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Sun Communities

ISIN US8666741041

WKN 888745

Market cap (in EUR)

13,607 m

Country

United States

Sector

Finance

Dividend yield

3.34%

Overview

Quote

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Description

Sun Communities, Inc. provides real estate management services. The firm operates through the following segments: Manufactured Home Communities, Recreational Vehicle, and Marina. The Manufactured Home Communities segment owns, operates, and develops manufactured housing communities and is in the business of acquiring, operating, and developing ground up communities to provide housing solutions. The Recreational Vehicle segment focuses on the development of recreational vehicle resorts and is in the business of acquiring, operating and developing ground up resorts throughout the U.S. and in Ontario, Canada. The Marina segment operates marinas and is in the business of acquiring and operating marinas throughout the U.S. The company was founded in 1975 and is headquartered in Southfield, MI.

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Finance Real Estate Real Estate Investment Trusts (REITs) United States

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Financials

Key metrics

Market capitalisation, EUR	13,607 m
EPS, EUR	9.51
P/B ratio	2.2
P/E ratio	11.7
Dividend yield	3.34%

Income statement (2025)

Revenue, EUR	2,059 m
Net income, EUR	-56 m
Profit margin	-2.73%

What ETF is Sun Communities in?

There are 184 ETFs which contain Sun Communities. All of these ETFs are listed in the table below. The ETF with the largest weighting of Sun Communities is the iShares US Property Yield UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.18%	Equity United States Social/Environmental Climate Change	352
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.04%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	7,280
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	878
Xtrackers MSCI USA Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	400
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.33%	Equity United States Mid Cap	279
Deka MSCI USA Climate Change ESG UCITS ETF	0.06%	Equity United States Social/Environmental Climate Change	658
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	688
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,163
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	39
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	505
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,442
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	0.74%	Real Estate World	33
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	143
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	13,514
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	605
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,671
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,398
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	56
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,323
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,187
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.18%	Equity United States Social/Environmental Climate Change	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,423
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	37
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	0.79%	Real Estate World	322
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	5
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	4,643
Deka MSCI World Climate Change ESG UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	1,486
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	71
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.05%	Equity United States Social/Environmental	9
UBS MSCI USA Value UCITS ETF USD dis	0.06%	Equity United States Value	469
Amundi Core MSCI USA UCITS ETF Acc	0.03%	Equity United States	2,733
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	0.81%	Real Estate World	1,767
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	1,264
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	481
iShares Developed Markets Property Yield UCITS ETF	0.94%	Real Estate World	1,006
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	14,882
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc)	0.95%	Real Estate World	44
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	92
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.10%	Equity United States Multi-Factor Strategy	120
Deka MSCI World UCITS ETF Distribution	0.02%	Equity World	4,572
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	505
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,545
Invesco FTSE RAFI US 1000 UCITS ETF	0.04%	Equity United States Fundamental/Quality	626
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.03%	Equity United States Social/Environmental	27
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,258
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	745
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.17%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.05%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	67
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	653
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	356
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	259
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	117
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,219
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	112
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	4,522
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	0.81%	Real Estate World	658
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	20
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,249
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,008
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	0.42%	Real Estate World	40
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	44
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,027
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,138
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	563
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	1,833
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	380
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,392
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,387
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.06%	Equity United States	36
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	363
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	210
WisdomTree US Value UCITS ETF USD (Acc)	0.53%	Equity United States Value	6
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	504
Amundi Core MSCI USA UCITS ETF Dist	0.03%	Equity United States	921
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	419
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.03%	Equity United States	15
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.03%	Equity United States	15
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	1
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	1.34%	Real Estate World	184
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	0.62%	Real Estate World	13
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	411
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,525
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	57
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity United States Social/Environmental	90
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,304
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	964
WisdomTree Global Value UCITS ETF USD (Acc)	0.33%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,605
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	235
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.03%	Equity United States	0
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	33,101
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,566
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	245
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.08%	Equity World Social/Environmental Climate Change	93
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,347
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	177
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	3,741
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,147
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	0.94%	Real Estate World	72
Amundi Russell 1000 Growth UCITS ETF Acc	0.01%	Equity United States Growth	496
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	225
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	52
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.03%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	123
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.01%	Equity United States Growth	627
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	0.94%	Real Estate World	269
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.23%	Equity World Social/Environmental Multi-Asset Strategy	38
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,710
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	23,715
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	71
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist)	0.95%	Real Estate World	292
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.18%	Equity United States Social/Environmental Climate Change	26
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	9,443
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	551
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	173
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.14%	Equity World Mid Cap	6
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,157
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	17
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	501
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,035
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.03%	Equity North America Social/Environmental	24
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,821
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	12,358
Deka MSCI USA UCITS ETF	0.03%	Equity United States	380
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.03%	Equity World Islamic Investing	846
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.03%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	95
iShares US Property Yield UCITS ETF	1.48%	Real Estate United States	526
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	13,421
Deka MSCI USA MC UCITS ETF	0.22%	Equity United States Mid Cap	47
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	50
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	744
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.06%	Equity United States Social/Environmental Climate Change	8
VanEck Global Real Estate UCITS ETF	1.23%	Real Estate World	402
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,564
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	111,356
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	17,002
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	474
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1,536
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	80
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	237
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	679
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	936
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	126
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	56
ODDO BHF Global Equity Active UCITS ETF (Acc)	0.01%	Equity World Social/Environmental	5
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,123
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,779
First Trust Value Line® Dividend Index UCITS ETF Acc	0.44%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,192
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	691
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	4
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	35
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	8,876
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	306
iShares MSCI USA UCITS ETF (Acc)	0.03%	Equity United States	3,450
iShares US Property Yield UCITS ETF USD (Acc)	1.48%	Real Estate United States	18
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	335
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0.79%	Real Estate World	57
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.17%	Equity World Multi-Factor Strategy	213
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	33
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	717
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental	229
Finanzen.net MSCI World UCITS ETF Acc	0.02%	Equity World	13
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.08%	Equity World Social/Environmental Climate Change	0
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	768
Xtrackers MSCI World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	62
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,159
Franklin US Dividend Tilt UCITS ETF (Dis)	0.08%	Equity United States Dividend	3
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	94
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	447
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	507

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 €	4500	View offer**
0.00 €	8045	View offer*
0.00 €	7560	View offer*
1.00 €	2500	View offer*
9.95 €	5000	View offer*

Show all offers

Source: justETF Research; as of 4/2026. 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.

Select your savings amount:

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

Show all offers

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.
*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	+3.27%
1 month	-6.36%
3 months	+1.84%
6 months	+4.25%
1 year	+4.25%
3 years	-13.67%
5 years	-
Since inception (MAX)	-33.83%
2025	-8.55%
2024	-4.10%
2023	-9.63%
2022	-

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).