Fresenius SE & Co. KGaA

ISIN DE0005785604

 | 

WKN 578560

Marktkapitalisatie (in EUR)
28.173 m
Land
Duitsland
Sector
Gezondheidszorg
Dividendrendement
2,00%
 

Overzicht

Koers

Beschrijving

Fresenius SE & Co. KGaA is een gezondheidszorggroep die zich bezighoudt met het leveren van producten en diensten voor dialyse, ziekenhuizen en ambulante medische zorg. Het bedrijf is actief via de volgende segmenten: Fresenius Medical Care, Fresenius Kabi, Fresenius Helios en Fresenius Vamed. Het segment Fresenius Medical Care richt zich op mensen met nierziekten. Het Fresenius Kabi segment is gespecialiseerd in levensreddende medicijnen en technologieën. Fresenius Helios biedt expertise op het gebied van intramurale en extramurale zorg en telegeneeskunde. Het Fresenius Vamed segment beheert projecten en diensten voor ziekenhuizen en andere zorginstellingen. Het bedrijf werd op 1 oktober 1912 opgericht door Eduard Fresenius en heeft zijn hoofdkantoor in Bad Homburg, Duitsland.
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Gezondheidszorg Gezondheidszorg Diensten Patiëntenzorg Duitsland

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 28.173 m
WPA, EUR 2,03
KBV 1,5
K/W 24,6
Dividendrendement 2,00%

Income statement (2024)

Omzet, EUR 21.833 m
Netto-inkomen, EUR 1.042 m
Winstmarge 4,77%

What ETF is Fresenius SE & Co. KGaA in?

There are 60 ETFs which contain Fresenius SE & Co. KGaA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Fresenius SE & Co. KGaA is the Xtrackers DAX ESG Screened UCITS ETF 1D.
ETF Weging Investeringsfocus Fondsgrootte (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0,03%
Equity
World
6,649
iShares MSCI World UCITS ETF (Dist) 0,03%
Equity
World
7,402
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,01%
Equity
World
Multi-Asset Strategy
927
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist 0,22%
Equity
Europe
Social/Environmental
Climate Change
126
Xtrackers MSCI EMU UCITS ETF 1D 0,33%
Equity
Europe
1,948
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,02%
Equity
World
29,530
UBS MSCI World Socially Responsible UCITS ETF USD dis 0,13%
Equity
World
Social/Environmental
Climate Change
3,866
UBS Core MSCI World UCITS ETF USD dis 0,03%
Equity
World
1,345
Invesco Global Enhanced Equity UCITS ETF Acc 0,10%
Equity
World
Multi-Factor Strategy
395
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,06%
Equity
World
Dividend
1,765
Vanguard FTSE Developed World UCITS ETF Acc 0,03%
Equity
World
4,970
UBS Core MSCI World UCITS ETF hGBP dis 0,03%
Equity
World
95
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,00%
Equity
World
Multi-Asset Strategy
35
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 0,33%
Equity
Europe
Social/Environmental
5
UBS Core MSCI EMU UCITS ETF EUR dis 0,33%
Equity
Europe
1,665
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist) 0,27%
Equity
Europe
Social/Environmental
481
iShares MSCI ACWI UCITS ETF USD (Acc) 0,02%
Equity
World
22,723
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
69
iShares STOXX Europe 600 Health Care UCITS ETF (DE) 1,17%
Equity
Europe
Health Care
749
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,03%
Equity
World
Social/Environmental
491
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist) 0,07%
Equity
Europe
Social/Environmental
Climate Change
648
UBS Core MSCI World UCITS ETF hEUR acc 0,03%
Equity
World
401
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 0,22%
Equity
Europe
3,297
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0,04%
Equity
Europe
Social/Environmental
Climate Change
28
Vanguard FTSE Developed World UCITS ETF Distributing 0,03%
Equity
World
3,556
Vanguard Germany All Cap UCITS ETF (EUR) Distributing 1,13%
Equity
Germany
269
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist) 0,48%
Equity
Europe
Momentum
45
Amundi MSCI Europe UCITS ETF Acc 0,18%
Equity
Europe
628
iShares MSCI Europe ex-UK UCITS ETF 0,22%
Equity
Europe
1,318
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,00%
Equity
World
Multi-Asset Strategy
92
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0,09%
Equity
World
Multi-Factor Strategy
0
iShares MSCI EMU Screened UCITS ETF EUR (Dist) 0,37%
Equity
Europe
Social/Environmental
683
Xtrackers MSCI Europe UCITS ETF 1D 0,18%
Equity
Europe
139
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist) 0,07%
Equity
World
Health Care
Social/Environmental
524
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,00%
Equity
World
Multi-Asset Strategy
15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,01%
Equity
World
Multi-Asset Strategy
712
Xtrackers MSCI World UCITS ETF 1D 0,03%
Equity
World
4,626
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0,10%
Equity
World
Multi-Factor Strategy
7
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) 0,50%
Equity
Europe
Low Volatility/Risk Weighted
27
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0,22%
Equity
Europe
Social/Environmental
35
Xtrackers DAX ESG Screened UCITS ETF 1D 1,65%
Equity
Germany
Social/Environmental
446
Amundi MSCI EMU Value Factor UCITS ETF Dist 0,66%
Equity
Europe
Value
233
iShares MSCI World Screened UCITS ETF USD (Dist) 0,03%
Equity
World
Social/Environmental
962
Amundi Core MSCI Europe UCITS ETF Dist 0,18%
Equity
Europe
566
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0,17%
Equity
Europe
2,282
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,02%
Equity
World
19,371
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0,20%
Equity
Europe
Social/Environmental
463
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0,14%
Equity
World
Value
238
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,00%
Equity
World
Multi-Asset Strategy
202
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0,17%
Equity
Europe
10,938
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,06%
Equity
World
Dividend
7,366
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) 0,70%
Equity
Europe
Value
67
Amundi Prime Europe UCITS ETF DR (D) 0,18%
Equity
Europe
215
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0,06%
Equity
Europe
Social/Environmental
4,452
Vanguard FTSE Developed Europe UCITS ETF Distributing 0,17%
Equity
Europe
4,483
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,01%
Equity
World
Social/Environmental
985
Amundi Core MSCI EMU UCITS ETF Dist 0,34%
Equity
Europe
594
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0,22%
Equity
Europe
1,228
Amundi Prime Eurozone UCITS ETF DR (D) 0,35%
Equity
Europe
57
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
92

Prestaties

Rendementsoverzicht

YTD +3,15%
1 maand -1,25%
3 maanden +2,81%
6 maanden +11,20%
1 jaar +32,39%
3 jaar +78,04%
5 jaar +39,68%
Since inception +3,23%
2025 +46,01%
2024 +18,51%
2023 +7,29%
2022 -25,53%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).
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Risico-overzicht

Volatiliteit 1 jaar 22,42%
Volatiliteit 3 jaar 22,80%
Volatiliteit 5 jaar 24,29%
Rendement/Risico 1 jaar 1,44
Rendement/Risico 3 jaar 0,93
Rendement/Risico 5 jaar 0,28
Maximaal waardedaling 1 jaar -10,40%
Maximaal waardedaling 3 jaar -21,31%
Maximaal waardedaling 5 jaar -58,01%
Maximaal waardedaling sinds aanvang -74,99%

Voortschrijdende volatiliteit over 1 jaar

— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.