Social/Environmental
Climate Change
321
Invesco MSCI World Equal Weight UCITS ETF Acc 0.07%
Equity
World
Equal Weighted
1,163
iShares Core MSCI World UCITS ETF USD (Dist) 0.11%
Equity
World
505
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.21%
Equity
United States
Equal Weighted
8,966
Xtrackers MSCI World Utilities UCITS ETF 1C 4.20%
Equity
World
Utilities
806
Invesco FTSE RAFI All World 3000 UCITS ETF 0.16%
Equity
World
Fundamental/Quality
188
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc) 0.16%
Equity
United States
3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.04%
Equity
World
17
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD 1.04%
Equity
World
Infrastructure
Multi-Asset Strategy
1,343
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.17%
Equity
United States
12,543
UBS MSCI USA NSL UCITS ETF USD acc 0.17%
Equity
United States
2,662
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc 0.97%
Equity
United States
Low Volatility/Risk Weighted
4
UBS Core MSCI World UCITS ETF USD dis 0.12%
Equity
World
1,400
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.12%
Equity
World
56
Amundi Prime All Country World UCITS ETF Acc 0.10%
Equity
World
1,315
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D 1.52%
Equity
United States
Low Volatility/Risk Weighted
4
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.16%
Equity
United States
147
UBS MSCI World UCITS ETF USD dis 0.12%
Equity
World
1,322
Vanguard FTSE Developed World UCITS ETF Acc 0.11%
Equity
World
5,187
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.21%
Equity
United States
280
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc) 6.90%
Equity
United States
Utilities
1,011
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.21%
Equity
United States
Equal Weighted
418
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
37
iShares MSCI ACWI UCITS ETF USD (Dist) 0.10%
Equity
World
5
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.10%
Equity
World
4,643
L&G Global Quality Dividends UCITS ETF USD Acc 0.15%
Equity
World
Dividend
21
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.79%
Equity
World
Covered Call
Alternative Investments
1,203
UBS MSCI USA Value UCITS ETF USD dis 0.32%
Equity
United States
Value
465
Amundi Core MSCI USA UCITS ETF Acc 0.16%
Equity
United States
2,795
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.87%
Equity
United States
Low Volatility/Risk Weighted
34
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.17%
Equity
United States
256
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.17%
Equity
United States
15,571
State Street SPDR MSCI World UCITS ETF USD Unhedged 0.12%
Equity
World
14,882
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.21%
Equity
United States
Equal Weighted
287
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.10%
Equity
World
92
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD 0.08%
Equity
United States
Social/Environmental
1,092
iShares Nuclear Energy and Uranium Mining UCITS ETF USD (Acc) 7.73%
Equity
World
Uranium
22
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.09%
Equity
World
505
Vanguard FTSE Developed World UCITS ETF Distributing 0.11%
Equity
World
3,545
iShares Global Infrastructure UCITS ETF USD (Dist) 3.02%
Equity
World
Infrastructure
1,912
Invesco FTSE RAFI US 1000 UCITS ETF 0.36%
Equity
United States
Fundamental/Quality
626
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.16%
Equity
North America
2,258
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.10%
Equity
World
26
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1.47%
Equity
World
Low Volatility/Risk Weighted
673
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.21%
Equity
World
Multi-Factor Strategy
2
HSBC S&P 500 UCITS ETF USD 0.17%
Equity
United States
7,187
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0.31%
Equity
World
Multi-Factor Strategy
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
15
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.21%
Equity
United States
Equal Weighted
1,440
UBS MSCI USA ex Mega Cap UCITS ETF USD acc 0.29%
Equity
United States
2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.10%
Equity
World
67
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.17%
Equity
United States
655
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.13%
Equity
World
356
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.79%
Equity
World
Covered Call
Alternative Investments
77
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.12%
Equity
World
259
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.04%
Equity
World
42
Xtrackers MSCI World UCITS ETF 1D 0.13%
Equity
World
4,209
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.12%
Equity
World
111
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.22%
Equity
United States
Social/Environmental
Climate Change
153
Invesco FTSE All-World UCITS ETF Acc 0.04%
Equity
World
2,593
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.17%
Equity
United States
490
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist) 0.79%
Equity
World
Covered Call
Alternative Investments
13
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc) 0.30%
Equity
World
Social/Environmental
Climate Change
127
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.17%
Equity
United States
26,290
UBS Core MSCI USA UCITS ETF USD acc 0.17%
Equity
United States
2,244
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.17%
Equity
United States
50
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.21%
Equity
United States
Equal Weighted
302
HSBC MSCI World UCITS ETF CHF hedged 0.11%
Equity
World
75
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.11%
Equity
World
564
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.17%
Equity
United States
Multi-Factor Strategy
100
Amundi Core MSCI World UCITS ETF USD Dist 0.12%
Equity
World
1,387
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc 0.39%
Equity
United States
35
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.03%
Equity
World
Multi-Asset Strategy
210
State Street SPDR S&P 500 Low Volatility UCITS ETF USD 1.26%
Equity
United States
Low Volatility/Risk Weighted
107
Amundi Core MSCI USA UCITS ETF Dist 0.16%
Equity
United States
919
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc 0.17%
Equity
United States
15
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.24%
Equity
World
Dividend
7,817
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.17%
Equity
United States
20
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc) 0.30%
Equity
World
Social/Environmental
Climate Change
9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc 0.17%
Equity
United States
15
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc 0.06%
Equity
United States
Multi-Factor Strategy
74
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.31%
Equity
United States
Value
411
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.16%
Equity
North America
2,525
Xtrackers S&P 500 UCITS ETF 4C 0.17%
Equity
United States
1,131
UBS Core S&P 500 UCITS ETF hGBP dis 0.17%
Equity
United States
57
iShares Core S&P 500 UCITS ETF USD (Dist) 0.17%
Equity
United States
16,880
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 1.45%
Equity
World
Low Volatility/Risk Weighted
2,481
Invesco S&P 500 High Dividend Low Volatility UCITS ETF 1.58%
Equity
United States
Low Volatility/Risk Weighted
260
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) 0.87%
Equity
United States
Low Volatility/Risk Weighted
1,299
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.21%
Equity
United States
Equal Weighted
1,035
iShares MSCI World UCITS ETF (Dist) 0.12%
Equity
World
7,304
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.08%
Equity
World
Multi-Asset Strategy
964
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.11%
Equity
World
1,605
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.37%
Equity
United States
Multi-Factor Strategy
36
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc 0.16%
Equity
United States
0
Amundi Prime Global UCITS ETF Acc 0.12%
Equity
World
1,557
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.17%
Equity
United States
2,087
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.17%
Equity
United States
7,865
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.10%
Equity
World
33,101
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.17%
Equity
United States
Multi-Factor Strategy
25
HSBC MSCI World UCITS ETF USD (Acc) 0.11%
Equity
World
1,572
iShares Global Infrastructure UCITS ETF USD (Acc) 3.02%
Equity
World
Infrastructure
122
Xtrackers MSCI USA UCITS ETF 1D 0.17%
Equity
United States
244
HSBC MSCI World UCITS ETF USD 0.11%
Equity
World
12,323
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR) 0.06%
Equity
World
Social/Environmental
Climate Change
93
UBS Core S&P 500 UCITS ETF hEUR acc 0.17%
Equity
United States
253
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.16%
Equity
United States
63
iShares MSCI North America UCITS ETF 0.15%
Equity
North America
1,147
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.16%
Equity
United States
1
L&G Global Equity UCITS ETF 0.12%
Equity
World
Social/Environmental
1,012
Invesco Global Enhanced Equity UCITS ETF Acc 0.21%
Equity
World
Multi-Factor Strategy
471
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.24%
Equity
World
Dividend
2,076
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.17%
Equity
United States
4
UBS Core MSCI World UCITS ETF hGBP dis 0.12%
Equity
World
92
iShares MSCI ACWI UCITS ETF USD (Acc) 0.10%
Equity
World
23,715
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.08%
Equity
World
Multi-Asset Strategy
71
HSBC S&P 500 UCITS ETF USD (Acc) 0.17%
Equity
United States
437
Xtrackers MSCI USA UCITS ETF 1C 0.17%
Equity
United States
9,443
iShares STOXX Global Select Dividend 100 UCITS ETF (DE) 0.45%
Equity
World
Dividend
4,314
UBS Core MSCI World UCITS ETF hEUR acc 0.12%
Equity
World
576
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.17%
Equity
United States
173
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc 0.07%
Equity
World
Multi-Factor Strategy
440
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.17%
Equity
United States
40,637
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.17%
Equity
United States
Multi-Factor Strategy
24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.10%
Equity
World
1,157
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.12%
Equity
World
17
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.21%
Equity
United States
Equal Weighted
4,145
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD 0.08%
Equity
World
Social/Environmental
199
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.21%
Equity
United States
Equal Weighted
27
UBS Core MSCI USA UCITS ETF CHF Hedged acc 0.17%
Equity
United States
502
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.17%
Equity
United States
55
L&G S&P 100 Equal Weight UCITS ETF USD Acc 1.10%
Equity
United States
Large Cap
35
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.12%
Equity
World
4,821
Amundi Core MSCI World UCITS ETF Acc 0.12%
Equity
World
12,345
Invesco FTSE All-World UCITS ETF Dist 0.04%
Equity
World
207
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0.87%
Equity
United States
Low Volatility/Risk Weighted
96
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 0.17%
Equity
United States
71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.03%
Equity
World
Multi-Asset Strategy
95
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.37%
Equity
United States
Multi-Factor Strategy
97
UBS Core MSCI USA UCITS ETF hGBP acc 0.17%
Equity
United States
38
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.05%
Equity
World
Multi-Asset Strategy
744
Invesco S&P 500 Low Volatility UCITS ETF Acc 1.27%
Equity
United States
Low Volatility/Risk Weighted
19
Amundi Prime Global UCITS ETF Dist 0.12%
Equity
World
1,170
iShares Core MSCI World UCITS ETF USD (Acc) 0.11%
Equity
World
111,356
Xtrackers MSCI World UCITS ETF 1C 0.13%
Equity
World
16,991
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.21%
Equity
World
Multi-Factor Strategy
7
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD 6.95%
Equity
United States
Utilities
189
iShares Core S&P 500 UCITS ETF USD (Acc) 0.17%
Equity
United States
113,529
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.21%
Equity
United States
1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.16%
Equity
United States
158
L&G US Equity UCITS ETF 0.17%
Equity
United States
Social/Environmental
1,098
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.12%
Equity
World
679
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.12%
Equity
World
54
UBS Core S&P 500 UCITS ETF USD acc 0.17%
Equity
United States
1,309
Amundi Prime All Country World UCITS ETF Dist 0.10%
Equity
World
3,598
UBS Core MSCI USA UCITS ETF USD dis 0.17%
Equity
United States
1,120
L&G Global Quality Dividends UCITS ETF USD Dist 0.15%
Equity
World
Dividend
87
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.10%
Equity
World
19,779
First Trust Value Line® Dividend Index UCITS ETF Acc 0.43%
Equity
United States
Dividend
6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.10%
Equity
World
8,876
iShares MSCI USA UCITS ETF (Acc) 0.17%
Equity
United States
3,450
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating 0.31%
Equity
World
Multi-Factor Strategy
213
UBS MSCI World ex Mega Cap UCITS ETF USD acc 0.20%
Equity
World
33
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.04%
Equity
World
34
Invesco US Enhanced Equity UCITS ETF Acc 0.36%
Equity
United States
Multi-Factor Strategy
62
State Street SPDR MSCI World Utilities UCITS ETF USD 4.22%
Equity
World
Utilities
72
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc 0.08%
Equity
United States
Social/Environmental
-
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) 1.45%
Equity
World
Low Volatility/Risk Weighted
16
Xtrackers S&P 500 UCITS ETF 4D 0.17%
Equity
United States
1
Ossiam Bloomberg World PAB UCITS ETF 1A (USD) 0.06%
Equity
World
Social/Environmental
Climate Change
0
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 1.45%
Equity
World
Low Volatility/Risk Weighted
233
UBS Core S&P 500 UCITS ETF USD dis 0.17%
Equity
United States
1,016
UBS Core S&P 500 UCITS ETF hCHF acc 0.17%
Equity
United States
560
Franklin US Dividend Tilt UCITS ETF (Dis) 0.15%
Equity
United States
Dividend
3
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.05%
Equity
World
Multi-Asset Strategy
94
L&G S&P 100 UCITS ETF USD Acc 0.24%
Equity
United States
Large Cap
4
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.17%
Equity
United States
7
UBS MSCI USA UCITS ETF USD dis 0.17%
Equity
United States
445
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.17%
Equity
United States
507

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.
 
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Source: justETF Research; as of 4/2026. 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.
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** 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 +10.86%
1 month -4.94%
3 months +10.00%
6 months +1.76%
1 year +5.92%
3 years +23.49%
5 years +34.35%
Since inception (MAX) +49.17%
2025 -3.45%
2024 +18.20%
2023 -9.70%
2022 +5.02%

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 15.43%
Volatility 3 years 16.78%
Volatility 5 years 17.81%
Return per risk 1 year 0.38
Return per risk 3 years 0.43
Return per risk 5 years 0.34
Maximum drawdown 1 year -12.33%
Maximum drawdown 3 years -13.94%
Maximum drawdown 5 years -28.27%
Maximum drawdown since inception -28.27%

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.