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LPL Financial Holdings

ISIN US50212V1008

WKN A1JZ6S

Market cap (in EUR)

27,440.00 m

Country

United States

Sector

Finance

Dividend yield

0.31%

Overview

Quote

Trade with your broker

Description

LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	27,440.00 m
EPS, EUR	13.46
P/B ratio	9.14
P/E ratio	26.51
Dividend yield	0.31%

Income statement (2024)

Revenue, EUR	11,449.72 m
Net income, EUR	978.66 m
Profit margin	8.55%

What ETF is LPL Financial Holdings in?

There are 187 ETFs which contain LPL Financial Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of LPL Financial Holdings is the VanEck Morningstar US SMID Moat UCITS ETF A.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	2,072
WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist	0.03%	Equity World Fundamental/Quality	529
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.02%	Equity United States Multi-Factor Strategy	7
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	333
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	136
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.38%	Equity United States Mid Cap	287
Deka MSCI USA Climate Change ESG UCITS ETF	0.05%	Equity United States Social/Environmental Climate Change	670
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	492
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	407
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.13%	Equity World Fundamental/Quality	3,689
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	2,654
SPDR MSCI World Financials UCITS ETF	0.22%	Equity World Financials	316
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	9,608
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	1
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.05%	Equity United States Fundamental/Quality	141
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	51
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged	0.13%	Equity United States Social/Environmental	360
UBS MSCI USA NSL UCITS ETF USD acc	0.06%	Equity United States	2,470
Ossiam US Minimum Variance ESG UCITS ETF 1A (EUR)	1.04%	Equity United States Low Volatility/Risk Weighted	14
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	584
HSBC MSCI USA UCITS ETF USD	0.03%	Equity United States	34
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.03%	Equity World Fundamental/Quality	8
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,243
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	3,816
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.47%	Equity World Multi-Factor Strategy	1,245
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	533
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	413
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	2,579
iShares Edge MSCI USA Quality Factor UCITS ETF	0.15%	Equity United States Fundamental/Quality	1,859
Deka MSCI World Climate Change ESG UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	1,161
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	47
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.13%	Equity United States Social/Environmental	9
UBS MSCI USA Value UCITS ETF USD dis	0.11%	Equity United States Value	426
Amundi MSCI USA UCITS ETF Acc	0.05%	Equity United States	1,289
UBS MSCI USA Selection UCITS ETF USD acc	0.10%	Equity United States Social/Environmental	2,007
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.07%	Equity World Social/Environmental Catholic principles	64
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	1,088
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	441
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.08%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.04%	Equity World	10,418
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.11%	Equity United States Fundamental/Quality	21
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	32
Goldman Sachs ActiveBeta® US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.09%	Equity United States Multi-Factor Strategy	141
Deka MSCI World UCITS ETF Distribution	0.04%	Equity World	3,410
Ossiam US Minimum Variance ESG NR UCITS ETF 1A (USD)	1.04%	Equity United States Low Volatility/Risk Weighted	10
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,224
Invesco FTSE RAFI US 1000 UCITS ETF	0.04%	Equity United States Fundamental/Quality	462
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.05%	Equity United States Social/Environmental	42
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	1,559
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,732
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	425
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental	542
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	60
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	264
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	178
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	150
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	5
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	117
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	3,973
Xtrackers MSCI World ESG UCITS ETF 1C	0.09%	Equity World Social/Environmental	4,720
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	3,392
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.05%	Equity United States Social/Environmental Climate Change	155
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	1,296
UBS MSCI World Selection UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	55
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.17%	Equity World Fundamental/Quality	195
Xtrackers MSCI World Climate Transition UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	26
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	1,528
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	668
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.12%	Equity United States Social/Environmental	59
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,298
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	1,610
Xtrackers MSCI World Quality UCITS ETF 1C	0.13%	Equity World Fundamental/Quality	1,945
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	60
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	308
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,524
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental	6
Xtrackers MSCI World ESG UCITS ETF 1D	0.09%	Equity World Social/Environmental	298
HSBC USA SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	0
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	264
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	3,843
Amundi MSCI World UCITS ETF DR - USD (D)	0.04%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.04%	Equity World	1,348
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.03%	Equity World Fundamental/Quality	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.02%	Equity United States Multi-Factor Strategy	85
iShares Ageing Population UCITS ETF	0.62%	Equity World Health Care Social/Environmental Ageing Population	426
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.11%	Equity United States	40
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	169
Amundi MSCI USA UCITS ETF Dist	0.05%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	553
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	101
Vanguard FTSE North America UCITS ETF Distributing	0.05%	Equity North America	2,037
UBS MSCI World Selection UCITS ETF USD acc	0.08%	Equity World Social/Environmental	472
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	3
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	6,940
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	1
VanEck Morningstar US SMID Moat UCITS ETF A	1.87%	Equity United States Small Cap Moat	15
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	67
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,101
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	261
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.49%	Equity United States Multi-Factor Strategy	38
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.15%	Equity United States Fundamental/Quality	728
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	18,805
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	774
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.02%	Equity United States Multi-Factor Strategy	29
Xtrackers MSCI USA UCITS ETF 1D	0.05%	Equity United States	153
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.05%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	10,563
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.13%	Equity World Multi-Factor Strategy	92
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,913
iShares MSCI North America UCITS ETF	0.05%	Equity North America	1,021
Amundi Russell 1000 Growth UCITS ETF Acc	0.08%	Equity United States Growth	576
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	41
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.07%	Equity World Social/Environmental	19
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	199
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.03%	Equity World Fundamental/Quality	299
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	55
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.05%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	2
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.10%	Equity United States Growth	286
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	48
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	849
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	48
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	17,436
Xtrackers MSCI USA UCITS ETF 1C	0.05%	Equity United States	8,410
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	12
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	100
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.02%	Equity United States Multi-Factor Strategy	24
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	415
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.09%	Equity World Social/Environmental	466
UBS MSCI World Selection UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	209
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	887
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	88
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.13%	Equity World Multi-Factor Strategy	547
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	303
Xtrackers MSCI USA Financials UCITS ETF 1D	0.38%	Equity United States Financials	1,569
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.06%	Equity North America Social/Environmental	24
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	3,995
Amundi MSCI World UCITS ETF Acc	0.04%	Equity World	8,630
Deka MSCI USA UCITS ETF	0.05%	Equity United States	331
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	117
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.05%	Equity United States Fundamental/Quality	418
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.06%	Equity World Financials Social/Environmental	125
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.05%	Equity United States	35
Amundi MSCI USA ESG Leaders UCITS ETF Acc	0.13%	Equity United States Social/Environmental	680
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.49%	Equity United States Multi-Factor Strategy	105
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	10,807
Deka MSCI USA MC UCITS ETF	0.41%	Equity United States Mid Cap	48
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	23
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.05%	Equity United States Social/Environmental Climate Change	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	451
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,129
Xtrackers MSCI USA ESG UCITS ETF 1D	0.12%	Equity United States Social/Environmental	135
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	91,950
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	14,041
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.11%	Equity World Fundamental/Quality	-
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	378
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	1
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.06%	Equity North America Social/Environmental	274
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	438
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,225
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,027
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	16,340
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.07%	Equity World Social/Environmental	14
UBS MSCI USA Universal UCITS ETF USD acc	0.06%	Equity United States Social/Environmental Climate Change	3
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	59
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	846
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	154
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.07%	Equity World Social/Environmental	12
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	177
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.05%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.03%	Equity World Fundamental/Quality	676
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	30
SPDR MSCI All Country World UCITS ETF (Acc)	0.02%	Equity World	3,952
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.47%	Equity World Multi-Factor Strategy	5
iShares MSCI USA UCITS ETF (Acc)	0.05%	Equity United States	1,799
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.05%	Equity United States	210
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.05%	Equity North America Social/Environmental	999
Xtrackers MSCI World Financials UCITS ETF 1C	0.22%	Equity World Financials	957
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF DR	0.03%	Equity World Social/Environmental Climate Change	98
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	6
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	858
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	537
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental	138
Xtrackers MSCI USA ESG UCITS ETF 1C	0.12%	Equity United States Social/Environmental	6,980
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.05%	Equity United States Fundamental/Quality	5
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	590
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.05%	Equity United States	376

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.

Order volume:

Order fee	Stock savings plans
0.99€	1000	View offer*
1.00€	2500	View offer*
0.00€	2500	View offer*
0.00€	1200	View offer*
0.00€	500	View offer*

Show all offers

Source: justETF Research; As of 5/2025; *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.

Select your savings amount:

Execution fee	Account fee
0.00€	0.00€	View offer*
0.00€	0.00€	View offer*
1.50€ 1.50%	0.00€	View offer*

Source: justETF Research; As of 5/2025; *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	+9.21%
1 month	+26.01%
3 months	-3.64%
6 months	+15.05%
1 year	+38.15%
3 years	-
5 years	-
Since inception (MAX)	+64.12%
2024	+52.62%
2023	-
2022	-
2021	-

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).