Altria Group, Inc.

ISIN US02209S1033

WKN 200417

Market cap (in EUR)

103.183 m

Country

Verenigde Staten

Sector

Niet-Cyclische Consumentenproducten

Dividend yield

5,63%

Overview

Quote

Description

Altria Group, Inc. is een houdstermaatschappij die zich bezighoudt met de productie en verkoop van sigaretten in de Verenigde Staten. De onderneming is actief in de volgende segmenten: Smokeable Products, Oral Tobacco Products en All Other. Het segment Smokeable Products bestaat uit sigaretten geproduceerd en verkocht door PM USA, en machine-made grote sigaren en pijptabak geproduceerd en verkocht door Middleton. Het segment tabaksproducten voor oraal gebruik bestaat uit MST- en snusproducten, geproduceerd en verkocht door USSTC, en nicotinepakjes voor oraal gebruik, geproduceerd en verkocht door Helix. Het segment Alle overige heeft betrekking op de financiële resultaten van NJOY, Helix ROW en de verwarmde tabaksactiviteiten van IQOS System. Het bedrijf is opgericht in 1919 en heeft zijn hoofdkantoor in Richmond, VA.

Show more Show less

Niet-Cyclische Consumentenproducten Voedsel- en Tabaksproductie Tabaksproductie Verenigde Staten

Chart

Financials

Key metrics

Market capitalisation, EUR	103.183 m
EPS, EUR	4,13
P/B ratio	-
P/E ratio	15,6
Dividend yield	5,63%

Income statement (2025)

Revenue, EUR	17.831 m
Net income, EUR	6.140 m
Profit margin	34,44%

What ETF is Altria Group, Inc. in?

There are 197 ETFs which contain Altria Group, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Altria Group, Inc. is the Xtrackers MSCI USA Consumer Staples UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.39%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.14%	Equity World	932
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.81%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	707
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,214
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States	3
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.19%	Equity United States	49
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.20%	Equity United States	13,976
UBS Core MSCI World UCITS ETF USD dis	0.14%	Equity World	1,734
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	38
iShares MSCI ACWI UCITS ETF USD (Dist)	0.12%	Equity World	8
UBS MSCI USA Value UCITS ETF USD dis	0.37%	Equity United States Value	476
Amundi Core MSCI USA UCITS ETF Acc	0.19%	Equity United States	3,060
Franklin U.S. Equity UCITS ETF	0.81%	Equity United States Multi-Factor Strategy	59
State Street SPDR S&P Developed Quality Aristocrats UCITS ETF USD Unhedged (Acc)	0.84%	Equity World Fundamental/Quality	33
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	402
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	538
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.29%	Equity World Multi-Factor Strategy	2
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.30%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	15
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.33%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.12%	Equity World	70
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.16%	Equity World Covered Call Alternative Investments	71
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	44
Xtrackers MSCI World UCITS ETF 1D	0.14%	Equity World	4,351
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.25%	Equity United States Covered Call Alternative Investments	34
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.21%	Equity United States	430
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.16%	Equity World Covered Call Alternative Investments	17
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.25%	Equity United States Covered Call Alternative Investments	41
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	248
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.21%	Equity United States	53
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.15%	Equity World	690
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.39%	Equity United States Multi-Factor Strategy	103
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.47%	Equity United States	37
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	217
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	0.98%	Equity United States Low Volatility/Risk Weighted	98
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.28%	Equity World Dividend	7,927
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.51%	Equity United States Multi-Factor Strategy	77
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.72%	Equity World Dividend	0
UBS Core S&P 500 UCITS ETF hGBP dis	0.19%	Equity United States	64
iShares Core S&P 500 UCITS ETF USD (Dist)	0.20%	Equity United States	17,925
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	58
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	3.15%	Equity United States Low Volatility/Risk Weighted	298
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	952
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.09%	Equity World Multi-Asset Strategy	1,023
iShares S&P 500 Consumer Staples Sector UCITS ETF	3.76%	Equity United States Consumer Staples	398
First Trust Global Equity Income UCITS ETF Acc	0.55%	Equity World Fundamental/Quality	83
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.20%	Equity United States Buffer Alternative Investments	5
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.19%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.14%	Equity World	1,727
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.39%	Equity United States Multi-Factor Strategy	26
HSBC MSCI World UCITS ETF USD	0.15%	Equity World	12,786
UBS Core S&P 500 UCITS ETF hEUR acc	0.19%	Equity United States	209
L&G Global Equity UCITS ETF	0.14%	Equity World Social/Environmental	1,111
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.28%	Equity World Dividend	2,138
Xtrackers MSCI USA Consumer Staples UCITS ETF 1D	3.82%	Equity United States Consumer Staples	135
UBS Core MSCI World UCITS ETF hGBP dis	0.14%	Equity World	98
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.09%	Equity World Multi-Asset Strategy	77
Xtrackers MSCI USA UCITS ETF 1C	0.20%	Equity United States	10,173
UBS Core MSCI World UCITS ETF hEUR acc	0.14%	Equity World	720
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.19%	Equity United States	190
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.13%	Equity World	18
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	1,046
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	23
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.19%	Equity United States	558
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States	73
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.00%	Equity United States Large Cap	27
Amundi Core MSCI World UCITS ETF Acc	0.13%	Equity World	13,063
UBS Core MSCI USA UCITS ETF hGBP acc	0.19%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	781
State Street SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD	3.77%	Equity United States Consumer Staples	232
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.14%	Equity World	450
iShares Core MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	116,928
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.20%	Equity United States	2,126
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.88%	Equity North America Dividend	119
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	150
iShares Core S&P 500 UCITS ETF USD (Acc)	0.20%	Equity United States	121,044
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.17%	Equity United States	159
L&G US Equity UCITS ETF	0.20%	Equity United States Social/Environmental	1,229
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	721
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.13%	Equity World	67
UBS Core MSCI USA UCITS ETF USD dis	0.19%	Equity United States	1,188
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.12%	Equity World	20,705
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)	0.12%	Equity World	9,764
iShares MSCI USA UCITS ETF (Acc)	0.20%	Equity United States	3,774
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	59
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.30%	Equity World Multi-Factor Strategy	218
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.24%	Equity World	35
Xtrackers S&P 500 UCITS ETF 4D	0.21%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	0.19%	Equity United States	1,087
UBS Core S&P 500 UCITS ETF hCHF acc	0.19%	Equity United States	613
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	97
L&G S&P 100 UCITS ETF USD Acc	0.27%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.20%	Equity United States	543
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.20%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD acc	0.14%	Equity World	8,104
iShares Core MSCI World UCITS ETF USD (Dist)	0.14%	Equity World	584
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	8,621
Invesco RAFI All-World Fundamental Value UCITS ETF	0.20%	Equity World Value	194
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	20
UBS MSCI USA NSL UCITS ETF USD acc	0.19%	Equity United States	2,830
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.81%	Equity United States Low Volatility/Risk Weighted	4
Amundi Prime All Country World UCITS ETF Acc	0.12%	Equity World	1,522
UBS MSCI World UCITS ETF USD dis	0.14%	Equity World	1,380
Vanguard FTSE Developed World UCITS ETF Acc	0.13%	Equity World	5,508
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.23%	Equity United States	219
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.67%	Equity World Multi-Factor Strategy	848
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	426
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.15%	Equity World	4,913
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.16%	Equity World Covered Call Alternative Investments	1,213
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.95%	Equity United States Low Volatility/Risk Weighted	44
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.20%	Equity United States	286
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.20%	Equity United States	16,685
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.14%	Equity World	15,321
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	181
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.15%	Equity World	99
Vanguard FTSE Developed World UCITS ETF Distributing	0.13%	Equity World	3,696
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.27%	Equity United States Value	672
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.19%	Equity North America	2,426
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.25%	Equity United States Covered Call Alternative Investments	18
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.25%	Equity United States Covered Call Alternative Investments	316
HSBC S&P 500 UCITS ETF USD	0.20%	Equity United States	7,584
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	85
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,450
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.19%	Equity United States	720
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.14%	Equity World	376
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	282
Franklin US Dividend Tilt UCITS ETF (Acc)	0.60%	Equity United States Dividend	1
Invesco FTSE All-World UCITS ETF Acc	0.09%	Equity World	2,855
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.20%	Equity United States	27,225
UBS Core MSCI USA UCITS ETF USD acc	0.19%	Equity United States	2,424
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	310
First Trust Global Equity Income UCITS ETF Dist	0.55%	Equity World Fundamental/Quality	49
HSBC MSCI World UCITS ETF CHF hedged	0.15%	Equity World	81
Amundi Core MSCI World UCITS ETF USD Dist	0.13%	Equity World	1,454
Amundi Core MSCI USA UCITS ETF Dist	0.19%	Equity United States	995
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.19%	Equity United States	21
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.37%	Equity United States Value	453
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.19%	Equity North America	2,675
Xtrackers MSCI World Consumer Staples UCITS ETF 1C	2.50%	Equity World Consumer Staples	779
Xtrackers S&P 500 UCITS ETF 4C	0.21%	Equity United States	1,286
First Trust US Equity Income UCITS ETF GBP Hedged Distributing	2.02%	Equity United States Dividend	0
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.95%	Equity United States Low Volatility/Risk Weighted	1,388
iShares MSCI World UCITS ETF (Dist)	0.14%	Equity World	7,685
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.14%	Equity World	1,674
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.19%	Equity United States	1,320
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.20%	Equity United States	8,352
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.20%	Equity United States	2,259
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.12%	Equity World	35,955
HSBC MSCI World UCITS ETF USD (Acc)	0.15%	Equity World	1,684
Xtrackers S&P 500 Market Leaders UCITS ETF 1C	1.52%	Equity United States Fundamental/Quality	4
Xtrackers MSCI USA UCITS ETF 1D	0.20%	Equity United States	263
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	186
iShares MSCI North America UCITS ETF	0.19%	Equity North America	1,259
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.17%	Equity United States	1
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.14%	Equity World	47
Invesco Global Enhanced Equity UCITS ETF Acc	0.29%	Equity World Multi-Factor Strategy	516
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.20%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP acc	0.14%	Equity World	48
iShares MSCI ACWI UCITS ETF USD (Acc)	0.12%	Equity World	25,943
HSBC S&P 500 UCITS ETF USD (Acc)	0.20%	Equity United States	544
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.55%	Equity World Multi-Factor Strategy	492
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.39%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.20%	Equity United States	42,761
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	1,358
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,557
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,096
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.14%	Equity World	5,115
Invesco FTSE All-World UCITS ETF Dist	0.09%	Equity World	222
First Trust US Equity Income UCITS ETF Acc	2.02%	Equity United States Dividend	31
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.95%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.20%	Equity United States	76
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	95
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.72%	Equity World Dividend	114
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.21%	Equity United States	59
State Street SPDR MSCI World Consumer Staples UCITS ETF USD	2.46%	Equity World Consumer Staples	145
Invesco S&P 500 Low Volatility UCITS ETF Acc	0.95%	Equity United States Low Volatility/Risk Weighted	20
Amundi Prime Global UCITS ETF Dist	0.14%	Equity World	1,144
State Street SPDR S&P 500 Quality Aristocrats UCITS ETF USD Unhedged (Acc)	1.49%	Equity United States Fundamental/Quality	694
Xtrackers MSCI World UCITS ETF 1C	0.14%	Equity World	18,018
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.29%	Equity World Multi-Factor Strategy	7
First Trust US Equity Income UCITS ETF Dist	2.02%	Equity United States Dividend	331
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.14%	Equity World	514
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.23%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	0.19%	Equity United States	1,391
Amundi Prime All Country World UCITS ETF Dist	0.12%	Equity World	3,844
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.67%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.20%	Equity United States	325
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist)	0.25%	Equity United States Technology Covered Call Alternative Investments	2
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	40
Invesco US Enhanced Equity UCITS ETF Acc	0.51%	Equity United States Multi-Factor Strategy	68
Franklin US Dividend Tilt UCITS ETF (Dis)	0.60%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.21%	Equity United States	607
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.20%	Equity United States	10
UBS MSCI USA UCITS ETF USD dis	0.20%	Equity United States	471

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 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	+25.87%
1 month	+8.17%
3 months	+11.16%
6 months	+22.79%
1 year	+19.38%
3 years	+45.29%
5 years	+55.23%
Since inception (MAX)	+46.67%
2025	+2.94%
2024	+31.45%
2023	-16.83%
2022	+8.36%

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).