Strategy

ISIN US5949724083

WKN 722713

Market cap (in EUR)

38.622 mln

Country

Stati Uniti

Sector

Tecnologia

Dividend yield

0,00%

Overview

Quote

Description

MicroStrategy, Inc. si occupa della fornitura di software di analisi aziendale e di mobilità. L'azienda progetta, sviluppa, commercializza e vende piattaforme software attraverso accordi di licenza e abbonamenti basati sul cloud e servizi correlati. I suoi pacchetti di prodotti includono Hyper.Now, Consumer User Bundle e Power User Bundle. L'azienda è stata fondata da Michael J. Saylor e Sanjeev K. Bansal il 17 novembre 1989 e ha sede a Vienna, VA.

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Tecnologia Software e consulenza Software Stati Uniti

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Financials

Key metrics

Market capitalisation, EUR	38.622 mln
EPS, EUR	-34,66
P/B ratio	1,2
P/E ratio	6,0
Dividend yield	0,00%

Income statement (2025)

Revenue, EUR	423 mln
Net income, EUR	-3.411 mln
Profit margin	-806,35%

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Capital at risk

What ETF is Strategy in?

There are 193 ETFs which contain Strategy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Strategy is the VanEck Crypto and Blockchain Innovators UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0,26%	Equity World Equal Weighted	19
Xtrackers MSCI USA Screened UCITS ETF 1C	0,06%	Equity United States Social/Environmental	730
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0,38%	Equity World Value	435
Xtrackers Portfolio UCITS ETF 1C	0,04%	Equity World Multi-Asset Strategy	742
Invesco MSCI World Equal Weight UCITS ETF Acc	0,09%	Equity World Equal Weighted	1,259
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0,04%	Equity World Social/Environmental Multi-Asset Strategy	44
Xtrackers MSCI World Value UCITS ETF 1C	0,25%	Equity World Value	4,495
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0,05%	Equity World Social/Environmental Climate Change	25
BNP Paribas Easy II NASDAQ 100 UCITS ETF EUR Hedged Acc	0,23%	Equity United States	13
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0,19%	Equity United States Value	183
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0,08%	Equity United States Social/Environmental	14,376
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0,04%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0,06%	Equity World Social/Environmental Climate Change	8
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0,07%	Equity United States Buffer Alternative Investments	10
UBS Core MSCI World UCITS ETF USD dis	0,04%	Equity World	1,863
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0,10%	Equity World Equal Weighted	24
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0,08%	Equity United States Social/Environmental	1,525
iShares MSCI ACWI UCITS ETF USD (Dist)	0,04%	Equity World	11
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (dist)	0,07%	Equity United States Covered Call Alternative Investments	4
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0,04%	Equity World Social/Environmental	89
UBS MSCI USA Value UCITS ETF USD dis	0,11%	Equity United States Value	516
Amundi Core MSCI USA UCITS ETF Acc	0,06%	Equity United States	3,565
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0,05%	Equity World Social/Environmental	532
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0,05%	Equity World	629
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0,02%	Equity United States Multi-Factor Strategy	130
Invesco Nasdaq-100 UCITS ETF EUR Hedged	0,24%	Equity United States	534
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0,03%	Equity World Social/Environmental Climate Change	411
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0,14%	Equity United States Social/Environmental Multi-Asset Strategy	20
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0,03%	Equity World	89
Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C	0,36%	Equity World Technology Social/Environmental Digitalisation	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0,04%	Equity World	51
Xtrackers MSCI World UCITS ETF 1D	0,05%	Equity World	4,985
Xtrackers MSCI Fintech Innovation UCITS ETF 1C	1,60%	Equity World Technology Social/Environmental Fintech	11
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0,01%	Equity United States Social/Environmental Climate Change	171
Xtrackers MSCI USA Information Technology UCITS ETF 1D	0,18%	Equity United States Technology	1,812
Xtrackers MSCI Innovation UCITS ETF 1C	0,79%	Equity World Social/Environmental Innovation	6
UBS MSCI ACWI Universal UCITS ETF USD dis	0,04%	Equity World Social/Environmental	2,297
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc	0,04%	Equity World Social/Environmental Climate Change	1,532
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0,06%	Equity United States Social/Environmental Climate Change	2,086
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0,04%	Equity World	730
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0,25%	Equity World Value	381
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0,14%	Equity United States	28
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0,07%	Equity United States Covered Call Alternative Investments	4
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0,10%	Equity World Equal Weighted	36
BNP Paribas Easy II NASDAQ 100 UCITS ETF USD Acc	0,23%	Equity United States	2,400
HSBC MSCI World Climate Paris Aligned UCITS ETF	0,03%	Equity World Social/Environmental Climate Change	455
Xtrackers Portfolio Income UCITS ETF 1D	0,01%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0,04%	Equity World Social/Environmental	61
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0,32%	Equity World Value	265
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0,03%	Equity World Social/Environmental Climate Change	180
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0,07%	Equity World Social/Environmental Multi-Asset Strategy	26
Xtrackers Nasdaq 100 UCITS ETF 1C	0,22%	Equity United States	2,009
HSBC MSCI World UCITS ETF USD	0,04%	Equity World	13,366
L&G Global Equity UCITS ETF	0,05%	Equity World Social/Environmental	1,278
Invesco MSCI World Universal Screened UCITS ETF Acc	0,04%	Equity World Social/Environmental	243
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0,03%	Equity World Social/Environmental Climate Change	1,268
VanEck Crypto and Blockchain Innovators UCITS ETF	4,53%	Equity World Technology Blockchain	516
Xtrackers MSCI USA UCITS ETF 1C	0,06%	Equity United States	10,731
UBS Core MSCI World UCITS ETF hEUR acc	0,04%	Equity World	816
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0,06%	Equity United States	194
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0,01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0,04%	Equity World	18
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0,23%	Equity World Value	182
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0,04%	Equity World	1,118
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0,04%	Equity World Social/Environmental	446
Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C	0,48%	Equity World Technology Social/Environmental Artificial Intelligence	7,859
HANetf ETC Group Web 3.0 UCITS ETF Acc	3,95%	Equity World Social/Environmental Digitalisation	8
iShares Edge MSCI World Value Factor UCITS ETF	0,25%	Equity World Value	6,355
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0,08%	Equity North America Social/Environmental	25
Amundi Core MSCI World UCITS ETF Acc	0,04%	Equity World	13,688
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0,07%	Equity United States Buffer Alternative Investments	8
iShares Nasdaq 100 UCITS ETF (Acc)	0,22%	Equity United States	22,605
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc	1,01%	Equity United States Equal Weighted	90
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0,06%	Equity United States Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0,04%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0,04%	Equity World	119,715
Amundi MSCI Digital Economy UCITS ETF Acc	0,88%	Equity World Technology Social/Environmental Digitalisation	111
iShares Growth Portfolio UCITS ETF EUR (Acc)	0,07%	Equity World Social/Environmental Multi-Asset Strategy	94
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0,08%	Equity North America Social/Environmental	238
Invesco CoinShares Global Blockchain UCITS ETF Acc	2,19%	Equity World Technology Blockchain	910
L&G US Equity UCITS ETF	0,07%	Equity United States Social/Environmental	1,283
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0,04%	Equity World	755
UBS Core MSCI USA UCITS ETF USD dis	0,06%	Equity United States	1,270
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,04%	Equity World	21,734
UBS MSCI USA Universal UCITS ETF USD acc	0,07%	Equity United States Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0,03%	Equity World	12,654
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0,07%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0,06%	Equity United States	4,028
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0,10%	Equity United States Social/Environmental Climate Change	11
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0,04%	Equity World Social/Environmental	253
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0,04%	Equity World Social/Environmental	765
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0,05%	Equity World Social/Environmental	926
Xtrackers MSCI World Screened UCITS ETF 1C	0,04%	Equity World Social/Environmental	65
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0,06%	Equity United States	581
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0,07%	Equity United States Social/Environmental Climate Change	360
UBS Core MSCI World UCITS ETF USD acc	0,04%	Equity World	9,182
Invesco EQQQ Nasdaq-100 UCITS ETF Acc	0,24%	Equity United States	3,703
Invesco Nasdaq-100 ESG UCITS ETF Acc	0,19%	Equity United States Social/Environmental	2,153
iShares Core MSCI World UCITS ETF USD (Dist)	0,04%	Equity World	727
Invesco MSCI USA Universal Screened UCITS ETF Acc	0,07%	Equity United States Social/Environmental	2,501
iShares Automation & Robotics UCITS ETF	0,84%	Equity World Technology Social/Environmental Robotics & Automation	4,142
UBS MSCI USA NSL UCITS ETF USD acc	0,06%	Equity United States	3,022
Amundi Prime All Country World UCITS ETF Acc	0,04%	Equity World	1,895
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0,04%	Equity World	78
UBS MSCI World UCITS ETF USD dis	0,04%	Equity World	1,446
Vanguard FTSE Developed World UCITS ETF Acc	0,05%	Equity World	5,319
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0,04%	Equity World Social/Environmental	511
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0,07%	Equity United States Covered Call Alternative Investments	2,753
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0,05%	Equity World Social/Environmental Climate Change	119
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0,03%	Equity World	5,489
Amundi MSCI World Catholic Principles UCITS ETF Acc	0,10%	Equity World Social/Environmental Catholic principles	105
iShares MSCI USA Screened UCITS ETF USD (Dist)	0,06%	Equity United States Social/Environmental	1,383
State Street SPDR MSCI World UCITS ETF USD Unhedged	0,04%	Equity World	16,068
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0,03%	Equity World	126
Vanguard FTSE Developed World UCITS ETF Distributing	0,05%	Equity World	3,977
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0,07%	Equity North America	2,613
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Dist	0,04%	Equity World Social/Environmental Climate Change	1
iShares Automation & Robotics UCITS ETF	0,84%	Equity World Technology Social/Environmental Robotics & Automation	271
WisdomTree Blockchain UCITS ETF USD Acc	0,70%	Equity World Social/Environmental Blockchain	48
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0,06%	Equity United States	704
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0,05%	Equity World	402
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0,04%	Equity World	294
Franklin US Dividend Tilt UCITS ETF (Acc)	0,05%	Equity United States Dividend	1
Xtrackers MSCI World Screened UCITS ETF 1D	0,04%	Equity World Social/Environmental	131
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0,04%	Equity World	146
Xtrackers MSCI AC World Screened UCITS ETF 1C	0,04%	Equity World Social/Environmental	5,847
Invesco FTSE All-World UCITS ETF Acc	0,04%	Equity World	3,218
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0,01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0,04%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI USA UCITS ETF USD acc	0,06%	Equity United States	2,660
iShares MSCI World Screened UCITS ETF USD (Dist)	0,05%	Equity World Social/Environmental	1,115
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0,03%	Equity World Social/Environmental Climate Change	123
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0,08%	Equity United States Social/Environmental	7,531
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0,13%	Equity United States Social/Environmental Innovation	33
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0,04%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF USD (Acc)	0,05%	Equity World Social/Environmental	5,092
Amundi Core MSCI World UCITS ETF USD Dist	0,04%	Equity World	1,555
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0,04%	Equity World Social/Environmental	2,614
Amundi Core MSCI USA UCITS ETF Dist	0,06%	Equity United States	1,056
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0,05%	Equity North America Social/Environmental Climate Change	443
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0,06%	Equity United States	17
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0,06%	Equity United States	17
State Street SPDR MSCI World Technology UCITS ETF USD	0,16%	Equity World Technology	1,042
iShares Russell 1000 Value UCITS ETF USD (Acc)	0,12%	Equity United States Value	471
Vanguard FTSE North America UCITS ETF (USD) Distributing	0,07%	Equity North America	2,792
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0,26%	Equity United States Value	403
Xtrackers MSCI World Value ESG UCITS ETF 1C	0,42%	Equity World Value	277
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0,06%	Equity United States Social/Environmental	167
iShares MSCI World UCITS ETF (Dist)	0,04%	Equity World	7,907
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0,04%	Equity World	1,720
iShares MSCI USA Islamic UCITS ETF	0,25%	Equity United States Islamic Investing	394
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,04%	Equity World	40,030
HSBC MSCI World UCITS ETF USD (Acc)	0,04%	Equity World	1,872
Xtrackers MSCI USA UCITS ETF 1D	0,06%	Equity United States	280
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0,05%	Equity World Social/Environmental Climate Change	171
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0,04%	Equity World Multi-Factor Strategy	199
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0,04%	Equity World Social/Environmental	4,139
iShares MSCI North America UCITS ETF	0,05%	Equity North America	1,272
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0,07%	Equity United States	4
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0,01%	Equity United States Growth	962
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc	0,04%	Equity World Social/Environmental Climate Change	207
iShares MSCI ACWI UCITS ETF USD (Acc)	0,04%	Equity World	28,098
UBS Nasdaq-100 UCITS ETF USD acc	0,22%	Equity United States	340
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0,09%	Equity World Multi-Factor Strategy	567
Xtrackers MSCI World Information Technology UCITS ETF 1C	0,16%	Equity World Technology	5,633
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0,03%	Equity World	1,522
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0,04%	Equity World Multi-Factor Strategy	1,203
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0,04%	Equity World	5,123
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0,07%	Equity United States	78
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0,03%	Equity World Private Equity	10
Invesco EQQQ Nasdaq-100 UCITS ETF	0,24%	Equity United States	11,140
iShares Edge MSCI USA Value Factor UCITS ETF	0,26%	Equity United States Value	4,296
iShares MSCI USA Screened UCITS ETF USD (Acc)	0,06%	Equity United States Social/Environmental	15,059
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0,04%	Equity World Social/Environmental	107
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0,06%	Equity United States Social/Environmental Climate Change	2,900
Amundi Prime Global UCITS ETF Dist	0,05%	Equity World	1,553
Xtrackers MSCI World UCITS ETF 1C	0,05%	Equity World	19,223
UBS Nasdaq-100 UCITS ETF USD dis	0,22%	Equity United States	23
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0,01%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0,03%	Equity World Social/Environmental Climate Change	968
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0,09%	Equity World Social/Environmental Catholic principles	161
Amundi Prime All Country World UCITS ETF Dist	0,04%	Equity World	4,304
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0,03%	Equity World Social/Environmental Climate Change	80
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0,06%	Equity United States Social/Environmental	716
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0,05%	Equity North America Social/Environmental Climate Change	39
Franklin AI, Metaverse and Blockchain UCITS ETF	1,72%	Equity World Artificial Intelligence	19
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0,06%	Equity United States Social/Environmental	1,155
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist)	0,04%	Equity World Technology Social/Environmental	879
iShares Nasdaq 100 UCITS ETF EUR Hedged Acc	0,22%	Equity United States	2,037
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0,05%	Equity World Social/Environmental Climate Change	0
iShares Nasdaq 100 ex-Top 30 UCITS ETF USD (Acc)	0,92%	Equity United States	8
Franklin US Dividend Tilt UCITS ETF (Dis)	0,05%	Equity United States Dividend	3
UBS MSCI USA UCITS ETF USD dis	0,06%	Equity United States	498

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.

Detailed comparison of all offers

Source: justETF Research; as of 6/2026. 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.
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Performance

Returns overview

YTD	-17.24%
1 month	-31.32%
3 months	-4.52%
6 months	-30.62%
1 year	-66.64%
3 years	+306.22%
5 years	+192.43%
Since inception (MAX)	+141.65%
2025	-57.08%
2024	+411.00%
2023	+377.87%
2022	-74.57%

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).