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WEC Energy Group

ISIN US92939U1060

 | 

WKN A14V4V

Market cap (in EUR)
31,498 m
Country
United States
Sector
Utilities
Dividend yield
3.24%
 

Overview

Quote

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Description

WEC Energy Group, Inc. is a holding company, which engages in the generation and distribution of electricity and natural gas. It operates through the following segments: Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure and Corporate and Other. The Wisconsin segment refers to the electric and gas utility operations. The Illinois segment deals with natural gas utility and non-utility activities. The Other States segment pertains to natural gas operations of the firm's subsidiaries. The Electric Transmission segment holds interests in state regulatory commissions. The Non-Utility Energy Infrastructure segment includes Wisconsin Electric Power, which owns and leases generating facilities. The Corporate and Other segment refers to the firm's administrative and holding activities. The company was founded in 1981 and is headquartered in Milwaukee, WI.
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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR 31,498 m
EPS, EUR 4.33
P/B ratio 2.6
P/E ratio 22.4
Dividend yield 3.24%

Income statement (2025)

Revenue, EUR 8,687 m
Net income, EUR 1,382 m
Profit margin 15.90%

What ETF is WEC Energy Group in?

There are 184 ETFs which contain WEC Energy Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of WEC Energy Group is the State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD.
ETF Weight Investment focus Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.17%
Equity
United States
Multi-Factor Strategy
8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.06%
Equity
World
Equal Weighted
19
UBS Core MSCI World UCITS ETF USD acc 0.05%
Equity
World
8,595
UBS Core MSCI World UCITS ETF hCHF acc 0.05%
Equity
World
978
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis 1.00%
Equity
United States
Low Volatility/Risk Weighted
35
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.35%
Equity
United States
Mid Cap
272
Xtrackers Portfolio UCITS ETF 1C 0.01%
Equity
World
Multi-Asset Strategy
723
Invesco MSCI World Equal Weight UCITS ETF Acc 0.08%
Equity
World
Equal Weighted
1,246
iShares Core MSCI World UCITS ETF USD (Dist) 0.04%
Equity
World
701
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.21%
Equity
United States
Equal Weighted
8,802
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist) 1.63%
Equity
United States
Dividend
46
Xtrackers MSCI World Utilities UCITS ETF 1C 1.62%
Equity
World
Utilities
764
Invesco RAFI All-World Fundamental Value UCITS ETF 0.03%
Equity
World
Value
206
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist) 1.63%
Equity
United States
Dividend
3,064
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc) 0.06%
Equity
United States
3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.07%
Equity
World
22
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD 0.37%
Equity
World
Infrastructure
Multi-Asset Strategy
1,276
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.07%
Equity
United States
15,235
UBS MSCI USA NSL UCITS ETF USD acc 0.06%
Equity
United States
2,954
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc 1.00%
Equity
United States
Low Volatility/Risk Weighted
4
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.05%
Equity
World
77
UBS Core MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,807
Amundi Prime All Country World UCITS ETF Acc 0.04%
Equity
World
1,721
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D 0.92%
Equity
United States
Low Volatility/Risk Weighted
4
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.06%
Equity
United States
228
UBS MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,429
Vanguard FTSE Developed World UCITS ETF Acc 0.05%
Equity
World
5,776
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.08%
Equity
United States
184
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc) 2.64%
Equity
United States
Utilities
1,006
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.21%
Equity
United States
Equal Weighted
454
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
40
iShares MSCI ACWI UCITS ETF USD (Dist) 0.04%
Equity
World
6
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.00%
Equity
World
5,248
L&G Global Quality Dividends UCITS ETF USD Acc 0.19%
Equity
World
Dividend
24
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.43%
Equity
World
Covered Call
Alternative Investments
1,228
UBS MSCI USA Value UCITS ETF USD dis 0.12%
Equity
United States
Value
482
Amundi Core MSCI USA UCITS ETF Acc 0.06%
Equity
United States
3,280
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.11%
Equity
United States
Low Volatility/Risk Weighted
30
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.07%
Equity
United States
298
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.07%
Equity
United States
17,546
State Street SPDR MSCI World UCITS ETF USD Unhedged 0.04%
Equity
World
16,057
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.21%
Equity
United States
Equal Weighted
179
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.00%
Equity
World
107
Deka MSCI World UCITS ETF Distribution 0.05%
Equity
World
5,037
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.03%
Equity
World
587
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 0.07%
Equity
United States
1,080
Vanguard FTSE Developed World UCITS ETF Distributing 0.05%
Equity
World
3,852
iShares Global Infrastructure UCITS ETF USD (Dist) 1.16%
Equity
World
Infrastructure
2,036
Invesco RAFI US Fundamental Value UCITS ETF Dist 0.08%
Equity
United States
Value
710
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.06%
Equity
North America
2,599
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.04%
Equity
World
28
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 0.62%
Equity
World
Low Volatility/Risk Weighted
838
HSBC S&P 500 UCITS ETF USD 0.07%
Equity
United States
7,928
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist) 0.31%
Equity
World
Multi-Factor Strategy
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
16
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.21%
Equity
United States
Equal Weighted
1,305
UBS MSCI USA ex Mega Cap UCITS ETF USD acc 0.11%
Equity
United States
2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.03%
Equity
World
89
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.08%
Equity
World
390
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.07%
Equity
United States
734
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) 0.04%
Equity
World
293
Franklin US Dividend Tilt UCITS ETF (Acc) 0.19%
Equity
United States
Dividend
1
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.07%
Equity
World
50
Xtrackers MSCI World UCITS ETF 1D 0.08%
Equity
World
4,821
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.05%
Equity
World
136
Invesco FTSE All-World UCITS ETF Acc 0.07%
Equity
World
3,091
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.07%
Equity
United States
430
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist) 0.43%
Equity
World
Covered Call
Alternative Investments
18
UBS Core MSCI USA UCITS ETF USD acc 0.07%
Equity
United States
2,613
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.07%
Equity
United States
29,304
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.07%
Equity
United States
55
Deka S&P 500 UCITS ETF 0.07%
Equity
United States
125
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
323
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.05%
Equity
World
730
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.14%
Equity
World
Mid Cap
389
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.17%
Equity
United States
Multi-Factor Strategy
108
Amundi Core MSCI World UCITS ETF USD Dist 0.04%
Equity
World
1,525
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc 0.16%
Equity
United States
27
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
222
State Street SPDR S&P 500 Low Volatility UCITS ETF USD 1.35%
Equity
United States
Low Volatility/Risk Weighted
98
Amundi Core MSCI USA UCITS ETF Dist 0.06%
Equity
United States
1,035
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc 0.07%
Equity
United States
17
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.09%
Equity
World
Dividend
8,152
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.07%
Equity
United States
19
BNP Paribas Easy MSCI USA UCITS ETF USD Acc 0.07%
Equity
United States
17
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.12%
Equity
United States
Value
470
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.06%
Equity
North America
2,804
Xtrackers S&P 500 UCITS ETF 4C 0.07%
Equity
United States
1,336
UBS Core S&P 500 UCITS ETF hGBP dis 0.07%
Equity
United States
66
iShares Core S&P 500 UCITS ETF USD (Dist) 0.07%
Equity
United States
18,700
Xtrackers Portfolio Income UCITS ETF 1D 0.02%
Equity
World
Multi-Asset Strategy
58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 0.61%
Equity
World
Low Volatility/Risk Weighted
2,169
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
991
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) 0.11%
Equity
United States
Low Volatility/Risk Weighted
1,514
iShares MSCI World UCITS ETF (Dist) 0.04%
Equity
World
7,948
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.03%
Equity
World
Multi-Asset Strategy
1,060
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.04%
Equity
World
1,728
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.28%
Equity
United States
Multi-Factor Strategy
38
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc 0.06%
Equity
United States
1
Amundi Prime Global UCITS ETF Acc 0.05%
Equity
World
1,864
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.07%
Equity
United States
8,650
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.07%
Equity
United States
2,416
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.04%
Equity
World
38,398
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.17%
Equity
United States
Multi-Factor Strategy
27
HSBC MSCI World UCITS ETF USD (Acc) 0.05%
Equity
World
1,832
iShares Global Infrastructure UCITS ETF USD (Acc) 1.16%
Equity
World
Infrastructure
131
Xtrackers MSCI USA UCITS ETF 1D 0.07%
Equity
United States
274
HSBC MSCI World UCITS ETF USD 0.05%
Equity
World
13,125
UBS Core S&P 500 UCITS ETF hEUR acc 0.07%
Equity
United States
220
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.06%
Equity
United States
106
iShares MSCI North America UCITS ETF 0.06%
Equity
North America
1,306
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.06%
Equity
United States
1
L&G Global Equity UCITS ETF 0.05%
Equity
World
Social/Environmental
1,218
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.09%
Equity
World
Dividend
2,247
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.06%
Equity
United States
4
UBS Core MSCI World UCITS ETF hGBP dis 0.05%
Equity
World
101
iShares MSCI ACWI UCITS ETF USD (Acc) 0.04%
Equity
World
27,227
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
80
HSBC S&P 500 UCITS ETF USD (Acc) 0.07%
Equity
United States
609
Xtrackers MSCI USA UCITS ETF 1C 0.07%
Equity
United States
10,645
UBS Core MSCI World UCITS ETF hEUR acc 0.05%
Equity
World
809
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.07%
Equity
United States
190
L&G MSCI World Mid Cap UCITS ETF USD Acc 0.32%
Equity
World
Mid Cap
6
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.17%
Equity
United States
Multi-Factor Strategy
24
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.07%
Equity
United States
44,623
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.03%
Equity
World
1,446
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.04%
Equity
World
18
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.21%
Equity
United States
Equal Weighted
3,493
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.21%
Equity
United States
Equal Weighted
22
UBS Core MSCI USA UCITS ETF CHF Hedged acc 0.07%
Equity
United States
578
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.07%
Equity
United States
81
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.04%
Equity
World
5,109
Amundi Core MSCI World UCITS ETF Acc 0.04%
Equity
World
13,358
Deka MSCI USA UCITS ETF 0.07%
Equity
United States
417
Invesco FTSE All-World UCITS ETF Dist 0.07%
Equity
World
237
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0.11%
Equity
United States
Low Volatility/Risk Weighted
125
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc) 0.06%
Equity
United States
79
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
97
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.28%
Equity
United States
Multi-Factor Strategy
102
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.07%
Equity
United States
62
Deka MSCI USA MC UCITS ETF 0.51%
Equity
United States
Mid Cap
50
UBS Core MSCI USA UCITS ETF hGBP acc 0.07%
Equity
United States
35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
814
Invesco S&P 500 Low Volatility UCITS ETF Acc 1.33%
Equity
United States
Low Volatility/Risk Weighted
21
Amundi Prime Global UCITS ETF Dist 0.05%
Equity
World
1,548
iShares Core MSCI World UCITS ETF USD (Acc) 0.04%
Equity
World
120,075
Xtrackers MSCI World UCITS ETF 1C 0.08%
Equity
World
18,793
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD 2.65%
Equity
United States
Utilities
193
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C 0.29%
Equity
North America
Dividend
123
WisdomTree Emerging Markets Equity Income UCITS ETF 0.00%
Equity
Emerging Markets
Dividend
152
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.05%
Equity
World
526
iShares Core S&P 500 UCITS ETF USD (Acc) 0.07%
Equity
United States
126,399
iShares Dow Jones US Select Dividend UCITS ETF (DE) 1.15%
Equity
United States
Dividend
376
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.08%
Equity
United States
1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.06%
Equity
United States
158
L&G US Equity UCITS ETF 0.07%
Equity
United States
Social/Environmental
1,290
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.04%
Equity
World
742
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.04%
Equity
World
63
UBS Core S&P 500 UCITS ETF USD acc 0.07%
Equity
United States
1,455
Amundi Prime All Country World UCITS ETF Dist 0.04%
Equity
World
3,999
L&G Global Quality Dividends UCITS ETF USD Dist 0.19%
Equity
World
Dividend
135
UBS Core MSCI USA UCITS ETF USD dis 0.07%
Equity
United States
1,231
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.04%
Equity
World
21,525
First Trust Value Line® Dividend Index UCITS ETF Acc 0.43%
Equity
United States
Dividend
6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.03%
Equity
World
10,970
iShares MSCI USA UCITS ETF (Acc) 0.07%
Equity
United States
4,025
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 0.07%
Equity
United States
343
WisdomTree Emerging Markets Equity Income UCITS ETF Acc 0.00%
Equity
Emerging Markets
Dividend
62
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc) 0.31%
Equity
World
Multi-Factor Strategy
222
UBS MSCI World ex Mega Cap UCITS ETF USD acc 0.08%
Equity
World
30
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.07%
Equity
World
49
State Street SPDR MSCI World Utilities UCITS ETF USD 1.63%
Equity
World
Utilities
75
Finanzen.net MSCI World UCITS ETF Acc 0.04%
Equity
World
24
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) 0.61%
Equity
World
Low Volatility/Risk Weighted
11
Xtrackers S&P 500 UCITS ETF 4D 0.07%
Equity
United States
2
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.61%
Equity
World
Low Volatility/Risk Weighted
168
UBS Core S&P 500 UCITS ETF USD dis 0.07%
Equity
United States
1,161
Franklin US Dividend Tilt UCITS ETF (Dis) 0.19%
Equity
United States
Dividend
3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged 0.07%
Equity
United States
635
UBS Core S&P 500 UCITS ETF hCHF acc 0.07%
Equity
United States
635
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
101
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.07%
Equity
United States
567
UBS MSCI USA UCITS ETF USD dis 0.06%
Equity
United States
489

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 +9.02%
1 month +0.91%
3 months +0.70%
6 months +1.21%
1 year +4.48%
3 years +17.35%
5 years +24.14%
Since inception (MAX) +14.29%
2025 -1.43%
2024 +19.68%
2023 -14.70%
2022 +4.45%

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 15.63%
Volatility 3 years 17.39%
Volatility 5 years 18.49%
Return per risk 1 year 0.29
Return per risk 3 years 0.31
Return per risk 5 years 0.24
Maximum drawdown 1 year -12.74%
Maximum drawdown 3 years -15.91%
Maximum drawdown 5 years -34.37%
Maximum drawdown since inception -34.37%

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.