Healthpeak Properties, Inc.

ISIN US42250P1030

 | 

WKN A2N5NP

Market cap (in EUR)
12.960 mln
Country
Stati Uniti
Sector
Finanza
Dividend yield
5,64%
 

Overview

Quote

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Description

Healthpeak Properties, Inc. è un trust di investimento immobiliare, che si impegna nell'acquisizione, nello sviluppo, nella proprietà e nella gestione di immobili sanitari. Opera attraverso i seguenti segmenti di business: Life Science, Medical Office e Continuing Care Retirement Community (CCRC). Il segmento Life Science contiene spazi per laboratori e uffici destinati principalmente alle aziende di biotecnologia, di dispositivi medici e farmaceutici, agli istituti di ricerca scientifica, alle agenzie governative e ad altre organizzazioni coinvolte nell'industria delle scienze della vita. Il segmento Medical Office comprende edifici per uffici medici e ospedali. Il segmento CCRC comprende unità di vita indipendente, di vita assistita e di assistenza infermieristica qualificata per fornire un continuum di cure in un campus. L'azienda è stata fondata il 21 marzo 1985 e ha sede a Denver, CO.
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Finanza Immobiliare Fondi comuni di investimento immobiliare (REIT) Stati Uniti

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Financials

Key metrics

Market capitalisation, EUR 12.960 mln
EPS, EUR 0,30
P/B ratio 1,9
P/E ratio 61,8
Dividend yield 5,64%

Compte de résultat (2025)

Revenue, EUR 2.502 mln
Net income, EUR 62 mln
Profit margin 2,50%
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Capital at risk

Quel ETF contient Healthpeak Properties, Inc. ?

There are 171 ETFs which contain Healthpeak Properties, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Healthpeak Properties, Inc. is the Invesco S&P 500 High Dividend Low Volatility UCITS ETF.
ETF Weight Investment focus Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0,04%
Actions
États-Unis
Stratégie multi-facteurs
8
Xtrackers S&P 500 Swap UCITS ETF 1C 0,02%
Actions
États-Unis
3 634
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged 0,04%
Actions
États-Unis
Social/durable
Changement climatique
338
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc) 0,53%
Actions
Monde
Social/durable
314
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0,21%
Actions
États-Unis
Pondéré/équipondéré
11 431
WisdomTree New Economy Real Estate UCITS ETF USD Acc 2,97%
Immobilier
Monde
14
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc 0,66%
Immobilier
Monde
34
Invesco RAFI All-World Fundamental Value UCITS ETF 0,08%
Actions
Monde
Valeur
292
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc) 0,06%
Actions
Monde
Social/durable
132
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc) 0,02%
Actions
États-Unis
558
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc 0,06%
Actions
États-Unis
Social/durable
Changement climatique
2
iShares S&P 500 Swap UCITS ETF USD (Acc) 0,02%
Actions
États-Unis
13 682
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc 0,04%
Actions
États-Unis
Social/durable
582
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0,02%
Actions
États-Unis
16 874
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 0,04%
Actions
États-Unis
Social/durable
Changement climatique
22
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0,02%
Actions
États-Unis
543
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged 0,37%
Actions
États-Unis
Pondéré/équipondéré
902
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0,03%
Actions
États-Unis
201
Xtrackers S&P 500 Swap UCITS ETF 1D 0,02%
Actions
États-Unis
4 380
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0,21%
Actions
États-Unis
Pondéré/équipondéré
628
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc 0,73%
Immobilier
Monde
366
Xtrackers S&P 500 Swap II UCITS ETF 1D 0,02%
Actions
États-Unis
264
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0,06%
Actions
Monde
7 764
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 0,05%
Actions
États-Unis
Social/durable
11
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc 0,04%
Actions
États-Unis
Social/durable
Changement climatique
1 198
Franklin S&P 500 Paris Aligned Climate UCITS ETF 0,03%
Actions
États-Unis
Social/durable
Changement climatique
315
Amundi S&P 500 Swap UCITS ETF USD Dist 0,02%
Actions
États-Unis
8
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc) 0,07%
Actions
Monde
Social/durable
1 953
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc) 0,02%
Actions
États-Unis
3 544
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD 0,73%
Immobilier
Monde
2 196
Franklin S&P 500 Screened UCITS ETF Acc 0,04%
Actions
États-Unis
Social/durable
Changement climatique
4
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,02%
Actions
Monde
Social/durable
563
iShares Developed Markets Property Yield UCITS ETF 0,85%
Immobilier
Monde
993
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0,02%
Actions
États-Unis
286
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0,02%
Actions
États-Unis
18 617
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc 0,03%
Actions
États-Unis
26
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc) 0,86%
Immobilier
Monde
48
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist) 0,56%
Actions
États-Unis
Social/durable
0
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0,21%
Actions
États-Unis
Pondéré/équipondéré
409
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0,06%
Actions
Monde
227
iShares World Equity High Income UCITS ETF USD (Dist) 0,01%
Actions
Monde
Covered Call
Placements alternatifs
684
WisdomTree New Economy Real Estate UCITS ETF USD Dist 2,97%
Immobilier
Monde
7
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0,13%
Actions
États-Unis
Small Cap
2 567
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc 0,02%
Actions
États-Unis
1 737
Xtrackers MSCI World Small Cap UCITS ETF 1C 0,15%
Actions
Monde
Small Cap
138
Invesco RAFI US Fundamental Value UCITS ETF Dist 0,05%
Actions
États-Unis
Valeur
1 056
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc 0,11%
Actions
États-Unis
Mid Cap
4
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 0,28%
Actions
Monde
Small Cap
65
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0,26%
Actions
États-Unis
Small Cap
42
Fineco AM Amundi S&P 500 UCITS ETF Acc 0,02%
Actions
États-Unis
1
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc) 0,01%
Actions
Monde
Covered Call
Placements alternatifs
1
HSBC S&P 500 UCITS ETF USD 0,02%
Actions
États-Unis
8 774
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist 0,04%
Actions
États-Unis
Social/durable
Changement climatique
700
Ossiam S&P 500 UCITS ETF 1C (EUR) 0,02%
Actions
États-Unis
815
BNP Paribas Easy S&P 500 UCITS ETF EUR 0,02%
Actions
États-Unis
3 495
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0,21%
Actions
États-Unis
Pondéré/équipondéré
1 450
UBS S&P 500 Scored & Screened UCITS ETF USD acc 0,04%
Actions
États-Unis
Social/durable
2 086
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C 0,21%
Actions
États-Unis
Pondéré/équipondéré
9
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) 0,73%
Immobilier
Monde
817
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc) 0,15%
Actions
États-Unis
Social/durable
1
iShares S&P 500 Swap UCITS ETF USD (Dist) 0,02%
Actions
États-Unis
2 201
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C 0,37%
Actions
États-Unis
Pondéré/équipondéré
1 598
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc 0,21%
Actions
États-Unis
Pondéré/équipondéré
1 006
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0,02%
Actions
États-Unis
451
Invesco S&P 500 Scored & Screened UCITS ETF 0,04%
Actions
États-Unis
Social/durable
3 114
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0,02%
Actions
États-Unis
31 878
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist) 0,44%
Immobilier
Monde
15
WisdomTree S&P 500 0,02%
Actions
États-Unis
189
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc) 0,44%
Immobilier
Monde
37
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc) 0,06%
Actions
Monde
Social/durable
63
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist) 0,02%
Actions
États-Unis
123
WisdomTree Megatrends UCITS ETF USD 0,35%
Actions
Monde
Social/durable
Innovation
60
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C 0,24%
Actions
Monde
Small Cap
10
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0,04%
Actions
États-Unis
Stratégie multi-facteurs
110
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc 0,04%
Actions
États-Unis
Social/durable
619
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0,02%
Actions
États-Unis
23
Xtrackers S&P 500 Swap II UCITS ETF 1C 0,02%
Actions
États-Unis
4 771
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis 2,62%
Immobilier
Monde
172
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist) 0,70%
Immobilier
Monde
13
iShares Russell 1000 Value UCITS ETF USD (Acc) 0,04%
Actions
États-Unis
Valeur
1 036
Amundi S&P 500 Swap UCITS ETF USD Acc 0,02%
Actions
États-Unis
3 373
Xtrackers S&P 500 UCITS ETF 4C 0,02%
Actions
États-Unis
2 408
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc 0,33%
Actions
États-Unis
Pondéré/équipondéré
2 663
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) 0,08%
Actions
Monde
Small Cap
410
iShares Core S&P 500 UCITS ETF USD (Dist) 0,02%
Actions
États-Unis
20 224
Rize Global Sustainable Infrastructure UCITS ETF USD Dist 2,05%
Actions
Monde
Infrastructure
Social/durable
77
UBS MSCI World Small Cap UCITS ETF USD acc 0,14%
Actions
Monde
Small Cap
38
Invesco S&P 500 High Dividend Low Volatility UCITS ETF 3,74%
Actions
États-Unis
Faible volatilité/pondéré en fonction des risques
395
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0,21%
Actions
États-Unis
Small Cap
82
Invesco S&P 500 Equal Weight UCITS ETF 0,21%
Actions
États-Unis
Pondéré/équipondéré
1 124
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged 0,04%
Actions
États-Unis
Social/durable
1 351
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 0,02%
Actions
États-Unis
Stratégie multi-facteurs
2
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc) 0,02%
Actions
États-Unis
Stratégie multi-facteurs
104
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc 0,04%
Actions
États-Unis
Valeur
145
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0,02%
Actions
États-Unis
9 024
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0,02%
Actions
États-Unis
2 739
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0,04%
Actions
États-Unis
Stratégie multi-facteurs
28
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc 0,02%
Actions
États-Unis
924
UBS Core S&P 500 UCITS ETF hEUR acc 0,02%
Actions
États-Unis
218
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0,01%
Actions
Monde
Stratégie multi-facteurs
236
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc) 0,15%
Actions
États-Unis
Social/durable
8
UBS MSCI USA Small Cap Selection UCITS ETF USD acc 0,46%
Actions
États-Unis
Small Cap
225
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0,02%
Actions
États-Unis
432
UBS S&P 500 ESG Elite UCITS ETF hEUR acc 0,13%
Actions
États-Unis
Social/durable
214
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc) 0,85%
Immobilier
Monde
83
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0,02%
Actions
États-Unis
138
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0,14%
Actions
Monde
Small Cap
46
Vanguard FTSE Global All-Cap UCITS ETF USD Acc 0,01%
Actions
Monde
1 781
Invesco S&P 500 UCITS ETF 0,02%
Actions
États-Unis
38 366
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 0,04%
Actions
États-Unis
Social/durable
128
iShares Developed Markets Property Yield UCITS ETF USD (Acc) 0,85%
Immobilier
Monde
219
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0,04%
Actions
États-Unis
Social/durable
470
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation 1,02%
Actions
Monde
Infrastructure
Social/durable
479
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist) 0,86%
Immobilier
Monde
312
HSBC S&P 500 UCITS ETF USD (Acc) 0,02%
Actions
États-Unis
587
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 0,04%
Actions
États-Unis
Social/durable
Changement climatique
324
Amundi FTSE EPRA NAREIT Global II UCITS ETF Dist 0,73%
Immobilier
Monde
64
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D 0,21%
Actions
États-Unis
Pondéré/équipondéré
23
Vanguard S&P 500 UCITS ETF (USD) Distributing 0,02%
Actions
États-Unis
46 816
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged 0,02%
Actions
États-Unis
1 444
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0,21%
Actions
États-Unis
Pondéré/équipondéré
4 323
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc) 0,02%
Actions
États-Unis
1
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc 0,33%
Actions
États-Unis
Pondéré/équipondéré
169
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0,21%
Actions
États-Unis
Pondéré/équipondéré
35
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0,01%
Actions
Monde
Stratégie multi-facteurs
1 453
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD 0,18%
Actions
États-Unis
Small Cap
911
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0,02%
Actions
États-Unis
91
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0,02%
Actions
Amérique du Nord
Social/durable
28
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation 1,02%
Actions
Monde
Infrastructure
Social/durable
40
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) 0,06%
Actions
États-Unis
Social/durable
4 296
WisdomTree S&P 500 EUR Daily Hedged 0,02%
Actions
États-Unis
5
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist 0,02%
Actions
États-Unis
1 130
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged 0,02%
Actions
États-Unis
312
iShares US Property Yield UCITS ETF 1,28%
Immobilier
États-Unis
532
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc 0,04%
Actions
États-Unis
Social/durable
62
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0,02%
Actions
États-Unis
65
VanEck Global Real Estate UCITS ETF 1,08%
Immobilier
Monde
438
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc 0,04%
Actions
États-Unis
Social/durable
215
UBS S&P 500 ESG Elite UCITS ETF USD acc 0,13%
Actions
États-Unis
Social/durable
579
Invesco S&P 500 EUR Hedged UCITS ETF 0,02%
Actions
États-Unis
2 845
UBS S&P 500 Equal Weight SF UCITS ETF USD acc 0,21%
Actions
États-Unis
Pondéré/équipondéré
13
iShares World Equity High Income Active UCITS ETF USD (Acc) 0,01%
Actions
Monde
Covered Call
Placements alternatifs
17
iShares MSCI World Small Cap UCITS ETF 0,14%
Actions
Monde
Small Cap
7 819
iShares World Equity Enhanced Active UCITS ETF USD (Acc) 0,06%
Actions
Monde
Social/durable
1 865
iShares Core S&P 500 UCITS ETF USD (Acc) 0,02%
Actions
États-Unis
136 121
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) 0,04%
Actions
États-Unis
Social/durable
440
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0,03%
Actions
États-Unis
1
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0,02%
Actions
Amérique du Nord
Social/durable
267
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0,02%
Actions
États-Unis
2 587
Amundi Core S&P 500 Swap UCITS ETF Acc 0,02%
Actions
États-Unis
16 501
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) 0,04%
Actions
États-Unis
Social/durable
407
UBS Core S&P 500 UCITS ETF USD acc 0,02%
Actions
États-Unis
2 086
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 0,88%
Actions
Monde
Social/durable
3
Invesco S&P 500 UCITS ETF Dist 0,02%
Actions
États-Unis
9 112
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 0,03%
Actions
Monde
Social/durable
18
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc 0,04%
Actions
États-Unis
Social/durable
831
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0,26%
Actions
États-Unis
Small Cap
31
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) 0,14%
Actions
Monde
Small Cap
1 714
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C 0,14%
Immobilier
Monde
10
iShares US Property Yield UCITS ETF USD (Acc) 1,28%
Immobilier
États-Unis
17
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist 0,73%
Immobilier
Monde
57
Amundi S&P 500 Swap UCITS ETF EUR Acc 0,02%
Actions
États-Unis
2 908
Amundi Core S&P 500 Swap UCITS ETF EUR Dist 0,02%
Actions
États-Unis
3 267
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc) 0,56%
Actions
États-Unis
Social/durable
343
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc 0,06%
Actions
États-Unis
Social/durable
Changement climatique
5
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc 0,06%
Actions
États-Unis
Social/durable
Changement climatique
1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0,02%
Actions
Monde
Social/durable
1 091
Amundi S&P 500 Screened UCITS ETF Acc 0,04%
Actions
États-Unis
Social/durable
3 917
UBS Core S&P 500 UCITS ETF USD dis 0,02%
Actions
États-Unis
1 265
WisdomTree Tech Megatrends UCITS ETF USD Acc 0,75%
Actions
Monde
Technologie
Social/durable
Innovation
4
iShares US Equity Enhanced Active UCITS ETF USD (Acc) 0,15%
Actions
États-Unis
Social/durable
1 598

Savings plan offers

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Performance

Returns overview

YTD +31.46%
1 month -1.64%
3 months +3.09%
6 months +21.77%
1 year +14.71%
3 years +1.18%
5 years -39.20%
Since inception (MAX) -42.33%
2025 -28.27%
2024 +4.95%
2023 -22.88%
2022 -25.90%

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 27.54%
Volatility 3 years 26.11%
Volatility 5 years 26.19%
Return per risk 1 year 0.47
Return per risk 3 years 0.00
Return per risk 5 years -0.36
Maximum drawdown 1 year -18.51%
Maximum drawdown 3 years -34.73%
Maximum drawdown 5 years -57.42%
Maximum drawdown since inception -59.51%

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.