Philip Morris International, Inc.

ISIN US7181721090

 | 

WKN A0NDBJ

Market cap (in EUR)
256,368 m
Country
United States
Sector
Consumer Non-Cyclicals
Dividend yield
3.01%
 

Overview

Quote

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Description

Philip Morris International, Inc. is a holding company, which engages in the business of delivering a smoke-free future and evolving a portfolio for the long term to include products outside of the tobacco and nicotine sector. It operates through the following geographical segments: Europe Region (Europe), South and Southeast Asia, Commonwealth of Independent States, Middle East, and Africa Region (SSEA, CIS, and MEA), East Asia, Australia, and PMI Global Travel Retail (EA, AU, and PMI GTR), and Americas Region (Americas). The Europe segment includes all the European Union countries, Switzerland, the United Kingdom, Ukraine, Moldova, and Southeast Europe. The SSEA, CIS, and MEA segment focuses on South and Southeast Asia, the African continent, the Middle East, Turkey, Israel, Central Asia, Caucasus, and Russia. The EA, AU, and PMI GTR segment is involved in the consolidation of international duty-free business with East Asia and Australia. The Americas segment consists of the United States, Canada, and Latin America. The company was founded by Philip Morris in 1847 and is headquartered in Stamford, CT.
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Consumer Non-Cyclicals Food and Tobacco Production Tobacco Production United States

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Financials

Key metrics

Market capitalisation, EUR 256,368 m
EPS, EUR 6.13
P/B ratio -
P/E ratio 27.0
Dividend yield 3.01%

Income statement (2025)

Revenue, EUR 35,935 m
Net income, EUR 10,031 m
Profit margin 27.91%

What ETF is Philip Morris International, Inc. in?

There are 189 ETFs which contain Philip Morris International, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Philip Morris International, Inc. is the State Street SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD.
ETF Weight Investment focus Fund size (in m EUR)
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc) 0.72%
Equity
United States
Buffer
Alternative Investments
9
UBS Core MSCI World UCITS ETF USD acc 0.32%
Equity
World
8,487
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.10%
Equity
World
Equal Weighted
19
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.10%
Equity
United States
Multi-Factor Strategy
8
UBS Core MSCI World UCITS ETF hCHF acc 0.32%
Equity
World
969
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis 0.59%
Equity
United States
Low Volatility/Risk Weighted
35
Xtrackers Portfolio UCITS ETF 1C 0.04%
Equity
World
Multi-Asset Strategy
718
Invesco MSCI World Equal Weight UCITS ETF Acc 0.07%
Equity
World
Equal Weighted
1,233
iShares Core MSCI World UCITS ETF USD (Dist) 0.32%
Equity
World
693
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.21%
Equity
United States
Equal Weighted
8,661
Invesco RAFI All-World Fundamental Value UCITS ETF 0.22%
Equity
World
Value
204
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc) 0.45%
Equity
United States
3
Amundi MSCI USA Mega Cap UCITS ETF Acc 0.76%
Equity
United States
Large Cap
9
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.26%
Equity
World
21
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.46%
Equity
United States
15,041
UBS MSCI USA NSL UCITS ETF USD acc 0.46%
Equity
United States
2,916
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc 0.59%
Equity
United States
Low Volatility/Risk Weighted
4
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.33%
Equity
World
76
UBS Core MSCI World UCITS ETF USD dis 0.32%
Equity
World
1,782
Amundi Prime All Country World UCITS ETF Acc 0.29%
Equity
World
1,697
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D 0.53%
Equity
United States
Low Volatility/Risk Weighted
4
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.42%
Equity
United States
229
UBS MSCI World UCITS ETF USD dis 0.32%
Equity
World
1,412
Vanguard FTSE Developed World UCITS ETF Acc 0.31%
Equity
World
5,691
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD 0.80%
Equity
United States
Large Cap
156
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.55%
Equity
United States
182
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.21%
Equity
United States
Equal Weighted
446
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.05%
Equity
World
Multi-Asset Strategy
40
iShares MSCI ACWI UCITS ETF USD (Dist) 0.28%
Equity
World
6
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.25%
Equity
World
5,169
UBS MSCI USA Value UCITS ETF USD dis 0.86%
Equity
United States
Value
475
Amundi Core MSCI USA UCITS ETF Acc 0.45%
Equity
United States
3,224
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.43%
Equity
World
Covered Call
Alternative Investments
1,229
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc) 1.62%
Equity
United States
Low Volatility/Risk Weighted
33
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.46%
Equity
United States
293
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.46%
Equity
United States
17,287
State Street SPDR MSCI World UCITS ETF USD Unhedged 0.33%
Equity
World
15,865
Franklin U.S. Equity UCITS ETF 1.30%
Equity
United States
Multi-Factor Strategy
61
State Street SPDR S&P Developed Quality Aristocrats UCITS ETF USD Unhedged (Acc) 1.76%
Equity
World
Fundamental/Quality
34
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.25%
Equity
World
105
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.20%
Equity
United States
Equal Weighted
177
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.26%
Equity
World
581
Vanguard FTSE Developed World UCITS ETF Distributing 0.31%
Equity
World
3,812
Invesco RAFI US Fundamental Value UCITS ETF Dist 0.33%
Equity
United States
Value
701
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.43%
Equity
North America
2,557
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.29%
Equity
World
28
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist) 1.28%
Equity
United States
Covered Call
Alternative Investments
18
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 1.28%
Equity
United States
Covered Call
Alternative Investments
329
UBS MSCI World Mega Cap UCITS ETF USD acc 0.79%
Equity
World
Large Cap
3
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 0.25%
Equity
World
Low Volatility/Risk Weighted
838
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.23%
Equity
World
Multi-Factor Strategy
3
HSBC S&P 500 UCITS ETF USD 0.46%
Equity
United States
7,802
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist) 0.30%
Equity
World
Multi-Factor Strategy
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.05%
Equity
World
Multi-Asset Strategy
15
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.21%
Equity
United States
Equal Weighted
1,346
UBS MSCI USA ex Mega Cap UCITS ETF USD acc 0.77%
Equity
United States
2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.29%
Equity
World
88
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.45%
Equity
United States
735
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.33%
Equity
World
385
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.43%
Equity
World
Covered Call
Alternative Investments
68
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.33%
Equity
World
289
Franklin US Dividend Tilt UCITS ETF (Acc) 0.69%
Equity
United States
Dividend
1
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.26%
Equity
World
49
Xtrackers MSCI World UCITS ETF 1D 0.33%
Equity
World
4,445
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc) 1.28%
Equity
United States
Covered Call
Alternative Investments
35
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.33%
Equity
World
133
Invesco FTSE All-World UCITS ETF Acc 0.26%
Equity
World
3,013
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.47%
Equity
United States
424
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist) 0.43%
Equity
World
Covered Call
Alternative Investments
18
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist) 1.28%
Equity
United States
Covered Call
Alternative Investments
40
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.46%
Equity
United States
28,906
UBS Core MSCI USA UCITS ETF USD acc 0.45%
Equity
United States
2,574
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.47%
Equity
United States
54
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
316
HSBC MSCI World UCITS ETF CHF hedged 0.32%
Equity
World
82
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.32%
Equity
World
720
Amundi Core MSCI World UCITS ETF USD Dist 0.32%
Equity
World
1,506
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.10%
Equity
United States
Multi-Factor Strategy
106
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.05%
Equity
World
Multi-Asset Strategy
221
Amundi Core MSCI USA UCITS ETF Dist 0.45%
Equity
United States
1,022
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc 0.47%
Equity
United States
17
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.64%
Equity
World
Dividend
8,070
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.46%
Equity
United States
20
BNP Paribas Easy MSCI USA UCITS ETF USD Acc 0.47%
Equity
United States
17
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc 0.52%
Equity
United States
Multi-Factor Strategy
79
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.85%
Equity
United States
Value
465
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.43%
Equity
North America
2,764
Xtrackers MSCI World Consumer Staples UCITS ETF 1C 5.70%
Equity
World
Consumer Staples
805
Xtrackers S&P 500 UCITS ETF 4C 0.47%
Equity
United States
1,315
UBS Core S&P 500 UCITS ETF hGBP dis 0.45%
Equity
United States
65
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc 0.33%
Equity
World
Dividend
3
iShares Core S&P 500 UCITS ETF USD (Dist) 0.46%
Equity
United States
18,469
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 0.24%
Equity
World
Low Volatility/Risk Weighted
2,167
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) 1.62%
Equity
United States
Low Volatility/Risk Weighted
1,503
iShares MSCI World UCITS ETF (Dist) 0.32%
Equity
World
7,853
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
979
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.16%
Equity
World
Multi-Asset Strategy
1,052
iShares S&P 500 Consumer Staples Sector UCITS ETF 8.73%
Equity
United States
Consumer Staples
397
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist) 0.72%
Equity
United States
Buffer
Alternative Investments
5
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.32%
Equity
World
1,709
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.09%
Equity
United States
Multi-Factor Strategy
37
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc 0.45%
Equity
United States
1
Amundi Prime Global UCITS ETF Acc 0.33%
Equity
World
1,839
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.46%
Equity
United States
2,381
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.46%
Equity
United States
8,593
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.28%
Equity
World
37,789
HSBC MSCI World UCITS ETF USD (Acc) 0.32%
Equity
World
1,806
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.10%
Equity
United States
Multi-Factor Strategy
27
Xtrackers S&P 500 Market Leaders UCITS ETF 1C 3.58%
Equity
United States
Fundamental/Quality
5
Xtrackers MSCI USA UCITS ETF 1D 0.47%
Equity
United States
271
HSBC MSCI World UCITS ETF USD 0.32%
Equity
World
12,967
UBS Core S&P 500 UCITS ETF hEUR acc 0.45%
Equity
United States
218
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.04%
Equity
World
Multi-Factor Strategy
195
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.42%
Equity
United States
107
iShares MSCI North America UCITS ETF 0.43%
Equity
North America
1,289
Franklin US Mega Cap 100 UCITS ETF Acc 0.63%
Equity
United States
Large Cap
113
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.42%
Equity
United States
1
L&G Global Equity UCITS ETF 0.33%
Equity
World
Social/Environmental
1,204
Invesco Global Enhanced Equity UCITS ETF Acc 0.23%
Equity
World
Multi-Factor Strategy
568
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.64%
Equity
World
Dividend
2,229
Xtrackers MSCI USA Consumer Staples UCITS ETF 1D 8.70%
Equity
United States
Consumer Staples
141
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.46%
Equity
United States
4
UBS Core MSCI World UCITS ETF hGBP dis 0.32%
Equity
World
100
iShares MSCI ACWI UCITS ETF USD (Acc) 0.28%
Equity
World
26,625
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.16%
Equity
World
Multi-Asset Strategy
79
HSBC S&P 500 UCITS ETF USD (Acc) 0.46%
Equity
United States
601
Xtrackers MSCI USA UCITS ETF 1C 0.47%
Equity
United States
10,510
UBS Core MSCI World UCITS ETF hEUR acc 0.32%
Equity
World
798
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.45%
Equity
United States
190
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc 0.33%
Equity
World
Multi-Factor Strategy
545
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.46%
Equity
United States
43,983
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.10%
Equity
United States
Multi-Factor Strategy
24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.29%
Equity
World
1,425
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.31%
Equity
World
18
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.20%
Equity
United States
Equal Weighted
3,422
UBS Core MSCI USA UCITS ETF CHF Hedged acc 0.45%
Equity
United States
573
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.20%
Equity
United States
Equal Weighted
22
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.04%
Equity
World
Multi-Factor Strategy
1,142
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.46%
Equity
United States
80
L&G S&P 100 Equal Weight UCITS ETF USD Acc 1.00%
Equity
United States
Large Cap
28
Amundi Core MSCI World UCITS ETF Acc 0.32%
Equity
World
13,202
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.32%
Equity
World
5,061
iShares MSCI Emerging Markets Consumer Growth UCITS ETF USD (Acc) 3.74%
Equity
World
Consumer Discretionary
37
Invesco FTSE All-World UCITS ETF Dist 0.26%
Equity
World
233
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 1.62%
Equity
United States
Low Volatility/Risk Weighted
103
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc) 0.46%
Equity
United States
78
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc) 0.27%
Equity
World
Private Equity
9
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.05%
Equity
World
Multi-Asset Strategy
96
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.09%
Equity
United States
Multi-Factor Strategy
100
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist 0.33%
Equity
World
Dividend
114
UBS Core MSCI USA UCITS ETF hGBP acc 0.45%
Equity
United States
35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.11%
Equity
World
Multi-Asset Strategy
807
State Street SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD 8.76%
Equity
United States
Consumer Staples
240
State Street SPDR MSCI World Consumer Staples UCITS ETF USD 5.70%
Equity
World
Consumer Staples
154
Amundi Prime Global UCITS ETF Dist 0.33%
Equity
World
1,178
State Street SPDR S&P 500 Quality Aristocrats UCITS ETF USD Unhedged (Acc) 3.10%
Equity
United States
Fundamental/Quality
740
iShares Core MSCI World UCITS ETF USD (Acc) 0.32%
Equity
World
118,632
Xtrackers MSCI World UCITS ETF 1C 0.33%
Equity
World
18,577
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.23%
Equity
World
Multi-Factor Strategy
8
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C 2.00%
Equity
North America
Dividend
123
WisdomTree Emerging Markets Equity Income UCITS ETF 0.00%
Equity
Emerging Markets
Dividend
151
iShares Core S&P 500 UCITS ETF USD (Acc) 0.46%
Equity
United States
124,843
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.55%
Equity
United States
1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.42%
Equity
United States
156
L&G US Equity UCITS ETF 0.47%
Equity
United States
Social/Environmental
1,274
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.33%
Equity
World
732
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.32%
Equity
World
58
UBS Core S&P 500 UCITS ETF USD acc 0.45%
Equity
United States
1,437
Amundi Prime All Country World UCITS ETF Dist 0.29%
Equity
World
3,958
UBS Core MSCI USA UCITS ETF USD dis 0.45%
Equity
United States
1,220
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.28%
Equity
World
21,288
First Trust Value Line® Dividend Index UCITS ETF Acc 0.42%
Equity
United States
Dividend
6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.29%
Equity
World
10,556
iShares MSCI USA UCITS ETF (Acc) 0.46%
Equity
United States
3,974
WisdomTree Emerging Markets Equity Income UCITS ETF Acc 0.00%
Equity
Emerging Markets
Dividend
62
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc) 0.30%
Equity
World
Multi-Factor Strategy
220
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.26%
Equity
World
48
Invesco US Enhanced Equity UCITS ETF Acc 0.31%
Equity
United States
Multi-Factor Strategy
74
Xtrackers S&P 500 UCITS ETF 4D 0.47%
Equity
United States
2
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) 0.24%
Equity
World
Low Volatility/Risk Weighted
11
UBS Core S&P 500 UCITS ETF USD dis 0.45%
Equity
United States
1,146
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.24%
Equity
World
Low Volatility/Risk Weighted
167
Franklin US Dividend Tilt UCITS ETF (Dis) 0.69%
Equity
United States
Dividend
3
UBS Core S&P 500 UCITS ETF hCHF acc 0.45%
Equity
United States
625
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.11%
Equity
World
Multi-Asset Strategy
101
L&G S&P 100 UCITS ETF USD Acc 0.63%
Equity
United States
Large Cap
4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.47%
Equity
United States
559
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.46%
Equity
United States
12
UBS MSCI USA UCITS ETF USD dis 0.45%
Equity
United States
482

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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Performance

Returns overview

YTD +17.80%
1 month +21.01%
3 months +3.93%
6 months +20.94%
1 year +4.85%
3 years +87.49%
5 years +102.96%
Since inception (MAX) +116.40%
2025 +18.19%
2024 +36.91%
2023 -9.85%
2022 +13.05%

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 26.97%
Volatility 3 years 23.05%
Volatility 5 years 22.57%
Return per risk 1 year 0.18
Return per risk 3 years 1.01
Return per risk 5 years 0.67
Maximum drawdown 1 year -22.00%
Maximum drawdown 3 years -22.00%
Maximum drawdown 5 years -22.00%
Maximum drawdown since inception -49.21%

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.