The best brokers 5/2026

We did the research and clearly laid it out for you.

Your order fee:

FirstRand Ltd.

ISIN ZAE000066304

WKN A0EACV

Market cap (in EUR)

27,612 m

Country

South Africa

Sector

Finance

Dividend yield

5.40%

Overview

Quote

Trade with your broker

Description

FirstRand Ltd. operates as a holding company, which engages in the provision of banking, insurance and investment products and services to retail, commercial, corporate and public sector customers. It operates through the following segments: FNB, FNB Africa, WesBank, RMB, and Centre. The FNB segment offers financial products and services to market segments including consumer, small business, agricultural, medium-sized corporate, parastatal and government entities. The FNB Africa segment is composed of a support division acting as strategic enabler, facilitator and coordinator for FNB's broader Africa businesses. The WesBank segment represents the bank's activities in instalment credit, fleet management and related services in the retail, commercial and corporate segments of South Africa. The RMB segment refers to the bank's activities in the corporate and investment banking segments in South Africa, the broader African continent and India. The Centre segment includes group-wide functions, including treasury, finance, tax, STET, regulatory risk management, and internal audit. The company was founded in 1966 and is headquartered in Johannesburg, South Africa.

Show more Show less

Finance Banking International Banks South Africa

Chart

Financials

Key metrics

Market capitalisation, EUR	27,612 m
EPS, EUR	-
P/B ratio	2.4
P/E ratio	11.9
Dividend yield	5.40%

Income statement (2025)

Revenue, EUR	13,423 m
Net income, EUR	2,206 m
Profit margin	16.44%

What ETF is FirstRand Ltd. in?

There are 156 ETFs which contain FirstRand Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of FirstRand Ltd. is the iShares MSCI South Africa UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI EM UCITS ETF (Dist)	0.25%	Equity Emerging Markets	8,787
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	738
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	44
iShares MSCI EM SRI UCITS ETF USD (Dist)	0.94%	Equity Emerging Markets Social/Environmental	440
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.40%	Equity Emerging Markets Social/Environmental Climate Change	3
Invesco RAFI All-World Fundamental Value UCITS ETF	0.05%	Equity World Value	210
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.04%	Equity World Social/Environmental	3
HSBC MSCI Emerging Markets UCITS ETF USD	0.25%	Equity Emerging Markets	3,684
iShares Core MSCI Emerging Markets IMI UCITS ETF	0.21%	Equity Emerging Markets	1,522
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	23
iShares MSCI EM UCITS ETF (Acc)	0.25%	Equity Emerging Markets	8,224
Xtrackers MSCI Emerging Markets UCITS ETF 1C	0.25%	Equity Emerging Markets	11,473
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,770
BNP Paribas Easy II MSCI Emerging Markets Equity PAB UCITS ETF USD Acc	0.40%	Equity Emerging Markets Social/Environmental Climate Change	23
UBS MSCI EM ex China Socially Responsible UCITS ETF USD acc	1.45%	Equity Emerging Markets Social/Environmental Climate Change	10
CT QR Series Global Equity Active UCITS ETF USD Dist	0.06%	Equity World Fundamental/Quality	-
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	41
iShares MSCI South Africa UCITS ETF	6.80%	Equity South Africa	292
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	6
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,379
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	88
Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C	0.35%	Equity Emerging Markets	133
Deka MSCI Emerging Markets ESG Focus Select UCITS ETF Acc	0.18%	Equity Emerging Markets Social/Environmental	236
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	1,757
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental Climate Change	38
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	541
Franklin FTSE Emerging ex China UCITS ETF USD Capitalisation	0.42%	Equity Emerging Markets	6
UBS MSCI EM Climate Paris Aligned UCITS ETF USD acc	0.44%	Equity Emerging Markets Social/Environmental Climate Change	610
HSBC Emerging Market Screened Equity UCITS ETF USD	0.10%	Equity Emerging Markets Social/Environmental Climate Change	201
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.23%	Equity Emerging Markets Social/Environmental	1,246
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	110
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	612
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	672
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.03%	Equity World	29
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	790
Invesco FTSE EM High Dividend Low Volatility UCITS ETF	0.16%	Equity Emerging Markets Dividend	249
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
Amundi MSCI Emerging Markets SRI Climate Paris Aligned UCITS ETF DR (C)	1.00%	Equity Emerging Markets Social/Environmental	1,792
Amundi MSCI Emerging Ex China ESG Selection UCITS ETF DR (C)	0.71%	Equity Emerging Markets Social/Environmental	974
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.40%	Equity Emerging Markets Social/Environmental Climate Change	5
UBS Core MSCI EM UCITS ETF USD dis	0.25%	Equity Emerging Markets	2,573
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.06%	Equity World	91
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.08%	Equity World Social/Environmental	117
State Street SPDR MSCI Emerging Markets UCITS ETF USD	0.26%	Equity Emerging Markets	1,788
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	51
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,678
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF ACC-USD	0.45%	Equity Emerging Markets Social/Environmental	2,838
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.32%	Equity Emerging Markets Social/Environmental	1,952
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	93
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	43
Invesco FTSE All-World UCITS ETF Acc	0.08%	Equity World	3,137
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)	0.21%	Equity Emerging Markets	36,471
BNP Paribas Easy II MSCI Emerging Markets ex-China PAB UCITS ETF EUR Hedged Acc	0.19%	Equity Emerging Markets Social/Environmental Climate Change	6
First Trust Global Equity Income UCITS ETF Dist	0.39%	Equity World Fundamental/Quality	50
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,299
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	16
Amundi Core MSCI Emerging Markets UCITS ETF Acc	0.25%	Equity Emerging Markets	4,121
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	1
Xtrackers Emerging Markets Net Zero Pathway Paris Aligned UCITS ETF	0.27%	Equity Emerging Markets Social/Environmental Climate Change	15
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	380
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	222
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	912
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,186
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)	0.23%	Equity Emerging Markets Social/Environmental	5,828
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.07%	Equity World Dividend	8,265
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist)	0.36%	Equity Emerging Markets Social/Environmental Multi-Asset Strategy	61
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0.12%	Equity Emerging Markets Social/Environmental	1,216
BNP Paribas Easy II MSCI Emerging Markets ex-China PAB UCITS ETF USD Dist	0.19%	Equity Emerging Markets Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	1
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Acc)	0.12%	Equity Emerging Markets Social/Environmental	8,378
UBS MSCI EM Socially Responsible UCITS ETF USD acc	1.02%	Equity Emerging Markets Social/Environmental Climate Change	815
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc	0.41%	Equity Emerging Markets Multi-Factor Strategy	95
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.25%	Equity Emerging Markets	1,104
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF	0.45%	Equity Emerging Markets Social/Environmental	20
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc	0.41%	Equity Emerging Markets Social/Environmental	62
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Acc)	0.69%	Equity Emerging Markets Social/Environmental	348
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	59
iShares MSCI EM SRI UCITS ETF	0.94%	Equity Emerging Markets Social/Environmental	3,103
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	583
Franklin FTSE Emerging Markets UCITS ETF (Acc)	0.30%	Equity Emerging Markets	7
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	60
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,085
State Street Emerging Markets Screened Enhanced Equity Fund UCITS ETF	0.15%	Equity Emerging Markets Social/Environmental	1
First Trust Global Equity Income UCITS ETF Acc	0.39%	Equity World Fundamental/Quality	85
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.40%	Equity Emerging Markets Social/Environmental Climate Change	164
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Distributing	0.31%	Equity Emerging Markets Social/Environmental	19
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	39,257
Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR (C)	0.49%	Equity Emerging Markets Social/Environmental	1,173
Fidelity Emerging Markets Quality Income UCITS ETF ACC-USD	0.45%	Equity Emerging Markets Dividend	39
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	202
CT QR Series Global Equity Active UCITS ETF USD Acc	0.06%	Equity World Fundamental/Quality	-
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.07%	Equity World Dividend	2,288
Vanguard FTSE Emerging Markets UCITS ETF (USD) Distributing	0.28%	Equity Emerging Markets	3,105
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	50
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.32%	Equity Emerging Markets Social/Environmental	26
Franklin Global Quality Dividend UCITS ETF (Dist)	0.53%	Equity World Dividend	97
JPMorgan Global Emerging Markets Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.32%	Equity Emerging Markets Social/Environmental	14
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,451
Xtrackers MSCI Emerging Markets UCITS ETF 1D	0.25%	Equity Emerging Markets	353
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	28,162
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)	0.36%	Equity Emerging Markets Social/Environmental Multi-Asset Strategy	1,194
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	79
HSBC Emerging Market Screened Equity UCITS ETF USD (Dist)	0.10%	Equity Emerging Markets Social/Environmental Climate Change	60
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	201
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	391
HSBC MSCI Emerging Markets UCITS ETF USD (Acc)	0.25%	Equity Emerging Markets	1,100
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	1,538
Amundi MSCI Emerging Markets SRI Climate Paris Aligned UCITS ETF DR (D)	1.00%	Equity Emerging Markets Social/Environmental	145
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	20
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
L&G Emerging Markets Quality Dividends Equal Weight UCITS ETF USD Dist	0.18%	Equity Emerging Markets Dividend	45
UBS Core MSCI EM UCITS ETF USD acc	0.25%	Equity Emerging Markets	6,724
Franklin Global Quality Dividend UCITS ETF (Acc)	0.53%	Equity World Dividend	4
Amundi Prime Emerging Markets UCITS ETF DR (C)	0.23%	Equity Emerging Markets	781
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,191
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating	0.28%	Equity Emerging Markets	1,858
Invesco FTSE All-World UCITS ETF Dist	0.08%	Equity World	241
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF	0.25%	Equity Emerging Markets Social/Environmental	1,800
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	98
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	22
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	831
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Dist	0.62%	Equity World Dividend	85
Vanguard ESG Emerging Markets All Cap UCITS ETF (USD) Accumulating	0.31%	Equity Emerging Markets Social/Environmental	88
Fidelity Emerging Markets Quality Income UCITS ETF INC-USD	0.45%	Equity Emerging Markets Dividend	180
Xtrackers Zurich ESG Allocation Equities UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	268
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist	0.25%	Equity Emerging Markets	91
WisdomTree Emerging Markets Equity Income UCITS ETF	0.78%	Equity Emerging Markets Dividend	158
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C	0.29%	Equity Emerging Markets Social/Environmental Climate Change	118
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	94
ODDO BHF Global Equity Active UCITS ETF (Acc)	0.01%	Equity World Social/Environmental	5
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	4,099
iShares MSCI EM ex-China UCITS ETF USD (Dist)	0.34%	Equity Emerging Markets	915
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	55
HSBC MSCI Emerging Markets Climate Paris Aligned UCITS ETF	0.44%	Equity Emerging Markets Social/Environmental Climate Change	34
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	21,861
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,277
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	493
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	11,768
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI Emerging Markets ESG UCITS ETF 1C	0.60%	Equity Emerging Markets Social/Environmental	1,357
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.78%	Equity Emerging Markets Dividend	65
iShares MSCI EM ex-China UCITS ETF USD (Acc)	0.34%	Equity Emerging Markets	4,950
UBS MSCI EM ex China UCITS ETF USD acc	0.33%	Equity Emerging Markets	87
BNP Paribas Easy II MSCI Emerging Markets ex-China PAB UCITS ETF USD Acc	0.19%	Equity Emerging Markets Social/Environmental Climate Change	16
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF DR (C)	0.06%	Equity Emerging Markets Social/Environmental Climate Change	1,910
State Street SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF USD	1.63%	Equity Emerging Markets Dividend	152
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	50
Invesco RAFI Emerging Markets Fundamental Value UCITS ETF Dist	0.19%	Equity Emerging Markets Value	74
Amundi MSCI Emerging Markets SRI Climate Paris Aligned UCITS ETF DR - GBP (D)	1.00%	Equity Emerging Markets Social/Environmental	23
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	896
UBS MSCI EM Socially Responsible UCITS ETF USD dis	1.02%	Equity Emerging Markets Social/Environmental Climate Change	2,531
L&G Emerging Markets Equity UCITS ETF USD Acc	0.23%	Equity Emerging Markets Social/Environmental	129
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	105
Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF	0.45%	Equity Emerging Markets Social/Environmental Climate Change	8

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*
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.

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*

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	+7.83%
1 month	+8.53%
3 months	-5.52%
6 months	+21.27%
1 year	+36.26%
3 years	-
5 years	-
Since inception (MAX)	+62.09%
2025	+17.95%
2024	+8.64%
2023	-
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).