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Moderna, Inc.

ISIN US60770K1079

 | 

WKN A2N9D9

Market cap (in EUR)
16,397 m
Country
United States
Sector
Healthcare
Dividend yield
0.00%
 

Overview

Quote

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Description

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.
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Healthcare Biopharmaceuticals Non-System-Specific Biopharmaceuticals United States

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Financials

Key metrics

Market capitalisation, EUR 16,397 m
EPS, EUR -7.03
P/B ratio 2.6
P/E ratio 27.9
Dividend yield 0.00%

Income statement (2025)

Revenue, EUR 1,723 m
Net income, EUR -2,501 m
Profit margin -145.16%

What ETF is Moderna, Inc. in?

There are 157 ETFs which contain Moderna, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Moderna, Inc. is the Global X Genomics & Biotechnology UCITS ETF.
ETF Weight Investment focus Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.23%
Equity
World
Small Cap
Climate Change
403
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) 0.10%
Equity
United States
Social/Environmental
Climate Change
366
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.06%
Equity
United States
Multi-Factor Strategy
8
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc 0.05%
Equity
United States
Social/Environmental
459
Xtrackers MSCI World Small Cap UCITS ETF 1D 0.14%
Equity
World
Small Cap
10
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.07%
Equity
United States
Social/Environmental
Climate Change
313
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.18%
Equity
United States
Equal Weighted
8,661
WisdomTree BioRevolution UCITS ETF USD Acc 4.50%
Equity
World
Health Care
Social/Environmental
Biotech
12
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR) 0.20%
Equity
United States
Sector Strategy
Value
Climate Change
9
Invesco RAFI All-World Fundamental Value UCITS ETF 0.12%
Equity
World
Value
204
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
177
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc 0.04%
Equity
United States
Social/Environmental
Climate Change
2
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc 0.05%
Equity
United States
Social/Environmental
56
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis 0.80%
Equity
World
Small Cap
Climate Change
29
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc 0.05%
Equity
United States
Social/Environmental
525
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.03%
Equity
United States
15,041
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 0.06%
Equity
United States
Social/Environmental
Climate Change
38
Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C 0.67%
Equity
World
Health Care
Social/Environmental
21
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis 0.03%
Equity
United States
Social/Environmental
Climate Change
1
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.01%
Equity
United States
229
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged 0.33%
Equity
United States
Equal Weighted
990
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.04%
Equity
United States
182
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD) 0.10%
Equity
United States
Social/Environmental
Climate Change
2
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.18%
Equity
United States
Equal Weighted
446
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
40
Xtrackers MSCI Genomic Healthcare Innovation UCITS ETF 1C 3.17%
Equity
World
Health Care
Social/Environmental
Innovation
7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.01%
Equity
World
5,169
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C 0.18%
Equity
United States
Fundamental/Quality
5
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc 0.07%
Equity
United States
Social/Environmental
Climate Change
1,356
Franklin S&P 500 Paris Aligned Climate UCITS ETF 0.07%
Equity
United States
Social/Environmental
Climate Change
377
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc) 0.09%
Equity
World
Social/Environmental
1,720
Franklin S&P 500 Screened UCITS ETF Acc 0.05%
Equity
United States
Social/Environmental
Climate Change
4
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.02%
Equity
World
Social/Environmental
524
CT QR Series US Equity Active UCITS ETF USD Acc 0.04%
Equity
United States
Fundamental/Quality
-
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.03%
Equity
United States
293
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.03%
Equity
United States
17,287
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.19%
Equity
United States
Equal Weighted
177
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.01%
Equity
World
105
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.37%
Equity
United States
Small Cap
2,119
Xtrackers MSCI World Small Cap UCITS ETF 1C 0.14%
Equity
World
Small Cap
104
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 0.03%
Equity
United States
1,070
Invesco RAFI US Fundamental Value UCITS ETF Dist 0.23%
Equity
United States
Value
701
iShares Nasdaq US Biotechnology UCITS ETF USD (Dist) 1.61%
Equity
United States
Health Care
Biotech
45
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 0.43%
Equity
World
Small Cap
124
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0.31%
Equity
United States
Small Cap
33
HSBC S&P 500 UCITS ETF USD 0.03%
Equity
United States
7,802
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist 0.07%
Equity
United States
Social/Environmental
Climate Change
2,024
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
15
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.18%
Equity
United States
Equal Weighted
1,346
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc 0.02%
Equity
United States
Social/Environmental
Multi-Asset Strategy
19
UBS S&P 500 Scored & Screened UCITS ETF USD acc 0.05%
Equity
United States
Social/Environmental
1,888
iShares Healthcare Innovation UCITS ETF 2.47%
Equity
World
Health Care
Social/Environmental
Innovation
833
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc) 0.07%
Equity
United States
Social/Environmental
Multi-Asset Strategy
0
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C 0.33%
Equity
United States
Equal Weighted
1,246
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.03%
Equity
United States
424
State Street World Small Cap Enhanced Active Equity UCITS ETF USD Unhedged (Acc) 0.18%
Equity
World
Small Cap
118
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.03%
Equity
United States
28,906
Deka S&P 500 UCITS ETF 0.03%
Equity
United States
124
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.03%
Equity
United States
54
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.19%
Equity
United States
Equal Weighted
316
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
46
iShares S&P 500 Health Care Sector UCITS ETF (Acc) 0.33%
Equity
United States
Health Care
2,138
Xtrackers World Small Cap Green Tech Innovators UCITS ETF 1C 1.46%
Equity
World
Small Cap
Innovation
64
Xtrackers MSCI Innovation UCITS ETF 1C 1.27%
Equity
World
Social/Environmental
Innovation
5
WisdomTree Megatrends UCITS ETF USD 0.43%
Equity
World
Social/Environmental
Innovation
49
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C 0.30%
Equity
World
Small Cap
9
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.06%
Equity
United States
Multi-Factor Strategy
106
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
221
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.03%
Equity
United States
20
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc 0.80%
Equity
World
Small Cap
Climate Change
651
Xtrackers MSCI Global SDGs UCITS ETF 1C 0.44%
Equity
World
Social/Environmental
6
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.06%
Equity
United States
Value
465
Xtrackers S&P 500 UCITS ETF 4C 0.03%
Equity
United States
1,315
UBS Core S&P 500 UCITS ETF hGBP dis 0.03%
Equity
United States
65
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc 0.31%
Equity
United States
Equal Weighted
2,124
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.24%
Equity
World
Small Cap
354
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc 0.05%
Equity
United States
Social/Environmental
393
iShares Core S&P 500 UCITS ETF USD (Dist) 0.03%
Equity
United States
18,469
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.28%
Equity
United States
Small Cap
61
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.19%
Equity
United States
Equal Weighted
979
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged 0.05%
Equity
United States
Social/Environmental
1,203
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.06%
Equity
World
Multi-Asset Strategy
1,052
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis 0.05%
Equity
United States
Social/Environmental
20
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.03%
Equity
United States
2,381
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.03%
Equity
United States
8,593
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.06%
Equity
United States
Multi-Factor Strategy
27
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR) 0.06%
Equity
World
Social/Environmental
Climate Change
165
UBS Core S&P 500 UCITS ETF hEUR acc 0.03%
Equity
United States
218
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.00%
Equity
World
Multi-Factor Strategy
195
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc) 0.07%
Equity
United States
Social/Environmental
Multi-Asset Strategy
8
UBS MSCI USA Small Cap Selection UCITS ETF USD acc 0.63%
Equity
United States
Small Cap
272
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.01%
Equity
United States
107
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.01%
Equity
United States
1
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.18%
Equity
World
Small Cap
31
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (EUR) 0.09%
Equity
United States
Sector Strategy
Value
42
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 0.05%
Equity
United States
Social/Environmental
108
CT QR Series US Equity Active UCITS ETF USD Dist 0.04%
Equity
United States
Fundamental/Quality
-
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.05%
Equity
United States
Social/Environmental
507
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.06%
Equity
World
Multi-Asset Strategy
79
HSBC S&P 500 UCITS ETF USD (Acc) 0.03%
Equity
United States
601
Global X Genomics & Biotechnology UCITS ETF 8.49%
Equity
World
Health Care
Biotech
20
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged) 0.10%
Equity
United States
Social/Environmental
Climate Change
28
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 0.06%
Equity
United States
Social/Environmental
Climate Change
327
First Trust NYSE Arca Biotechnology UCITS ETF Acc 5.26%
Equity
United States
Health Care
Biotech
10
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.06%
Equity
United States
Multi-Factor Strategy
24
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.03%
Equity
United States
43,983
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) 0.20%
Equity
United States
Sector Strategy
Value
Climate Change
10
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.19%
Equity
United States
Equal Weighted
3,422
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc 0.31%
Equity
United States
Equal Weighted
114
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.19%
Equity
United States
Equal Weighted
22
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.00%
Equity
World
Multi-Factor Strategy
1,142
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD 0.46%
Equity
United States
Small Cap
817
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.03%
Equity
United States
80
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.04%
Equity
North America
Social/Environmental
26
State Street SPDR S&P U.S. Health Care Select Sector UCITS ETF USD 0.33%
Equity
United States
Health Care
410
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) 0.06%
Equity
United States
Social/Environmental
4,544
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc) 0.07%
Equity
World
Private Equity
9
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
96
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc 0.05%
Equity
United States
Social/Environmental
54
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.03%
Equity
United States
61
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
807
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc 0.05%
Equity
United States
Social/Environmental
162
Leverage Shares -5x Short Nasdaq 100 ETP 0.63%
Equity
United States
6
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (USD) 0.09%
Equity
United States
Sector Strategy
Value
29
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.28%
Equity
United States
Small Cap
206
iShares MSCI World Small Cap UCITS ETF 0.19%
Equity
World
Small Cap
6,713
iShares Core S&P 500 UCITS ETF USD (Acc) 0.03%
Equity
United States
124,843
iShares World Equity Enhanced Active UCITS ETF USD (Acc) 0.00%
Equity
World
Social/Environmental
Multi-Asset Strategy
1,699
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) 0.05%
Equity
United States
Social/Environmental
416
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist) 0.33%
Equity
United States
Health Care
115
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.04%
Equity
United States
1
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.04%
Equity
North America
Social/Environmental
238
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.01%
Equity
United States
156
L&G Healthcare Technology & Innovation UCITS ETF USD Acc 1.54%
Equity
World
Health Care
Innovation
166
ODDO BHF Global Equity Active UCITS ETF (Acc) 0.02%
Equity
World
Social/Environmental
5
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) 0.05%
Equity
United States
Social/Environmental
345
UBS Core S&P 500 UCITS ETF USD acc 0.03%
Equity
United States
1,437
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 0.11%
Equity
World
Social/Environmental
3
VanEck Genomics and Healthcare Innovators UCITS ETF A 4.93%
Equity
World
Health Care
Social/Environmental
Innovation
11
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc 0.05%
Equity
United States
Social/Environmental
890
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0.31%
Equity
United States
Small Cap
50
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) 0.18%
Equity
World
Small Cap
1,549
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc) 0.15%
Equity
United States
Social/Environmental
266
Leverage Shares 5x Long Nasdaq 100 ETP 0.63%
Equity
United States
30
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc 0.03%
Equity
United States
Social/Environmental
Climate Change
2
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc 0.03%
Equity
United States
Social/Environmental
Climate Change
1
iShares Nasdaq US Biotechnology UCITS ETF 1.61%
Equity
United States
Health Care
Biotech
692
Ossiam Bloomberg World PAB UCITS ETF 1A (USD) 0.06%
Equity
World
Social/Environmental
Climate Change
0
Xtrackers S&P 500 UCITS ETF 4D 0.03%
Equity
United States
2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.02%
Equity
World
Social/Environmental
865
Amundi S&P 500 Screened UCITS ETF Acc 0.05%
Equity
United States
Social/Environmental
3,515
UBS Core S&P 500 UCITS ETF USD dis 0.03%
Equity
United States
1,146
WisdomTree Tech Megatrends UCITS ETF USD Acc 0.88%
Equity
World
Technology
Social/Environmental
Innovation
6
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged 0.03%
Equity
United States
625
UBS Core S&P 500 UCITS ETF hCHF acc 0.03%
Equity
United States
625
iShares US Equity Enhanced Active UCITS ETF USD (Acc) 0.07%
Equity
United States
Social/Environmental
Multi-Asset Strategy
1,111
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.04%
Equity
World
Multi-Asset Strategy
101

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**
0.00 €
8045
View offer*
1.00 €
2500
View offer*
0.00 €
7560
View offer*
9.95 €
5000
View offer*
Show all offers
Source: justETF Research; as of 5/2026. 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*
0.00 €
0.00 €
View offer*
0.00 €
0.00 €
View offer*
Show all offers
Source: justETF Research; as of 5/2026. 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 +55.90%
1 month -10.42%
3 months -2.45%
6 months +96.67%
1 year +66.51%
3 years -64.61%
5 years -69.56%
Since inception (MAX) +156.26%
2025 -31.22%
2024 -57.11%
2023 -45.95%
2022 -23.33%

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 61.83%
Volatility 3 years 60.84%
Volatility 5 years 64.48%
Return per risk 1 year 1.08
Return per risk 3 years -0.48
Return per risk 5 years -0.33
Maximum drawdown 1 year -31.68%
Maximum drawdown 3 years -86.93%
Maximum drawdown 5 years -95.12%
Maximum drawdown since inception -95.12%

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.