Strategy

ISIN US5949724083

WKN 722713

Market cap (in EUR)

41,126 m

Country

United States

Sector

Technology

Dividend yield

0.00%

Overview

Quote

Description

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

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Technology Software and Consulting Software United States

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Financials

Key metrics

Market capitalisation, EUR	41,126 m
EPS, EUR	19.48
P/B ratio	0.9
P/E ratio	7.8
Dividend yield	0.00%

Income statement (2024)

Revenue, EUR	428 m
Net income, EUR	-1,079 m
Profit margin	-251.73%

What ETF is Strategy in?

There are 202 ETFs which contain Strategy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Strategy is the VanEck Crypto and Blockchain Innovators UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.19%	Equity World Equal Weighted	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.12%	Equity United States Multi-Factor Strategy	9
UBS Core MSCI World UCITS ETF hCHF acc	0.09%	Equity World	708
Xtrackers MSCI USA Screened UCITS ETF 1C	0.16%	Equity United States Social/Environmental	229
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	681
Invesco MSCI World Equal Weight UCITS ETF Acc	0.05%	Equity World Equal Weighted	750
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	36
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	25
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	13,480
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.12%	Equity United States	48
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.14%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,318
Invesco Nasdaq-100 UCITS ETF CHF Hedged	0.35%	Equity United States Technology	638
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.11%	Equity United States Social/Environmental	1,684
iShares MSCI ACWI UCITS ETF USD (Dist)	0.07%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity World Social/Environmental	64
Amundi Core MSCI USA UCITS ETF Acc	0.12%	Equity United States	2,697
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	495
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity United States Social/Environmental	1,092
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.09%	Equity United States Social/Environmental	34
Invesco Nasdaq-100 UCITS ETF EUR Hedged	0.35%	Equity United States Technology	570
HSBC MSCI USA Islamic Screened UCITS ETF USD (Acc)	0.45%	Equity United States Social/Environmental Islamic Investing	60
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	324
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.14%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.22%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.07%	Equity World	66
Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C 1C	0.78%	Equity World Technology Social/Environmental Digitalisation	63
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,528
Xtrackers MSCI Fintech Innovation UCITS ETF 1C 1C	3.03%	Equity World Technology Social/Environmental Fintech	11
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.16%	Equity United States Social/Environmental Climate Change	158
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.09%	Equity United States Social/Environmental Climate Change	8
Xtrackers MSCI USA Information Technology UCITS ETF 1D	0.44%	Equity United States Technology	1,692
Xtrackers MSCI Innovation UCITS ETF 1C 1C	1.44%	Equity World Social/Environmental Innovation	7
UBS MSCI ACWI Universal UCITS ETF USD dis	0.07%	Equity World Social/Environmental	1,906
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.06%	Equity World Social/Environmental Climate Change	997
WisdomTree Megatrends UCITS ETF USD	0.15%	Equity World Social/Environmental Innovation	26
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.12%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	643
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.12%	Equity United States Multi-Factor Strategy	94
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.31%	Equity United States	34
AXA IM NASDAQ 100 UCITS ETF USD Acc	0.40%	Equity United States Technology	1,606
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.07%	Equity World Social/Environmental Climate Change	480
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.09%	Equity United States Social/Environmental Climate Change	509
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.12%	Equity United States Multi-Factor Strategy	29
Xtrackers Nasdaq 100 UCITS ETF 1C	0.48%	Equity United States Technology	1,620
HSBC MSCI World UCITS ETF USD	0.09%	Equity World	12,704
Amundi Russell 1000 Growth UCITS ETF Acc	0.01%	Equity United States Growth	659
L&G Global Equity UCITS ETF	0.12%	Equity World Social/Environmental	953
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	1,482
Invesco MSCI World Universal Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	207
VanEck Crypto and Blockchain Innovators UCITS ETF	4.79%	Equity World Technology Blockchain	527
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental	48
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	1,390
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	166
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.09%	Equity United States Social/Environmental Climate Change	129
Xtrackers MSCI USA UCITS ETF 1C	0.15%	Equity United States	9,209
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.12%	Equity United States	329
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.09%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	974
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	117
Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C 1C	0.92%	Equity World Technology Social/Environmental Artificial Intelligence	6,142
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.12%	Equity United States	472
HANetf ETC Group Web 3.0 UCITS ETF Acc	2.92%	Equity World Social/Environmental Digitalisation	11
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.13%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	11,849
Invesco Nasdaq-100 UCITS ETF GBP Hedged	0.35%	Equity United States Technology	477
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	5,190
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.66%	Equity United States Momentum	10
iShares Nasdaq 100 UCITS ETF (Acc)	0.35%	Equity United States Technology	18,991
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc	0.72%	Equity United States Technology Equal Weighted	124
UBS Core MSCI USA UCITS ETF hGBP acc	0.12%	Equity United States	54
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.38%	Equity World Momentum	3,313
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	110,506
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.14%	Equity United States Covered Call Alternative Investments	56
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	73
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.13%	Equity North America Social/Environmental	309
Invesco CoinShares Global Blockchain UCITS ETF Acc	1.97%	Equity World Technology Blockchain	761
L&G US Equity UCITS ETF	0.16%	Equity United States Social/Environmental	1,000
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	0.12%	Equity United States	1,193
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	18,981
UBS MSCI USA Universal UCITS ETF USD acc	0.11%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.09%	Equity United States Social/Environmental	5
SPDR MSCI All Country World UCITS ETF (Acc)	0.07%	Equity World	7,348
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C 1C	0.04%	Equity World	203
Xtrackers MSCI World Momentum UCITS ETF 1C	0.50%	Equity World Momentum	1,605
iShares MSCI USA UCITS ETF (Acc)	0.11%	Equity United States	2,802
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.26%	Equity World Social/Environmental Islamic Investing	80
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.17%	Equity United States Social/Environmental Climate Change	12
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.15%	Equity World	13
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.06%	Equity World Social/Environmental	187
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	977
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	739
Xtrackers MSCI World Screened UCITS ETF 1C	0.11%	Equity World Social/Environmental	65
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.15%	Equity United States	536
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.12%	Equity United States Social/Environmental Climate Change	427
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	5,818
Invesco EQQQ Nasdaq-100 UCITS ETF Acc	0.35%	Equity United States Technology	3,254
Invesco Nasdaq-100 ESG UCITS ETF Acc	0.16%	Equity United States Technology Social/Environmental	2,209
iShares Core MSCI World UCITS ETF USD (Dist)	0.08%	Equity World	514
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental	2,855
iShares Automation & Robotics UCITS ETF	1.52%	Equity World Technology Social/Environmental Robotics & Automation	3,095
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.12%	Equity United States	2,809
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	814
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.08%	Equity World	25
UBS MSCI World UCITS ETF USD dis	0.09%	Equity World	1,357
Vanguard FTSE Developed World UCITS ETF Acc	0.08%	Equity World	4,872
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	1,934
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	400
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.14%	Equity United States Covered Call Alternative Investments	2,176
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.12%	Equity World Social/Environmental Climate Change	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.07%	Equity World	4,067
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.17%	Equity World Social/Environmental Catholic principles	80
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.12%	Equity United States Social/Environmental	1,364
SPDR MSCI World UCITS ETF	0.08%	Equity World	14,002
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.07%	Equity World	73
Vanguard FTSE Developed World UCITS ETF Distributing	0.08%	Equity World	3,527
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.11%	Equity North America	2,141
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	789
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.06%	Equity World Social/Environmental Climate Change	1
WisdomTree Blockchain UCITS ETF USD Acc	1.77%	Equity World Social/Environmental Blockchain	47
iShares Automation & Robotics UCITS ETF	1.52%	Equity World Technology Social/Environmental Robotics & Automation	200
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.12%	Equity United States	493
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	322
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.08%	Equity World	36
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,009
Invesco FTSE All-World UCITS ETF Acc	0.08%	Equity World	2,210
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
iShares MSCI World Islamic UCITS ETF	0.32%	Equity World Islamic Investing	817
UBS Core MSCI USA UCITS ETF USD acc	0.12%	Equity United States	2,076
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	959
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	134
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental	7,144
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.20%	Equity United States Social/Environmental Innovation	34
HSBC MSCI World UCITS ETF CHF hedged	0.09%	Equity World	51
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	4,708
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.08%	Equity World	1,690
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental	292
Amundi Core MSCI USA UCITS ETF Dist	0.12%	Equity United States	772
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.07%	Equity World Social/Environmental	109
SPDR MSCI World Technology UCITS ETF	0.29%	Equity World Technology	904
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.11%	Equity North America	2,505
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	800
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.16%	Equity United States Social/Environmental	15
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	7,451
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.08%	Equity World	1,543
iShares MSCI USA Islamic UCITS ETF	0.52%	Equity United States Islamic Investing	266
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	27,447
HSBC MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	1,470
Xtrackers MSCI USA UCITS ETF 1D	0.15%	Equity United States	251
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.10%	Equity World Multi-Factor Strategy	150
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	4,476
iShares MSCI North America UCITS ETF	0.10%	Equity North America	1,101
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	37
UBS Nasdaq-100 ESG Enhanced UCITS ETF USD acc	0.10%	Equity United States Technology Social/Environmental	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.10%	Equity World Social/Environmental	1
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental Climate Change	458
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	21,922
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.12%	Equity United States Social/Environmental Climate Change	1
Xtrackers MSCI World Information Technology UCITS ETF 1C	0.40%	Equity World Technology	5,120
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.12%	Equity United States Multi-Factor Strategy	31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	987
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	4
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.10%	Equity World Multi-Factor Strategy	816
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	4,898
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.12%	Equity World Islamic Investing	968
Invesco FTSE All-World UCITS ETF Dist	0.08%	Equity World	192
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.12%	Equity United States	72
Invesco EQQQ Nasdaq-100 UCITS ETF	0.35%	Equity United States Technology	9,647
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental	13,977
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	2,996
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	16,467
UBS Nasdaq-100 UCITS ETF USD dis	0.36%	Equity United States Technology	9
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.18%	Equity World Social/Environmental Catholic principles	145
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	2,634
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	29
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.11%	Equity United States Social/Environmental	531
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental	1,213
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.12%	Equity United States Social/Environmental	938
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.66%	Equity United States Momentum	497
Franklin AI, Metaverse and Blockchain UCITS ETF	1.67%	Equity World Artificial Intelligence	18
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.15%	Equity United States	271
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.11%	Equity United States Social/Environmental	1,343
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0.07%	Equity World Technology Social/Environmental	927
iShares Nasdaq 100 UCITS ETF EUR Hedged Acc	0.35%	Equity United States Technology	1,682
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.10%	Equity World Social/Environmental Climate Change	368
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	16
iShares Nasdaq 100 ex-Top 30 UCITS ETF USD (Acc)	1.51%	Equity United States Technology	8
Franklin US Dividend Tilt UCITS ETF (Dis)	0.11%	Equity United States Dividend	3
UBS MSCI USA UCITS ETF USD dis	0.12%	Equity United States	453

Performance

Returns overview

YTD	+2.43%
1 month	-17.11%
3 months	-51.24%
6 months	-61.46%
1 year	-57.68%
3 years	+684.14%
5 years	-
Since inception (MAX)	+161.27%
2025	-57.73%
2024	+420.28%
2023	+349.28%
2022	-75.83%

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).