Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

86,064 m

Country

Canada

Sector

Finance

Dividend yield

3.32%

Overview

Quote

Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Toronto, Canada.

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Finance Banking International Banks Canada

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Financials

Key metrics

Market capitalisation, EUR	86,064 m
EPS, EUR	7.37
P/B ratio	1.8
P/E ratio	17.1
Dividend yield	3.32%

Income statement (2025)

Revenue, EUR	50,126 m
Net income, EUR	5,605 m
Profit margin	11.18%

What ETF is Bank of Montreal in?

There are 204 ETFs which contain Bank of Montreal. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank of Montreal is the UBS MSCI Canada Universal UCITS ETF CAD acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.11%	Equity World	800
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	689
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,008
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	37
SPDR MSCI World Financials UCITS ETF	0.66%	Equity World Financials	298
Xtrackers MSCI World ex USA UCITS ETF 1C	0.40%	Equity World	4,709
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	1,345
UBS MSCI World ex USA UCITS ETF USD acc	0.40%	Equity World	54
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	35
iShares MSCI ACWI UCITS ETF USD (Dist)	0.10%	Equity World	2
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.11%	Equity World Social/Environmental	70
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.11%	Equity World Social/Environmental	491
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.12%	Equity World	426
UBS MSCI Canada UCITS ETF hGBP dis	3.29%	Equity Canada	3
Amundi MSCI World ESG Selection UCITS ETF Acc	0.21%	Equity World Social/Environmental	1,802
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.20%	Equity World Multi-Factor Strategy	0
SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.28%	Equity World Dividend	20
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	15
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.12%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	36
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,626
Xtrackers MSCI World ESG UCITS ETF 1C	0.24%	Equity World Social/Environmental	5,589
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.12%	Equity World Social/Environmental	453
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.21%	Equity World Social/Environmental Climate Change	130
UBS MSCI ACWI Universal UCITS ETF USD dis	0.14%	Equity World Social/Environmental	1,998
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	700
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental	90
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	202
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	7,366
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	33
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental Climate Change	261
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.10%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	927
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	231
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.76%	Equity World Financials Social/Environmental	105
Amundi Prime Global UCITS ETF Acc	0.11%	Equity World	1,122
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.40%	Equity World Multi-Factor Strategy	4
HSBC MSCI World UCITS ETF USD	0.12%	Equity World	12,558
L&G Global Equity UCITS ETF	0.11%	Equity World Social/Environmental	915
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	1,765
Invesco MSCI World Universal Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	210
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.14%	Equity World Social/Environmental	60
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	95
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.14%	Equity World Social/Environmental	1,412
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	69
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	167
Xtrackers MSCI World Momentum ESG UCITS ETF	1.09%	Equity World Momentum	235
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.73%	Equity World Dividend	125
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.23%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	401
UBS MSCI World Selection UCITS ETF hEUR dis	0.22%	Equity World Social/Environmental	291
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.24%	Equity World Social/Environmental	902
UBS MSCI World Selection UCITS ETF hCHF acc	0.22%	Equity World Social/Environmental	270
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	14
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.11%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.23%	Equity World Social/Environmental	199
UBS MSCI Canada UCITS ETF hUSD acc	3.29%	Equity Canada	53
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	989
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.11%	Equity World Social/Environmental	125
Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR)	1.78%	Equity Canada Social/Environmental Climate Change	28
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.17%	Equity North America Social/Environmental	24
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	12,340
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.73%	Equity World Dividend	31
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	4,993
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.59%	Equity World Financials Social/Environmental	528
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	37
HANetf Middlefield Canadian Enhanced Income UCITS ETF (Dist)	2.49%	Equity Canada Dividend	72
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.22%	Equity World Momentum	3,406
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	712
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	371
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	111,561
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	76
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.16%	Equity North America Social/Environmental	270
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	682
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	48
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	19,371
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
SPDR MSCI All Country World UCITS ETF (Acc)	0.12%	Equity World	8,114
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Momentum UCITS ETF 1C	0.22%	Equity World Momentum	1,608
UBS MSCI Canada UCITS ETF hEUR acc	3.29%	Equity Canada	236
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.20%	Equity World Multi-Factor Strategy	206
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.18%	Equity World	32
Amundi MSCI World Ex USA UCITS ETF Dist	0.40%	Equity World	109
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	215
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	985
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.11%	Equity World Social/Environmental	738
Amundi MSCI World Screened UCITS ETF Acc	0.12%	Equity World Social/Environmental	1,041
HSBC MSCI Canada UCITS ETF USD	3.29%	Equity Canada	220
iShares MSCI Canada UCITS ETF (Acc)	3.29%	Equity Canada	1,478
Amundi MSCI World Ex USA UCITS ETF Acc	0.40%	Equity World	531
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	92
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.36%	Equity World Dividend	6,243
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	6,649
Xtrackers MSCI Canada Screened UCITS ETF 1C	3.40%	Equity Canada Social/Environmental	1,088
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental Climate Change	41
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental Climate Change	405
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental Climate Change	327
UBS MSCI Canada UCITS ETF CAD acc	3.29%	Equity Canada	523
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	490
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	165
Franklin S&P World Screened UCITS ETF Acc	0.18%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	7
UBS MSCI Canada UCITS ETF hCHF acc	3.29%	Equity Canada	48
Amundi Prime All Country World UCITS ETF Acc	0.10%	Equity World	1,080
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.12%	Equity World Social/Environmental	20
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,347
Vanguard FTSE Developed World UCITS ETF Acc	0.11%	Equity World	4,970
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	1,870
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	17
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	430
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	133
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.04%	Equity World	4,335
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.44%	Equity World Social/Environmental	1,617
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.40%	Equity World Social/Environmental Catholic principles	91
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.21%	Equity World Social/Environmental	104
SPDR MSCI World UCITS ETF	0.11%	Equity World	14,186
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.04%	Equity World	80
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	3,556
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.15%	Equity North America	2,106
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.14%	Equity World Social/Environmental	670
Xtrackers MSCI World ex USA UCITS ETF 1D	0.40%	Equity World	198
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	365
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	259
Xtrackers MSCI World Screened UCITS ETF 1D	0.12%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.11%	Equity World Social/Environmental	5,195
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,322
UBS MSCI World Selection UCITS ETF hEUR acc	0.22%	Equity World Social/Environmental	42
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-UKdis	3.29%	Equity Canada	7
Xtrackers MSCI World Climate Transition UCITS ETF	0.12%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	962
UBS MSCI Canada Universal UCITS ETF CAD acc	4.88%	Equity Canada Social/Environmental Climate Change	115
HSBC MSCI World UCITS ETF CHF hedged	0.12%	Equity World	54
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.24%	Equity World Social/Environmental	192
iShares MSCI World Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	4,949
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,374
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.14%	Equity World Social/Environmental	287
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	180
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.10%	Equity North America Social/Environmental Climate Change	549
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	8
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.14%	Equity World Social/Environmental	108
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.15%	Equity North America	2,497
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	868
UBS MSCI World Selection UCITS ETF USD acc	0.22%	Equity World Social/Environmental	647
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	0.99%	Equity World Social/Environmental	40
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	1
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	7,402
VanEck World Equal Weight Screened UCITS ETF A	0.46%	Equity World Equal Weighted	1,240
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,612
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	29,530
HSBC MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	1,506
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.76%	Equity World Financials Social/Environmental	681
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	162
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	3,844
UBS MSCI Canada UCITS ETF hGBP acc	3.29%	Equity Canada	99
iShares MSCI North America UCITS ETF	0.14%	Equity North America	1,063
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	43
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.43%	Equity World Social/Environmental	418
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.11%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.20%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	38
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.43%	Equity World Social/Environmental Multi-Asset Strategy	39
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental Climate Change	54
iShares MSCI ACWI UCITS ETF USD (Acc)	0.10%	Equity World	22,723
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	1,072
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	16
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	910
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	4,890
SPDR S&P Global Dividend Aristocrats UCITS ETF	0.22%	Equity World Dividend	1,327
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	198
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	92
VanEck Multi-Asset Growth Allocation UCITS ETF	0.63%	Equity World Social/Environmental Multi-Asset Strategy	32
Amundi Prime Global UCITS ETF Dist	0.11%	Equity World	1,137
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	16,631
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.11%	Equity World	482
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	15
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	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	1,100
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.42%	Equity World Social/Environmental Catholic principles	149
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	3,020
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.20%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.14%	Equity World Social/Environmental	1,195
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.12%	Equity World Social/Environmental	85
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.43%	Equity World Social/Environmental	9
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.10%	Equity North America Social/Environmental Climate Change	40
Xtrackers MSCI World Financials UCITS ETF 1C	0.67%	Equity World Financials	2,549
UBS MSCI Canada UCITS ETF CAD dis	3.29%	Equity Canada	771
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	20
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.27%	Equity World Social/Environmental Climate Change	270
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.39%	Equity World	2,166

Performance

Returns overview

YTD	+6.33%
1 month	+4.94%
3 months	+9.77%
6 months	+22.36%
1 year	+29.28%
3 years	+23.59%
5 years	+85.52%
Since inception (MAX)	+149.63%
2025	+27.18%
2024	-1.53%
2023	+2.69%
2022	-5.72%

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).